2025-12-08 09:00:17

#美SEC促进加密资产创新监管框架 The Federal Reserve Hits the "Accelerator": Crypto Market Faces a Liquidity Turning Point

This week's policy signals are very clear—rate cuts combined with restarting balance sheet expansion, directly reversing the previously tight liquidity environment. Interestingly, this logic mirrors what happened in October 2019, which resulted in both U.S. stocks and Bitcoin kicking off a rally that lasted through the new year, with a full recovery in risk assets.

Looking ahead, the real "timing" comes around May next year. Policies from a new administration are typically more accommodative. Referencing the massive liquidity injection in March 2020, with both historical patterns and market expectations at play, that could be when the biggest moves in the market happen.

On-chain signals are already making a lot of noise:

Institutional wallets have been aggressively accumulating, with the number of holding addresses hitting a six-month high; stablecoin (USDT/USDC) circulation is surging, with market cap up over 12% month-over-month; meanwhile, exchange reserves have plummeted—indicating that smart money has long been locking up their funds, just waiting for the trigger moment.

In the short term, U.S. stocks, crypto, and precious metals should all rise together this week (in fact, they’ve already started moving). There’s a good chance we’ll see a breakout into an uptrend channel within the month, and those who miss out will regret it. The true bull market frenzy will have to wait until next year—by then, Bitcoin pushing for a new all-time high won’t be surprising at all.

Liquidity is the lifeblood of the crypto market. The Federal Reserve has now fully turned on the "faucet," so if the market doesn’t move, that would be the real issue.

BTC0,14%

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FomoAnxiety

· 2025-12-10 03:22

The argument of cutting leeks again, the wave in 2019 also said the same, and then what? I still didn't get in the car

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EntryPositionAnalyst

· 2025-12-09 17:39

Institutions are frantically accumulating positions, stablecoins are surging, and exchange reserves are plummeting... The signals are a bit too obvious; smart money has boarded early. The probability of entering an upward channel this month is indeed high. Missing out would truly be regrettable, but be cautious of a possible feint by the main players. Will the history of 2019 and 2020 repeat itself? Honestly, there's still an element of gambling involved. However, I do agree with the assessment that we've hit a liquidity inflection point—the Fed has indeed turned on the money tap.

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ForumMiningMaster

· 2025-12-08 09:30

Smart money has already gotten in early, and I'm still hesitating about whether to follow—it's scary.

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MerkleTreeHugger

· 2025-12-08 09:29

Institutions are already buying the dip like crazy, so what are we retail investors still hesitating for?

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LiquidityWitch

· 2025-12-08 09:25

Institutions are aggressively accumulating, stablecoins are surging, and exchange reserves are plummeting... The smart money has already gotten in—are we retail investors really going to be left behind?

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Anon4461

· 2025-12-08 09:18

Institutions are really buying aggressively, stablecoin inflows are so strong, this wave really feels different.

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Ser_This_Is_A_Casino

· 2025-12-08 09:14

Institutions are aggressively building positions, stablecoins are surging, and exchange reserves are plummeting... I know this rhythm well, this is exactly how things were set up in that 2019 wave. When the faucet is turned on, if the price doesn’t rise, it would be unbelievable. --- May next year? Bro, you’re way too optimistic. I think we’ll feel the heat as soon as this month. --- Here we go again with the historical patterns—always referencing some past year, but what happens? In the end, it still depends on how the US stock market moves. --- The cliff-like drop in reserve holdings is a good detail; it shows that the smart money is definitely gearing up for a big move. --- Wait, stablecoin circulation soaring over 12%—isn’t this the usual playbook right before retail gets fleeced? --- The “liquidity is lifeblood” argument is valid, but will the Fed really keep policy loose until next year? That’s not a bet I’m willing to make. --- Institutional accumulation addresses hit a six-month high... If I hadn’t seen it with my own eyes, I’d almost believe it. --- If this round really surges across the board, missing out would be a lifelong regret. But it feels like the people saying this never actually make any money.

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FrontRunFighter

· 2025-12-08 09:04

nah fam, the "smart money" narrative is exactly how they frontrun retail again. institutional wallets building positions? that's just the bait before the sandwich attack. seen this playbook a thousand times - they pump the signal, retail fomo's in, then the rug gets pulled mid-way through the month. where's the on-chain transparency they're not showing us?

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