puppies-暮梵

Want to join our family? Look here 👀👀👀 It's been a long time, and our community is still being built.

🚀 Musk Concept + Community Consensus: $Puppies is starting a new chapter

Do you remember how Musk made $DOGE soar with just one tweet? From Dogecoin to Shiba Inu, every "Musk Effect" has ignited the entire crypto market. Now, $Puppies will take over the baton of this trend and impact the meme track with a brand new posture.

$Puppies not only inherits the core of "fun + consensus" but also optimizes the mechanism to ensure the community truly enjoys governance and profit rights. We firmly believe that meme coins are not just a celebration of memes but a reflection of global crypto culture. What Musk represents is a spirit that dares to break through tradition, and that is exactly the value that $Puppies wants to convey.

In the future, $Puppies will gradually explore scenarios combining with NFT and GameFi, granting token holders more actual rights. At the same time, we also welcome more community members to participate in co-building, allowing $Puppies to grow from a fun symbol into a globally circulated value consensus.

🌐 With the support of the "Musk Effect," $Puppies might just be the next super star to ignite the market. Join now, and witness the crypto miracle belonging to $Puppies with us!
$DOGE $SOL #doge #山寨季何时到来？

Recently, I have been following the Federal Reserve's activities. I feel that the hawkish rate cut from Chairman Powell tonight may not have as big an impact on the market as before, unless there are special circumstances regarding the expected rate cut.

On the contrary, the recent remarks from the dove King Hassett have had a significant influence on the market, as seen from his speech last night, which stirred the cryptocurrency circle with just one sentence.

If Hassett really becomes the Fed Chairman, future monetary policy may lean more towards easing/dovish, which could support stocks, risk assets, and the downward trend in bond yields — the market's expectation for "rate cuts - bullish" will become stronger.

Tonight, let's see what surprises this world's most expensive voice has for us, brothers, watch your positions carefully 🤔🤔🤔🤔
今晚不见不散

$ETH #加密市场反弹 #美联储FOMC会议

Tonight come and witness the world's most expensive sound together with us!!🤔🤔🤔$ETH #加密市场反弹

Pigeon King said in one sentence, the concubine directly pulls 200 points, are the air force panicking? 😂😂$ETH
#加密市场反弹

Cattle return quickly, let's talk about the market development together, brothers! $ETH
#加密市场反弹

🔥 This week's Federal Reserve meeting, the real big news is not the interest rate cut, but rather — the balance sheet may be heading towards expansion again.

With the official end of balance sheet reduction on December 1, the Federal Reserve has rolled over maturing bonds into short-term Treasury bills, but the effect has not been ideal: repo rates have repeatedly broken through the target range, and banks are heavily relying on the standing repo facility. This indicates a key fact:
👉 Bank reserves are approaching the lower limit of the 'adequate' range, and system funds are starting to tighten.

In this situation, even though the Federal Reserve still holds nearly $6 trillion in bonds, it may still be forced to re-enter the bond purchasing market. U.S. Bank expects the Federal Reserve to announce a monthly 'reserve management purchasing' plan of about $45 billion this week to stabilize the market.

But what is more concerning is — the future direction of the balance sheet, which shows clear internal divisions.

Dallas Fed President Logan supports a more flexible approach to balance sheet expansion, even advocating for the future use of the 'repo rate' to replace the 'federal funds rate' as a policy anchor.
On the other hand, **Trump confidant Miran** believes the root problem lies in overly strict regulations, advocating for easing capital rules so that banks can hold Treasuries without additional capital, thereby reducing the reserves needed by the system. This line of thought aligns with the Trump team's direction of 'maximizing market forces.'

Currently, the Federal Reserve is advancing some regulatory easing, expecting to release $2.1 trillion in Treasury holding capacity, which will help alleviate repo pressure. But this also brings risks: bank leverage may rise, and the financial system will rely more on self-regulation by the market.

