Have you ever thought that 2026 could become a watershed year for the crypto market?
The Federal Reserve has just sent a signal: starting next year, injecting $45 billion into the market every month for at least six consecutive months, with a total scale heading straight for $270 billion. The official language calls it "liquidity management operations," but UBS analysts know all too well—that's essentially a form of liquidity injection. $20 billion is used to hedge against debt growth, and $25 billion directly fills the banking reserve shortfall. The effect? Basically equivalent to infusing the market with 3.2 trillion RMB every month.
Smart money has long sensed the trend. Bitcoin holds the $92,000 support line, and the entire crypto market cap remains above $3.25 trillion. The panic sell-off last week? Was quickly absorbed completely. Even more astonishing are the November numbers: $25.9 billion in single-month capital inflows, breaking historical records. The BTC spot ETF and stablecoin channels are opening floodgates simultaneously, reminding people of 2019—after a similar Fed operation, risk assets took off.
But now, the disagreements are so intense they could tear the screen apart.
"Queen of Bull Markets" Cathie Wood still paints a rosy picture, with her $1.5 million Bitcoin target unchanged, firmly believing that this liquidity will reprice the entire market. However, Standard Chartered Bank suddenly reversed course, slashing its year-end target price to $100,000, with a hard reason: ETF buying power is waning, and institutional enthusiasm for buying has noticeably cooled down. Ray Dalio of Bridgewater even rings the alarm—combining rate cuts, liquidity injections, and fiscal deficit could reignite inflation, and when the bubble bursts, nobody knows how.
So here’s the question: the $270 billion flood is already on its way, and core assets like BTC and ETH are at a turning point in the cycle. Are you ready to jump in and gamble on a crazy bull run, or wait and see if a stampede occurs after easing tides subside? Every statement from the Federal Reserve in the coming days could set the tone for the crypto market in 2026.
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Liquidated_Larry
· 12-11 12:35
270 billion poured in, how long can Cathie's 1.5 million dream last?
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MechanicalMartel
· 12-10 15:54
This wave of liquidity injection is truly amazing. The gap between 1.5 million and 100,000 is so big—who would dare to go all in?
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NftRegretMachine
· 12-10 15:53
$270 billion is pouring in, it's really time to wake up, but what's done is done. Only now seeing the true situation, it's really time to reflect and reflect.
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LightningSentry
· 12-10 15:53
270 billion poured in, and smart money has already moved in, just waiting for the retail investors to take the fall
1.5 million vs 100,000, the price difference is huge, better to watch more and act less to be safer
Dalio is right, bubbles are inflated too much and will eventually burst, who knows when
92,000 is a tight spot, only truly taking off once it breaks through
Next year, every statement from the Federal Reserve will be a bombshell, must keep a close eye
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TopBuyerBottomSeller
· 12-10 15:45
Just waiting for the Federal Reserve to keep injecting liquidity. Anyway, I, a rookie, can't tell when the real peak will be.
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PseudoIntellectual
· 12-10 15:44
$1.5 million? Cathie is dreaming again, haha. But seriously, with liquidity so loose right now, who can determine where the bottom is?
Have you ever thought that 2026 could become a watershed year for the crypto market?
The Federal Reserve has just sent a signal: starting next year, injecting $45 billion into the market every month for at least six consecutive months, with a total scale heading straight for $270 billion. The official language calls it "liquidity management operations," but UBS analysts know all too well—that's essentially a form of liquidity injection. $20 billion is used to hedge against debt growth, and $25 billion directly fills the banking reserve shortfall. The effect? Basically equivalent to infusing the market with 3.2 trillion RMB every month.
Smart money has long sensed the trend. Bitcoin holds the $92,000 support line, and the entire crypto market cap remains above $3.25 trillion. The panic sell-off last week? Was quickly absorbed completely. Even more astonishing are the November numbers: $25.9 billion in single-month capital inflows, breaking historical records. The BTC spot ETF and stablecoin channels are opening floodgates simultaneously, reminding people of 2019—after a similar Fed operation, risk assets took off.
But now, the disagreements are so intense they could tear the screen apart.
"Queen of Bull Markets" Cathie Wood still paints a rosy picture, with her $1.5 million Bitcoin target unchanged, firmly believing that this liquidity will reprice the entire market. However, Standard Chartered Bank suddenly reversed course, slashing its year-end target price to $100,000, with a hard reason: ETF buying power is waning, and institutional enthusiasm for buying has noticeably cooled down. Ray Dalio of Bridgewater even rings the alarm—combining rate cuts, liquidity injections, and fiscal deficit could reignite inflation, and when the bubble bursts, nobody knows how.
So here’s the question: the $270 billion flood is already on its way, and core assets like BTC and ETH are at a turning point in the cycle. Are you ready to jump in and gamble on a crazy bull run, or wait and see if a stampede occurs after easing tides subside? Every statement from the Federal Reserve in the coming days could set the tone for the crypto market in 2026.