According to @cas_abbe on X on Sep 12, 2025, China injected about CNY 1.3 trillion this week, the Federal Reserve is set to cut rates next week, and the US Treasury is conducting debt buybacks, pointing to rising global liquidity (source: @cas_abbe on X). According to @cas_abbe, this liquidity backdrop is bullish for BTC and especially higher-beta altcoins, guiding traders toward a risk-on rotation if these catalysts materialize (source: @cas_abbe on X).

According to @cas_abbe, a synchronized expansion in U.S. and global liquidity could emerge as the Fed moves toward cuts, the U.S. Treasury runs buybacks, and foreign central banks expand M2, positioning Bitcoin (BTC) as a direct beneficiary, source: @cas_abbe, X post on Sep 7, 2025. According to @cas_abbe, this combination forms a constructive backdrop for BTC liquidity and price sensitivity to macro easing, source: @cas_abbe, X post on Sep 7, 2025.