The Fed Is Quietly Re-Inflating Markets
What the Fed’s T bill buying in 2026 really means
Most people watch rates, CPI, and FOMC headlines. The real moves rarely show up there. Liquidity often shifts in silence, long before anyone screams "pivot".
The Fed ending QT was the loud part.
The bill buying in 2026 is the part the market is sleeping on.
Here is the real picture.
QT is done. Balance sheet is no longer shrinking.
QT officially ended on December 1, 2025.
No more runoff eating liquidity. No more passive tightening.
What this means in practice:
- Treasuries that mature are rolled over inst

Some call it luck, but I prefer sixth sense — or just my balls tingling. Took a 24h break from charts, came back and shorted right before the wick (added more on the wick up), then flipped long near the bottom because the fartcoin indicator never misses. Closing it out slowly.

what it really means to be a delusional bull while every single signal is screaming “this is not the moment for max lev long swings” and you still send it.
Machi keeps trying. Honestly, I’m rooting for him. But going from 45M+ to –19M tells you everything about being the bull.

If I flipped the trajectory from revenue < vibes and just swapped my HYPE for fartcoin on 22.11, I’d have 100% more money right now.
hot air rises

HYPE PA looks like instead of DAT buying 300M, they’re the first DAT to dump 300M straight on our heads.

reading timeline $ZEC and $MON close to bottom, trying to long

machi longing $eth like there is no tomorrow

What the Yen Whispered
The yen carry trade has been the quiet engine behind global risk appetite for years. Cheap yen funded everything: equities, EM debt, and yes, crypto. As long as Japan kept rates near zero and USDJPY drifted higher, the trade was automatic. Borrow cheap, buy whatever moves, pocket the spread.
That world is changing. The Bank of Japan already ended negative rates and started tapering. It hasn’t delivered a shock hike, but it has signaled the possibility of another move in December. That alone is enough to shift how global funding behaves. The yen didn’t explode higher thro