According to @DowdEdward, a key driver of the 2023–2024 U.S. economy was deficit-financed support he characterizes as fraud, including funding via NGOs, and he claims this flow has now stopped (source: @DowdEdward on X, Dec 1, 2025). Official data confirm the U.S. ran very large federal deficits of roughly $1.7 trillion in FY2023 and about $1.7 trillion in FY2024, underscoring a strong fiscal impulse over that period (source: U.S. Treasury Monthly Treasury Statement; Congressional Budget Office annual budget reports). If fiscal support fades and Treasury issuance or cash management tightens system liquidity, risk assets including BTC and equities have historically shown sensitivity to financial conditions and liquidity measures (source: IMF Global Financial Stability Report 2022 on rising crypto–equity correlations). Traders should monitor Treasury issuance, Quarterly Refunding Announcements, and Treasury General Account swings that influence bank reserves and dollar liquidity, which can transmit to risk appetite across BTC and tech equities (source: U.S. Treasury Quarterly Refunding materials; Federal Reserve Bank of New York, Liberty Street Economics analysis of the TGA and reserve balances). No independent evidence for the fraud allegation is provided in the cited post, so positioning should rely on official fiscal and issuance data rather than unverified claims (source: @DowdEdward on X, Dec 1, 2025).