2025-12-30 23:21:35

$ETH $WCT $ZRX

Recently, a series of actions by the Federal Reserve are quietly changing the market landscape. This week, a major announcement broke—The Fed plans to buy $220 billion in short-term government bonds over the next 12 months, averaging about $40 billion per month. What is the real driving force behind this? The financial system's reserves are running low and need replenishing.

But that's just the surface. The minutes of the meeting reveal deeper insights: decision-makers have shifted to a dovish stance, eager to cut interest rates, waiting only for inflation data to signal the time to act. CME's forecast shows an over 85% chance of holding rates steady in January next year, but by March, the probability of rate cuts suddenly surges. What does this mean? Policy easing is already on the horizon.

The internal logic within the Federal Reserve is clear: Although the US economy is still experiencing moderate growth, the risk of inflation remains tilted upward, and reserve levels have dropped to a "sufficient" critical point. The shift to a neutral policy now serves to prevent further deterioration of the labor market while paving the way for upcoming stimulus measures. A more pragmatic consideration is that a government shutdown could drag down short-term GDP, so preemptive liquidity injections are a form of cautious foresight.

This macro shift is stirring undercurrents in the crypto space. On one hand, the US government remains strict on DeFi regulation, with the $25 million attack on the Ethereum blockchain still under review, and regulatory attitudes have not relaxed; on the other hand, some unusual market operations have emerged—5.85 million EIGEN mysteriously transferred out and back on a DEX platform, seemingly manipulated by large traders for short-term gains, which directly amplifies market volatility.

The key issue is that the "water tap" opened by the Fed not only influences traditional financial assets but also alters market expectations for liquidity. The crypto market is highly sensitive to macro policies; once expectations shift, capital flows will follow suit. Currently, there is a dual dilemma: a new bull market is brewing, but the risk of a bubble re-igniting is equally present.

What are your thoughts on this wave of operations? Share your honest opinions in the comments.

ETH0,34%

WCT-12,98%

ZRX-15,18%

EIGEN-4,83%

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ApeEscapeArtist

· 13h ago

Wait, 5.85 million EIGEN transferred in and out? This is obviously whales testing the waters, too obvious. Another rate cut? That’s just a crazy liquidity injection expectation, but regulators are still dead set against DeFi... It’s ridiculous, one hand releasing liquidity while the other clamps down. Be cautious even if the bull market arrives; this bubble, once inflated, no one can escape. The Federal Reserve’s move is a bit unethical—starting to print money as reserves hit bottom? Probably another round of cutting the grass. Liquidity shifting to crypto is only a matter of time, but the premise is that regulators don’t cause any more surprises.

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ETH_Maxi_Taxi

· 13h ago

Wait, 5.85 million EIGEN transferred out and back in the DEX? Isn't this just big players testing liquidity? It's so obvious, haha. With interest rate cut expectations rising, how can it not go up? By the way, the Fed's recent actions are indeed easing the crypto market, but regulators are still cracking down on ETH. It's really ironic. The bull market is indeed tempting, but I still think caution is necessary. Bubbles can come and go at any time.

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GasFeeTherapist

· 13h ago

Another round of liquidity injection cycle, is it really coming this time? 5.85 million EIGEN transferred in and out out of thin air, this move is absolutely clever haha As soon as the Federal Reserve turns dovish, funds start to stir The reserve requirement hitting the bottom feels like paving the way for a bull market DeFi regulation is still bottlenecked, but liquidity expectations have already exploded Is this time truly different or just another round of harvesting the little guys?

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MEVHunterWang

· 13h ago

The Federal Reserve's liquidity injection is initially positive in the short term, but regulation hasn't loosened at all... The operation involving 5.85 million EIGEN is too suspicious. --- Wait, the expectation of interest rate cuts is coming, but DeFi is still being targeted? That logic doesn't add up. --- Increased liquidity is a good thing, but I'm just worried about another wave of harvesting. --- The bull market is showing signs of emerging, but I remain cautious and observant. The risk premium is too high this time. --- The Federal Reserve's move is still the old routine; the crypto market has long figured it out. --- Big players are playing tricks on DEX, so retail investors have to be the bagholders? --- While policy shifts to a dovish stance are true, who can guarantee it won't reverse again... --- Spending 220 billion, but in the end, it still flows into tech stocks. How much can crypto get? --- Strict regulation, large players manipulating, macro policies... entering at this point requires some courage. --- Interest rate cuts in March? Then I'll wait for March news before making a move.

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FOMOmonster

· 13h ago

The Fed's recent move, to put it simply, is just giving the market a confidence boost. Our group of crypto enthusiasts will definitely benefit from it. Wait, 5.85 million EIGEN transferred in and out? I recognize this tactic. Large investors are testing market depth. The real whales haven't started eating yet. As soon as the rate cut expectation emerged, I knew I had to prepare my ammunition. This time, I can't be caught off guard again.

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LiquidityNinja

· 13h ago

The Federal Reserve has started easing again, and this time it's serious. The move involving 5.85 million EIGEN is outrageous; big players are playing with fire. Once the interest rate cut expectations are confirmed, this round of market rally will really take off, right? Regulators are still closely monitoring, so the sense of relief is only at 50%. The night before a bull market is always the hardest to endure, but it's also the easiest to make money, understand? Spending 220 billion, reserves are hitting rock bottom... feels like the final madness. To be honest, entering now is just betting on policy easing, but who can guarantee it's not another round of chopping the leeks?

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