2026-01-11 05:30:20

#密码资产动态追踪 $ETH $BTC The Federal Reserve just had a major event: out of 12 FOMC voting members, 6 have made it clear—they support a 25 basis point rate cut in January.

This is no small matter. What does it mean? It suggests that the era of prolonged high interest rates may truly be coming to an end. Once rate cuts become a reality, the market will see over $1.5 trillion in new liquidity.

How terrifying is this number? Look at it from another angle—the entire market capitalization of Apple isn’t even that much. You could use this money to acquire Tesla, and still have enough to buy half of Netflix. No exaggeration.

Historical references are also quite sobering: in the past three rate cut cycles, Bitcoin’s price increased by over 400% in the following year twice. Coincidence? Almost impossible.

So, the market can’t wait anymore. As soon as the news broke, Bitcoin immediately surged past a key resistance level. Short sellers were caught off guard, and the entire network’s liquidations skyrocketed. Yesterday’s single-day net inflow into Bitcoin spot ETFs hit new highs—smart money never waits for news to be announced before betting, they’ve already been on the move.

But here’s a question: is rate cutting really that perfect?

Ample liquidity is a good thing, but rate cuts also tell another story—the economic outlook might not be as optimistic. So now the question becomes: is this the start of a genuine bull market for risk assets, or just the last frenzy before good news is exhausted? When the tide comes in, who’s floating to the top first—the bubble or the gold? Nobody can say for sure.

The key now is your choice. If you have spare funds, will you go all-in on cryptocurrencies, or shift to US stocks? With this $1.5 trillion in liquidity, how much do you think will actually flow into Bitcoin and crypto assets in the end? Different market factions have different opinions. Share your judgment.

ETH2,59%

BTC1,93%

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CoffeeNFTs

· 01-11 05:52

1.5 trillion in liquidity sounds crazy, but how much of it actually flows into crypto? I bet no more than 10%. --- Shorts are getting liquidated. This wave's momentum is pretty good, but a rate cut essentially indicates a weak economy. How is that considered good news? --- That Apple market cap analogy was brilliant haha, but the problem is, will the money really flow into BTC, or will it still pile up in US stocks? --- Smart money has already jumped in. Are we just catching the bag now? This story seems too perfect, which makes me a bit worried. --- Historical reference of a 400% increase is true, but that was living in the past. Now that BTC is so big, can the doubling be just as easy? --- Instead of all-in on crypto, diversifying risk is better. How long can this "last crazy" phase last? No one can say for sure. --- Wait, rate cuts = economic concerns. This basic logic actually hurts traditional assets more. So, could crypto really be a safe haven?

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PermabullPete

· 01-11 05:52

Coming back with the same routine? The historical data looks good, but this time it's really different.

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RetroHodler91

· 01-11 05:33

1.5 trillion why is it flowing entirely into the crypto market, while the US stock market is eyeing it warily --- Lower interest rates = releasing liquidity, but I think only a small portion will actually flow into BTC; most of it will still be absorbed by traditional finance --- Historical data looks good, but is this round really the same? It doesn't seem that simple --- Now, going all-in on crypto is just gambling. I prefer to stay on the sidelines and see key levels before making a move --- The actual flow into the crypto market might only be around 5%, so don't be too optimistic, everyone --- This is the typical last frenzy before all the good news is exhausted. Be careful of getting caught off guard --- Smart money has already moved in; those currently entering might just be the bagholders. Think carefully --- Bubble or gold, you'll know after the US stock market performance post-New Year --- A rate cut in January is certain, but what happens afterward is the real key --- I'm still using a half-in strategy; I won't go all-in and gamble on this

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MissedAirdropBro

· 01-11 05:32

Smart money has already jumped in, retail investors are still hesitating --- Is this wave really gold or just a bubble... Honestly, I can't tell --- 1.5 trillion in liquidity sounds great, but how much of it actually flows into the crypto space? About one-fifth would be good --- The shorts have been blown up so many times and still don't learn, serves them right --- The scariest thing is "the last frenzy before all positive news is exhausted," that hits too close to home --- The Federal Reserve's move is indeed ruthless, the signs of an economy not so optimistic are written all over their face --- History is repeating itself, but can it reach 400% this time? Feels like it's not that easy --- All in or diversified, this has truly become the most difficult choice in 2024 --- Record high net inflows into ETFs is just one signal: big players are betting on this wave --- Cutting interest rates = the economy might be struggling, it took me a while to connect the dots --- The moment Bitcoin surged, the mindset of the shorts, I seemed to see the despair behind the screen

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