🚨 THE SYSTEM IS STARTING TO STRAIN 🚨

Something big is breaking beneath the surface — and it’s not priced in yet.

The Fed, Treasury, and Banks are now working against each other:

💣 Treasury = flooding the market with new debt

💣 Fed = still draining reserves (QT)

💣 Banks = stuck with low-yield assets, out of balance sheet space

Result?

The plumbing of the dollar system is clogging up. 💧

SOFR spiking 📈

Regional banks sliding 🏦

Bond yields collapsing 📉

These aren’t random — they’re symptoms of vanishing liquidity.

Money isn’t flowing through the system anymore. It’s getting trapped at the top while the real economy starves for credit.

The market isn’t bracing for a slowdown — it’s bracing for a policy break.

The next FOMC on Oct 29 might be too far away.

If funding stress keeps building, the Fed may be forced to step in early — not with talk, but with liquidity injections:

🔹 Pause QT

🔹 Expand repo ops

🔹 Quietly revive emergency tools

The bond market is already screaming the warning.

If they don’t move soon, this won’t be a smooth easing cycle —

it’ll be a liquidity crunch that forces their hand. ⚠️

#PowellRemarks #BinanceHODLerENSO #FedRateCutExpectations #BinanceHODLerYB #BNBBreaksATH