The Impact of the Federal Reserve's Cessation of Balance Sheet Reduction on the Dollar and Cryptocurrencies
The Federal Reserve will stop balance sheet reduction (quantitative tightening, QT) starting December 1, 2025, marking a transition from liquidity tightening to a neutral reinvestment state. This policy aims to maintain bank reserves at 'abundant' levels (approximately $3 trillion) to avoid further tightening that could trigger volatility in the money market. The cessation of balance sheet reduction essentially means the end of net capital outflows, with liquidity no longer decreasing by approximately $38.5 billion per month, but instead maintaining the balance sheet stability through the reinvestment of short-term Treasury bills. The impact on the dollar presents a pattern of short-term volatility and medium to long-term weakening, with a detailed analysis as follows.
$ASTER tested the legendary decentralization in the afternoon, just checked the points ranking and there really aren't many people playing here. This thing is about to become a stablecoin 🤣 hope the airdrop guys finish their goods, it won't really head towards 0.4, right!
$BTC Shut down your futures trading for good and switch to spot leverage. Futures, with multipliers up to 150x, turn greed and fear into your worst enemies. Spot leverage, capped at just 20x, keeps those emotions in check. Futures trading will keep you up all night; with spot leverage, you can sleep like a baby.#bitcoin
On the evening of November 14, 2025, $BTC saw a sharp decline, falling from an intraday high of around $105,000 to the $98,000 range—a drop of more than 7% and the lowest level in nearly six months. This pullback didn’t come out of nowhere; it was the result of multiple factors converging. First, Fed Chair Jerome Powell’s latest remarks crushed market hopes for further rate cuts. He emphasized persistent inflation pressures and suggested interest rates could remain elevated through 2026. This directly reduced the appeal of risk assets. As a high-risk asset sensitive to macro policy shifts, Bitcoin was hit quickly as investors moved into risk-off mode, triggering a wave of selling. Second, weakening institutional demand played a major role. Data showed the Coinbase Premium Index pulling back, indicating lower institutional buying appetite. At the same time, Bitcoin ETFs saw unusually large outflows, with more than $500 million in net redemptions in a single day. Long-term holders also started taking profits—on-chain data indicated last week’s movement of older coins was equivalent to roughly 20,000 BTC being sold, increasing supply pressure. Market fatigue intensified as U.S. tech stocks dropped in tandem, with the Dow falling more than 1%, dragging on the broader crypto ecosystem. In addition, technical breakdowns amplified fear. BTC fell below the key $100,000 support level, triggering a chain reaction of algorithmic stop-loss orders, with trading volume surging 30%. Geopolitical tensions in the Middle East and policy uncertainty following the U.S. election added further stress, boosting risk-off sentiment. Overall, this drop was a “perfect storm” of macro tightening, institutional pullback, and technical breakdown. In the short term, Bitcoin may test the $90,000 level. But over the long run, the halving effect and renewed institutional positioning may provide support.
Outlook After the U.S. Government Reopens After more than 40 days of shutdown, the U.S. government reached a deal to reopen early on November 14, unlocking $850 billion in Treasury funding. This eases liquidity constraints and allows the SEC to resume normal operations, potentially giving the crypto market some breathing room next week. If Bitcoin holds the $98,000 support level, it could start a new upward trend. With policy uncertainty fading, confidence may improve. The Trump administration’s pro-crypto stance could accelerate ETF approvals and mining incentives. Bitcoin could push toward $150,000 in 2026, supported by U.S.–China and India trade agreements and improving global liquidity. However, traders should stay alert to the impact of delayed inflation data, as short-term volatility may continue. Still, the reopening marks a potential signal of a recovering bull market.#bitcoin #BitcoinETFs
Main Reasons for the Recent Drop in U.S. Stock Futures and BTXLC:$BTC
CPI Data Pressure: The market expected October CPI to rise 0.2% month-over-month (same as September) and 2.6% year-over-year (up from 2.4% in September). Core CPI (excluding food and energy) was forecast at 0.3% MoM and 3.3% YoY. If the data exceeded expectations, it could reduce the probability of a Fed rate cut in December (currently priced at 59.8%–82%), triggering further selling. After the actual data was released at 8:30 a.m. ET, CPI came in line with expectations, easing some concerns, but futures remained briefly under pressure in early trading.
Inflation Concerns from Trump’s Policy Outlook: Following Trump’s election victory, his proposed trade tariffs and immigration policies raised fears of renewed long-term inflation, pushing the 10-year Treasury yield up to 4.46%. This caused investors to pause the post-election rally and adopt a more cautious stance.
Market Rotation and Profit-Taking: On November 12, the Dow Jones hit a new record high at 48,000, and the S&P 500 rose for four consecutive sessions. However, tech stocks (Nasdaq) pulled back as funds rotated from growth stocks to value and small-cap stocks. The decline in futures reflects profit-taking and uncertainty over Fed policy.
