美联储缩表
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What does the Federal Reserve's balance sheet shrink mean and what impact will it have on cryptocurrencies?
#美联储缩表 #加密货币回调 $BTC
In simple terms, shrinking the balance sheet means 'reducing the balance sheet', referring to the Federal Reserve (the central bank of the United States) reducing the size of its large balance sheet.
To understand this, we need to break it down step by step:
1. What is the Federal Reserve's 'balance sheet'?
Like companies, the Federal Reserve also has its own balance sheet.
· Assets: Mainly include the U.S. Treasury securities and mortgage-backed securities (MBS) it holds.
· Liabilities: Mainly include the USD cash it has issued and the reserves held by commercial banks at the Federal Reserve.
In simple terms, shrinking the balance sheet means 'reducing the balance sheet', referring to the Federal Reserve (the central bank of the United States) reducing the size of its large balance sheet.
To understand this, we need to break it down step by step:
1. What is the Federal Reserve's 'balance sheet'?
Like companies, the Federal Reserve also has its own balance sheet.
· Assets: Mainly include the U.S. Treasury securities and mortgage-backed securities (MBS) it holds.
· Liabilities: Mainly include the USD cash it has issued and the reserves held by commercial banks at the Federal Reserve.
See original
$FIL $ZEC $AIA
The U.S. government is finally ready to "resume work"?
The Democrats have made the first concession, and the U.S. stock market is rising as a courtesy.
After forty days of the farce of a shutdown, last night showed signs of a big ending: the Democrats took the "healthcare clause" out of the temporary budget, only seeking to extend the tax credits for the Affordable Care Act for another year. The Republicans are still "complaining" verbally, but they are already moving closer to the negotiating table—after all, over four million federal employees can’t go without pay any longer; no one can bear that anger.
Trump remained steady throughout, saying "don’t pin the blame for the shutdown on me," which caused his opponents to lose their composure. After Schumer extended an olive branch, the sounds of handshakes in the Senate hallway could be clearly heard.
The market is more realistic: futures skyrocketed, the dollar surged, U.S. Treasury yields fell, and Wall Street is voting with dollars—if the doors don’t open soon, liquidity will dry up, the Christmas season will be ruined, and a fourth-quarter GDP disaster will be on the way.
It is expected that next week the Capitol lights will come back on, the government will resume work, but since budget seasons come every year, the next tug-of-war is already on the horizon. Investors will pop champagne tonight and continue to watch the voting tomorrow.
#美国政府停摆 #币安合约实盘 #加密市场回调 #美国ADP数据超预期 #美联储缩表
The U.S. government is finally ready to "resume work"?
The Democrats have made the first concession, and the U.S. stock market is rising as a courtesy.
After forty days of the farce of a shutdown, last night showed signs of a big ending: the Democrats took the "healthcare clause" out of the temporary budget, only seeking to extend the tax credits for the Affordable Care Act for another year. The Republicans are still "complaining" verbally, but they are already moving closer to the negotiating table—after all, over four million federal employees can’t go without pay any longer; no one can bear that anger.
Trump remained steady throughout, saying "don’t pin the blame for the shutdown on me," which caused his opponents to lose their composure. After Schumer extended an olive branch, the sounds of handshakes in the Senate hallway could be clearly heard.
The market is more realistic: futures skyrocketed, the dollar surged, U.S. Treasury yields fell, and Wall Street is voting with dollars—if the doors don’t open soon, liquidity will dry up, the Christmas season will be ruined, and a fourth-quarter GDP disaster will be on the way.
It is expected that next week the Capitol lights will come back on, the government will resume work, but since budget seasons come every year, the next tug-of-war is already on the horizon. Investors will pop champagne tonight and continue to watch the voting tomorrow.
#美国政府停摆 #币安合约实盘 #加密市场回调 #美国ADP数据超预期 #美联储缩表
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$ICP $FIL $MMT
Has the Fed's stance suddenly changed? Powell stated:
"Banks decide their own client lists."
The implication is:
- Want to take on crypto clients? Go ahead.
- Want to personally buy coins, provide liquidity, or custody? That's fine too.
As long as risk control is in place and operations are stable, the door is open.
In short—banks can legally embrace Bitcoin.
Once the floodgates open, the trillion-dollar funds waiting outside will pour in.
#币安HODLer空投SAPIEN #美国ADP数据超预期 #美联储缩表
Has the Fed's stance suddenly changed? Powell stated:
"Banks decide their own client lists."
