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[@Dan_Kostecki](/creator/twitter/Dan_Kostecki)
"@CryptoHayes What is more if you wait for new balance sheet operations the FED will buy more tbills not bonds so the collateral will shrink in repo market and will lower the leverage"  
[X Link](https://x.com/Dan_Kostecki/status/1978223311076171805) [@Dan_Kostecki](/creator/x/Dan_Kostecki) 2025-10-14T22:16Z 25.4K followers, XXX engagements


"Ten moment gdy ju nawet amerykaski rzd robi insider trading :p $INTEL $NVIDIA. How it started: How it's going:"  
[X Link](https://x.com/Dan_Kostecki/status/1968642975145005357) [@Dan_Kostecki](/creator/x/Dan_Kostecki) 2025-09-18T11:47Z 25.4K followers, 5046 engagements


"Guys but everyone knows that the bank reserves need first be at the lowest possible level and next they should rise with nomina GDP as a percent of NGDP in the longer run. What is more if you study the FOMC survey you should know that FED could start to buy Treasuries in the first quarter of 2026. However in the same time MBSs will still be reduced from SOMA portfolio"  
[X Link](https://x.com/Dan_Kostecki/status/1978208700134240367) [@Dan_Kostecki](/creator/x/Dan_Kostecki) 2025-10-14T21:18Z 25.4K followers, 2820 engagements


"@CryptoHayes In what way the end of QT will help markets Despite psychological one The liquidity won't rise. The reserves won't rise the market rates will still be in the middle or just below upper limit of FEDs rates range"  
[X Link](https://x.com/Dan_Kostecki/status/1978222447775150493) [@Dan_Kostecki](/creator/x/Dan_Kostecki) 2025-10-14T22:12Z 25.4K followers, 5523 engagements


"Dolar si koczy"  
[X Link](https://x.com/Dan_Kostecki/status/1979461581475057952) [@Dan_Kostecki](/creator/x/Dan_Kostecki) 2025-10-18T08:16Z 25.4K followers, 22.8K engagements


"@MilkRoadMacro The most interesting part when the FED will be increasing bs with NGDP will be the decision what to buy. FED has too much bonds and too little bills. Treasury has to much bills and too little bonds :). So FED should buy bills and Treasury should issue coupons :p"  
[X Link](https://x.com/Dan_Kostecki/status/1978481048523583912) [@Dan_Kostecki](/creator/x/Dan_Kostecki) 2025-10-15T15:20Z 25.4K followers, XXX engagements


"Odpowiedzialnie Jamie Diamon wystraszy rynek e takich First Brandw jest wicej :p. Nie powiedzia kto i co :p"  
[X Link](https://x.com/Dan_Kostecki/status/1978914383796310341) [@Dan_Kostecki](/creator/x/Dan_Kostecki) 2025-10-16T20:02Z 25.4K followers, 6459 engagements


"SOFR dzi wywalio nad grny zakres stp Fed. Tak o w rodku miesica. Fed spodziewa si e raczej w terminie koca miesica/kwartau bdzie taki temat. Cz bankw przesuwa swoje oczekiwania e by moe Fed zakoczy QT w tym roku: "More Wall Street strategists are now looking for the Federal Reserve to stop shrinking its massive portfolio of securities sooner than previously expected after Chair Jerome Powell signaled the process could end in coming months. TD Securities Barclays Plc and Goldman Sachs Group Inc. are moving forward their forecast from the end of the first quarter of 2026 to as early as the end"  
[X Link](https://x.com/Dan_Kostecki/status/1978935786499379689) [@Dan_Kostecki](/creator/x/Dan_Kostecki) 2025-10-16T21:27Z 25.4K followers, 4657 engagements


"@brett_eth Please add money from Reverse repo and check SOFRVOL. Despite QT the market was fueled by XX bln USD since the end of 2022 till last quarter ;)"  
[X Link](https://x.com/Dan_Kostecki/status/1978227935669637505) [@Dan_Kostecki](/creator/x/Dan_Kostecki) 2025-10-14T22:34Z 25.4K followers, 2271 engagements