⸻

🔥 Summary: This meeting is not just a simple interest rate cut, but a turning point for the monetary system.
• Repo market pressure → pushes for balance sheet expansion
• Internal conflicts within the Federal Reserve → significant policy framework adjustments may occur next year
• New chair takes office → the future of the Federal Reserve's balance sheet is full of uncertainties

📌 The market thinks that balance sheet expansion is inevitable, but the real future is far more complex than expected.
$ETH #美联储FOMC会议

Family, let's go into the live broadcast room to chat and see if there are any big events recently with Auntie #ETH走势分析 $ETH 🤔🤔🤔

The number of people continues to grow, and construction is constantly advancing! Strive for your own home! $ETH #美联储重启降息步伐

🔥Recently, the three most talked-about letters in the financial circle: RMP! How important is it? In a nutshell — it may be the starting point of the 'next wave of liquidity'.

In the past week, all the big shots on Wall Street have been fixated on one word: RMP (Reserve Management Purchases). Don't be fooled by the name; this is not an ordinary technical operation, but more like a 'subtle preparatory action for balance sheet expansion'. Why do I say that?

Because the Federal Reserve just announced a halt to balance sheet reduction, and the market immediately faced a key question: should we inject liquidity back into the market?
The emergence of RMP is precisely to tell the market: 'We may take action, but we won't call it QE.'

The approach of RMP is that the Federal Reserve will buy short-term Treasury bills (T-bills) for a long time and continuously, aiming to keep bank reserves sufficient. It sounds quite 'neutral', but the effect is quite direct — releasing liquidity into the market. Don't forget, historically, every similar operation has significantly benefited asset prices.

What's even more exciting is that some institutions estimate: if RMP is launched at the expected scale, the Federal Reserve's balance sheet will head toward net expansion again, potentially injecting about $20 billion in liquidity into the system each month. This is not to be underestimated in its influence on the stock market, bond market, and cryptocurrencies.

So why has Wall Street suddenly become restless these days?
Because the market is betting: RMP = a new generation of 'mild QE'.
Once launched, risk assets may welcome another wave of sentiment and valuation resonance.

Now the key lies in how the Federal Reserve chooses:
Continue to maintain 'technical liquidity management'?
Or open the door to a new round of liquidity cycles?

Not to exaggerate — RMP will be one of the most noteworthy signals in the market for the next few months. #ETH走势分析 #加密市场观察
$BTC
$ETH
$BNB

Through wind and rain, we continue to build our home! #ETH走势分析 $ETH

The market fluctuates, while the community is warm like spring! $ETH
#比特币VS代币化黄金 #美联储重启降息步伐 #ETH走势分析

🚨Japan may raise interest rates! Is the global financial landscape about to change?

Brothers, don't think this is just about Japan; its impact is strong enough to affect every asset market worldwide.

🔥Why is Japan's interest rate hike a global event?

Because for decades, Japan has been the world's largest "zero interest rate + quantitative easing center." In other words, the bull market for global assets has all benefited from the "cheap funds" released by Japan.
Once Japan raises interest rates, this money may——
➡️ Flow back to Japan from around the world
➡️ Drain U.S. Treasuries, U.S. stocks, and emerging markets
➡️ Mark the official start of global liquidity tightening.

In the past, everyone said the Federal Reserve was the world's central bank, but this year a strange phenomenon has emerged:
With a wave of Japan's hand, global markets start to shake.

🧨The U.S. is cutting rates while Japan is raising them——the rarest "interest rate differential reversal" in the world.

If the Federal Reserve really starts to cut rates this year while Japan goes in the opposite direction, an unprecedented scene will occur:
• U.S. dollar interest rates ↓
• Yen interest rates ↑
• The interest rate differential between the U.S. dollar and yen narrows

What does this mean?
➡️ The "yen carry trade" that has been in place for decades may begin to unravel
➡️ Funds will no longer be willing to borrow cheap yen to buy U.S. Treasuries/U.S. stocks/gold/cryptos
➡️ The underlying funding structure of global risk assets will be reshuffled

This is not a decision of one country; it is an earthquake that affects the entire financial system.

