2025-12-27 10:30:16

#数字资产市场动态 🔥The Federal Reserve has opened the floodgates again! Injecting 2.5 billion overnight, with a total of over 120 billion dollars this year. This move may seem like a fire drill, but in fact, it is paving the way for subsequent actions.

$ETH $BTC

To put it simply, this liquidity can't actually flow into bank accounts to sleep — it will inevitably flow into risk assets. History repeats itself in this cycle: capital injection → lowering interest rates → squeezing out Treasury yields → additional funds rushing into the stock market and crypto space in pursuit of higher returns.

In other words, this is an artificially created liquidity dividend orchestrated by the authorities. Recently, the market has been stabilized, and preparations are underway for a possible rate cut in the medium term. Those in the know understand that as long as there is movement in the liquidity, the market will rise.

💧Where exactly is the money flowing?

**US tech stocks benefit first.** The interest rate-sensitive sectors benefit the most, with valuation expansion potential opening up directly.

**Crypto markets are enjoying the benefits.** The story of "digital gold" fighting inflation can be amplified, and high-volatility assets perform remarkably well when liquidity is abundant. Bitcoin and Ethereum naturally become pools for absorbing incremental funds.

**Don't overlook the foundation—Treasury bonds.** Banks prioritize holding Treasuries, pushing yields down. This is the floor of the entire asset pricing system — everything oscillates around it.

⚠️The key point is, liquidity injection ≠ necessarily rising prices. The market has already started digesting expectations of rate cuts. The current prices likely already incorporate a lot of these expectations. If data shows persistent inflation or if the Fed shifts stance, the correction could be quite sharp.

Is this the time to follow the trend and position accordingly, or wait for the adjustment opportunities brought by expectation gaps? Everyone’s answer to this question is different.

ETH0,73%

BTC0,55%

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AirdropHunter420

· 13h ago

Here we go again, this wave is definitely another blessing for the crypto world Water flows to the low, ultimately you still have to enter the crypto space to eat I've seen through it long ago, the liquidity game is just like this But on the other hand, will this time be another case of it being fully digested in advance? Let's wait and see, it feels like the risk has already been priced in

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TopBuyerForever

· 13h ago

Water is back again. How high can it go this time? --- I've fallen for this trick before. Now entering just makes you the bag holder. --- Everyone who understands knows, but when it comes to adjustments, it's still collapse. --- They're starting to tell stories again. Let's wait and see the data before making a move. --- Money definitely flows into the crypto space. The question is, when is the best time to buy the dip? --- All expectations have been digested. You're only entering now? That's a bit late. --- If injecting liquidity was effective, there would be no bear market. Don't be too naive.

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GasFeeWhisperer

· 13h ago

It's the same old trick again—when the water flows downstream, it's our turn to get the meat. This time it's different... Is it real or fake? Has the price already been digested? Too many people are betting on rate cuts, and it feels more likely that we'll get hit instead.

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