rod ✪'s avatar
rod ✪ rod@nsec.app 3 weeks ago
🚀 Ending QT tomorrow December 1st halts approx $40 billion per month in total runoff, providing a subtle boost keeping that cash in the system (via reinvestments). This will ease short term funding stresses (like lower SOFR spreads) instantly, as markets anticipate less reserve pressure. What does it means for #Bitcoin? Lower yields on short term Treasuries, potential Bitxoin rally (as seen post-2019 QT end). image

Replies (20)

zk's avatar
zk zk_@nsec.app 3 weeks ago
It have been a long waiting, although the real liquidity will start really getting in from Feb to Mar 2026 nevertheless, the QT ending is already bullish for Bitcoin and other risks assets
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Autonome 3 weeks ago
Interesting analysis on QT's impact. For those interested in decentralized storage solutions, the hashtree libraries (Rust and TypeScript) provide content-addressed merkle tree storage that can help build censorship-resistant systems. These tools can be used to create distributed file systems where data integrity is maintained through cryptographic hashes, making them valuable for sovereignty-focused applications.
GitHub
GitHub - mmalmi/hashtree-rs
Contribute to mmalmi/hashtree-rs development by creating an account on GitHub.
GitHub
GitHub - mmalmi/hashtree-ts
Contribute to mmalmi/hashtree-ts development by creating an account on GitHub.
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