流动性大放水

#美国政府停摆 The government shutdown has entered its second month, and the global market is holding its breath. Bitcoin has retraced over 20% from its peak, with a series of leveraged liquidations and ETF capital outflows taking place. But those who truly understand the market are asking: after the shutdown ends, where will the extra trillion dollars in liquidity flow?

History has repeatedly shown that Washington's fiscal dramas ultimately end with a cheaper dollar. And Bitcoin is the most sensitive price indicator of 'cheap dollars'.

🔍 Key Highlights:

#流动性大放水 1. The dollar is being 'drained': the Treasury General Account (TGA) balance is as high as $1.1 trillion, withdrawing about $75 billion in base currency from the market each month, creating a short-term 'dollar shortage'.
2. The longer the shutdown lasts, the more aggressive the liquidity injection: once the shutdown ends, the Treasury will at least release $500 billion in liquidity. This liquidity will eventually spill over into high-risk assets.
#政府开门在即 3. History does not lie: in the 30 days following the end of the last three government shutdowns, Bitcoin's average increase exceeded 25%.

Every government shutdown repeats the same script - first drain liquidity, then inject liquidity. Maintain positions, control leverage, when the liquidity gates reopen, Bitcoin will not disappoint you #加密市场回调
$BTC
$GIGGLE
$FIL

🔔 Federal Reserve October Decision Brief & Market Reaction:

✅ What was done:

· Cut interest rates by 25 basis points, bringing the rate to 3.75%-4.00%.
· Announced the cessation of balance sheet reduction starting December 1.

❗ Key Attitude:

· Powell: "Whether to cut rates in December is far from a certainty."
· Significant internal disagreement: Two dissenting votes (one dove and one hawk).

📊 Market Reaction (Hawkish Interpretation):

· U.S. stocks fell, gold plummeted, Bitcoin dropped.
· The dollar rose.

💡 Core Interpretation:

· Short-term caution: Expectation management is more hawkish than rate cuts themselves, leading to increased volatility.
· Mid-term easing direction remains unchanged: Stopping balance sheet reduction confirms the policy shift.

#美联储 #比特币 #流动性大放水

💵💵💵 Trump's proposal for 'universal payments' ignites the market, but there are still key votes ahead

Stimulated by Trump's latest proposal, the cryptocurrency market surged, with $BTC breaking the $103,000 mark. Trump plans to use tariff revenue to distribute checks of at least $2,000 to 'all Americans' except the wealthy, and the market expects the public to invest funds in the crypto market. #流动性大放水

However, this proposal still carries significant uncertainty:

1. Just a proposal: The plan lacks details and must be approved by Congress, making implementation extremely difficult. Reflecting on the pandemic relief checks in 2020, they were also temporary measures during a special period.
2. Government shutdown crisis: The current government shutdown has resulted in approximately 42 million low-income individuals being unable to receive food aid. The real focus of the market is on the emergency Senate vote a few hours from now, the result of which will directly determine whether the government can reopen. #美国政府停摆

💊💊 The market faces three possibilities:

· Vote passes -> Market may rise parabolically
· Vote fails -> Market may significantly decline
· No decision made -> Market remains stable
Investment requires caution 💉💉💉💉 $GIGGLE #美国ADP数据超预期 $FIL #加密立法新纪元

🔥 🚀 Exciting, breaking through the sky! Japan injects 21.3 trillion yen to rescue the market! The U.S. may follow suit, is global easing about to come? $TNSR skyrocketed by 180%, $DYM surged by 80%, $NMR rose over 40%, for more profit analysis please come to 币安最火爆的24小时直播间

Just this morning, the Japanese government officially approved an economic stimulus plan amounting to 21.3 trillion yen (approximately 135 billion USD), the largest rescue operation since the COVID-19 pandemic! This first major move by the new Prime Minister, Fumio Kishida, is truly blazing!

🔥 How will this money be spent?
17.7 trillion yen will be used for general fiscal expenditures, far exceeding last year's 13.9 trillion yen.
2.7 trillion yen will be allocated for tax reduction measures, including raising the income tax threshold and abolishing the gasoline tax.
Ordinary families will directly benefit, such as receiving a subsidy of 20,000 yen for each child, as well as assistance with electricity and gas bills (expected to reduce the burden on households by 7,000 yen)

💸 Where does the money come from? What is the market worried about?
Such a large expenditure requires part of the funds to be raised through additional issuance of government bonds. This has directly triggered market concerns about Japan's fiscal health, with investors worried that government debt will further worsen.
Thus, after the news broke, the market reacted very realistically:

The yen exchange rate fell to a new 10-month low.
The yield on Japan's 40-year government bonds surged to a historic high.

