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US liquidity expectations may already be priced into crypto. BTC surged from $62K to $81K+ in a week as Treasury buybacks expanded and TGA drawdown rumors fueled another push higher. It’s not QE, but markets may treat it as temporary easing, potentially sending liquidity toward stocks and crypto. The risk? Once the TGA is rebuilt, that liquidity boost could fade. #BTC80KHoldOrFold #IranSanctionsAndTalks #Anthropic30TTAM