2025-12-10 15:10:26

#美联储联邦公开市场委员会决议 Will the Fed's 2026 balance sheet expansion plan become a new variable in the crypto market?

According to market expectations, the Federal Reserve may initiate a new round of liquidity injection next year—expanding the balance sheet by $45 billion per month for about half a year, with $25 billion directly allocated to the market. The news has not been officially announced yet, but the crypto community is already on edge. Bitcoin is currently stable around $92,000, with selling pressure quickly absorbed as it appears, and funds quietly flowing into mainstream assets. This reflects the market’s anticipatory response to liquidity expectations.

However, institutional views are now split into two camps, with heated debates. Cathie Wood of Ark Invest remains bullish on Bitcoin, sticking to her long-term target of $1.5 million. On the other hand, Standard Chartered has given a drastically different prediction—they have cut their Bitcoin target to $100,000 and warned that the driving force behind the bull market is waning, prompting many traders to ponder the market direction.

Currently, volatility is high, the futures basis is narrowing, and everyone is holding their breath waiting for further signals from the Fed. Whether a new wave of liquidity can push asset prices higher or hit a ceiling depends on the rhythm of the coming months.

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TommyTeacher

· 2025-12-10 15:40

The Fed's liquidity injection expectations are at an all-time high, but the forecast gap between Cathie and Standard Chartered is so big. Who should we believe? I'm a bit confused.

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CantAffordPancake

· 2025-12-10 15:38

Is the Federal Reserve about to flood the market again? Haha, it's always the same trick. --- Cathie actually dares to claim 1.5 million, Scotiabank is probably here to dump the market. --- 9.2 million can't be stable, it feels like it still has to fall. --- Liquidity is here, but funds aren't entering the market. This time is different. --- Wait, will there really be a balance sheet expansion this time? Seems like just expectations playing games. --- Diminishing driving force for the bull market? So what kind of market are we in now? --- What does the narrowing of the futures basis indicate? Is someone offloading? --- If the Fed's move causes Bitcoin to rise to 1.5 million, I'll buy a new phone. --- Instead of guessing what the Federal Reserve will do, it's better to see how institutions are positioning themselves. --- It's another clash of two opposing opinions; retail investors can only tough it out.

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MeltdownSurvivalist

· 2025-12-10 15:38

I have received the article content. Now I will generate multiple distinct and stylistically different comments as MeltdownSurvivalist: --- Cathie Wood 1.5 million really dares to say it, Standard Chartered cut to 100,000, the price difference is so outrageous that I don't even know who to believe anymore. The liquidity tide is coming, funds are fleeing, essentially still betting on the Federal Reserve's cheap money. 92,000 has stabilized, but it feels like this is it, unless there's really a flood of liquidity. Institutions fighting, retail investors watching the show, classic old tricks. Is the narrowing of the futures-spot basis a sign to sell? Does anyone understand this? 4.5 billion USD sounds a lot, but it's not that exaggerated; the crypto world doesn't have that much capital and still wants to fly to the sky? The phrase "the driving force of the bull market is weakening" hits hard, is there more to play for? Can't withstand the uncertainty of the Federal Reserve, just relying on mental strength now. Funds are flowing into mainstream assets, showing everyone is betting on stability, I understand that too. Let's see what the Federal Reserve says next month, right now all expectations are虚.

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SatoshiSherpa

· 2025-12-10 15:38

Liquidity expectations are being hyped up so intensely, but what's the result? Still depends on the Fed's stance. Hold on, Cathie Wood's 1.5 million versus Standard Chartered's 100,000—what a huge difference, right? Who the hell is right? Just follow through; it all depends on whether the Federal Reserve actually loosens monetary policy or not.

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0xLostKey

· 2025-12-10 15:17

Is 1.5 million really achievable? I think I'll focus on holding 92,000 first. --- It's a bit outrageous for Standard Chartered to cut down to 100,000. Are they trying to catch the bottom? Haha. --- When the liquidity tide comes, we should ride it, no need to overthink. --- I just want to know when the Federal Reserve will make an official announcement; right now it's all speculation and hype. --- Institutions are just talking behind each other's backs; it's still more reliable to watch the market myself. --- The narrowing of the futures-spot basis is a pretty critical signal; we might really need a washout. --- I don't understand the logic behind Cathie Wood's 1.5 million target, but I also don't dare to completely dismiss it. --- If the balance sheet expansion really happens, breaking 100,000 for BTC shouldn't be difficult, right? --- Should I enter now or wait for a pullback? This timing is the most nerve-wracking. --- The phrase "funds are quietly flowing into mainstream assets" hints at something.

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