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这周的美联储会议，真正的焦点其实不是“降息”，而是——钱，会不会重新多起来。
上周五，美国股市再次逼近历史高点，市场普遍相信：美联储12月会继续降息，看起来牛市势不可挡。
但真正影响市场走向的，可能不是那25个基点的降息，而是美联储接下来要不要“放水”——也就是为市场注入新的流动性。
一、缩表停了，美联储开始“试试加回点水”？
美联储在过去两年里一直在“缩表”，也就是往外抽钱，把资产负债表规模一点点减小。它这么做的目的是控制通胀，让市场别太热。
现在，美联储已经默默暂停缩表，意味着它在观察：要不要重新向系统注入流动性，以防钱太紧、市场出问题。
美国银行全球策略团队就预测，美联储可能会在明年1月开始每月买入约450亿美元的短期国债（期限一年以内）。他们准备让市场里的钱多一点，让流动性重新变得充裕。
这项操作看起来温和，但往往决定了市场有没有“钱味儿”，对股市、债市都至关重要。
二、不同机构，不同预期
当然，并不是所有人都认为美联储会这么快“加水”。
先锋领航（Vanguard）的全球利率主管罗杰·哈勒姆认为，美联储可能要到明年二季度左右，才会正式开始买债，规模也会相对小一些——每月150亿到200亿美元。
他的逻辑是：现在的金融体系并不缺流动性，再急着出手反而容易让通胀抬头。
换句话说，一派认为“该放点水了”，另一派觉得“现在还早”。这场分歧，也正是市场目前最在意的看点。
三、降息？那只是陪衬
市场普遍预期，美联储将在12月10日再次降息 25个基点（0.25%），将联邦基金利率区间降到 3.5%-3.75%。
这离历史上被视为“经济平衡点”的3%利率越来越近。
但对股市来说，降息本身不是重点——流动性才是牛市的燃料。
如果美联储接下来真的出手买债、释放储备金，市场里的钱会再次活跃，风险资产就会继续嗨。
一句话总结：
这周，美联储的动作可能决定下一波市场行情的“水温”。
降息只是表面新闻，真正的暗线是那句老话——“市场从不缺信心，缺的是钱”。
等到美联储真的开始“加点水”，你会发现，行情或许才刚刚开始。
喜欢我的分享，记得点点关注哦~#美联储重启降息步伐 #美联储停止缩表 #美国ADP数据超预期 #加密市场观察 #美SEC推动加密创新监管
但真正影响市场走向的，可能不是那25个基点的降息，而是美联储接下来要不要“放水”——也就是为市场注入新的流动性。
一、缩表停了，美联储开始“试试加回点水”？
美联储在过去两年里一直在“缩表”，也就是往外抽钱，把资产负债表规模一点点减小。它这么做的目的是控制通胀，让市场别太热。
现在，美联储已经默默暂停缩表，意味着它在观察：要不要重新向系统注入流动性，以防钱太紧、市场出问题。
美国银行全球策略团队就预测，美联储可能会在明年1月开始每月买入约450亿美元的短期国债（期限一年以内）。他们准备让市场里的钱多一点，让流动性重新变得充裕。
这项操作看起来温和，但往往决定了市场有没有“钱味儿”，对股市、债市都至关重要。
二、不同机构，不同预期
当然，并不是所有人都认为美联储会这么快“加水”。
先锋领航（Vanguard）的全球利率主管罗杰·哈勒姆认为，美联储可能要到明年二季度左右，才会正式开始买债，规模也会相对小一些——每月150亿到200亿美元。
他的逻辑是：现在的金融体系并不缺流动性，再急着出手反而容易让通胀抬头。
换句话说，一派认为“该放点水了”，另一派觉得“现在还早”。这场分歧，也正是市场目前最在意的看点。
三、降息？那只是陪衬
市场普遍预期，美联储将在12月10日再次降息 25个基点（0.25%），将联邦基金利率区间降到 3.5%-3.75%。
这离历史上被视为“经济平衡点”的3%利率越来越近。
但对股市来说，降息本身不是重点——流动性才是牛市的燃料。
如果美联储接下来真的出手买债、释放储备金，市场里的钱会再次活跃，风险资产就会继续嗨。
一句话总结：
这周，美联储的动作可能决定下一波市场行情的“水温”。
降息只是表面新闻，真正的暗线是那句老话——“市场从不缺信心，缺的是钱”。
等到美联储真的开始“加点水”，你会发现，行情或许才刚刚开始。
喜欢我的分享，记得点点关注哦~#美联储重启降息步伐 #美联储停止缩表 #美国ADP数据超预期 #加密市场观察 #美SEC推动加密创新监管
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Overview of Key Economic Events This Week
This week, several important economic data will be released:
On Tuesday, September JOLTS job openings data will be released;
On Wednesday, the Federal Reserve will announce the interest rate decision for December, followed by a press conference with Fed Chair Powell;
On Thursday, the OPEC monthly report and initial jobless claims data will be released, followed by the auction of 30-year U.S. Treasury bonds.
