Reel by Luke Davis
Luke Davis@lukedavis.ig The Fed doesn’t literally print money, they create it digitally through bond purchases (QE) or destroy it by letting bonds mature (QT). Here’s what matters for your portfolio right now: we’re in a transitional phase. QT officially ended, but QE hasn’t started yet. This is the in-between zone where liquidity isn’t expanding but it’s also stopped contracting. Historically, this phase creates choppiness - assets don’t have the tailwind of fresh liquidity, but they’re also not fighting active drainage. Bitcoin’s current struggle below $100K makes sense in this context. The real question is timing: when does the Fed shift back to QE, and what catalyzes it? Because that’s when the next major liquidity wave begins. Right now, we’re waiting.
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