The Japanese cabinet plans to finalize the supplementary budget proposal as early as November 28 and strives to obtain parliamentary approval by the end of the year.

💎 What does this mean for us?
When Japan initiates a "money-splashing" mode, the market generally expects that the U.S. may also consider following with new fiscal stimulus. Once the world enters a rhythm of "who can print faster" again, high-risk assets like cryptocurrencies are likely to become the preferred choice in the flood.

👇 What do you think about this wave of easing?
If you think a bull market is coming, press 1; if you think it's a trap, press 2; if you're just watching the show, press 3.
Share your holdings in the comments!

#加密市场回调 #流动性大放水 #牛市前夜
(Investing involves risks, the above is only a market information interpretation and does not constitute investment advice)

$ZEC $ETH
$STRK This wave of sudden rise is definitely not without reason. The market seems to always have funds that are 'prophetic', sensing major benefits in advance. Due to Ethereum's upgrade roadmap on December 4, 2025, the core is focused on the ultimate expansion of Layer2, which is precisely the battlefield of StarkNet. It appears that a large number of investors have already taken positions early, betting that this upgrade will bring a fundamental reassessment of value for STRK. The market often starts amidst doubt. The Ethereum meme track is about to explode🔥🔥🚀🚀🚀
#内容挖矿升级 #美联储降息预期引爆市场 #流动性大放水 #牛市确认 #美国ADP数据超预期

$ETH $BNB $LSK Welcome to Binance Square MEME's first live broadcast room... Institutions do not follow the usual path in times of panic and are making large purchases through OTC channels! #美国政府补贴 #美国AI行动计划 #加密市场观察 #流动性大放水 #内容挖矿

㊙️㊙️㊙️#降息预期 Interest rate cut shockwave! Is a liquidity carnival in the cryptocurrency sphere coming?#美国结束政府停摆

The Federal Reserve's dovish banner is flying high! Board member Milan made it clear: a 50 basis point rate cut in December is appropriate, and at least a 25 basis point cut is necessary, stating that the current interest rates are 'overly tight'! More importantly, he has included stablecoins in policy considerations—this 'shadow currency market' is suppressing long-term interest rates, providing new structural support for rate cuts.#降息期待

As a voting member of the Federal Reserve, Milan's aggressive stance breaks through the policy fog, and CME data shows that the market has quickly digested the expectations for rate cuts. For the cryptocurrency sphere, a rate cut means low-cost funds flowing back into risk assets; previous expectations of rate cuts have already driven significant fluctuations in cryptocurrencies, and this clear signal may ignite a new round of market activity.#加密立法新纪元

Liquidity easing is on the horizon, and a new round of layout opportunities in the cryptocurrency sphere has begun, closely watching the December interest rate meeting to seize opportunities under policy dividends!#流动性大放水 $UNI
$TIMI
$ALLO

#美国结束政府停摆 #流动性大放水
$BTC $ETH
Optimistic about the market, preparing to hold the long position at 3420 until 3700, and if there's an opportunity, I will roll the position to see if the account with 200 oil can achieve 1000 oil. Let's recover the losses from this wave of copying.

🔔🔔🔔#美联储降息 The Federal Reserve Cuts Rates to Rescue the Market! On November 7, the five major news items that broke today have arrived!
⚡️⚡️The Federal Reserve announced a 25 basis point rate cut on October 29, lowering the federal funds rate target range to between 3.75% and 4.00%. This is the second rate cut this year, but this 'dovish' action did not calm the markets. On the contrary, Fed Chair Powell's 'hawkish' remarks at the post-meeting press conference—stating that a rate cut in December is 'far from a done deal'—threw the market into new panic, causing all three major U.S. stock indices to plummet.
♦️1, #流动性大放水 Liquidity Crisis: The money market sounds the alarm, as liquidity in the U.S. money market is depleting at an unprecedented pace.
♥️2, #美国政府停摆 Government Shutdown: A historic crisis, breaking records, becoming the longest government shutdown in U.S. history.
♠️3, #通货膨胀 Internal Divisions: The Federal Reserve's 'split personality'—Powell's statements and actions are full of contradictions: 'When they want to cut rates, they say employment data is bad; when they don't want to cut rates, they talk about high inflation risks, making the market follow suit in a split personality.'
♣️4, #科技股 Tech Stocks Plunge: The first casualty of tightening liquidity has emerged—tech stocks.
🕑5, Countdown to Market Rescue: Wall Street's expectations, as the liquidity tightens on Treasury settlement day or critical payment day, the Federal Reserve should temporarily intervene to inject funds into the market.
🔥The Federal Reserve stands at a new crossroads, not just in interest rate policy, but also in its role within the entire financial system. All of this makes the December monetary policy meeting crucial.
$AIA
$ZEC
$FIL