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🚨 LIQUIDITY DRAINING????
Soft labor data is easing pressure: ADP -32K jobs, Jobless Claims 216K.
Short liquidations ~$200M show traders mispositioned, not broad inflows.
DXY weakening helps dollar-priced assets but is a normal pullback.
QT ended Dec 1, removing a headwind but not creating a tailwind.
Real liquidity wave needs rate cuts, fiscal spending, better household balance sheets, and clearer regs.
Bitcoin reacts to easing, but no flood yet. Transition phase underway.
Signals improving. Markets watching.