Fed Net liquidityFed Bal Sheet - RRP - TGA. This indicator tracks Fed Net liquidity which should be a good proxy for where markets are going
About Balance Sheet: Assets: Total Assets: Total Assets (Less Eliminations from Consolidation): Wednesday Level
what if?QE is a must for altcoins. the last FED QT cycle ended at .618. if that happens again with the same rate of QT, FED pivot should be in Q3 2025 and last time it took a quarter for altcoins to move. therefore, alts may move in Q4 2025 which kinda means bull run will extend well into 2026.
Are we entering QE? I find it hard to imagine that the Balance Sheet of the FED ('total assets') fits into some kind of channel or TA, but I have to be honest that I do see some patterns here. Total Assets is in a channel that has been going on for years, the end of which seems to be in sight. This means that the trans
This is the true ALT coin indicator.Using these metrics you can easily see when the ALT coin season begins and when it will end, by watching the FEDS balance sheet.
The History of Global Net Liquidity RhymesThe History of Global Net Liquidity Rhymes
Descending wedge pattern leading up to 2020 vs the one forming now.
Macro Monday 61 - Fed Balance Sheet Signals Liquidity BounceMacro Monday 61
Fed Balance Sheet Hits Long Term Supporting Trend Line
The Federal Reserve Balance Sheet
The balance sheet is published weekly, typically on Thursday afternoons, and it provides valuable information on the direction of global liquidity and the fed’s monetary policy.
When the
USD Liquidity IndexUSD liquidity calculated from treasury and fed metrics. Plotted against the SP500.
Credit to OpenBB for the example:
github.com
Good Liquidity Proxy? Fed balance sheet + BOJ balance sheet adjusted to USD + PBOC balance sheet adjusted to usd - Fed reverse repo - Treasury general account + Assets held at money market funds
Looks as if 1% rise in liquidity = 5% Rise in Crypto
Michael Howell thinks there is a 6 week lag with liquidity and Bitcoi
Global Net Liquidity dashboardHere is an approximation for Global Net Liquidity:
FRED:WALCL+FRED:JPNASSETS*FX_IDC:JPYUSD+ECONOMICS:CNCBBS*FX_IDC:CNYUSD+FRED:ECBASSETSW*FX:EURUSD-FRED:RRPONTSYD-FRED:WTREGEN
This dashboard shows each of these components.
BLX and the Global EconomyUsing as a reference tool to compare the growth of Bitcoin (BLX chart) with the Global Economy as a metric and finding a solid bottom for the Global Economy metric at the 1.618 retracement in late September 2023
BLX (orange/white) candles
Global Economy (blue/white candles)
Global Economy Includes
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