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:

• 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.