This week's economic events will have far-reaching effects on the market, especially against the backdrop of increasing global economic uncertainty. Let's delve into the potential impacts of these events.
1. JOLTS job openings data reveals weakness in the labor market
On Tuesday, September JOLTS job openings data will be released;
On Wednesday, the Federal Reserve will announce the interest rate decision for December, followed by a press conference with Fed Chair Powell;
On Thursday, the OPEC monthly report and initial jobless claims data will be released, followed by the auction of 30-year U.S. Treasury bonds.
This week's economic events will have far-reaching effects on the market, especially against the backdrop of increasing global economic uncertainty. Let's delve into the potential impacts of these events.
1. JOLTS job openings data reveals weakness in the labor market
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Have ETFs and listed companies' holdings of Bitcoin surpassed exchanges? This hides a significant 'relocation' of market structure.
Recently, the data platform River disclosed a set of striking data: the total amount of Bitcoin held by ETFs and listed companies has, for the first time, surpassed the holdings of major exchanges. This means that the 'voice' of Bitcoin is gradually shifting from retail investors and exchanges to institutional investors.
Let's break this down and discuss it.
1. Institutions are 'scooping up' assets, confidence is returning
In the past few months, whether it's BlackRock, Grayscale, or other mainstream ETFs, they have been continuously buying Bitcoin. The latest data shows that ETFs collectively hold nearly 776,000 Bitcoins. This is not a small amount of money, but a direct reflection of market confidence.
Let's break this down and discuss it.
1. Institutions are 'scooping up' assets, confidence is returning
In the past few months, whether it's BlackRock, Grayscale, or other mainstream ETFs, they have been continuously buying Bitcoin. The latest data shows that ETFs collectively hold nearly 776,000 Bitcoins. This is not a small amount of money, but a direct reflection of market confidence.
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Does Trump want to replace personal income tax with tariffs?
Have you heard? Trump recently announced a plan to promote the elimination of personal income tax in the future. He hopes to replace the current personal income tax system by increasing tariff revenues, so that the public no longer needs to pay personal income tax. This plan has sparked widespread attention and controversy. Let's explore a few questions.
1. Can tariffs sustain the U.S. government?
First, let's look at a set of numbers:
In fiscal year 2024, the total revenue of the U.S. federal government is approximately $4.9 trillion, of which personal income tax contributes over $1.6 trillion, accounting for nearly half. This is the most stable and important source of revenue for the United States.
1. Can tariffs sustain the U.S. government?
First, let's look at a set of numbers:
In fiscal year 2024, the total revenue of the U.S. federal government is approximately $4.9 trillion, of which personal income tax contributes over $1.6 trillion, accounting for nearly half. This is the most stable and important source of revenue for the United States.
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U.S. SEC Chairman Predicts Financial Market May Migrate to Blockchain Technology Within Two Years
Paul Atkins, the chairman of the U.S. Securities and Exchange Commission (SEC), predicts that the U.S. financial market may migrate to blockchain technology within the next two years. The SEC, as an independent regulatory agency of the U.S. federal government, was established in 1934 and its main responsibilities are to protect investors, maintain market fairness and efficiency, and facilitate capital formation. Paul Atkins's career began on the legal stage in New York, where he served at the SEC and has shown a positive attitude toward the cryptocurrency field.
The application of blockchain technology in the financial market has made significant progress, especially in terms of transparency and risk management. The acceptance of blockchain technology in global financial markets is also continuously increasing, and it is expected that by 2032, the blockchain market size will reach $393.42 billion.
The application of blockchain technology in the financial market has made significant progress, especially in terms of transparency and risk management. The acceptance of blockchain technology in global financial markets is also continuously increasing, and it is expected that by 2032, the blockchain market size will reach $393.42 billion.
