According to André Dragosch, he expects many investors will regret selling BTC over the next 6-12 months because he anticipates a major liquidity expansion, stating that the printer is coming big time source: André Dragosch on X, Nov 17, 2025. Historical evidence shows that expansions in global liquidity have coincided with stronger performance in risk assets including Bitcoin, indicating a potential bullish catalyst if liquidity easing materializes source: Bank for International Settlements, Quarterly Review June 2023. Traders can position around this thesis by monitoring forward rate expectations, central bank balance sheets, and Treasury cash and bill issuance that directly affect bank reserves and system liquidity source: CME Group FedWatch Tool; Board of Governors of the Federal Reserve System H.4.1; U.S. Department of the Treasury Quarterly Refunding documents. For confirmation, market participants often track real yields and broad dollar indexes as proxies for financial conditions that can drive crypto flows source: Federal Reserve Economic Data FRED for 10-year TIPS yields and broad trade-weighted dollar index.

According to @KobeissiLetter, policymakers are adding liquidity via eight catalysts: planned US $2,000 stimulus checks, a Japan $110B package, a China $1.4T package, the Fed ending QT on December 1, ~$1.9T annual US Treasury issuance, Canada restarting QE, record $137T global M2, and 320+ rate cuts over 24 months (source: The Kobeissi Letter). The author argues these developments raise the risk of another inflation wave that markets must price (source: The Kobeissi Letter). For crypto trading, liquidity expansion and debasement concerns have historically supported large-cap crypto like BTC and ETH as monetary debasement hedges; monitor confirmation through inflation expectations and real-yield dynamics (source: ARK Invest; source: Federal Reserve FRED). Key signals to watch include US 5y5y inflation expectations and breakeven rates, DXY, and US 10Y real yields to gauge risk-on versus risk-off conditions (source: Federal Reserve FRED). Track crypto-native liquidity via stablecoin net issuance and aggregate free-float supply, which have correlated with market breadth in prior cycles (source: Coin Metrics; source: Kaiko Research). Tactically, if stimulus/QE headlines are confirmed alongside rising breakevens and a softer DXY, momentum setups in BTC, ETH, and other high-liquidity assets tend to improve; conversely, a jump in real yields with a stronger dollar argues for tighter risk and rally fades until liquidity data turn (source: Federal Reserve FRED; source: ARK Invest).

According to @GracyBitget, post-10.11, top market makers cut risk, thinning order-book depth and creating liquidity vacuum moves where small sell orders pierce multiple levels and price whips without large volume, driving BTC to simultaneously lose the 200-day and 360-day moving averages for the first time this cycle, with RSI near 33 and no reversal signal, indicating a liquidity-driven correction rather than a structural bear trend, source: @GracyBitget. According to @GracyBitget, BTC is trading a US domestic liquidity cycle—tight QT, elevated Treasury yields attracting flows into risk-free returns, TGA constraints tied to government shutdown dynamics, and weaker December rate-cut odds—keeping dollar liquidity scarce and capping BTC, source: @GracyBitget. According to @GracyBitget, she argues the next major BTC leg will be determined by whether the US restarts QE, with timing of balance-sheet expansion more decisive than technicals, source: @GracyBitget. According to @GracyBitget, spot BTC ETFs have posted multiple days of net outflows with single-day peaks of roughly $800M–$900M, signaling US institutions are near-term risk-off, source: @GracyBitget. According to @GracyBitget, Korean retail risk appetite has rotated from crypto to AI semiconductors—Upbit volumes down about 80% year over year, BTC/KRW activity muted, KOSPI up over 70% YTD, and retail forums pivoting to AI/semis—implying in a constrained global liquidity regime, capital is choosing the strongest beta (AI) over crypto for now, source: @GracyBitget. According to @GracyBitget, key trading levels and signals are: watch for BTC to reclaim 102K–103K (near the 360-day MA) for a clearer reversal confirmation; price declines show low-volume, no-panic selling with poor bid depth rather than heavy forced supply, so risk management via smaller position sizing and lower leverage is prioritized until a clear QE-driven liquidity inflection appears, source: @GracyBitget.

According to @cas_abbe, the author claims the U.S. government shutdown could end in two weeks, quantitative tightening could finish in four weeks, former President Trump is calling for a $2,000 dividend check, market sentiment is at an all-time low, and a Federal Reserve President expects QE to start soon (source: @cas_abbe on X, Nov 9, 2025). For traders, the author’s thesis implies a potential liquidity inflection that would warrant close monitoring of official balance-sheet and cash-flow gauges before positioning in BTC and ETH (sources: Federal Reserve H.4.1 statistical release; U.S. Treasury Daily Statement; @cas_abbe on X, Nov 9, 2025). Practical confirmation checks include: a sustained week-over-week increase in the Fed’s total assets, a drawdown in the Treasury General Account, and a rise in net stablecoin issuance, alongside BTC reclaiming key trend levels and positive futures funding (sources: Federal Reserve H.4.1; U.S. Treasury Daily Statement; Coin Metrics stablecoin supply; major derivatives venues’ funding data). These macro claims are presented by the author without official citations; traders should await confirmation via Federal Reserve and U.S. Treasury communications before acting (sources: Federal Reserve official statements; U.S. Treasury releases; @cas_abbe on X, Nov 9, 2025).

