Three major central banks just made moves that most traders haven’t connected yet. Here’s what’s actually happening:
Japan Kicks Off the Easing Cycle
Tokyo just greenlit ¥17 trillion (~$110B) in fresh stimulus — their biggest shot in years. When Japan pumps this kind of money, the playbook is predictable:
Yen weakens → Capital flows out
Investors hunt for higher yields → Risk assets surge
BTC typically leads the move
The U.S. Treasury Tide Is Turning
Quietly but decisively:
No government shutdown (liquidity stays intact)
TGA balance near $960B
JPMorgan estimates $300B releasing from Treasury accounts in the next 4 weeks
QT (quantitative tightening) officially wraps December 1st
Translation? The Fed isn’t draining liquidity anymore — they’re about to stop fighting against it.
China’s Under-the-Radar Play
Beijing continues injecting ¥1 trillion+ weekly into their system. Less flashy than Japan, but consistent fuel.
The Real Picture
We’re witnessing a synchronized pivot toward monetary easing across the three largest economies. The last time this setup was this aligned? 2020–2021. Markets exploded.
Bitcoin’s recent pullback now looks less like capitulation and more like classic pre-rally distribution — bears still paranoid, whales accumulating quietly.
Historically, major rallies don’t start with fanfare. They start when liquidity silently flips and the majority is still holding short positions.
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Global Liquidity Flood: Why Bitcoin's Dip Might Be a Setup, Not a Breakdown
Three major central banks just made moves that most traders haven’t connected yet. Here’s what’s actually happening:
Japan Kicks Off the Easing Cycle
Tokyo just greenlit ¥17 trillion (~$110B) in fresh stimulus — their biggest shot in years. When Japan pumps this kind of money, the playbook is predictable:
The U.S. Treasury Tide Is Turning
Quietly but decisively:
Translation? The Fed isn’t draining liquidity anymore — they’re about to stop fighting against it.
China’s Under-the-Radar Play
Beijing continues injecting ¥1 trillion+ weekly into their system. Less flashy than Japan, but consistent fuel.
The Real Picture
We’re witnessing a synchronized pivot toward monetary easing across the three largest economies. The last time this setup was this aligned? 2020–2021. Markets exploded.
Bitcoin’s recent pullback now looks less like capitulation and more like classic pre-rally distribution — bears still paranoid, whales accumulating quietly.
Historically, major rallies don’t start with fanfare. They start when liquidity silently flips and the majority is still holding short positions.