The 2019–2020 macro playbook is quietly returning.
Back then:
- QT ended
- Liquidity returned through T-bill purchases
- QE restarted
Bitcoin followed with a massive expansion.
Today, the same liquidity indicators are beginning to align again.
Since QT ended in 2025 and the Fed resumed buying in mid-December 2025, it has already purchased more than $90 billion in Treasury bills.

