宏观视角

#美联储降息预期升温
Is the recent market feeling a bit "different"?
#Federal Reserve interest rate cut expectations are heating up.

Inflation is decreasing, data is softening, the Federal Reserve may finally be ready to loosen up——
Once the rate cut happens, the liquidity will become "loose," and money will start to flow again.💧

The stock market is sniffing ahead, and the cryptocurrency market is dancing to the wind.
Because we all know:
**When liquidity returns, the market has a story.**📈

But don't forget, the Federal Reserve has always been "conservative in words, quick in actions,"
the current rate cut is still just an expectation, but the market is already signaling in advance.

Smart money never waits for official announcements to move,
they only watch "which way the wind is blowing."🍃

#加密市场 #BTC #宏观视角

🔥**The Truth Behind Bitcoin's Plunge at Dawn: It's Not an Accident, but Liquidity is 'Siphoning'**🔥


The sudden drop at dawn left many people bewildered:

"How could the market, which was doing fine, suddenly crash?"


In fact, this is not a coincidence, but an inevitable result of tightening liquidity.

Those who understand this logic have already lightened their positions or hedged before the risk arrived.



First Layer of Logic: U.S. Treasury Auctions = Market 'Siphon'

Recently, the U.S. government has been in a shutdown, and the Treasury General Account (TGA) is almost depleted.

To replenish funds, the scale of U.S. Treasury auctions reached $170.69 billion.

Where does this money come from? Of course, it is siphoned from the market.


During periods of loose liquidity, this siphoning has little impact;

But now, in a tightening cycle, once funds are siphoned away,

Risk assets—especially highly volatile Bitcoin—directly become 'bloodless'.



Second Layer of Logic: Hawkish Winds from the Federal Reserve Resurface

Chicago Fed President Goolsbee's remarks immediately shattered the market's expectations for interest rate cuts.

Interest rate cut expectations were originally a 'stimulant' for risk assets,

Now that these expectations have cooled, sentiment has dampened, and selling pressure has concentrated and exploded.



Result: Tight Liquidity + Collapsing Sentiment = Collective Sell-off

Funds are fleeing, expectations are cooling, and the market naturally cannot hold up.

Bitcoin led the plunge, inducing a wave of panic selling, and the chain reaction magnified across the board.



But don't panic. Signals for a breakthrough are already brewing.

✅ After the government reopens, the TGA replenishment will 'add water' again;

✅ If the Federal Reserve slows down reverse repos, it will also release short-term liquidity.


Market liquidity is cyclical.

The current winter is building momentum for the next round of warming.



Remember one thing:



"Understanding liquidity is more valuable than staring at K-lines."



When others are caught in panic, you need to see through the underlying causes.

Because—real opportunities are always hidden when liquidity is at its tightest.


#比特币 #流动性周期 #宏观视角 #稳健交易

🚀Trump's Night Banquet Full Record! Wall Street Tycoons Gather, Is Bitcoin 120,000 Not a Dream?


Brothers and sisters, I am Fuqi—your old friend in the crypto circle.

This morning at 8:30, I opened my eyes and saw a shocking news:

Last night, Trump held a "secret-level" private dinner at the White House, guest list—Wall Street elite.

All members of Nasdaq, JPMorgan, and BlackRock were present.


On the surface, this seems like a political show, but there is a lot more going on behind the scenes.

Let Fuqi break it down for you:



🟢 1. Event Background: 43 Days of Standstill Just Ended, Capital Needs a "New Story"

This time Trump is hosting, it's not just about having dinner—

The theme is "Restarting the Capital Market, Rebuilding the Supply Chain."

This means: The U.S. side wants to reignite risk appetite.

And every time U.S. stocks and dollar liquidity become active again, Crypto will be ignited as well.



🟡 2. Implication: BlackRock is at the Table, Crypto is in the Background

Don't forget—BlackRock is a key driver of ETFs.

If they push for the relaxation of digital asset policies at this banquet, it would indirectly benefit BTC and mainstream coins.

If the policy signal shifts to "encouraging innovation,"

The Federal Reserve’s capital inflow combined with ETF progress,

The upper limit of this round of market may exceed 120,000 dollars.



🔴 3. Short-term Strategy: Don't Chase Highs, Focus on News Rhythm

This matter is not yet confirmed,

But during the "emotional heating" phase, it is the golden window for positioning.

Conservative traders look at support, while aggressive traders may pay attention to key range breakthroughs.

Remember: Those who wait for news to settle before rushing in will never get the first bite of the meat.



Fuqi will keep a close eye on this matter,

Subsequent nominations in the White House and voices from any institutions will be updated by me immediately.


Opportunities are always reserved for those who understand the trend and can maintain their composure.


If you find this analysis useful, please give it a like and share,

Let more brothers know—

The wind is quietly turning towards crypto!


#美国政府停摆 #特朗普 #华尔街 #BTC #宏观视角