🚨 THIS IS WHY YOUR CRYPTO BAGS ARE DUMPING

It’s not quantum FUD.

It’s not just a hawkish Fed.

It’s liquidity.

Over the past month, the US Treasury has aggressively rebuilt its TGA (Treasury General Account), draining roughly $150B from the system. When the TGA rises, liquidity leaves markets. When liquidity leaves, risk assets suffocate.

Crypto thrives on excess dollars.

Right now, excess dollars are shrinking.

Layer that on top of a slowing economy, tighter financial conditions, and positioning that was already crowded — and you get forced selling across the board.

And it’s not just crypto.

Apple Inc.

Microsoft Corporation

Alphabet Inc.

Amazon.com, Inc.

NVIDIA Corporation

Meta Platforms, Inc.

Tesla, Inc.

The entire “Mag7” complex has been red YTD in 2026, with several names down double digits. That’s not crypto-specific weakness — that’s systemic liquidity contraction.

Now the key question: does the dump continue?

The TGA is already near $922B — historically a ceiling since the post-2020 era. Once Treasury spending resumes and that balance declines, liquidity flows back into the system.

On top of that, tax refunds (~$150B) are expected to hit by March. That’s fresh cash entering household balance sheets — potential dry powder.

Liquidity drains create pain.

Liquidity injections create rallies.

Watch the TGA. Watch flows.

Price follows liquidity.