Bitcoin and U.S. markets could face liquidity drop, Gordon Johnson warns

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Yaroslav Dmytrenko

28.05.2026

Bitcoin and U.S. markets could face liquidity drop, Gordon Johnson warns — Treasury T-Bills may drain crypto liquidity

Gordon Johnson, CEO / Analyst at GLJ Research, warns that the U.S. Treasury is set to issue approximately $300 billion in T-Bills through the end of July, which could significantly reduce liquidity in U.S. markets.

Johnson points to a previous episode in February and March when a similar action was followed by a notable decline in the bitcoin:native ratio, dropping from $100 to $60 unexpectedly.

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Johnson previously attributed the tripling of U.S. home prices since 2000 to the Federal Reserve's extended period of low borrowing costs in recent analysis. He has also highlighted the Federal Reserve's expanding balance sheet alongside rising inflation and a board reshuffle in another report. These prior observations frame his concerns about liquidity and market responses to Treasury moves.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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