đš US TREASURY = LIQUIDITY DRAIN NEXT WEEK
A $125,000,000,000 Treasury refunding wave is landing â and markets will feel it.
Hereâs the calendar you MUST watch:
âą Feb 10 â $58B 3Y
âą Feb 11 â $42B 10Y
âą Feb 12 â $25B 30Y
âą Settlement â Feb 17
This is not ânormal background noise.â
This is a system stress test.
Why this matters in one line:
đ When Treasury sells bonds, cash LEAVES markets.
Less liquidity = more risk.
More risk = higher volatility.
Higher volatility = forced selling.
If demand is STRONG â yields stay calm â markets breathe.
If demand is WEAK â yields spike â liquidity dries up â cascade selling starts.
Bonds move FIRST.
Stocks react SECOND.
Crypto gets hit FASTEST.
Feb 10â12 is the test.
Feb 17 is when the pain settles.
If you think everything is fine because charts look prettyâŠ
youâre about to learn how liquidity really works.
#Liquidity #Treasuries #Markets #Crypto #Macro



