The market has revealed three rumors, plus CZ personally endorsing that the bull market has not yet started, this wave of signals is indeed intriguing!
First, let's clarify the core information; we will use a rational perspective to dissect the underlying opportunity logic:
Three major heavy rumors: liquidity + confidence double expectations fully charged
December 1st or stop tapering (slightly optimistic expectation)
Currently, although there is no official announcement, Powell has clearly hinted that tapering may stop in December, which means that the global liquidity tightening cycle may come to a temporary end. For risk assets (especially cryptocurrencies), this is equivalent to a loosening of the policy ballast, and the expectation of capital inflow is directly fully charged.
20 trillion yuan economic funding plan (pending implementation but with far-reaching effects)
The Yellow Hair Plan aims to inject 20 trillion yuan into the economy within 38 days (currently needs Congressional approval); if implemented, it will be an epic release of liquidity! The crypto market is always sensitive to liquidity, and abundant funds will naturally flow into high-yield sectors; at that time, altcoins and airdrop ecosystems are likely to become the focus of capital.
Ethereum Fork Upgrade on December 3 (certainly positive)
This is the only 100% certain key node among the three major pieces of news! The Fork upgrade will further optimize $ETH network performance and reduce Gas costs, which will not only enhance the user experience of ecological applications but also increase the attractiveness of Ethereum-based assets - as the ballast of the crypto market, the technical iteration of ETH often drives the emotional resonance of the entire ecosystem.
Second, the deep implications of CZ's statement: Now is the window period for layout.
CZ candidly stated in an interview that the real bull market has not yet begun; this seemingly plain statement is, in fact, a reassurance for the market: The current market downturn is essentially a buildup period before the bull market, not the end of a trend. Combined with the previous rumors of liquidity + Ethereum upgrade, it clearly tells everyone: saving chips and accumulating points now is paving the way for the upcoming big market.
Three, key logic connections: Why is it more important to persist in airdrops now?
The core resonance point of this wave of news points to December as the time window.
Policy side (stopping the balance sheet reduction + funding): Release liquidity to provide funds for the market.
Technical side (Ethereum upgrade): Optimize infrastructure to provide a fundamental basis for the market.
Emotional aspect (CZ stands on stage): Stabilize market confidence and provide reasons for funds to enter.
What we are doing now with airdrops and earning points is essentially picking up chips before the market starts. Every bit saved during the market downturn could multiply several times or even dozens of times when liquidity eases and the bull market kicks off!
Final reminder: Rationally view rumors and seize certain opportunities.
Rumors ≠ Reality: Stopping the balance sheet reduction and the 20 trillion yuan funding remains uncertain; do not blindly chase high prices, but you can lay out low-risk chips in advance.
Irreversible node: The Ethereum Fork upgrade is a definite benefit; focus on ETH and the airdrop projects in the Ethereum ecosystem.
Persistence is key: The current number of employees at Alpha is still decreasing; the wave of resignations is an opportunity. When others give up, if you persist for one more day, your chances of reaping big rewards in the future increase!
