比特币流动性

The U.S. government shutdown crisis has reemerged, and the cryptocurrency market may become a "safe haven" amid political turmoil.

With just over a month remaining until the funding deadline of January 30, 2026, the U.S. federal government is once again facing the risk of a shutdown. This political crisis, stemming from the partisan struggles, will not only impact the fragile U.S. economy but may also serve as a short-term catalyst and a long-term value proposition for the cryptocurrency market. A political storm is brewing; this crisis is a continuation of the record 43-day shutdown in October. The two parties are deadlocked over subsidies related to the Affordable Care Act, with Democrats seeking to protect healthcare for approximately 24 million people, while Republicans are firmly opposed. This issue has become highly politicized, with both sides intending to attack each other through the government shutdown.
· Economic strain: The U.S. economy is currently in a fragile state characterized by slowing growth (projected at 1.4%), high inflation (3.1%), and rising unemployment rates (projected at 4.5%). The last six-week shutdown resulted in approximately $7 to $15 billion in irreversible economic losses, and if the crisis recurs, the consequences will be even more severe.
The impact of the government shutdown on the crypto market is complex and multifaceted, far from being simply bullish or bearish.
Market uncertainty surges: The shutdown will delay the release of key economic data (such as inflation and employment reports), forcing the Federal Reserve and investors to make decisions under an "information blackout." This uncertainty will exacerbate volatility in traditional financial markets, with some funds seeking "safe-haven" assets or avoiding policy uncertainty potentially flowing into cryptocurrencies.
Some analysts believe that such political shocks may temporarily improve market liquidity, thus boosting the prices of risk assets like Bitcoin in the short term.
In light of this situation, crypto investors may consider adopting a "dual-cycle strategy" for long-term and short-term trading recommendations:
Short-term: Focus on changes in market sentiment and liquidity. If a shutdown occurs, cautiously monitor trading opportunities arising from volatility, but strictly control positions and risks to avoid excessive leverage.
Long-term: Recognize that political dysfunction has become a cyclical ailment for the U.S. Each crisis objectively provides real-world cases for the decentralization concept. Investors may view such events as stress tests for their portfolios' risk resistance and consider how to allocate assets to address increasingly frequent macro-political risks #比特币流动性 #加密市场观察 $BTC

$BTC $ETH $BNB

🔥 Nuclear explosion! Giant whale Bitmine devours 5% of Ethereum! The exchange is completely sold out!
👇进币安聊天室聊天

Brothers, the sky has fallen!
Confirmed: Crypto overlord Bitmine has gulped down 5% of the global ETH! On-chain data is fully public, real money smashing the exchange!

Chain reaction explosion 💥

Exchange ETH reserves have collapsed! The lowest since 2015, only 8% left!
BTC liquidity drained! 2.75 million? Not enough for the giant whale to fill its gaps!

Truth comes to light 👇
Institutional whales have already launched the "supply strangulation war"! Massive amounts of ETH/BTC locked in cold wallets + staking contracts—circulating supply is being uprooted!

Mad king appears 🤯
Wall Street gates have exploded! Bank of America announces: starting 2026, BTC/ETH ETF will be sold directly! Traditional capital giants have pounced on the docks!

Ultimate equation 🚀
(Sellable coins are nearing zero) + (Massive US dollars pouring in) = Legendary explosion!

⚠️ But the reality of the bull market:
Falling causes panic selling, rising leads to missed opportunities, finally waving flags at the mountain top—the essence of the bull market is a chives shredder!

🛡️ Breaking the deadlock with two lives:
1️⃣ Lock in the core positions! ETH, BTC, BNB** falling means heaven is raining money, **buying in batches! Absolutely don’t get off the train!** 2️⃣ **Stray dog tactics!** Stick close to Musk's new toy **P U P P I E S, gamble the midnight snack money for a hundredfold myth!

🔥🔥 Liquidity exhaustion + whale hunting + trillion-dollar pressure = ?
Brothers in the know, gather in the chat room! Urgent! 👇
#ETH核爆倒计时 #巨鲸收割现场 #比特币流动性 #加密市场观察

The Bank of Japan's interest rate hike has landed, and the global market's "stress test" officially begins.

