2025-12-27 00:30:29

#美联储回购协议计划 $BTC $SUI $AT

What does the latest operation by the New York Fed mean? The repo tool has been fully normalized, and the $500 billion operation limit has also been lifted—simply put, the liquidity faucet has been turned to the maximum.

Why release this news at this particular time? Two backgrounds cannot be ignored. First, the money shortage in 2019 is still fresh in people's memory, with overnight rates once spiking to 10%. This time, the Federal Reserve clearly aims to preemptively close all liquidity gaps, rather than waiting for problems to erupt before taking action. Second, Trump's tariff policies have caused waves in the market, with increased volatility in US Treasuries. Quantitative tightening (QT) has actually already begun to slow down. Now, removing this limit is essentially giving the market a reassurance.

For the crypto market? This news can be considered a timely rain. The most feared scenario for highly volatile assets is liquidity exhaustion. Now that policy authorities are actively releasing liquidity, it makes sense that the crypto sector would be among the first to benefit.

Key points to watch: whether the overnight repo rate can stabilize is a barometer. As long as it doesn't break out of range, risk assets will dare to continue pushing higher. But in the long run, this large-scale liquidity injection will ultimately "charge" inflation, and this side effect cannot be ignored. If you are to allocate, it’s better to focus on assets with solid fundamentals. In an era where everything rises with the tide, only those with strong resilience can outperform.

The question is: Is this the beginning of a new round of liquidity easing, or just a calm before the storm? Can $BTC lead the charge to break previous highs next year, or will the US stock market continue to take the spotlight?

BTC0,09%

SUI3,36%

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MEVHunterBearish

· 12-27 05:28

Liquidity injection is a good thing, but don't forget the inflation risk. In the long run, it's still better to bet on solid fundamentals.

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BrokenYield

· 12-27 00:59

nah, they're just kicking the can down the road again... 2019 flashbacks hitting different when you realize this is just the setup for bigger inflation down the line.

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GasGoblin

· 12-27 00:59

I have to complain again, it's the same old liquidity pumping logic. The Fed really can't change this bad habit. It's satisfying to see the liquidity released, but inflation is a ticking time bomb that will eventually explode... Anyway, beating inflation now is a necessary choice. Whether BTC can break new highs next year is hard to say, it still depends on how Trump will mess around next.

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GhostAddressHunter

· 12-27 00:55

The faucet is fully turned on, is the crypto world about to turn around... --- Once again, they are easing liquidity. Where is the supposed tightening? Laughable. --- Assets with poor fundamentals are really being cut this time. Who's to blame? --- Only if overnight rates stabilize is it truly meaningful; otherwise, all talk is just empty words. --- The inflation pit is getting deeper and deeper; sooner or later, debt must be repaid. --- Will BTC break a new high next year? First, see how long Trump's tariffs can last. --- Ample liquidity does not equal guaranteed profits; it's still about solid fundamentals. --- The Federal Reserve is really panicking this time. The shadow of 2019 hasn't passed yet. --- Water flows to the lowest point. Will crypto benefit first? I don't think so. --- With such volatility in US bonds, how long can the safety net last? No one knows. --- In this era of massive liquidity, retail investors should be prepared to be cut.

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ColdWalletAnxiety

· 12-27 00:49

The faucet has been turned on, but is this really the moment to save the market or is it just another show? I bet BTC can break the high. It's the same old story, unlimited liquidity supply, but in the end, inflation still falls on us to pay. But on the other hand, canceling the 500 billion cap is indeed a bit harsh; it depends on how the overnight rate performs. Wait, is this truly a timely rain, or is the Federal Reserve just digging its own grave again? Assets with strong fundamentals are the only ones that can survive; junk coins are destined to be casualties. I give a 7 out of 10 chance that BTC will break its previous high next year; the key still depends on how the US stock market performs.

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ForumLurker

· 12-27 00:40

The faucet is turned on fully, but is this really the time to save the market or just another prelude to a new wave of rug pulls? Anyway, I can't quite understand it. The logic behind pulling the market down is always the same; it just depends on who runs first. BTC breaking previous highs? Dream on, the US stock market is the real boss. This buyback wave really came at the right time, otherwise overnight rates would spike again. Assets with strong fundamentals? Laughable, 90% are just shell companies. Inflation charging definitely can't be stopped, long-term negative for coins. Rather than studying the Federal Reserve, it's better to study when the whales will dump the market. Too much water makes it even more dangerous; get familiar with the liquidity trap.

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HashRatePhilosopher

· 12-27 00:33

The faucet is fully turned on, but can this really save the market this time, or is it just the beginning of another inflation feast? Liquidity easing is definitely good for the crypto world, but I’m more concerned about the logic behind it—Is the Federal Reserve being forced to loosen or deliberately showing weakness? Whether BTC can break previous highs next year depends on how Trump’s side stirs things up; the tariff policy has been hanging over us for too long. The cancellation of the 500 billion limit sounds great, but piling up liquidity has always been a minefield for future inflation. The window for quick profit opportunities might be narrower than expected. Projects with poor fundamentals are likely to be indiscriminately pumped again; choosing the wrong ones could cause trouble, so it’s better to select targets carefully. Can this buyback plan really stabilize the overnight rate, or is it just another old trick that treats the symptom but not the root cause?

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