The implication is:
- Want to take on crypto clients? Go ahead.
- Want to personally buy coins, provide liquidity, or custody? That's fine too.
As long as risk control is in place and operations are stable, the door is open.
In short—banks can legally embrace Bitcoin.
Once the floodgates open, the trillion-dollar funds waiting outside will pour in.
#币安HODLer空投SAPIEN #美国ADP数据超预期 #美联储缩表
See original
#美联储缩表
#美联储十二月议息会议
#中国央行打击虚拟货币
Recent news is flying everywhere, with intense collisions of good and bad news!
First, the Federal Reserve announced that the tapering is coming on December 1st, and then there is the sudden news from China: the central bank leading thirteen departments reaffirms that "virtual currency is an illegal financial activity."
There's also the prediction about whether the Federal Reserve will cut interest rates at the meeting on December 11th!!
Tomorrow is the date when the Federal Reserve starts tapering! Yet, it coincides with the announcement from China on November 28: the central bank leading thirteen departments reaffirms that "virtual currency is an illegal financial activity!"
What kind of sparks can be generated from the collision of water and fire?
Firstly, tapering will definitely release liquidity in the market, specifically the liquidity of the US dollar. Theoretically, there will be more capital in the market, which is good for both the stock market and the crypto space!
Moreover, the sudden news indicates that mainland China has made many decisions regarding virtual currencies several times!
The crackdown has not been few; this time, the issue of speculation has also been brought to the agenda!
This is definitely bad news, but at present, it feels more like a warning: the bull market is about to end, and those making money should quickly cash out!
For the first time, stablecoins are specifically highlighted for discussion.
This means that:
Stablecoins are easily used for money laundering, fraud, gaming, and cross-border money transfers, and such behaviors will be investigated more strictly in the future.
Additionally, it is stated that "virtual currency is not currency and is not allowed to circulate domestically."
This means:
Don't think that there will be a lifting of the ban domestically; it's impossible in the short term.
Although the language this time is quite firm, regarding the current situation of virtual assets, it seems that the impact is not too great, and it hasn’t caused a crash yet, because many NASDAQ-listed companies have purchased Bitcoin and used it as reserves. Currently, Bitcoin is not solely in individual hands. Additionally, there are plenty of holdings in spot ETFs! Furthermore, the Hong Kong ETF market still holds BTC and ETH reserves!
Currently, one must pay attention to some data and news next week, and the situation of the US stock market opening tomorrow, be mindful of risks!
I believe there is a bit of downside risk in the market in the short term, so I will focus on the probability of interest rate cuts predicted by the Federal Reserve and the relevant data to be released next week!
$BTC $ETH
#美联储十二月议息会议
#中国央行打击虚拟货币
Recent news is flying everywhere, with intense collisions of good and bad news!
First, the Federal Reserve announced that the tapering is coming on December 1st, and then there is the sudden news from China: the central bank leading thirteen departments reaffirms that "virtual currency is an illegal financial activity."
There's also the prediction about whether the Federal Reserve will cut interest rates at the meeting on December 11th!!
Tomorrow is the date when the Federal Reserve starts tapering! Yet, it coincides with the announcement from China on November 28: the central bank leading thirteen departments reaffirms that "virtual currency is an illegal financial activity!"
What kind of sparks can be generated from the collision of water and fire?
Firstly, tapering will definitely release liquidity in the market, specifically the liquidity of the US dollar. Theoretically, there will be more capital in the market, which is good for both the stock market and the crypto space!
Moreover, the sudden news indicates that mainland China has made many decisions regarding virtual currencies several times!
The crackdown has not been few; this time, the issue of speculation has also been brought to the agenda!
This is definitely bad news, but at present, it feels more like a warning: the bull market is about to end, and those making money should quickly cash out!
For the first time, stablecoins are specifically highlighted for discussion.
This means that:
Stablecoins are easily used for money laundering, fraud, gaming, and cross-border money transfers, and such behaviors will be investigated more strictly in the future.
Additionally, it is stated that "virtual currency is not currency and is not allowed to circulate domestically."
This means:
Don't think that there will be a lifting of the ban domestically; it's impossible in the short term.
Although the language this time is quite firm, regarding the current situation of virtual assets, it seems that the impact is not too great, and it hasn’t caused a crash yet, because many NASDAQ-listed companies have purchased Bitcoin and used it as reserves. Currently, Bitcoin is not solely in individual hands. Additionally, there are plenty of holdings in spot ETFs! Furthermore, the Hong Kong ETF market still holds BTC and ETH reserves!
