Thomas Kralow
@flawlessthomas1.bsky.social
Web3 and crypto expert specializing in blockchain technology and digital asset trading.
DM info to get started!!!
DM info to get started!!!
To be continued
November 16, 2025 at 9:29 PM
To be continued
4) Hedge funds at risk
Basis-trade HFs rely on cheap repo funding.
If liquidity tightens, they may be forced to delever = block selling in equities or bonds.
5) Risk assets and the almighty #bitcoin may chop down.
When ~$300B is drained in a single day, liquidity-sensitive assets tend to
Basis-trade HFs rely on cheap repo funding.
If liquidity tightens, they may be forced to delever = block selling in equities or bonds.
5) Risk assets and the almighty #bitcoin may chop down.
When ~$300B is drained in a single day, liquidity-sensitive assets tend to
November 16, 2025 at 9:29 PM
4) Hedge funds at risk
Basis-trade HFs rely on cheap repo funding.
If liquidity tightens, they may be forced to delever = block selling in equities or bonds.
5) Risk assets and the almighty #bitcoin may chop down.
When ~$300B is drained in a single day, liquidity-sensitive assets tend to
Basis-trade HFs rely on cheap repo funding.
If liquidity tightens, they may be forced to delever = block selling in equities or bonds.
5) Risk assets and the almighty #bitcoin may chop down.
When ~$300B is drained in a single day, liquidity-sensitive assets tend to
2) Liquidity was already thin
ON RRP is almost empty (<$100B).
Reserves barely above $3.2T.
Soooo… We’re operating with no buffer ;)
3) Repo markets will feel it!
Private repo is already trading above the Fed’s ceiling for Nov 17 delivery.
Expect tight funding,
ON RRP is almost empty (<$100B).
Reserves barely above $3.2T.
Soooo… We’re operating with no buffer ;)
3) Repo markets will feel it!
Private repo is already trading above the Fed’s ceiling for Nov 17 delivery.
Expect tight funding,
November 16, 2025 at 9:28 PM
2) Liquidity was already thin
ON RRP is almost empty (<$100B).
Reserves barely above $3.2T.
Soooo… We’re operating with no buffer ;)
3) Repo markets will feel it!
Private repo is already trading above the Fed’s ceiling for Nov 17 delivery.
Expect tight funding,
ON RRP is almost empty (<$100B).
Reserves barely above $3.2T.
Soooo… We’re operating with no buffer ;)
3) Repo markets will feel it!
Private repo is already trading above the Fed’s ceiling for Nov 17 delivery.
Expect tight funding,