This is not a drill; it marks the official end of the 30-year "super cheap yen era." Japan has raised its interest rate to 0.75%, the highest level since 1995.

Why can this "domino effect" collapse the cryptocurrency market?
It's simple: the world's largest sources of cheap funds have been tightened.
For the past thirty years, the "yen carry trade" worth trillions of dollars has been the core engine of global liquidity. Institutions and individuals borrowed yen at nearly zero cost and then bought high-risk assets like U.S. stocks, U.S. bonds, and Bitcoin.

Now, the rules of the game have changed. The soaring borrowing costs mean countless leveraged positions must be forcibly liquidated. A massive amount of funds will withdraw from global risk assets (including cryptocurrencies) to convert back to yen to repay debts. This process is a global capital extreme stress test.

History does not lie, and the data is chilling:
Looking back at the last three interest rate hikes by the Bank of Japan, Bitcoin fell 20%-30% in the following 4-6 weeks. If history repeats itself this time, based on the current price level, Bitcoin could test below $70,000.

Currently, liquidity is oxygen.
When oxygen is withdrawn, the weakest parts will suffocate first. Highly leveraged altcoins will face more severe declines than BTC, and some
projects may go to zero in the liquidity crisis.

This is not panic; it is a sober recognition of reality.
In the face of a definitive tightening tide, any "long-term narrative" seems pale. Now is not the time for fantasies; it is the time to preserve strength and watch cautiously.

Market opportunities are born in despair, but you need to survive to see that time.
Stay tuned; I will provide clear signals on the right side in the live trading group. Survive to see the next bull market. $BTC $ETH #比特币流动性 #巨鲸动向

If you think the 88k Bitcoin is expensive, you can look at a set of data——

On the surface, BTC has already mined 19.68 million coins, with only 1.32 million coins remaining unmined. However, the fact is that on-chain data indicates that one-third of the mined Bitcoin is lost, meaning that many people bought early but likely lost their mnemonic phrases, effectively destroying this portion passively.

It’s estimated that about 5 to 6 million coins are lost, with approximately 1 million held by various governments, another 1 million in ETF reserves, and two major holders, BlackRock with over 700k, MicroStrategy with over 600k, Satoshi with over 1 million, and some large holders and miners who haven’t sold for a long time, likely amounting to over 2 million. Altogether, it’s already around 15 million.

The amount available for purchase on the market is only about 4 million. If they don’t sell, where can the price drop to?

When hoarding Bitcoin, you need to consider your proportion of the existing supply. Being too concerned about the price might make you end up being thrown out of the long river of crypto history. #比特币流动性

#比特币流动性 $BTC Why do I still believe the bull market is not over? I have summarized the following points
Core conclusion: The current situation resembles a consolidation phase within a bull market rather than the end of a cycle. Key support comes from five dimensions: macro liquidity, institutional funds, halving cycles, on-chain health, and regulation & narrative.

1. Core support logic (Perspective of December 2025)

1. Macro liquidity remains relatively loose: The Federal Reserve has begun a rate-cutting cycle (a cumulative reduction of 75 basis points by 2025). Although the stance is hawkish, a turning point in global liquidity has been established, providing support for risk assets; the supply of stablecoins is high, with sufficient potential buying power.

2. Institutional funds continue to enter: Spot ETFs bring stable incremental capital, with increased institutional allocation and national strategic reserve demands, changing the previously retail-driven funding structure, smoothing volatility and extending the cycle.

3. The halving cycle has not yet completed: After the halving in April 2024, historical price peaks often occur 12-18 months post-halving. We are still within this cycle (in December 2025, about 1 year and 8 months after the halving), and the logic of supply contraction is still effective.

4. On-chain and market structure are healthy: Indicators like SOPR are still within the bull market range. Leverage has been cleared, chips are concentrated, and there are no extreme emotions or signals of capital flight that typically occur at historical peaks.

