# LiquidityCycle

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#加密市场观察｜Liquidity Dilemma: Can This Rebound Sustain?
🔎 On-Chain + Macro Signals Reveal the True Nature of the Move
The current crypto rebound appears less like a genuine market recovery and more like a macro-driven reaction. Weak on-chain participation combined with improving global risk sentiment suggests this is a fragile rebound, not a structural trend reversal.
🌍 Macro Layer: Risk Appetite Is Steering Price
The short-term upside has been fueled primarily by global risk-on sentiment. Recent geopolitical and trade-related comments from U.S. leadership, alongside improving NATO coordination

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CryptoVortex

2026 GOGOGO 👊

Buy_SomeBTC

2025-11-08 04:31

Markets look stressed, but the bigger picture is shifting in silence. The shutdown has locked up liquidity and the Treasury’s cash pile keeps rising, starving risk assets of fresh flow.
Crypto feels the pressure first, yet this is the classic pain window before a major turn.
When the shutdown ends, the Treasury will push hundreds of billions back into the system, QT will slow, and dollar liquidity will expand. Rate cuts are lined up, global easing is building, and fiscal spending ahead of 2026 keeps growth alive.
This squeeze won’t last. When liquidity returns, it will hit fast and lift eve