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Market Overview | The crypto sector enters an 'adjustment period', with regulation and innovation advancing side by side
The cryptocurrency market has shown slight fatigue in the past 24 hours, with a total market cap dipping by 1.11% to about $32.3 trillion.
Big brother Bitcoin (BTC) and Ethereum (ETH) have slid to about $92,300 and $3,150, respectively, with the overall sector generally down 2% to 3%, reflecting a strong sense of 'wait-and-see'. Investors are clearly waiting for a clearer signal.
Regulation: Discussions on tokenization heat up
The recent Investor Advisory Committee meeting of the U.S. SEC was quite intense. Industry giants such as Citadel Securities, Coinbase, and Galaxy gathered to engage in a heated debate on 'asset tokenization'.
Big brother Bitcoin (BTC) and Ethereum (ETH) have slid to about $92,300 and $3,150, respectively, with the overall sector generally down 2% to 3%, reflecting a strong sense of 'wait-and-see'. Investors are clearly waiting for a clearer signal.
Regulation: Discussions on tokenization heat up
The recent Investor Advisory Committee meeting of the U.S. SEC was quite intense. Industry giants such as Citadel Securities, Coinbase, and Galaxy gathered to engage in a heated debate on 'asset tokenization'.
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Bitwise Chief Investment Officer: Don't worry, MicroStrategy will not sell Bitcoin
Original author: Matt Hougan, Chief Investment Officer of Bitwise
Despite the possibility of MicroStrategy being removed from the MSCI index and market concerns, Bitwise Chief Investment Officer Matt Hougan believes that the risk of it selling off Bitcoin is exaggerated, as it currently has ample cash and low debt pressure, making the so-called 'apocalypse theory' difficult to establish.
Recently, my inbox has been flooded with questions about MicroStrategy, the Bitcoin reserve publicly traded company, specifically, people are mainly concerned with two issues:
1. Will MicroStrategy be removed from the MSCI index, leading to a forced sell-off of its stocks?
Despite the possibility of MicroStrategy being removed from the MSCI index and market concerns, Bitwise Chief Investment Officer Matt Hougan believes that the risk of it selling off Bitcoin is exaggerated, as it currently has ample cash and low debt pressure, making the so-called 'apocalypse theory' difficult to establish.
Recently, my inbox has been flooded with questions about MicroStrategy, the Bitcoin reserve publicly traded company, specifically, people are mainly concerned with two issues:
1. Will MicroStrategy be removed from the MSCI index, leading to a forced sell-off of its stocks?
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SEC Meeting Discusses 'Tokenization Regulation': Traditional Finance and Crypto Sector Clash Again
Recently, the U.S. Securities and Exchange Commission (SEC) held an investor advisory meeting, which was originally meant to discuss market innovation and asset tokenization, but inadvertently turned into a debate between traditional finance and the crypto sector. Both sides engaged in heated discussions over the regulatory issues of asset tokenization.
Executives from institutions like Citadel Securities, Coinbase, and Galaxy have all voiced their opinions, which can be described as sharply contrasting.
Citadel wants to 'tighten regulation', while Coinbase says 'don't interfere too much'
Citadel Securities, from the traditional finance camp, has a very clear position – to impose stricter regulations on tokenized securities trading, and it especially emphasizes the need to 'identify all intermediaries', including DeFi protocols.
Executives from institutions like Citadel Securities, Coinbase, and Galaxy have all voiced their opinions, which can be described as sharply contrasting.
Citadel wants to 'tighten regulation', while Coinbase says 'don't interfere too much'
Citadel Securities, from the traditional finance camp, has a very clear position – to impose stricter regulations on tokenized securities trading, and it especially emphasizes the need to 'identify all intermediaries', including DeFi protocols.
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Three Financial Giants Enter the Market Together, Is the Crypto Market About to Change?
In the past 72 hours, three top financial institutions managing hundreds of billions of dollars in assets have taken action in the crypto space. Coincidentally, these moves occurred after Bitcoin and altcoins experienced significant declines. While many were bearish, institutions began to position themselves instead.
Vanguard: From 'Wait-and-See' to 'Open', the attitude has completely changed
It is known that Vanguard, a well-established fund giant, has always been regarded as one of the most conservative members of the traditional financial camp. This time, it suddenly opened trading permissions for cryptocurrency ETFs, allowing clients to buy the cryptocurrency ETF launched by BlackRock on the platform.
