According to Charlie Bilello, the Federal Reserve’s balance sheet fell 24 percent over the last three years while the S&P 500 rose 90 percent, showing equities advanced during quantitative tightening rather than quantitative easing, source: Charlie Bilello on X dated Nov 1, 2025. According to Charlie Bilello, this regime suggests liquidity-only models tied to Fed balance sheet size would not have captured the full SPX uptrend in this window, making trend and earnings driven signals more relevant for trade timing, source: Charlie Bilello on X dated Nov 1, 2025. According to Charlie Bilello, crypto market participants should note that risk assets can rally despite balance sheet contraction, indicating central bank liquidity is not a standalone buy signal for digital assets, source: Charlie Bilello on X dated Nov 1, 2025. According to Charlie Bilello, a detailed video breakdown is provided for further context on the SPX move and the balance sheet trajectory, source: YouTube video referenced by Charlie Bilello.

According to @rovercrc, BTC has risen about 182% since the Federal Reserve began shrinking its balance sheet, source: @rovercrc on X, Sep 6, 2025. The post centers on how a potential shift back to expansionary policy, which would increase the Fed’s balance sheet, could affect BTC’s liquidity and price action, source: @rovercrc on X, Sep 6, 2025. Traders can monitor official liquidity and policy signals via the Federal Reserve’s weekly H.4.1 balance sheet release and FOMC communications to gauge potential BTC sensitivity to policy changes, source: Board of Governors of the Federal Reserve System, H.4.1 and FOMC. No specific timeframe or price targets are provided in the post, source: @rovercrc on X, Sep 6, 2025.