If you watched the FOMC presser, you saw it: Jerome Powell didn’t just cut rates by 25bps; he effectively admitted the Fed knows liquidity needs to be injected (ie: Not-QE QE).
We are seeing a massive divergence right now. On one hand, Global Liquidity has broken out to new all-time highs. On the other, Bitcoin price action looks asleep, stuck in a bearish trend on high timeframes.
Let’s be precise. This isn’t the 2020 bazooka where they injected $3.5 trillion in a year. This is a “gradual print”—a steady upward slope designed to fix the plumbing.
🎁 Holiday Alpha Giveaway: I’m gifting two free subscriptions to Michael Howell’s Capital Wars substack (the Godfather of Liquidity). If you want a chance to win, leave a comment on the YouTube video with your take on the Fed’s pivot.
⚔️ Stay Sharp
Follow the Macro War Room every Friday for the only Bitcoin analysis that treats markets like the battlefield they are.
👉 DurdenBTC.com for my dashboards + TradingView scripts.
👉 YouTube: Durden’s Bitcoin Ledger for the full weekly video.
👉 X: @DurdenBTC for real-time fire.
💥 Stay sovereign. Don’t be exit liquidity.
— Durden out.
✊🧼
Want the live dashboards behind these insights?
Subscribe on Substack Free subscribers get research updates. Paid subscribers get live macro tools + signal alerts.