Vanguard: From 'Wait-and-See' to 'Open', the attitude has completely changed
It is known that Vanguard, a well-established fund giant, has always been regarded as one of the most conservative members of the traditional financial camp. This time, it suddenly opened trading permissions for cryptocurrency ETFs, allowing clients to buy the cryptocurrency ETF launched by BlackRock on the platform.
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Encrypted updates from the past 24 hours
The cryptocurrency market today can be described as experiencing a "full recovery".
As of now, the total market capitalization of the cryptocurrency market has increased by 2.6%, reaching $3.27 trillion. Bitcoin rose 2.4%, with its price surpassing $93,400; Ethereum performed even better, rising 6.5% to $3,190. Whether it's mainstream coins or specific sub-sectors, most have seen gains of 2% to 5%, and market sentiment has seen a long-awaited boost.
Ethereum Fusaka Upgrade: A Real "Significant Speed-Up"
Ethereum successfully completed the Fusaka upgrade at epoch 411,392, marking a new era. Its biggest highlight is the introduction of the PeerDAS mechanism, which increases rollup data processing speed by up to eight times. Simply put, the network is faster, more energy-efficient, and smoother.
As of now, the total market capitalization of the cryptocurrency market has increased by 2.6%, reaching $3.27 trillion. Bitcoin rose 2.4%, with its price surpassing $93,400; Ethereum performed even better, rising 6.5% to $3,190. Whether it's mainstream coins or specific sub-sectors, most have seen gains of 2% to 5%, and market sentiment has seen a long-awaited boost.
Ethereum Fusaka Upgrade: A Real "Significant Speed-Up"
Ethereum successfully completed the Fusaka upgrade at epoch 411,392, marking a new era. Its biggest highlight is the introduction of the PeerDAS mechanism, which increases rollup data processing speed by up to eight times. Simply put, the network is faster, more energy-efficient, and smoother.
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12.4 Crypto Daily
1. BlackRock deposited 44140 ETH into Coinbase, worth $135.36 million.
According to Lookonchain monitoring, BlackRock deposited 44140 ETH into Coinbase Prime, worth $135.36 million.
2. Wall Street is trying to stop Trump from appointing Hassett as Chairman of the Federal Reserve.
On December 4, Fox Business reporter Charles Gasparino disclosed that Wall Street and the American business community are working to dissuade Trump from appointing Kevin Hassett as the Chairman of the Federal Reserve. Reasons for opposition include Hassett's political background (Director of the National Economic Council) and lack of credibility, believing that this appointment could undermine the independence of the Federal Reserve, lead to rising long-term interest rates, and cause internal chaos. If Hassett were to lower short-term interest rates through a split vote to address inflationary pressures, it could be seen as political interference, triggering inflation and raising mortgage and consumer rates, thereby impacting economic performance. Other potential candidates include Kevin Walsh and Federal Reserve Governor Christopher Waller.
According to Lookonchain monitoring, BlackRock deposited 44140 ETH into Coinbase Prime, worth $135.36 million.
2. Wall Street is trying to stop Trump from appointing Hassett as Chairman of the Federal Reserve.
On December 4, Fox Business reporter Charles Gasparino disclosed that Wall Street and the American business community are working to dissuade Trump from appointing Kevin Hassett as the Chairman of the Federal Reserve. Reasons for opposition include Hassett's political background (Director of the National Economic Council) and lack of credibility, believing that this appointment could undermine the independence of the Federal Reserve, lead to rising long-term interest rates, and cause internal chaos. If Hassett were to lower short-term interest rates through a split vote to address inflationary pressures, it could be seen as political interference, triggering inflation and raising mortgage and consumer rates, thereby impacting economic performance. Other potential candidates include Kevin Walsh and Federal Reserve Governor Christopher Waller.
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Ethereum Fusaka Upgrade Officially Launched: Performance Improved, Fees Greatly Reduced, Web3 Enters Acceleration Phase
Ethereum has made another big move! Its second major upgrade of the year - Fusaka, was successfully activated on the mainnet at 5:49 AM today. This upgrade is referred to by many in the industry as the 'acceleration button for Ethereum.' The name may sound a bit unfamiliar, but the effects are significant.
The network can 'handle things' better now.
