According to @BullTheoryio, the Federal Reserve injected $13.5B via overnight repo operations, the second-largest daily spike since COVID, indicating acute short-term cash needs at smaller banks and balance-sheet pressures (source: @BullTheoryio). According to @BullTheoryio, this mirrors late 2019 when repo spikes, small-bank funding stress, and quiet Fed support preceded the onset of QE (source: @BullTheoryio). According to @BullTheoryio, if repo spikes persist, the Fed could shift toward some form of easing by early 2026, with crypto markets such as BTC and ETH historically reacting early to liquidity expansions (source: @BullTheoryio). According to @BullTheoryio, traders should monitor overnight repo volumes, bank funding spreads, and near-term volatility over the next 3–6 months as continued liquidity pressure has historically aligned with easing cycles that lift risk assets (source: @BullTheoryio).

According to the source, Quantexa launched a platform aimed at reducing stablecoin-related strain on small banks, highlighting ongoing efforts to streamline crypto-fiat banking rails for market participants. Source: the source.