Illya Gerasymchuk
Entrepreneur / Engineer
Global liquidity: the hidden force behind asset prices
Asset prices follow liquidity. These articles explore how money flows through the system — from central bank operations to money market funds, cross-border USD credit, and the mechanics that connect it all to what you see on your screen.
'The market is never wrong' #8
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How Banks Create Money When Purchasing Assets
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my article on repo rates and BTC price was referenced on bitcoin.com
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lower interest rates means less attractive repo and deposit rates, thus expect more capital movement into assets, as the yields on MMF/deposits become less attractive
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gold is a great asset to hold for the next 5 years
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gold revaluation will NOT solve the US debt problem
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repo rates increase and borrowing decreases in quarter-ends
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when a bank buys an asset from a non-bank it creates broad money
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it's NOT yet the top of the cycle for equities, cryptocurrencies and other risk assets. here’s why
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here's what yield spreads are saying about Bitcoin
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USD cross-border bank credit grew by $800 billion in Q1 2025
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by "central bank" I'm frequently referring to the broader set of the legal framework behind the macro monetary policy
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outstanding cross-border bank credit reached a record of $34.7 trillion
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weaker US dollar means more USD credit issuance abroad - here's why
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USD is the world's reserve currency, but what does that mean?
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now imagine when credit institutions can tokenize new credit and allow automated stablecoin issuance backed by that credit
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'The market is never wrong' #7
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how banks work? bank's business model is very simple:
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to lower the mortgage rates the Fed can purchase agency MBS - likely they did in QE 1 2008
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regulations may sound boring - but they're crucial to understand money, liquidity and financial system as a whole
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'The market is never wrong' #6
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🇨🇳 china's central bank uses USD value as a key driver in economic policies #2
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🇨🇳 china's central bank uses USD value as a key driver in economic policies #1
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🚨FED just injected $11B of liquidity #2
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🚨FED just injected $11B of liquidity #1
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