The biggest change in this upgrade is the increase of the block gas limit from 45 million to 60 million. In simple terms, this allows Ethereum to have a larger 'throughput,' enabling it to process more transactions at once. Previously, it was prone to congestion during peak times; now the lanes are widened, and the network's traffic efficiency has noticeably improved, especially for Layer 2 networks, where the performance boost is most significant.
The network can 'handle things' better now.
The biggest change in this upgrade is the increase of the block gas limit from 45 million to 60 million. In simple terms, this allows Ethereum to have a larger 'throughput,' enabling it to process more transactions at once. Previously, it was prone to congestion during peak times; now the lanes are widened, and the network's traffic efficiency has noticeably improved, especially for Layer 2 networks, where the performance boost is most significant.
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Recently, several large banks are collaborating with Coinbase to explore stablecoins, custody, and trading in cryptocurrency projects. Coinbase CEO Brian Armstrong stated that top banks view this as a development opportunity, and failing to keep up may lead to falling behind. Although he did not disclose which specific banks are involved, it undoubtedly indicates that traditional finance is rapidly catching up with the pace of digital assets.
Coinbase, as the largest cryptocurrency trading platform in the United States, was established in 2012 and not only facilitates trading but also offers wallet services. In recent years, financial giants like Bank of America have begun recommending their clients allocate a certain percentage of their portfolios to cryptocurrency assets, showing a clear shift in the attitude of traditional financial institutions towards digital currencies. Cryptocurrencies are gradually being integrated into mainstream investment strategies.
Here are a few points worth noting:
First, stablecoins, which are pegged to fiat currencies, have become a bridge connecting traditional finance and the blockchain world, as payments and transactions rely on them;
Second, with institutional investors pouring in, the demand for custody services for cryptocurrency assets has surged, as this custodial business can help reduce risks and enhance market liquidity and stability;
Third, despite market instability, Coinbase's stock price has recently rebounded, indicating strong investor confidence;
Finally, mainstream media generally views the collaboration between banks and Coinbase positively, believing it reflects an increasing recognition of cryptocurrencies.
In summary, these pilot projects and collaborations signify that traditional finance's attitude towards digital assets is evolving from tentative exploration to deep involvement. Digital assets are moving from the margins to the mainstream, which is not only beneficial for the industry but also brings more opportunities and choices for ordinary investors. In the future, this trend will only grow stronger, and it is worth everyone's continued attention.
If you like my sharing, remember to follow me~#美国银行业 #美国银行建议客户将部分资金配置比特币 #加密市场观察
Coinbase, as the largest cryptocurrency trading platform in the United States, was established in 2012 and not only facilitates trading but also offers wallet services. In recent years, financial giants like Bank of America have begun recommending their clients allocate a certain percentage of their portfolios to cryptocurrency assets, showing a clear shift in the attitude of traditional financial institutions towards digital currencies. Cryptocurrencies are gradually being integrated into mainstream investment strategies.
Here are a few points worth noting:
First, stablecoins, which are pegged to fiat currencies, have become a bridge connecting traditional finance and the blockchain world, as payments and transactions rely on them;
Second, with institutional investors pouring in, the demand for custody services for cryptocurrency assets has surged, as this custodial business can help reduce risks and enhance market liquidity and stability;
Third, despite market instability, Coinbase's stock price has recently rebounded, indicating strong investor confidence;
Finally, mainstream media generally views the collaboration between banks and Coinbase positively, believing it reflects an increasing recognition of cryptocurrencies.
In summary, these pilot projects and collaborations signify that traditional finance's attitude towards digital assets is evolving from tentative exploration to deep involvement. Digital assets are moving from the margins to the mainstream, which is not only beneficial for the industry but also brings more opportunities and choices for ordinary investors. In the future, this trend will only grow stronger, and it is worth everyone's continued attention.
If you like my sharing, remember to follow me~#美国银行业 #美国银行建议客户将部分资金配置比特币 #加密市场观察
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This week's large token unlocking warning
According to the data, multiple tokens will have large unlocks between December 1st and December 8th.
Among them:
ENA will unlock 212.5 million tokens, valued at approximately 52.63 million USD, accounting for 3.04% of the total supply;
BB will unlock 28.9 million tokens, valued at approximately 2.43 million USD, accounting for 4.33%;
MOVE will unlock 50 million tokens, valued at approximately 2.42 million USD, accounting for 10.87%;
RED will unlock 5.54 million tokens, valued at approximately 1.48 million USD, accounting for 4.65%;
MBG will unlock 5.84 million tokens, valued at approximately 6.12 million USD, accounting for 8.11%.
