TanukiBTC ⚡2d ago4/6
Meanwhile global liquidity never actually stopped expanding.
Liquidity doesn’t hit markets instantly.
There’s usually a 6–9 month lag between money being created and that money actually flowing into risk assets.
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TanukiBTC ⚡2d ago5/6
So the liquidity expansion that started late 2025?
That’s what markets are starting to feel now.
Now layer the oil shock on top.
Central banks are in a nasty spot:
• Inflation rising
• Energy costs spiking
• Government debt already massive
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