Recently, the market has been quite interesting—while the US stock market is soaring wildly, the crypto world remains cold and quiet. Many people think this is just a coincidence, but it's not that simple. The underlying logic is clear: large funds are making a cross-market allocation adjustment.
The continued strength of the US stock market has absorbed some risk appetite funds, and at the same time, the arbitrage window between traditional finance and the crypto market is also changing. Ethereum, Solana, and other public chain tokens, which originally supported the Web3 narrative, are the first to be adjusted when macro liquidity shifts. Privacy coins like Zcash are even more affected—when market risk appetite declines, small-cap coins tend to fall even harder.
This is not a problem with the crypto market itself, but a market re-pricing. When the US stock market's current rally exhausts itself and funds start flowing back, that will be the real test.
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LiquidationTherapist
· 01-01 12:39
The US stock market vampires are truly fierce, draining the crypto world completely.
Once this wave of overextension is over, we'll see the real deal.
However, small coins like Zcash really have nowhere left to fall.
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JustHereForMemes
· 2025-12-30 20:42
The US stock market eats the meat while the crypto circle drinks the soup. I'm already tired of this routine, let's wait for a pullback to talk about it.
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Big funds are cutting leeks; no matter how you look at it, you can't escape.
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I knew the game was changing when SOL dropped the hardest. Now some people are still talking about Web3 narratives?
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Overheating the market is a good term to use. Anyway, I'm waiting for funds to flow back before jumping in.
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No one really wants privacy coins to begin with, so it's not surprising they dropped hard.
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To put it simply, it's still a liquidity issue. The US stock market has pulled all the money away.
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Is this what you call re-pricing? Sounds nice, but it's actually a crash.
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Let's wait and see. The US stock market won't bounce for long.
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I just want to know when the real reflow moment will happen.
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CrossChainMessenger
· 2025-12-30 07:09
The bloodsucking machine in the US stock market is turned on, and the crypto circle has been drained, this routine is quite familiar
Wait, is the arbitrage window changing? Feels like big players are just harvesting retail investors
The recent drop of SOL is indeed outrageous, and it's not surprising that privacy coins have fallen even more sharply
Repricing? Basically just dumping the market, waiting for funds to flow back? Haha, only if they are willing to come back
Funds only flow back when the US stock market overdrafts, but this logic is a bit too optimistic, right now it's just a squeeze
When macro liquidity shifts, small coins go straight to gg, this pattern is really heartbreaking
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BlockchainNewbie
· 2025-12-30 07:00
The US stock market eats the meat, while the crypto circle drinks the soup. This trick is old; let's wait and see when the US stock market turns around.
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ser_ngmi
· 2025-12-30 06:49
The US stock market is bleeding into the crypto world, the tricks run deep.
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ZKProofEnthusiast
· 2025-12-30 06:48
The US stock market vampire has drained the crypto world dry. Wait for the rebound, brothers.
#数字资产市场动态 $ETH $SOL $ZEC
Recently, the market has been quite interesting—while the US stock market is soaring wildly, the crypto world remains cold and quiet. Many people think this is just a coincidence, but it's not that simple. The underlying logic is clear: large funds are making a cross-market allocation adjustment.
The continued strength of the US stock market has absorbed some risk appetite funds, and at the same time, the arbitrage window between traditional finance and the crypto market is also changing. Ethereum, Solana, and other public chain tokens, which originally supported the Web3 narrative, are the first to be adjusted when macro liquidity shifts. Privacy coins like Zcash are even more affected—when market risk appetite declines, small-cap coins tend to fall even harder.
This is not a problem with the crypto market itself, but a market re-pricing. When the US stock market's current rally exhausts itself and funds start flowing back, that will be the real test.