It is important to note the market selling pressure that may arise from high proportion unlocks of tokens. #加密市场观察 #山寨季将至？ #
According to the data, multiple tokens will have large unlocks between December 1st and December 8th.
Among them:
ENA will unlock 212.5 million tokens, valued at approximately 52.63 million USD, accounting for 3.04% of the total supply;
BB will unlock 28.9 million tokens, valued at approximately 2.43 million USD, accounting for 4.33%;
MOVE will unlock 50 million tokens, valued at approximately 2.42 million USD, accounting for 10.87%;
RED will unlock 5.54 million tokens, valued at approximately 1.48 million USD, accounting for 4.65%;
MBG will unlock 5.84 million tokens, valued at approximately 6.12 million USD, accounting for 8.11%.
It is important to note the market selling pressure that may arise from high proportion unlocks of tokens. #加密市场观察 #山寨季将至？ #
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The cryptocurrency market is hot again: institutions, regulators, and new players are all entering the arena.
Recently, the cryptocurrency market has become lively again, with the total market capitalization rising by 5.7% to reach 3.19 trillion USD.
Big brother Bitcoin returned to 91,800 USD, rising almost 6% in just the past 24 hours; Ethereum was even more powerful, directly increasing by 7.5% to reach 3,010 USD. The NFT market is also not to be outdone, with a growth rate that even exceeded 11%.
Interestingly, although everyone is still worried about the deleveraging impact that a potential interest rate hike in Japan might bring, the Federal Reserve's decision to pause quantitative tightening (QT) immediately stabilized emotions, and funds began to flow back into the market.
Now let's look at the regulatory climate in the United States. SEC Chairman Paul Atkins announced that starting January 2026, the 'crypto innovation exemption' will officially take effect. In simple terms, it gives crypto companies a bit more policy space and reduces legal pressure, which also means that projects looking to go public (IPO) in the future may find it easier. This is seen by many as a signal of a shift towards a more friendly regulatory environment.
Big brother Bitcoin returned to 91,800 USD, rising almost 6% in just the past 24 hours; Ethereum was even more powerful, directly increasing by 7.5% to reach 3,010 USD. The NFT market is also not to be outdone, with a growth rate that even exceeded 11%.
Interestingly, although everyone is still worried about the deleveraging impact that a potential interest rate hike in Japan might bring, the Federal Reserve's decision to pause quantitative tightening (QT) immediately stabilized emotions, and funds began to flow back into the market.
Now let's look at the regulatory climate in the United States. SEC Chairman Paul Atkins announced that starting January 2026, the 'crypto innovation exemption' will officially take effect. In simple terms, it gives crypto companies a bit more policy space and reduces legal pressure, which also means that projects looking to go public (IPO) in the future may find it easier. This is seen by many as a signal of a shift towards a more friendly regulatory environment.
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The Federal Reserve recently injected $13.5 billion into the banking system in a single day, marking the largest liquidity injection since 2020, right after the formal end of the quantitative tightening policy. The market is experiencing liquidity tension, especially as overnight lending rates between banks have rapidly risen. This proactive measure by the Federal Reserve aims to alleviate pressure and prevent the spread of risks, reflecting its emphasis on market stability. Although this is not formal quantitative easing, the injected funds signal early easing to the market, activating liquidity and helping to boost economic prospects.
This wave of liquidity release acts as a "shot in the arm" for risk assets. Taking Bitcoin as an example, abundant liquidity usually brings funding support, which can drive its upward momentum. Historical experience also tells us that after the end of quantitative tightening, the stock market and crypto assets often experience a phase of warming. The decline in interbank lending rates will alleviate short-term funding tension, benefiting the stability of financial market liquidity.
From a macro perspective, the end of the Federal Reserve's balance sheet reduction indicates that a series of measures to support the economy may be introduced in the future, especially since market expectations for the imminent interest rate cuts are generally strong, with a probability of over 80%. These policy adjustments will help boost economic activity, energy demand, and overall market sentiment.
