Illya Gerasymchuk
Entrepreneur / Engineer
a lot of these US treasury purchases will be financed with short-term rolling debt (e.g. repo) the treasury themselves will be used as collateral to borrow cash, many times over via rehypothecation
it's NOT yet the top of the cycle for equities, cryptocurrencies and other risk assets. here’s why 1️⃣ US Treasury is issuing more debt 2️⃣ in the next months I expect the Fed to cut rates and/or introduce some form of QE 3️⃣ weaker USD means more cross-border USD credit
