@daoarchitec.base.eth

Big move from the U.S. Treasury: a $12.5B buyback of its own debt, the largest on record. Debt buybacks add liquidity, and when you layer that on top of QE and potential rate cuts, the setup points to a pretty supportive backdrop for risk assets into Q1–Q2 2026. The main wildcard is the Bank of Japan’s Dec 19 rate decision—but even there, they’ve already flagged a $185B stimulus package.

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