In the past week, banks have withdrawn $84 billion from the Federal Reserve's emergency liquidity facility—a pace that's frankly alarming. Even more dramatic, major banks are frantically dumping MBS (mortgage-backed securities) for cash, a move that’s practically a copy-paste of the 2019 liquidity crisis.

The banking system's "cash pool" is clearly running dry. And there’s an intriguing rumor: a certain former leader is saying that economists who advocate for "aggressive rate cuts" might take over the Fed in 2026. Think about this timing: the more severe the current cash crunch, the louder the calls for rate cuts; and if a more "dovish" Fed chair actually takes office, the entire landscape could change overnight.

Right now, the market is a total mess—banks are scrambling for cash to stay afloat, gold and silver prices are behaving in bizarre and divergent ways, and major institutions are robbing Peter to pay Paul across different asset classes. Here’s the core question: will this "cash crunch" force even bigger rate cuts? If a truly "dovish" Fed comes into play, how will assets like XRP and SOL perform? History tells us that when the system starts relying on "life support," that's often the starting point for a major asset repricing.