In simple terms, the Federal Reserve's $13.5 billion "liquidity injection" is a timely "boost" for market confidence, injecting warmth into the cooling economy and opening a window for risk assets such as the stock market and cryptocurrencies. Investors can see it as a reminder—that the easing environment is gradually returning, and opportunities for risk assets are unfolding accordingly.
So, the next time you see the Federal Reserve adjusting liquidity, you might imagine it as giving the market a "defensive shot," allowing the financial system to maintain vitality and providing potential investment opportunities for risk-takers. This is a small detail in the macroeconomy, intertwined with the story of how our wallets might quietly change.
If you like my sharing, remember to follow me~#美联储重启降息步伐 #美联储银账户
This wave of liquidity release acts as a "shot in the arm" for risk assets. Taking Bitcoin as an example, abundant liquidity usually brings funding support, which can drive its upward momentum. Historical experience also tells us that after the end of quantitative tightening, the stock market and crypto assets often experience a phase of warming. The decline in interbank lending rates will alleviate short-term funding tension, benefiting the stability of financial market liquidity.
From a macro perspective, the end of the Federal Reserve's balance sheet reduction indicates that a series of measures to support the economy may be introduced in the future, especially since market expectations for the imminent interest rate cuts are generally strong, with a probability of over 80%. These policy adjustments will help boost economic activity, energy demand, and overall market sentiment.
In simple terms, the Federal Reserve's $13.5 billion "liquidity injection" is a timely "boost" for market confidence, injecting warmth into the cooling economy and opening a window for risk assets such as the stock market and cryptocurrencies. Investors can see it as a reminder—that the easing environment is gradually returning, and opportunities for risk assets are unfolding accordingly.
So, the next time you see the Federal Reserve adjusting liquidity, you might imagine it as giving the market a "defensive shot," allowing the financial system to maintain vitality and providing potential investment opportunities for risk-takers. This is a small detail in the macroeconomy, intertwined with the story of how our wallets might quietly change.
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Trump names Hassett! This 'crypto economist' may take control of the Federal Reserve!
"Trump nominates former Coinbase advisor Kevin Hassett as a potential candidate for Federal Reserve Chairman"
Let me tell you about this rare individual named by Trump as the 'potential Federal Reserve Chairman,' Kevin Hassett, and what kind of expert he is.
Hassett is not a 'newcomer'; he is an 'old hand' in both academia and politics, holding a PhD, having taught at top business schools, and served as a Federal Reserve researcher. His political resume is impressive, having been the Chairman of the White House Council of Economic Advisers during Trump's first term from 2017 to 2019, and he currently serves as the Director of the White House National Economic Council, being the economic brain of the White House.
Let me tell you about this rare individual named by Trump as the 'potential Federal Reserve Chairman,' Kevin Hassett, and what kind of expert he is.
Hassett is not a 'newcomer'; he is an 'old hand' in both academia and politics, holding a PhD, having taught at top business schools, and served as a Federal Reserve researcher. His political resume is impressive, having been the Chairman of the White House Council of Economic Advisers during Trump's first term from 2017 to 2019, and he currently serves as the Director of the White House National Economic Council, being the economic brain of the White House.
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Change the way you invest! Bank of America launches a new strategy for 1%-4% Bitcoin asset allocation
Bank of America will officially allow its wealth management clients to allocate 1% to 4% of their assets to cryptocurrency starting January 2026, focusing on four Bitcoin spot ETFs, covering Merrill Securities, Bank of America Private Bank, and Merrill Edge platform.
This initiative allows over 15,000 wealth advisors to proactively suggest that clients allocate this portion of assets to cryptocurrencies, suitable for investors interested in technological innovation and able to withstand higher volatility. The lower limit of 1% allocation is suitable for conservative risk preference, while the upper limit of 4% is for clients willing to take on higher risks, allowing for a more flexible investment style. Bank of America emphasizes the prudent selection of regulated investment tools, clarifying risks and opportunities, reflecting the growing client demand for digital assets and the bank's acceptance of mainstream asset allocation.
This initiative allows over 15,000 wealth advisors to proactively suggest that clients allocate this portion of assets to cryptocurrencies, suitable for investors interested in technological innovation and able to withstand higher volatility. The lower limit of 1% allocation is suitable for conservative risk preference, while the upper limit of 4% is for clients willing to take on higher risks, allowing for a more flexible investment style. Bank of America emphasizes the prudent selection of regulated investment tools, clarifying risks and opportunities, reflecting the growing client demand for digital assets and the bank's acceptance of mainstream asset allocation.
