2026-01-18 16:26:25

We are currently in a critical period in mid-January 2026. The New York Fed plans to inject $55 billion in Treasury liquidity from the 20th to mid-February, which could be a significant positive for high-volatility assets—especially cryptocurrencies.

Historical experience shows that an increase in bank reserves tends to unleash enthusiasm for lending, investment, and speculation. The previous round of Fed balance sheet expansion in 2020-2021 is a vivid example, when high-beta assets like Bitcoin and Ethereum outperformed the market. This time is no different; once liquidity loosens, risk appetite tends to return, and the crypto market often bears the brunt.

Looking at the current figures: Bitcoin hovers around $94,900-$95,000. Although it’s a bit below recent highs, it has overall stabilized. Since the beginning of the year, its gains have been modest, mainly driven by large ETF net inflows and continuous institutional buying—this "digital gold" label is increasingly justified. Many analysts believe there is a short-term chance to break through $100,000, with a longer-term target aiming for the $150,000 to $250,000 range.

Ethereum is around $3,300, and Solana is at $143-$144, both showing good resilience. Interestingly, altcoins like Solana are driven by real asset tokenization and the expanding DeFi ecosystem, with some institutions predicting a 2 to 4 times increase by 2026. The overall market rhythm is indeed accelerating.

BTC-2,78%

ETH-3,24%

SOL-6,7%

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wagmi_eventually

· 3h ago

With 55 billion in liquidity pouring in, this time it's really going to take off... Feels like history is repeating itself. Just hold on, Bitcoin at $100,000 is unstoppable, and this wave of SOL might really have a chance. Wait, could this be another trap? Feels like I hear this every time... but I still have to get on board. Loose liquidity = risk appetite returning. This logic is old but useful. Should I go all in or hold back? Institutions are eating up, and we have to follow suit, or what are we waiting for? Solana 2 to 4 times? Just listen, but it’s definitely more fun than Ethereum.

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CoconutWaterBoy

· 7h ago

55 billion in liquidity injection, this wave is really about to take off. The lessons from the last balance sheet expansion are still fresh in mind. Breaking 100,000 for Bitcoin feels like just a matter of two months. Institutions have indeed been nonstop buying this wave. These copycats of Sol are really awesome. DeFi is so strong that it can still multiply 2-4 times, which is a bit outrageous. Liquidity loosening = return of risk appetite. This logic is very solid and has been proven in previous years. 150,000 Bitcoin is not a dream. I'm optimistic about this round of market trend.

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MetaverseLandlord

· 7h ago

With 55 billion in liquidity loosening, this wave is indeed easy to take off; history has played out this way. The 100,000-dollar mark feels like it won't be missed this year. This wave of SOL is quite interesting, with a 2-4x increase, it's a bit tempting. Institutions are eating up, retail investors should also follow the rhythm. Hovering around 95,000, mainly waiting for a clear signal. Liquidity is coming back, risk appetite is returning, the old routine. ETH is holding steady, but I still favor SOL's ecosystem expansion. The digital gold label has been established, indicating that BTC's position is truly solid.

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SchrodingersPaper

· 7h ago

55 billion in liquidity still isn't enough; I need to boost it to 100 billion to save my shorts. Breaking 100,000 on BTC is conservative; I expect it to start at 15,000. Something's off. Can SOL quadruple? Wake up, brother. My cost basis tells me this is just a P&D. Wait, is this round just a replay of the 2021 script? Forget it, don't fool me. My paper hands can't endure another cycle. Institutions are eating the meat; I'm still eating dirt. This is my spot trading life.

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ThatsNotARugPull

· 7h ago

550 billion liquidity is here to stir the market. Whether this wave can rise depends on the mood of the institutional players. --- $100,000 is just the appetizer; the real show is yet to come. --- Solana's 2-4x increase is too conservative; I bet it can go even more aggressively. --- Here we go again with the 2020 script. Will this time be another false alarm? --- ETF net inflows are at their peak; the crypto market still relies on spot breakthroughs to support the scene. --- Bitcoin is hovering around 95,000; breaking 100,000 still feels a bit off. --- DeFi ecosystem expansion is real, but Solana's risks are not small; don't get caught off guard. --- When liquidity loosens, the first to explode are definitely the high-volatility assets. This time, it’s all about who can run faster.

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BearMarketSurvivor

· 7h ago

5.5 billion liquidity loosening, this wave is really a meat-eating rhythm $100,000 feels just around the corner, who didn’t learn their lesson from the 2020 cycle SOL has been really strong these past few months, honestly, the 2 to 4 times expectation is a bit conservative Institutions are still疯狂 buying Bitcoin, this signal couldn't be more obvious Another cycle begins, the heavens really keep playing on repeat Liquidity is the father, without it, everything is pointless Wake up everyone, risk appetite is returning, it's time to move If Solana continues this momentum, reaching three digits by the end of the year shouldn't be a problem The article is quite straightforward, but it still feels like it held back a bit I bet $100,000, this is the one

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MevShadowranger

· 8h ago

5.5 trillion liquidity injection, is this really the moment to take off? Last time the balance sheet expanded, the coin price shot up to the sky. Let's wait and see. Bitcoin remains steady at 95k, close to 100k. The benefits for institutional bottom-fishing haven't been fully realized yet. ETH and SOL performed well in this dip, with altcoins gaining 2-4 times? That's overly optimistic. I believe in DeFi, but don't get too carried away. When liquidity loosens, risk appetite returns. High-beta assets are always the first to dance. Can this surpass 2021? $250,000 is a bold dream. I should accumulate more... But history always repeats itself. Let's wait and see if we can cross the hundred thousand mark.

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