According to @cryptorover, China is increasing money supply and the US will start QE soon, signaling a bullish stance for crypto risk assets like BTC and ETH based on a post on X dated Nov 9, 2025, source: @cryptorover on X. Traders should validate any liquidity shift by tracking PBOC M2 YoY and Total Social Financing releases and by monitoring the Federal Reserve H.4.1 balance sheet, FOMC communications, and any Treasury buyback or QE announcements before positioning, source: People’s Bank of China statistics, Federal Reserve Board releases, and U.S. Treasury announcements. Historically, expansions in major central bank balance sheets have coincided with stronger performance in BTC and ETH and broader crypto market cap growth, making these liquidity metrics key triggers for entries and risk sizing, source: Coin Metrics research on liquidity and crypto returns and Federal Reserve balance sheet data. Tactically, watch the 4-week change in Fed total assets, the 3-month average TSF growth, the DXY trend, and front-end real yields for confirmation of a risk-on backdrop and adjust leverage and funding exposure accordingly, source: Federal Reserve H.4.1, PBOC TSF releases, ICE U.S. Dollar Index data, and U.S. Treasury real yield data.

According to Crypto Rover, a return of quantitative easing could trigger an outsized rally in altcoins, stating that once QE returns, altcoins will go ballistic. Source: Crypto Rover on X https://twitter.com/cryptorover/status/1987248005100290050. For confirmation, traders should watch for renewed asset purchases or balance sheet expansion in the Federal Reserve H.4.1 release and FOMC communications. Source: Board of Governors of the Federal Reserve System H.4.1 statistical release and FOMC statements. Liquidity proxies to track include M2 money stock acceleration and central bank balance sheet growth alongside crypto market breadth and dominance shifts. Source: Federal Reserve Economic Data for M2 and Board of Governors balance sheet data; CoinGecko global crypto market data. Historically, the 2020-2021 QE phase coincided with strong crypto performance, underscoring altcoins sensitivity to liquidity while not guaranteeing future results. Source: Board of Governors balance sheet series and CoinGecko historical price data. Until an official QE program is announced by a major central bank, the thesis remains conditional rather than a confirmed trading signal. Source: Board of Governors of the Federal Reserve System policy communications.

According to @cryptorover, the New York Fed President expects quantitative easing to start soon, which he frames as a bullish catalyst for risk assets including BTC and ETH. Source: Crypto Rover on X, Nov 8, 2025. This claim is not corroborated in the provided content by an official New York Fed speech or FOMC statement, so traders should verify via the New York Fed news and speeches page and Federal Reserve Board press releases before positioning. Source: Federal Reserve Bank of New York communications; Board of Governors of the Federal Reserve System press releases. If confirmed, QE has historically compressed Treasury term premia and lowered long-end yields, easing financial conditions that tend to support liquidity-sensitive assets. Source: FRBNY Staff Report 441 by Gagnon et al. 2011; Federal Reserve H.15 Selected Interest Rates. Crypto performance is sensitive to real yields and the US dollar, so monitor DXY and TIPS-derived real rates alongside BTC futures basis and funding. Source: BIS Quarterly Review on crypto markets 2022; ICE US Dollar Index data; CME Group Bitcoin futures market statistics. Key trading checklist: watch H.4.1 balance sheet expansion and ON RRP usage for liquidity impulse, and track BTC and ETH spot-perp basis for confirmation of risk-on flow. Source: Federal Reserve H.4.1 Factors Affecting Reserve Balances; Federal Reserve overnight reverse repo operations statistics; CME Group and major exchange derivatives dashboards.

According to the source, the Federal Reserve injected 29.4 billion dollars into the banking system to ease liquidity concerns, described as the largest add since 2020 and not quantitative easing, and the post notes this supports BTC, source: the source. The Fed can add reserves via repurchase operations and the Standing Repo Facility, which temporarily increase reserves without expanding the balance sheet through asset purchases like QE, source: Federal Reserve SRF and open market operations documentation. Bitcoin has behaved like a high beta risk asset and has shown rising correlation with equities during liquidity cycles, which makes additional dollar liquidity a potential short term tailwind for BTC, source: International Monetary Fund analysis on crypto equity co movement in 2022. Traders should monitor the Federal Reserve H.4.1 weekly release for changes in repos, the Treasury General Account, and the Overnight Reverse Repo Facility because these components drive reserve balances that influence risk sentiment across crypto, source: Federal Reserve H.4.1 Factors Affecting Reserve Balances. If reserve additions persist while RRP usage declines, the setup is near term supportive for BTC, whereas a rebuild of the Treasury General Account or higher front end policy rates would tighten liquidity and weigh on crypto beta, source: Federal Reserve H.4.1 and Federal Reserve FOMC policy communications.

