[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![yieldsearcher Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::48034640.png) Mr. VIX [@yieldsearcher](/creator/twitter/yieldsearcher) on x 10.6K followers
Created: 2025-07-19 00:42:35 UTC

Who knows, but max $5b/mth unwind of Treasury is pretty symbolic at this pt (+$35b/month of MBS)

But if you want an illustrative framework
Reserves stand at $3.4t +$200b of RRP = $3.6t 
Of that $500b has to go fill the TGA. That leaves $3.1t left.

If we use Waller’s $2.7t as the limit, that is $400b of TBills capacity that the domestic banking system can soak up. At $2trillion annual deficits (or $170b/month), that gives us at least X more months till QT ends.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946370045455831120/c:line.svg)

**Related Topics**
[$2trillion](/topic/$2trillion)
[banking](/topic/banking)
[$400b](/topic/$400b)
[$27t](/topic/$27t)
[$31t](/topic/$31t)
[$500b](/topic/$500b)
[$36t](/topic/$36t)
[$200b](/topic/$200b)

[Post Link](https://x.com/yieldsearcher/status/1946370045455831120)