2025-12-31 04:28:53

Bitcoin, Ethereum, and BNB have recently become the focus again. The underlying logic behind this is a move by the Federal Reserve.

The latest news that many haven't reacted to yet: the Federal Reserve announced it will inject $220 billion into government bond purchases over the next 12 months, averaging $40 billion per month. In simple terms, this is a new round of liquidity injection. Why the sudden move? The superficial reason is the tight reserves in the banking system, but the deeper issue is that the internal sentiment has already shifted—most officials have long wanted to cut interest rates, just waiting for inflation data to align.

The timeline is roughly as follows: no significant action is expected until January next year (probability over 85%), but the window opens by March. The overall direction of policy shift has been set; only the timing remains uncertain. This operational logic is quite realistic—the economic fundamentals are still okay, but employment may face pressure, and with government budget issues looming, it's better to prepare "ammunition" in advance.

Several signs worth watching:

First, the U.S. government continues to resist DeFi education funds in court, and regulatory attitudes have not relaxed, which is a long-term pressure on certain projects. Second, the $25 million hack in the Ethereum ecosystem is being re-examined, involving a significant amount of funds. Most importantly, recent abnormal movements of 5.85 million EIGEN tokens on a major DEX have been observed—transfers out and back in, suggesting large traders are secretly manipulating, which often signals a change in market sentiment.

What do these signals collectively indicate? Once the Fed loosens liquidity, market liquidity becomes abundant, and funds tend to flow into high-yield but high-risk assets, making cryptocurrencies a natural target. But beware of a trap: initial liquidity surges are most likely to cause volatility, and projects lacking real application support and relying solely on speculative hype may experience rollercoaster行情.

Is the current situation an opportunity to enter or a risk? This depends on individual judgment, but having data is always better than being in the dark.

BTC0,73%

ETH-0,35%

BNB0,99%

EIGEN-4,27%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

13 Likes

Reward
13
5
Repost
Share

Comment

0/400

OvertimeSquid

· 5h ago

Wait a minute, the move with 5.85 million EIGEN does seem a bit suspicious. Is the big player planning a major move? --- As for the Federal Reserve's liquidity injection, honestly, it's like giving our crypto market a shot of adrenaline, but this shot works quickly and the price drops just as fast. --- Regulators are still stubbornly fighting DeFi. While they pump liquidity, we still need to watch out for pitfalls. --- The March window is opening... and the guessing game begins again. Whether it's real or not, we have to wait and see. --- Those purely speculative projects with rollercoaster行情 are really deadly. I fell into that trap last year. --- Liquidity makes it easier to enter, but being able to safely cash out is the real skill, everyone. --- Every time we say data is better than guessing, but when the market hits, it's all about gut feeling. --- Reopening of the hacker case? Why are there so many issues in the Ethereum ecosystem?

View OriginalReply0

MEVSandwichVictim

· 5h ago

Wait, what does the abnormal flow of 5.85 million EIGEN mean? Are big players accumulating or running? --- The Fed's liquidity injection is indeed a positive, but I feel like this time it's not that simple. --- Honestly, regulatory pressure on DeFi is the most concerning. --- March window? I think it still depends on inflation data; don't be fooled by the schedule. --- The rollercoaster market is the most annoying; I really don't dare to touch high-risk projects now. --- I didn't pay much attention to the re-examination of the hacker case before, but involving $25 million is indeed significant. --- Living day by day without data, relying purely on guesses, I'm really tired of it. --- The rate cut expectation is positive, but before entering, you need to think clearly whether you want to make money or gamble. --- The Fed's combination of measures feels like it's just prolonging the economy's problems. --- Initial liquidity volatility is the most intense, and it's easiest to get caught when bottom-fishing.

View OriginalReply0

DegenGambler

· 5h ago

The Federal Reserve is starting to loosen monetary policy again. This time, it's really happening. March is the key window, right? That abnormal flow in EIGEN is indeed suspicious. Major players are holding back big moves. Wait, those air projects are doomed. I bet five cents. Investigate that 25 million hacker case. Are there still so many hidden dangers in the Ethereum ecosystem? When liquidity arrives, it's all about opportunities to harvest profits. I'm damn well going to be tricked again.

View OriginalReply0

LiquidationAlert

· 5h ago

Wait, you're only starting in March? What am I supposed to do in these two months, just sit and wait? --- How does 5.85 million EIGEN get transferred out and back again? That must be so boring haha --- Basically, it's just not the right time yet, don't rush to all in --- Another hacker incident and regulatory issues, feels like the risks are piling up high --- Liquidity is coming, where will the funds go? I believe in this logic, but choosing the wrong project is just a waste --- January next year is stable, so should I hoard now or sell off? --- 2.2 trillion USD sounds impressive, but how much can actually come in? --- I think those purely speculative projects are doomed, they'll cool off sooner or later --- Regulation is still stubbornly holding on, what good is the Fed's liquidity injection? --- Having data is definitely better than not having it, but the key is whose data is correct

View OriginalReply0

BearMarketBuyer

· 5h ago

The Federal Reserve is injecting 220 billion, is this wave really about to take off? Better prepare your ammunition before March. That abnormal flow in EIGEN is a bit suspicious. What are the big players hinting at? DeFi is still being stubbornly held up, which is also a confusing point. Wait, can those purely speculative projects really keep up with this wave? Or will they get cut again? Liquidity is most prone to runaway in the early stages; hitting a snag is not far off. With data, it's a different story; this time, no more blindly guessing.

View OriginalReply0