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The Federal Reserve and the Federal Deposit Insurance Corporation (FDIC) are accelerating the implementation of the GENIUS Act, with the first regulatory rules for stablecoin issuers expected to be announced in December. This marks a critical phase in U.S. stablecoin regulation and signifies a substantial increase in compliance thresholds for the industry.
The GENIUS Act requires stablecoin issuers to obtain federal licenses and hold dollar reserve assets at a 1:1 ratio to ensure fund safety and liquidity. This means that issuers who fail to comply will face restricted market access, and their market share may be redistributed. Meanwhile, regulators will establish multidimensional requirements for capital, liquidity, and risk management, aiming to promote financial innovation while maintaining financial stability and consumer rights.
The Federal Reserve and FDIC are cautious about anonymous transactions and liquidity crises, expecting that some stablecoin functions and application scenarios will be restricted as a result. Industry leaders like Tether and USDC will face stricter compliance pressures, needing to ensure that every issued stablecoin is backed by sufficient reserves.
Currently, the market remains divided on the future of stablecoins: robust regulation can bring a clearer development path and investment confidence, but it may also exacerbate uncertainty in the short term, potentially squeezing some issuers. Investors should pay attention to market dynamics following the announcement of the rules and rationally assess the policy's impact on stablecoin prices and usage.
Overall, the GENIUS Act will push the stablecoin industry from 'wild growth' towards institutionalization and standardization, marking an important regulatory step for the U.S. in the field of digital currency, and providing a reference model for global stablecoin regulation.
The above content is for informational sharing only and does not constitute any investment advice! Investment carries risks, and one should be cautious when entering the market!
Follow me for daily updates and more market information. #稳定币监管 #稳定币法案
The GENIUS Act requires stablecoin issuers to obtain federal licenses and hold dollar reserve assets at a 1:1 ratio to ensure fund safety and liquidity. This means that issuers who fail to comply will face restricted market access, and their market share may be redistributed. Meanwhile, regulators will establish multidimensional requirements for capital, liquidity, and risk management, aiming to promote financial innovation while maintaining financial stability and consumer rights.
The Federal Reserve and FDIC are cautious about anonymous transactions and liquidity crises, expecting that some stablecoin functions and application scenarios will be restricted as a result. Industry leaders like Tether and USDC will face stricter compliance pressures, needing to ensure that every issued stablecoin is backed by sufficient reserves.
Currently, the market remains divided on the future of stablecoins: robust regulation can bring a clearer development path and investment confidence, but it may also exacerbate uncertainty in the short term, potentially squeezing some issuers. Investors should pay attention to market dynamics following the announcement of the rules and rationally assess the policy's impact on stablecoin prices and usage.
Overall, the GENIUS Act will push the stablecoin industry from 'wild growth' towards institutionalization and standardization, marking an important regulatory step for the U.S. in the field of digital currency, and providing a reference model for global stablecoin regulation.
The above content is for informational sharing only and does not constitute any investment advice! Investment carries risks, and one should be cautious when entering the market!
Follow me for daily updates and more market information. #稳定币监管 #稳定币法案
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If Bitcoin rises to $96,900, approximately $10.2 billion in short leverage positions will face liquidation.
If the price of Bitcoin reaches $96,900, approximately $10.2 billion in short leverage positions will face liquidation. #比特币预测
If the price of Bitcoin reaches $96,900, approximately $10.2 billion in short leverage positions will face liquidation. #比特币预测
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GOLD’S BIGGEST PROBLEM IS FINALLY EXPOSED
At a recent event in Dubai, Peter Schiff held up a gold bar… and admitted he couldn’t even confirm it was real.
That’s the issue:
To fully verify gold, you need a fire assay — melt the bar and destroy the asset.
Meanwhile, Bitcoin verifies itself instantly.
No labs. No experts. No middlemen.
Just math and a public ledger anyone can audit 24/7.
And with an estimated 5–10% of global gold supply counterfeit, the trust model is breaking.
Gold = “trust the system.”
Bitcoin = “verify for yourself.”
Physical assets that can’t prove authenticity are losing monetary premium to digital assets that prove themselves every 10 minutes.
The real question isn’t “Is Bitcoin money?”
It’s: “Was gold ever truly verifiable?”
Institutions are already rotating.
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