$ETH Is the Fed's move more aggressive than rate cuts? This week, the Fed's real big move might be "directly injecting liquidity"!
Crypto friends, don’t just focus on "rate cuts"! The real highlight of this week’s Fed meeting may be hidden in another operation — whether they will announce the resumption of purchasing government bonds to inject new liquidity directly into the market. In simple terms, the Fed may not only want to "cut rates" but also "expand its balance sheet".
What does this mean for us in the crypto space? Liquidity is the lifeblood of risk assets. If the Fed truly starts buying hundreds of billions of dollars in government bonds every month, it is equivalent to "injecting additional liquidity" into the financial system, and there’s a high probability that this liquidity will spill over into the stock market and crypto market, creating stronger upward momentum.
But there’s a catch:
Expectations might already be fully priced in: The market has already been trading on this expectation, and the recent strength might have partially digested this good news.
It’s crucial to look at "magnitude and timing": Is it $15 billion a month or $45 billion? Is it January next year or later? These details are more important than "whether to do it" and will determine the quality of the good news.
A few tips for retail investors:
Don’t get overly enthusiastic before the good news is confirmed: When everyone’s focus is on "injecting liquidity", be wary of the short-term pullback risk of "good news turning into bad news".
Pay attention to market reactions after the decision: The key is to see whether U.S. stocks and Bitcoin "continue to rise" or "open high and fall low" after the decision is announced, as this reflects the true attitude of capital towards the news.
Maintain a phased strategy: In the early stages of a macro policy shift, market paths will have fluctuations. Using a phased layout approach is better at coping with volatility than making a one-time bet.
Remember, the shift from "tightening liquidity" to "releasing liquidity" is a fundamental change in the macro background, which is worth being long-term optimistic about. However, for short-term operations, more patience and skills are needed.
Crypto friends, the wealth train is starting to whistle and depart, will you catch up or watch it fade away? 关注瑞神, participate in every attack of the deity! The deity will announce specific entry times and real-time news every day in the chat room! #美联储重启降息步伐
