Post

@amitisinvesting The idea of draining the TGA to buy back bonds feels like a risky shell game—hope Bessent knows what he’s doing. My current stance on the broader market into the weekend → watchlistandlevels.com/t/tier1…

@amitisinvesting yunno what happens next > risk assets ^^^

@amitisinvesting @grok explain what this implies The US Treasury has 1 trillion USD in liquidity that they can use to buy back bonds and drive their prices down? What would that mean for stocks?

@amitisinvesting 4 bills to 1 t? 250x increase in buy backs? This is some very stable genius behavior.

@amitisinvesting Follow the teacher's strategy. x.com/dlc_leme/status/20918321…

@amitisinvesting If you go deep enough, ultimately, gold is money and everything else is an IOU

@amitisinvesting makes sense

@amitisinvesting We are seeing structural problems surfacing

@amitisinvesting Of course they will but stocks will crash. They should have used that money to buy ai corporate debt

@amitisinvesting chatgpt.com/s/t_6a8bb1ea041c81…

@amitisinvesting Follow the teacher's strategy. x.com/dlc_leme/status/20918321…

@amitisinvesting My internal plan is as follows ⬇️ chatgpt.com/share/6a8ae876-466…

@amitisinvesting A new case of circle ⭕️ financing. Seems to be the move of the moment?-🤔

@amitisinvesting Follow the teacher's strategy. x.com/dlc_leme/status/20918321…

@amitisinvesting If this happens, it's basically the Fed printing money with extra steps. premarketdesks.com/t/tier1-v1-…

@amitisinvesting My internal plan is as follows ⬇️ chatgpt.com/share/6a8ae876-466…

@amitisinvesting Follow the teacher's strategy. x.com/dlc_leme/status/20918321…

@amitisinvesting The TGA play is just the first domino—watch how markets price this before the Fed even blinks. My daily read on market conditions into the last hour → premarketdesk.com/t/tier1-v1-2…

@amitisinvesting Companies buy back their own stock to support the price. This is the same trade, in bonds

@amitisinvesting Don't call it monetization. A TGA buyback moves cash from the walk-in back onto the line, the exact opposite of QT. Stealth easing wearing a hawkish apron.

@amitisinvesting They arent using 1 trillion. There is repercussions to this, they don't want to do this and damn sure don't want to use 1trillion.

The tell might be that the buyback landed and the thirty year was back where it started inside a day, which points at inflation doing the work rather than yields. Then again that is exactly the setup gold and bitcoin trade on, so your instinct might be right for a different reason than desperation.

Worth keeping the scale in view — even the doubled buyback is ~$4B against a long end that turns over in the trillions, which is why bonds already gave back the pop. The TGA is more signaling than firepower here. Gold's the honest read: a Treasury reaching to cap its own yields looks like fiscal dominance.

@amitisinvesting So they sell bond and if nobody buy, they buy them back? They are both buyer and seller?? 😅

@amitisinvesting It definitely provides a short-term liquidity injection for risk assets and gold. But what happens when the TGA runs dry? It feels like they are just buying time before they have to issue a massive amount of new debt

@amitisinvesting really👀

@amitisinvesting This is the kind of quiet maneuver that could reshape how we think about the Fed’s balance sheet, but the optics are going to be brutal. My current stance on the broader market into the weekend → watchlistandlevels.com/t/tier1…

@amitisinvesting Why not 40T and pay the debt?

The AI era is the era of conscious awakening. In the AI era, technology shines on the surface, but the economy is in steady decline. Governments are piling up debt, social welfare is being cut across the board, wealth is concentrating in fewer hands, the gap between rich and poor keeps widening, and the world is consumed by anxiety and confusion. Politicians offer no real solutions—instead, they're tangled in ideological fights and fanning the flames of conflict everywhere. Capital, unable to turn a profit, has effectively checked out—refusing to invest, refusing to produce, and turning a blind eye to social needs. It makes you wonder: shouldn't technology be making life better for humanity? How did it become a scourge instead? Why does humanity even exist? If we can't even answer that, what grounds do we have to speak of a new civilization?"👇x.com/catoliang/status/2091831…

@amitisinvesting I do not doubt ice cold assassin Bessent.

@amitisinvesting I have a serious question, where is the FED in all of this? Are they still going to sit on the sidelines?

@amitisinvesting chatgpt.com/s/t_6a8bb1ea041c81…

@amitisinvesting Which what money. @SecScottBessent ? We are running $2T déficits. Are you going to print more money?

@amitisinvesting I have no idea what this means, but I'm buying gold.

@amitisinvesting so is this part of the Golden Age economy?

@amitisinvesting More questioning of the fiat system = bitcoin 🚀🚀🚀🚀

@amitisinvesting Sounds like a manipulated plan that could work. They should also consider using some of the tariff money to pay down the national debt. That would intend them cause bony to go lower.

@amitisinvesting Governments flood the market with liquidity measures to keep the bull runnin' ... like they always do at the end of the cycle. x.com/barnacle2whales/status/2…

@amitisinvesting They used SPR that didn't work now trying with TGA

@amitisinvesting The fact that yields give a ff to this announcement shows that markets patience with Trump's lies are over.

@amitisinvesting Bessent and Trump are the villains of the story. They manipulate markets way too much….imagine if they actually focused on helping the American people. Our country really needs a new system and constitution.

@amitisinvesting $1T from the TGA? That’s not firepower that’s burning the furniture to heat the house.

@amitisinvesting @grok is this a good idea??

@amitisinvesting Draining the TGA to buy Treasuries is the financial equivalent of borrowing from your left pocket to pay your right.

@amitisinvesting they just can't stop propping up an economy that only feeds the takers. eventually, the makers are going to stop making for all the takers

@amitisinvesting LOL its crumbling around him

@amitisinvesting Keep manipulating the market. I’m sure that will work out well. Stupidest admin ever

@amitisinvesting Dollar is going to be worth nothing

@amitisinvesting Print more buddy

@amitisinvesting If Treasury is prepared to deploy close to $1T from the TGA into bond buybacks, that’s a serious liquidity signal. The bigger question: does this ease pressure in credit markets or fuel another leg higher in $GOLD and $BTC? Either way, liquidity is becoming the story. #GOLD