Everyone is panicking about this, but consider that these same 10 companies generate 38% of the S&P 500's total earnings. There is no real reason to worry—everything is fine, and equities will keep climbing. On top of that, NVIDIA's latest earnings report confirmed it: all systems go, and profits are growing.
What about crypto?Liquidity Inflow: The US Treasury has signaled its readiness to deploy $1T from the Treasury General Account (TGA) for buybacks of long-duration US Treasuries. This means fresh liquidity flowing into crypto—pure rocket fuel for us
Timing the Inflow: The current crypto rally is front-running these expectations. Officially, the Treasury’s buybacks won't kick off until September 9. The full scale and timeline will become clearer between September and November, while a major covert liquidity injection to refinance US debt can be expected starting around October 2026.
Liquidity Lag: It takes about 6 months for the crypto market to fully absorb a liquidity injection into the system. However, the effects will already start showing up in about 3 months.
Get ready, the coming year is going to be massive for those of us who know how to make money in crypto. Start picking out your Lambo
