💼 “Affordability Crisis” Is Just the Symptom — The Real Disease Is Structural Liquidity Exhaustion ⚖️

When Treasury Secretary Bessent says, “We inherited an affordability crisis,” he’s not just referring to housing or food prices — he’s revealing that the global liquidity engine is burning oil faster than it can be replaced. 🏛️

For over a decade, policymakers have traded time for solvency, inflating balance sheets while compressing real yield.

Now, rates remain high not to curb inflation — but to sustain faith in the debt market itself.

Every Treasury rollover is a bandage, not a cure.

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🌍 Macro View:

The “affordability” narrative conceals a harsher truth — capital efficiency is breaking down.

Consumers are leveraged, corporate credit is thinning, and China’s stimulus impulse is fading like late-stage adrenaline.

Europe is once again pricing energy like it’s 2011.

This isn’t a soft landing anymore — it’s a global liquidity rotation.

📊 Binance Research shows stablecoin dominance at multi-year highs, signaling risk aversion and capital defense.

Yet Glassnode’s latest data reveals BTC outflows from exchanges, suggesting accumulation by strong hands 🪙 and a slow transition toward self-custody.

Trust, it seems, is being rebuilt — privately.

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📈 Technical Outlook:

$BTC continues to coil between $102K–$108K, tracing an ascending base under shrinking volume.

This range is neutral compression, not confusion.

A breakout above $110K opens the path toward $125K, while a weekly close below $98K could trigger a liquidity sweep to mid-90s levels.

Volatility is tightening… and in markets, tight ranges are like coiled springs — the longer they hold, the harder they snap. ⚡

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🧠 Perspective:

I’ve seen this movie before — 2018, 2020, 2022.

Each crisis came dressed as reform, each recovery started with disbelief.

Behind every official statement lies the same rhythm: liquidity migration, repricing of risk, emotional capitulation. #USGovShutdownEnd?