The Federal Reserve has initiated a new round of bond purchases with a monthly scale of $40 billion, further easing market liquidity. Against this backdrop, several notable signals have emerged in the crypto asset ecosystem.
From an institutional perspective, U.S. banks have launched a $700 million Bitcoin-backed loan product, marking an increase in traditional financial infrastructure's support for digital assets. Continuous net inflows into Bitcoin spot ETFs indicate that capital allocation at the bottom is gradually surfacing. These are not mere hype but genuine capital deployment behaviors.
During an easing cycle, three phenomena are worth monitoring: First, the decline in funding costs amid easing expectations, with higher-volatility assets becoming relatively more attractive; Second, the RWA (Real World Asset) track gaining regulatory support, accelerating the onboarding of traditional assets onto the blockchain; Third, community-driven meme coins often deliver unexpected performance in a liquidity-rich environment.
But don’t be blinded by short-term gains. Stimulus measures are temporary, and the medium- to long-term trend is still determined by supply and demand dynamics and ecosystem development. The current strategy should be: stay calm rather than blindly follow the trend. Focus on core assets like Bitcoin and Ethereum to build a solid foundation, while also paying attention to sectors like RWA and Meme coins that have community backing and narrative support.
Market turning points are already emerging. The question is whether to proactively deploy or wait until risks are released before jumping in.
What are your thoughts on this liquidity cycle? Which sectors attract you the most? Leave a comment and share.
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MEVSupportGroup
· 18h ago
What’s the use of printing money again? Still have to honestly hold onto BTC and ETH. Meme coins are too risky; I’ve learned my lesson.
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SandwichTrader
· 12-13 03:56
American banks are starting to offer Bitcoin-backed loans, and this time it's truly different.
Recently, PEPE has really shown some potential; meme coins tend to take off easily during the liquidity influx period.
I believe RWA (Real-World Assets) is severely underestimated; it all depends on who can get ahead and lay out their plans first.
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mev_me_maybe
· 12-12 13:59
Liquidity injection is here. RWA feels more solid than Meme coins, at least it's not just hype.
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MetaverseLandlord
· 12-12 13:51
Another 40 billion liquidity injection is coming. Is this time really different? I think we still need to stick to BTC and ETH, and not be fooled by the flashy tricks of Meme coins.
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GasFeeCrybaby
· 12-12 13:46
Bank of America is offering Bitcoin-backed loans; traditional finance is really yielding to it.
RWA is indeed interesting, but that Meme coin approach... we still need to solidify BTC and ETH first.
I'm tired of hearing about bottom positioning; how many can really dare to go all in?
ETF net inflow is a good sign, but with such a short liquidity cycle, don't get too greedy.
Institutional actions are quite obvious; it feels different this time, but in the medium to long term, we still need to look at the fundamentals.
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PhantomHunter
· 12-12 13:39
40 billion liquidity injection, and they're doing the same thing again... But seeing that BTC spot ETF has been accumulating, it feels like this wave is a bit different.
#以太坊行情技术解读 $ETH $PEPE $DOGE
The Federal Reserve has initiated a new round of bond purchases with a monthly scale of $40 billion, further easing market liquidity. Against this backdrop, several notable signals have emerged in the crypto asset ecosystem.
From an institutional perspective, U.S. banks have launched a $700 million Bitcoin-backed loan product, marking an increase in traditional financial infrastructure's support for digital assets. Continuous net inflows into Bitcoin spot ETFs indicate that capital allocation at the bottom is gradually surfacing. These are not mere hype but genuine capital deployment behaviors.
During an easing cycle, three phenomena are worth monitoring: First, the decline in funding costs amid easing expectations, with higher-volatility assets becoming relatively more attractive; Second, the RWA (Real World Asset) track gaining regulatory support, accelerating the onboarding of traditional assets onto the blockchain; Third, community-driven meme coins often deliver unexpected performance in a liquidity-rich environment.
But don’t be blinded by short-term gains. Stimulus measures are temporary, and the medium- to long-term trend is still determined by supply and demand dynamics and ecosystem development. The current strategy should be: stay calm rather than blindly follow the trend. Focus on core assets like Bitcoin and Ethereum to build a solid foundation, while also paying attention to sectors like RWA and Meme coins that have community backing and narrative support.
Market turning points are already emerging. The question is whether to proactively deploy or wait until risks are released before jumping in.
What are your thoughts on this liquidity cycle? Which sectors attract you the most? Leave a comment and share.