# 美联储流动性政策

#美联储流动性政策 Seeing the Federal Reserve withdraw the 2023 crypto restriction policy, my first reaction is not excitement but caution. On the surface, this seems like good news — banks can participate in crypto activities more flexibly, and the thresholds are relaxed. But I need to remind everyone that policy easing ≠ guaranteed profit opportunity; in fact, it's the most testing time for human nature.
I've seen too many such tricks during previous bear markets. Whenever there’s a policy shift, there’s often a wave of hype about "institutional entry and favorable policies being realized," leading

#美联储流动性政策 Interesting, the signals of liquidity easing are becoming clearer and clearer. The Fed expanding its balance sheet, major central banks cutting interest rates, and fiscal deficits driving monetization... these conditions combined indeed open a window for risk assets.
Delphi Digital is right; although it won't be a downpour like in 2020, the current environment does have a clearer and more predictable easing rhythm. Both gold and M2 have hit new highs; historically, these two indicators usually lead Bitcoin, so the recent rally in Bitcoin still has a solid logical basis.
The view fro

#美联储流动性政策 Seeing Luke Gromen's remarks, I feel a sense of familiarity. This brother has gone from $30,000 at the end of 2022 to now, suddenly turning short-term bearish. The logic behind this shift is worth pondering.
I still remember the wave in 2017, when the narrative was also "ample liquidity, printing money entering a new cycle." But what about reality? Ultimately, it depends on the Federal Reserve's true policy intentions. He's right—unless it's nuclear-level money printing, it's tightening. The policy swings over the past two years have fully validated this point.
The most interesting

The Fed's recent actions are indeed worth paying attention to. Reversing the 2023 crypto restrictions and shifting to a case-by-case approval process essentially signals a softening of regulatory attitudes. The impact on trading liquidity is tangible—an increase in participation from banks means that on-chain funds and traditional finance channels are expanding, and this incremental liquidity often manifests in price movements.
But here’s a key point to observe: policy easing ≠ immediate influx of funds. In past years, we've seen many scenarios where "positive policy news led to gains on the s

The Federal Reserve is about to loosen monetary policy, which is good news for the crypto enthusiasts. A softening labor market combined with easing inflation pressures directly raises expectations for rate cuts. The release of liquidity means increased market activity, and new projects will also emerge accordingly.
The key is Arthur Hayes' logic: RMP is equivalent to a new version of QE, with liquidity re-entering the market, and BTC could potentially surge to $124,000. This macro positive outlook presents the perfect window for project teams to heavily deploy airdrops and attract interaction

#美联储流动性政策 The Federal Reserve has started expanding its balance sheet, liquidity has improved, and this is a signal! 🚀
Delphi's report clearly states that by 2026, global liquidity is expected to significantly improve. Although it won't be as crazy as in 2020, the pace will be clearer and more predictable. Central banks are beginning to cut interest rates uniformly, deficit spending is driving debt monetization, gold has hit new highs, and isn't Bitcoin still far behind?
Half-Mu Summer has also been calling for it these days—now is the most worthwhile time to buy risk assets in the next 1-2

#美联储流动性政策 The probability of the Federal Reserve maintaining interest rates in January has reached 75.6%, and this data point is quite significant. From a liquidity perspective, the market is pricing in a relatively stable policy expectation—there is less room for rate cuts in the short term, but there is still a 44.4% chance of a cumulative 25bp decrease by March.
What does this mean? The certainty of liquidity conditions is increasing. I have been tracking recent movements of whale wallets and found that large holders are beginning to adjust their positions in the context of clarified liqui

#美联储流动性政策 Tonight at 21:30, the US November CPI and unemployment data will be released. These two figures may seem like mere statistics, but they can directly influence the Federal Reserve's upcoming policy direction—whether to cut interest rates or hold steady.
Powell made it very clear a few days ago that the labor market is cooling, but inflation remains somewhat "stubborn." Goldman Sachs analysts' judgment is also noteworthy: the Fed's preemptive rate cut cycle may have already come to an end, and future policy space depends on whether the data continues to weaken.
This has a significant

#美联储流动性政策 The probability of the Federal Reserve maintaining interest rates in January next year is as high as 75.6%. What does this mean?
From a macro perspective, traditional financial liquidity policies are entering a relatively stable phase. There is ample room for rate cuts, but they are unlikely to be significantly released in the short term. This "moderately tight" stance creates a unique opportunity window for the crypto market.
Think about it: when central bank policies are in a wait-and-see mode, smart capital begins to look for new growth engines. The Web3 ecosystem is precisely at

#美联储流动性政策 Recently, the news from the Federal Reserve has been a bit confusing😅 Rate cuts + hawkish tilt—this "both ways" approach—is it trying to walk a tightrope between supporting the economy with rate cuts and controlling inflation?
But what really caught my attention is this AI company🤔 Turns out everyone is frantically pouring money into AI infrastructure, but their revenue hasn't kept up? This sounds a bit like real estate speculation logic... huge investments but cash flow hasn't materialized yet. If a stock market revaluation really happens in 2026, could it ripple through the cryp