According to @Ashcryptoreal, the crypto total market cap remains in a bull trend, with panic sellers being flushed before a parabolic phase expected in the next 4–6 months; source: @Ashcryptoreal on X, Oct 26, 2025. The author cites expanding M2 money supply, an anticipated end to Fed quantitative tightening with potential quantitative easing, and 3–4 rate cuts within six months as key liquidity catalysts; source: @Ashcryptoreal on X, Oct 26, 2025. Additional drivers listed include US equities at new highs, gold at a $30 trillion valuation with possible rotation into Bitcoin (BTC) after stabilization, and forthcoming US crypto-friendly regulations; source: @Ashcryptoreal on X, Oct 26, 2025. The author also notes 155 altcoin ETF filings that could be approved after a government shutdown, framing a setup for a parabolic rally in BTC and altcoins if these catalysts materialize; source: @Ashcryptoreal on X, Oct 26, 2025.

According to @MilkRoadDaily, Arthur Hayes reiterates a Bitcoin (BTC) price target of $250,000 by year-end, linking the call to the Federal Reserve signaling the end of quantitative tightening, accelerating liquidity, and the prospect of quantitative easing returning. According to @MilkRoadDaily, the discussion breaks down the recent crypto market crash, why it collapsed, and what altcoin liquidation data implies for positioning. According to @MilkRoadDaily, Hayes presents a macro bull case in which BTC could lead the debasement trade, alongside his outlook for 2025, ETH and altcoins, and whether the 4-year cycle still applies. According to @MilkRoadDaily, the episode also covers practical trading preparation for black swan events and bear market strategies, with segments on Nexo and Figure Markets included.

According to @rovercrc, BTC rallied from $15,000 to $124,000 during one of the harshest Federal Reserve tightening cycles, source: @rovercrc on X, Sep 1, 2025. The author asserts that a shift to quantitative easing (QE) could drive further upside in Bitcoin, source: @rovercrc on X, Sep 1, 2025. This post conveys strong bullish sentiment and a liquidity-driven trading narrative for monitoring policy pivots, source: @rovercrc on X, Sep 1, 2025.

According to Crypto Rover (@rovercrc), Bitcoin rallied from $15K to $124K even as the Federal Reserve executed the harshest quantitative tightening in BTC’s history, underscoring price resilience during shrinking liquidity (source: Crypto Rover on X). Federal Reserve H.4.1 releases and the FRED WALCL series show the Fed’s total assets contracted by more than $1 trillion from the 2022 peak, confirming a substantial QT regime that traders monitor for liquidity impact (sources: Federal Reserve H.4.1; FRED WALCL). In the last major QE phase, Fed assets expanded by roughly $4 trillion from March 2020 to late 2021 while BTC climbed from about $5K to near $69K, highlighting Bitcoin’s positive sensitivity to balance‑sheet expansion (sources: Federal Reserve/FRED; TradingView BTCUSD). Conversely, during the 2022 tightening cycle with aggressive rate hikes and QT initiation, BTC fell from its 2021 peak toward ~$15.5K, reinforcing the macro-liquidity linkage (sources: Federal Reserve FOMC statements; TradingView BTCUSD). For trade setup planning, market participants track policy pivot inputs cited by the FOMC—Core PCE inflation, labor market data such as the unemployment rate, and forward guidance—because these factors directly shape liquidity expectations (sources: BEA for Core PCE; BLS for unemployment; Federal Reserve FOMC statements).

According to Michaël van de Poppe, the Producer Price Index (PPI) has increased, yet market reactions remain subdued, shifting focus to tariffs, quantitative easing (QE), and geopolitical tensions between Trump and China as key determinants of market sentiment. The decrease in yields signals potential shifts in trading strategies, especially concerning Bitcoin's response in the risk-on or risk-off environment.

According to GreeksLive, there is speculation that the inclusion of MicroStrategy ($MSTR) in the Nasdaq could imply that the US Central Bank supports Bitcoin ($BTC) as a proxy asset through quantitative easing (QE). The tweet suggests that if this interpretation holds true, it might be strategic to purchase a $200,000 call option, indicating a bullish outlook on Bitcoin.

According to CryptoMichNL, the current market situation can be compared to historical crashes such as the FTX Crash, COVID-19 Crash, and Chinese Crash in 2017. Despite heavy volatility, similar to Black Monday in Japan in 1987, the market is expected to be buoyed by quantitative easing (QE) and rate cuts. Traders are advised to buy the dip in Bitcoin and Altcoins as stimulus measures are likely to push the market bubble forward.