Andersson har skrevet et interessant indlæg om immigration – især for det, han ikke skriver.
Man bør, siger han, "handle, hvor man kan".
Problemet er dog, at man reelt ikke rigtig kan handle. Han skriver, at remigration næppe er realistisk, og han retter især blikket mod asylmigration samt kriminelle, arbejdsløse MENAPT, som er vanskelige at slippe af med på lovlig vis.
Men hvad nævner han ikke med ét ord? Årsagen til problemet.
Kunne man forestille sig andre debatter, hvor man ønsker at løse et problem uden at nævne dets årsag med et ord? Er problemet kriminalitet? Lav beskæftigelse? Asylmigration?
Asylmigration udgør ca. 2 % af den årlige immigration. [1] Er det virkelig de 2 %, der gør udfaldet?
Ville alt være i skønneste orden, hvis den etnisk danske befolkning blev erstattet af indere i arbejde frem for afghanere uden arbejde? Eller lovlydige iranere frem for kriminelle somaliere?
Svaret er jo klart nej. Problemet er ikke først og fremmest kriminalitet, beskæftigelse eller asylmigration. Problemet er de langsigtede konsekvenser af, at den etnisk danske befolkning gradvist erstattes af befolkninger fra den tredje verden – uanset om de arbejder, begår kriminalitet eller ej.
🚨 As promised, $BTC hit $79,000
I want to change someone's life and send 0.5 $BTC (~$40,800) to one person by tomorrow
Just like, RT and reply '+'
Must be following
Take a look at the Treasury General Account below
With the government shut down, the TGA is not getting spent so it’s building as receipts are received and debt issued
The latest opening balance stands at $965bn - a build of circa 150bn in October - that’s cash coming out of the market
On top of that into month end, the RRP is building as banks window dress balance sheets
The RRP is up circa 20bn so far this week
That’s all liquidity being taken out of this market
Add to that the fact that bank reserves have fallen into the lower range of “ample”
This is creating some tightness in bank funding markets witnessed by elevated SOFR spreads and rising usage of the Fed’s Standing Repo Facility (SRF)
Yesterday, eligible firms took just over $10bn on loans from the SRF, a record since its introduction in 2021
Whilst this is not extreme stress, its tightening
This is why Bitcoin, given its hyper sensitivity to liquidity, is failing to break out of this choppy range
So what changes?
Obviously, after month end, the RRP will be drawn back down and return that circa 20bn to the market
Bank reserves will be more freely lent out too
Some tightness will remain until the end of QT on first Dec but once that ends, we start to get Fed balance sheet expansion once more after a few years of contraction
The government shutdown ending (likely mid Nov) will also see the TGA drawn down unleashing a flood of cash back into the market which will see bank reserve levels rise alleviating the moderate funding stress
So the liquidity picture is set to change quite significantly over the coming weeks
This week, into month end, is probably as tight as US based liquidity gets (until at least year end)
TLDR; liquidity headwinds ease after this week alleviating the pressure on Bitcoin
Towards the end of Nov and into the end of QT on 1st Dec, liquidity becomes a tailwind and we really pump
These are the levels you should be buying Bitcoin to position for the next leg higher
NFA of course 😉
👀🔥“I really do believe you’re gonna have million-dollar Bitcoin”
Eric Trump breaks down his $1,000,000 Bitcoin price prediction:
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