EPISODE · May 26, 2026 · 6 MIN
The Real Reason Bitcoin Is Stuck at 75000
from The Cryptocurrency Economy with Fexingo: Bitcoin, Ethereum, and Digital Money Markets · host Fexingo
Bitcoin has been hovering around $75,000 to $76,000 for weeks—despite the Fed holding rates steady near 3.6%, stablecoin inflows hitting new highs, and on-chain activity looking healthy. Lucas and Luna dig into the one force pinning the market in place: the U.S. dollar liquidity drain from quantitative tightening and the Treasury General Account. They walk through the mechanics of how TGA flows pull dollars out of the banking system, why that directly suppresses bid-side pressure in crypto, and what would have to change—like a Fed pivot or a debt-ceiling deal—to break the range. Specific numbers include the Fed's interest on reserve balances at 3.65% and the stablecoin market cap sitting near $230 billion. No hype, no hopium—just the structural plumbing nobody's talking about. #Bitcoin #CryptoMarkets #FederalReserve #LiquidityCrisis #QuantitativeTightening #TreasuryGeneralAccount #Stablecoins #CryptoCorrelation #Economics #DigitalAssets #Macro #LucasAndLuna #FexingoBusiness #BusinessPodcast #CryptocurrencyEconomy #MarketStructure #OnChain #Liquidity Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
Bitcoin has been hovering around $75,000 to $76,000 for weeks—despite the Fed holding rates steady near 3.6%, stablecoin inflows hitting new highs, and on-chain activity looking healthy. Lucas and Luna dig into the one force pinning the market in place: the U.S. dollar liquidity drain from quantitative tightening and the Treasury General Account. They walk through the mechanics of how TGA flows pull dollars out of the banking system, why that directly suppresses bid-side pressure in crypto, and what would have to change—like a Fed pivot or a debt-ceiling deal—to break the range. Specific numbers include the Fed's interest on reserve balances at 3.65% and the stablecoin market cap sitting near $230 billion. No hype, no hopium—just the structural plumbing nobody's talking about. #Bitcoin #CryptoMarkets #FederalReserve #LiquidityCrisis #QuantitativeTightening #TreasuryGeneralAccount #Stablecoins #CryptoCorrelation #Economics #DigitalAssets #Macro #LucasAndLuna #FexingoBusiness #BusinessPodcast #CryptocurrencyEconomy #MarketStructure #OnChain #Liquidity Keep every episode free: buymeacoffee.com/fexingo
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The Real Reason Bitcoin Is Stuck at 75000
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