Market Background: Although the U.S. government shutdown crisis ended (Congress passed a temporary funding bill through January), delayed data releases (including CPI and employment reports) added uncertainty. Fed officials—such as Dallas Fed President Lorie Logan—also warned against premature rate cuts and emphasized vigilance against inflation resurgence.
Overall: The decline was limited and technical, not a market crash. If upcoming CPI trends further confirm disinflation, markets may rebound. Investors should monitor Fed communications and the corporate earnings season closely. #bitcoin #BTC☀
I have established a bottom-position in $BTC here, which represents a critical strategic entry point. Historical patterns demonstrate that Bitcoin's market cycles are often closely linked to macro-policy shifts. The current market is in a state of accumulation, poised for a clear catalyst. This catalyst is highly likely to be the resumption of U.S. government operations. Once the prevailing fiscal and regulatory uncertainties are lifted, market confidence will receive a substantial boost, and the pent-up liquidity and risk appetite will be unleashed. At that juncture, Bitcoin is highly probable to break away from its current consolidation phase and, as a pioneer of digital assets, will be the first to ignite a new powerful upward trend, leading the market direction.
On October 14, 2025, today two major scandals in the crypto world both came from Binance 😅 I can only say that there are truly talented people inside Binance. After modifying the price, $ATOM corrected it back. If you casually change the K-line price today, tomorrow you can freely modify our trading records and all funds on our exchange. For those without regulation, do you really dare to act so recklessly? 🤣 Although you modified the K-line data and claimed there was a display error, preparing to compensate 283 million USD, but the act of 'modifying data' makes it impossible for everyone to trust you—if you can change it once, who knows if it will be changed again in the future? The foundation of trust is completely gone. Do you remember why Brother Sun's exchange was half-alive? Without a foundation of trust, everyone will naturally turn to other more credible platforms. I have always traded on Binance, but this incident makes me doubt that if a centralized exchange intends to do evil, it can be done with ease.
Even more outrageous is that on the other side, Alpha Wallet has been exposed for launching a shitcoin, relying on self-trading volume, forging holding addresses, and manipulating points, creating a wave of false hype, leading a bunch of people to rush in and get trapped. We normal users are squeezed every day. Our hard work is not as good as your casual manipulations. Is this a studio or an act of self-theft? Binance has not provided an explanation so far, and we are waiting for a reasonable explanation.
When one system crashes while another brushes up its numbers, this day has awakened our entire crypto circle: centralized platforms are not gods, and they can make mistakes, and we cannot rule out gray operations. This series of actions by Binance has pushed customers directly towards DEX. In the short term, Binance's brand and trading volume will be hurt; in the long term, this may be a self-purification of the crypto world, motivating more people to learn for themselves. But it is also a good thing, promoting the vigorous development of DEX, and Binance has played an indispensable role. #ATOM
Overview of the Little Fox Wallet (MetaMask) Token Issuance Points Program
According to the latest information from online searches and official channels of the Little Fox Wallet (MetaMask) including the official website, support pages, GitHub, and the X platform, the Little Fox Wallet (MetaMask) is indeed brewing a Points Program, which is seen as a key prelude to the issuance of its native token MASK. Consensys CEO Joe Lubin confirmed in September 2025 that the MASK token is 'coming soon' and emphasized that it will focus on decentralization and user incentives. The program is expected to officially launch later this month, with points awarded based on user transaction activities within the wallet (such as Swap, bridging, and contract trading), which can be redeemed for token rewards or participate in airdrops in the future.
The founder of ADA, [Zha Er Si Nan], has become a typical example of being idle in the cryptocurrency circle,
As the co-founder of $ETH , he was expelled by Xiao V and he is considered a failure. As the founder of $ADA , he is seen as successful. ADA has become his side job, and resurrecting dinosaurs has become his greatest pleasure.
Ocean exploration and alien debris search: Funding and participating in maritime explorations near Papua New Guinea, recovering alien debris.
Genetic engineering and biotechnology experiments: Participating in extinction species resurrection projects, such as (dinosaurs) and laboratory experiments on genetically engineered luminescent plants.
Running a buffalo ranch: He owns a ranch covering 11,000 acres, focusing on buffalo farming.
Anti-aging medicine and longevity science: He owns and operates an advanced medical clinic focused on anti-aging and funds related research.
Ant hill art creation: As a unique artistic hobby, he creates artworks related to ant hills.
These hobbies reflect [Zha Er Si Nan]'s passion for science, innovation, and sustainable development. He often shares these experiences in discussions, and he seldom inquires or participates in ADA research. Currently, he lives a peaceful life, where you must also be fine if I am fine.
