💰【This Week's Biggest Highlight: The Federal Reserve is not just looking at interest rate cuts, but also focusing on whether "new liquidity" will be released!】
Although the market has already bet on the Federal Reserve continuing to cut interest rates, the real focus of this week's meeting may not be on the interest rate, but on whether new liquidity will be injected into the market!
Once the liquidity faucet is loosened again, it may directly boost risk areas such as crypto assets💦
🔍 Key Information Overview:
➡️ The Federal Reserve has quietly stopped shrinking its balance sheet, and how to manage the balance sheet next becomes the core issue;
➡️ Bank of America predicts: possibly starting from January, purchasing $45 billion in short-term government bonds each month (“reserve management operations”);
➡️ Vanguard believes it will only start at the end of Q1 next year, with a scale of $15-20 billion per month;
➡️ Interest rate cut expectations remain (another 25 basis points cut may happen in December), but liquidity operations are the potential “invisible driving force”.
💡 For us:
✅ Increased liquidity → More ample market funds → Often beneficial for risk assets;
✅ If the Federal Reserve resumes bond purchases, although it is not equivalent to QE, it may still boost market sentiment;
✅ The correlation between the crypto market and traditional liquidity is strengthening, and changes in capital flows need to be closely monitored.
Remember: In the face of macro tides, short-term fluctuations are common, but the direction of liquidity often determines the medium-term trend📈 The Musk concept wind has arrived🚀 Ethereum chain 'P U P P I E S' small-dog-🐶 strongly breaks out! Light positions with low cost, full blast in lifting power, short-term focus on quality targets✅
💬 Let's interact:
Which type of asset do you think will rise if the Federal Reserve releases new liquidity? Can the crypto market once again become a "liquidity reservoir"? Come to the comments section to share your observations and strategies👇