Currently, one must pay attention to some data and news next week, and the situation of the US stock market opening tomorrow, be mindful of risks!
I believe there is a bit of downside risk in the market in the short term, so I will focus on the probability of interest rate cuts predicted by the Federal Reserve and the relevant data to be released next week!
$BTC $ETH
See original
🏛️ The U.S. government shutdown crisis shows a turning point, and market risk sentiment rapidly warms up
After more than forty days of the U.S. government shutdown turmoil, a key turning point was finally reached last night. The Democratic Party took the lead in making substantive concessions, agreeing to remove the controversial "healthcare provision" from the temporary budget bill in exchange for a one-year extension of the tax credit policy under the Affordable Care Act. This move has paved the way for both parties to return to the negotiating table.
🔍 Political Games and Market Reactions
· Although the Republican Party continues to publicly express dissatisfaction, behind-the-scenes contacts between the two sides have clearly accelerated. Faced with the reality of over four million federal employees' salaries being halted, ending the shutdown as soon as possible has become a consensus between both parties.
· Former President Trump has maintained strategic silence during this period, completely shifting public pressure onto the ruling party. After Senate Democratic leader Schumer proposed a clear solution, scenes of handshake exchanges between lawmakers from both sides have already been seen in the corridors of Congress.
· The market immediately reacted to this positive signal: U.S. stock futures soared, the U.S. dollar index strengthened rapidly, and U.S. Treasury yields correspondingly fell. Wall Street expressed its expectations for resolving the shutdown through actual trading~ After all, the ongoing political deadlock could lead to liquidity tensions, disruptions in Christmas shopping season, and even a significant decline in fourth-quarter GDP data.
💡 Outlook on the Impact on the Crypto Market
As U.S. government agencies are expected to resume normal operations next week, traditional market risk appetite is rebounding, which may bring the following impacts to the crypto market:
· Short-term liquidity pressures alleviated
· Improved sentiment for risk asset allocation
· Market attention will refocus on macroeconomic data and Federal Reserve policy trends
Investors are advised to closely monitor the progress of subsequent votes this week and the upcoming economic data releases. During periods of market volatility, please manage risks wisely and be cautious in positioning.
(This article is for reference only and does not constitute any investment advice)
#美国政府停摆 #币安合约实盘 #加密市场回调 #美国ADP数据超预期 #美联储缩表
$FIL
$ZEC
$AIA
After more than forty days of the U.S. government shutdown turmoil, a key turning point was finally reached last night. The Democratic Party took the lead in making substantive concessions, agreeing to remove the controversial "healthcare provision" from the temporary budget bill in exchange for a one-year extension of the tax credit policy under the Affordable Care Act. This move has paved the way for both parties to return to the negotiating table.
🔍 Political Games and Market Reactions
· Although the Republican Party continues to publicly express dissatisfaction, behind-the-scenes contacts between the two sides have clearly accelerated. Faced with the reality of over four million federal employees' salaries being halted, ending the shutdown as soon as possible has become a consensus between both parties.
· Former President Trump has maintained strategic silence during this period, completely shifting public pressure onto the ruling party. After Senate Democratic leader Schumer proposed a clear solution, scenes of handshake exchanges between lawmakers from both sides have already been seen in the corridors of Congress.
· The market immediately reacted to this positive signal: U.S. stock futures soared, the U.S. dollar index strengthened rapidly, and U.S. Treasury yields correspondingly fell. Wall Street expressed its expectations for resolving the shutdown through actual trading~ After all, the ongoing political deadlock could lead to liquidity tensions, disruptions in Christmas shopping season, and even a significant decline in fourth-quarter GDP data.
💡 Outlook on the Impact on the Crypto Market
As U.S. government agencies are expected to resume normal operations next week, traditional market risk appetite is rebounding, which may bring the following impacts to the crypto market:
· Short-term liquidity pressures alleviated
· Improved sentiment for risk asset allocation
· Market attention will refocus on macroeconomic data and Federal Reserve policy trends
Investors are advised to closely monitor the progress of subsequent votes this week and the upcoming economic data releases. During periods of market volatility, please manage risks wisely and be cautious in positioning.
(This article is for reference only and does not constitute any investment advice)
#美国政府停摆 #币安合约实盘 #加密市场回调 #美国ADP数据超预期 #美联储缩表
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