@bryptodegenerate

QE is coming. Here's why. Think of the financial system like a car engine. 1️⃣ The reserve ratios track the main fuel tank, and over the past year they’ve fallen to critically low levels. 2️⃣ RRP was the backup tank, silently feeding the engine with nearly $2.5T of extra liquidity while QT was draining the primary tank, but that backup is now empty too. 3️⃣ And SOFR–EFFR widening is the engine knocking, the same warning sound we heard before the 2019 repo crisis. With both fuel tanks depleted and the engine starting to strain, the Fed has no choice but to refuel the system: end QT, add reserves, and eventually restart bill purchases to keep the engine from stalling. $BOOMER $BASE #FOMC #FED

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