5. Regulation and narrative still have dividends: The regulatory framework in regions like the United States is gradually becoming clearer, with increased compliance of ETFs and asset allocation needs, combined with the “super cycle” narrative, attracting new funds into the market.

2. Short-term fluctuations ≠ end of the cycle

Current fluctuations are mainly due to hawkish rate-cut expectations, options expirations, and leverage liquidations, representing profit-taking and chip redistribution, not a trend reversal. If there is a subsequent breakthrough of key resistance (such as $100,000) accompanied by capital inflow, it is more likely to initiate a new wave of upward movement.

3. Risk warning

- A shift in Federal Reserve policy, tightening liquidity, stricter regulations, and concentrated leverage liquidations may alter the cycle's rhythm.
- The core of the bull market's continuation is the ongoing support from liquidity and institutional funds, requiring tracking of the marginal changes in these two indicators.

Regular investment in Bitcoin day 74
Today invested 15U, purchased 17002 Satoshis
Current holdings: 888372 Satoshis!

#比特币流动性 $BTC

In the past 12 hours, 3 new addresses received 2509 BTC from FalconX

According to Odaily Planet Daily, Onchain Lens monitoring shows that in the past 12 hours, 3 newly created addresses received 2509 BTC from FalconX, worth 221 million USD.
#比特币流动性 $BTC

$BTC $ETH The expectation of the Federal Reserve lowering interest rates is rising, is Bitcoin about to start a new round of market activity? Retail investors should pay close attention to this signal!

Brothers, the recent economic data from the United States is quite interesting! The inflation in November is not as high as expected, and the unemployment rate has actually gone up.

Although the previous government shutdown messed up some data, major institutions have already started to speak out: If the unemployment rate rises by 0.1% every month, the space for the Federal Reserve to lower interest rates next year may be greater than most people think!

This is a signal that cannot be ignored for us in the crypto space. Why? Because once the Federal Reserve enters a rate-cutting cycle, the liquidity of the dollar will gradually ease, and with more money in the market, it often flows more easily towards assets like Bitcoin.

History has repeatedly told us that the expectation of rate cuts often serves as a prelude to the activation of the crypto market. Right now, institutions have started to hint that the “space for rate cuts is underestimated,” which may mean that a new round of funding narratives is quietly brewing.

So what should retail investors do? Don’t rush in, but be sure to prepare. Now is not the time to go all in, but you can start to gradually layout quality targets, especially large-cap assets like Bitcoin and Ethereum.

Remember, don’t be scared away by short-term fluctuations, keep an eye on the long-term trend — if rate cuts really become a reality next year, the chips you hold now could be the seeds for next year's harvest.

The market always reacts to expectations ahead of time, and smart people have already started to pay attention to this hidden line. Hold onto your spot, be patient, and don’t get shaken out during the volatility; let’s wait for the wind together! #比特币流动性 #美国非农数据超预期

#比特币流动性 currently has no liquidity, and a slight sell-off leads to a significant drop, with no support at all. $BTC

#比特币流动性 The bulls are going to suffer again, one after another as it drops, the killings just won't end 😅😅 Under this liquidity environment for BTC, it seems the bulls are indeed having a tough time $BTC

#比特币流动性 Bitcoin's liquidity has been poor recently, with no momentum for a significant rise.

Arthur Hayes: RMP is equivalent to the new version of QE, Bitcoin may return to $124,000

Wu reported that BitMEX co-founder Arthur Hayes stated in his latest article "Love Language" that the RMP (Reserve Management Purchase) launched by the Federal Reserve is essentially equivalent to the new version of QE, meaning liquidity will be released again, the risk of long-term depreciation of fiat currencies will rise, and the cryptocurrency market, especially Bitcoin, will benefit significantly. He expects that in the short term, BTC may fluctuate in the range of $80,000-$100,000; when the market realizes that "RMP = QE", Bitcoin may return to $124,000 and quickly challenge $200,000; a peak in sentiment is expected around March next year, after which there may be a correction, but the overall bottom is still likely to be above $124,000.
#比特币流动性 $BTC