数字资产趋势
1,008 views
3 Discussing
Hot
Latest
See original
Will China release cryptocurrencies? My judgment is very simple: the direction will change, but the difficulty will be extremely high within ten years.
First, let's discuss the logic:
The first layer of logic is the pressure of capital controls.
Chinese asset prices have long been higher than overseas. Under the premise of strict capital account management, there is a natural impulse for capital outflow.
Cryptocurrencies, by nature, are tools for cross-border value transfer that bypass regulation. Once released, they will directly amplify the outflow of funds.
The second layer of logic is the position in the economic cycle.
Currently in a typical phase of 'balance sheet recession':
Enterprises are deleveraging, real estate is clearing, local debts are under pressure, and what the economy needs is 'support', not 'pressure relief'.
Releasing cryptocurrencies at this stage is equivalent to adding an uncontrolled outlet to an already fragile financial system.
The first layer of logic is the pressure of capital controls.
Chinese asset prices have long been higher than overseas. Under the premise of strict capital account management, there is a natural impulse for capital outflow.
Cryptocurrencies, by nature, are tools for cross-border value transfer that bypass regulation. Once released, they will directly amplify the outflow of funds.
The second layer of logic is the position in the economic cycle.
Currently in a typical phase of 'balance sheet recession':
Enterprises are deleveraging, real estate is clearing, local debts are under pressure, and what the economy needs is 'support', not 'pressure relief'.
Releasing cryptocurrencies at this stage is equivalent to adding an uncontrolled outlet to an already fragile financial system.
负百万:
放开了它们怎么收割你？
See original
#ETH巨鲸增持
🤔 Will 2026 be the year of explosion in the crypto world? A recent report indicates that the market may be brewing a lasting bull market, and the real growth might just be beginning! 👇
#美联储重启降息步伐
🔍 According to a report by Deep Tide TechFlow, Delphi Digital released a forecast on December 4:
👉 2026 may become an important growth period for cryptocurrencies!
👉 The Federal Reserve is expected to lower interest rates again in December 2025, with at least three more rate cuts in 2026, potentially bringing the year-end rate down to around 3%.
👉 The quantitative tightening policy will end in December 2025, and the liquidity environment will shift to net positive.
👉 The policy environment will change from resistance to moderately favorable winds, benefiting long-duration assets, large-cap stocks, gold, and digital assets with structural demand!
$BNB
$ETH $
$Binance Life
💬 What do you think? Do you believe the market will welcome a new round of explosion in 2026? Feel free to share your views! 🚀
#加密牛市 #Liquidity Turning Point #2026预测 #数字资产趋势
🤔 Will 2026 be the year of explosion in the crypto world? A recent report indicates that the market may be brewing a lasting bull market, and the real growth might just be beginning! 👇
#美联储重启降息步伐
🔍 According to a report by Deep Tide TechFlow, Delphi Digital released a forecast on December 4:
👉 2026 may become an important growth period for cryptocurrencies!
👉 The Federal Reserve is expected to lower interest rates again in December 2025, with at least three more rate cuts in 2026, potentially bringing the year-end rate down to around 3%.
👉 The quantitative tightening policy will end in December 2025, and the liquidity environment will shift to net positive.
👉 The policy environment will change from resistance to moderately favorable winds, benefiting long-duration assets, large-cap stocks, gold, and digital assets with structural demand!
$BNB
$ETH $
$Binance Life
💬 What do you think? Do you believe the market will welcome a new round of explosion in 2026? Feel free to share your views! 🚀
#加密牛市 #Liquidity Turning Point #2026预测 #数字资产趋势
Login to explore more contents