So how many more years do we have to hold onto ADA to break through the 5 major thresholds? #ETH #ADA
Top 10 most influential figures in global cryptocurrency:
One, Satoshi Nakamoto Contribution: Satoshi Nakamoto is the anonymous creator of bitcoin, who published the white paper in 2008, first proposing blockchain technology and laying the foundation for decentralized finance. His design solved the double-spending problem, driving global cryptocurrency innovation and impacting the blockchain market worth over $3 trillion. Wealth and currency: holds about 1.1 million bitcoins, valued at approximately $120 billion around September 2025, accounting for 5% of the total bitcoin supply, making him the richest 'shadow' in the world. Current status: has been in seclusion since 2011 with no public activities. In July 2025, his address received a transfer of $20,000, sparking speculation, but there is no evidence of his return. The community speculates that he may reappear due to threats from quantum computing (such as promoting a hard fork). Satoshi Nakamoto's silence reinforces the decentralized ethos of bitcoin and continues to shape industry beliefs.
$BNB According to reliable false news: The actual controller of Wahaha Group, Zhong Fuli, intends to upgrade the brand to 'Wah Xiaozong' in hopes of achieving cooperation with Binance, planning to use 20% of the net profit per share for bulk market purchases of BNB. Not less than 2 billion US dollars and not more than 5 billion US dollars each year, Ms. Zhong Fuli has a long-term optimistic view on the cryptocurrency market, $BTC cryptocurrency platform Binance, during the interview, Ms. Zhong highly praised and affirmed Binance founder CZ and his team!
Ethereum was launched in 2015, co-founded by 8 co-founders between 2013-2014, with an initial supply of 72 million ETH. The founding team holds about 11.9 million ETH (16.53%).
1,Vitalik Buterin: 630,000 ETH, a core figure of Ethereum, authored the white paper and led the development. Currently leading the Ethereum Foundation, promoting the Dencun and Prague upgrades, focusing on scalability and privacy, and donating ETH to support open-source projects. Holds about 240,000 ETH (worth over approximately 1 billion USD).
2,Gavin Wood: As the author of the yellow paper and Solidity, he founded Polkadot and Kusama in 2016, and now leads Parity Technologies, promoting cross-chain ecosystem (Polkadot). Holds approximately 450,000 ETH, with net worth primarily from $DOT
During President Musk's state visit to South Africa, Mr. Trump squeezed through the crowd and asked in fluent American English: "When will President $DOGE arrive at 1 dollar?" Musk humorously replied, 'At the moment you buy it' #DOGE #加密市场反弹
Looking back at how DOT fell out of the top ten: The Polkadot Foundation sold approximately $2.8 billion at the peak of the bull market, with the price dropping from $55 to $30. In 2022, related addresses sold approximately 20 million DOT (about $10 million), causing DOT to drop from $30 to $4.31, breaking below the $5 support level, and the market cap ranking slipped out of the top 10. Here he comes again...
“Cryptocurrency has lost its direction”: Ethereum co-founder and Polkadot founder Gavin Wood discusses governance, greed, and rebuilding the spirit of blockchain: “I no longer trust the system” In 2017, the Web3 Foundation raised $145 million through an ICO, but a vulnerability in the Parity wallet led to approximately $150 million (around 500,000 ETH) being frozen. Gavin publicly apologized to the community and promised to fix the issue, but the frozen funds have yet to be restored. (The total funds from the ICO along with other project funds and Gavin's personal funds amount to over 500,000 ETH)
Analysis of the WLFI Token Controversy: A 'Narrative We Do Not Know' Between Sun Yuchen and the Trump Family
Sun Yuchen publicly promised that there are 'no plans for sale, just routine transfer tests between exchanges.' On the first day of trading, he transferred 49,999,999 tokens to Binance, worth around 9 million USD, keeping only one token out of the 50 million.
In September 2025, the launch of the WLFI token was originally big news in the crypto community. It was backed by the Trump family and positioned as a decentralized finance (DeFi) project supporting the USD1 stablecoin, introducing the governance token WLFI and planning to establish a community governance mechanism. After its launch, the price of WLFI surged to $0.32 in a short time, with a market cap briefly exceeding $8.6 billion.
Justin Sun's WLFI Loss: The Black Swan and the Bear Market Alarm Before the Storm
From TRX to Luna's collapse, there are too many thrilling moments. Today we discuss a potential black swan that could ignite the entire industry: Justin Sun and the WLFI project. If he loses the lawsuit, will the crypto market plunge into the abyss? Don't think this is just a personal matter for Sun; this involves TRX, his exchange, and the stablecoin market, and it could even push the entire market into a deep bear market. Coupled with political factors from Trump and the Federal Reserve's interest rate cut expectations, this storm could far exceed imagination. Below, we will break it down step by step, supported by data and logic, purely from a practitioner's perspective.