2025-12-30 12:26:59

Recently, the discussion about the central bank injecting 16 billion USD of liquidity has become quite interesting. Some analysts have given a straightforward judgment: this is not a temporary operation, but a series of continuous releases with increasing scale.

Does that sound familiar? The large liquidity injection after March 12, 2020, was exactly like this. At that time, there were many doubts in the market, but it eventually led to a super rally. This time, some details have changed, but they are precisely the most critical:

**The chip distribution has already changed**. Institutions are疯狂 buying BTC and ETH, with spot holdings locked in cold wallets, significantly reducing circulating chips in the market. This means that once the market starts moving, it will be easier to form a "short squeeze" — retail investors wanting to buy the dip have no available supply.

**Shorts are falling behind**. Early on, it was okay to be flat, but now late shorts are being hit hard by the market. The "short alliance" is gradually disintegrating; no one is holding onto a dead short position anymore.

**Capital behavior is becoming very interesting**: Those with cash are slowly deleveraging, daring to buy the dip. This is not just talk; real money is pouring in. This is a typical stance of "preparing for the big trend."

From an asset allocation perspective, liquidity recovery is the fundamental fuel for all risk assets. The absorption of BTC and ETH by institutions indicates that market resilience is strengthening. Once the direction is confirmed upward, the rally tends to be fast and fierce.

But to be clear — liquidity injection does not mean prices will skyrocket tomorrow. There may still be repeated oscillations and washouts in the middle. When market sentiment is too unanimous, the risk of short-term corrections actually increases.

The current feeling is more like a **restructuring phase before the market takes off**. This is not an opportunity for chasing highs, but rather designed for those with patience, who dare to deploy at lows, and can withstand volatility. The market never takes off when everyone understands it; the true trend often quietly forms when everyone is skeptical.

BTC1.03%

ETH1.05%

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LiquidatedTwice

· 8h ago

Here we go again with this routine, my ears are getting calloused from listening to it Institutional accumulation sounds nice, but retail investors are still the ones holding the bag in the end Repeatedly shaking out the shares is the key, don’t be fooled by the idea of "bottom-positioning"

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YieldHunter

· 8h ago

nah actually if you look at the on-chain data, institution accumulation is real but everyone's ignoring the leverage ratios rn... people think free liquidity = moon tomorrow lmao

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LidoStakeAddict

· 8h ago

Institutional accumulation, I find this wave quite interesting. Retail investors really need to wake up. Liquidity injection doesn't mean it will surge tomorrow; you need to think this through. Only those who position at low levels can enjoy this dividend; chasing highs is just giving away money. More and more coins are in cold wallets, and that's the key. The bears are almost dead; now let's see who can hold up. The chip distribution has changed, and the gameplay must change accordingly. The true trend often emerges when everyone is in the dark—that's no lie. This liquidity rebound might be even more intense than the wave at 312. There will probably be repeated fluctuations in the middle; prepare yourself mentally.

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Degen4Breakfast

· 8h ago

$16 billion sounds impressive, but the real money is still locked by institutions. Retail investors are here to catch the leftovers. Institutions are sweeping up positions, and the shorts are falling behind. If the rhythm is right, this wave will indeed be different. However, printing money ≠ skyrocketing. There may still be repeated adjustments in the middle, and too many people understanding this could be dangerous. This is the opportunity for low-position positioning; chasing highs will be much more troublesome. Will the scene after 312 repeat? It really depends on how they wash out the positions next.

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