🌍What does this mean for the global market?

📉 U.S. stocks may come under pressure
AI stocks and tech stocks may revert to fundamentals if they lose cheap leverage.

📉 U.S. Treasury yields may experience severe volatility again
Foreign funds withdraw, forcing the U.S. to continue issuing high-level bonds.

📉 Emerging markets under the most pressure
Asia and Latin America may face another wave of capital outflows.

📈 The yen may welcome a super reversal trend
The yen has depreciated for decades; it may truly be at the bottom.

📈 Cryptocurrency market? Short-term volatility may intensify, but long-term could benefit
Because when the old global order is reshuffled, new assets will emerge.

🚀In summary

Japan's interest rate hike is not ordinary news; it is the largest "underlying logic shift" in the global financial system in twenty years.
In the past, it was "U.S. interest rate hikes impacting the world,"
In the future, it may become:
👉 Misalignment of Japan-U.S. policies = A black swan for global liquidity. $ETH

Come on! 👏 Come on! 👏 Build! Build! The Paw Patrol is always here! $ETH
$BTC
#美SEC推动加密创新监管 #美联储重启降息步伐 #ETH走势分析

Because this suddenly became hard? $BTC
#美SEC推动加密创新监管 #美联储重启降息步伐 #ETH走势分析
$ETH

Perseverance is our motto! #ETH巨鲸增持 #美SEC推动加密创新监管 $BTC $ETH

🔥The Bank of Japan is finally going to take serious action? This could be the "turning point" for the yen and the global market!

Brothers, just now, Bank of Japan Governor Ueda Kazuo's speech was definitely the most "concrete and hawkish" one since this policy cycle began. The market was originally just guessing, but now Ueda himself hinted: a rate hike in December is indeed possible!

In his speech in Nagoya, he made a key statement: "We will weigh the economy, inflation, and financial market conditions and decide whether to raise interest rates at the appropriate time." — Translated, it means: I cannot guarantee a raise, but I am already posturing.

The market reaction was explosive:
• OIS pricing for the probability of a rate hike: rising to 64% in December, reaching as high as 90% before January next year!
• The two-year government bond yield surged to the highest level since 2008!
• The yen strengthened directly, with the market clearly betting on an "end-of-year rate hike".

More importantly — the "wind direction" within the Bank of Japan has also changed:
• Junko Koizumi is calling for policy normalization;
• Kazunari Masuda said, "The timing for a rate hike is approaching";
• Even the traditionally dovish Asahi Noguchi has begun to worry about "acting too late".
This tells you: the committee has already begun to lean towards a rate hike; it just needs Ueda to make the final call.

Ueda also added: "Even if we raise rates, the policy will still remain accommodative." — This is classic central bank "hawkish yet dovish", but this statement itself implies: he is preemptively reassuring the market and laying the groundwork for public opinion ahead of a rate hike.

Meanwhile, the Japanese Ministry of Finance suddenly announced plans to issue more two-year and five-year government bonds as well as a large amount of treasury bills for fiscal stimulus. In simple terms: the government is spending big + the central bank is preparing for a rate hike = short-term interest rates are forced to rise, putting immense pressure on the bond market.

Foreign strategists are sending a unified signal:
• "This is a potential turning point for the yen."
• "This is a prelude to the rate hike in December."

📌 In summary: The Bank of Japan might really be about to end the era of negative interest rates.
If they really take action in December — the yen might experience a trend reversal, and global interest rates and capital flows will be forced to reprice.

Next, the market needs to keep a close eye on December 19. The real drama has just begun. $BTC $ETH #日本加息

The enthusiasm remains, the construction continues! Keep it up! #加密市场反弹 #美联储重启降息步伐 $BTC $ETH $BNB

Does anyone know what this Sun Ge incident is about? 🤔🤔

🔥【Dudley's Strong Statement: The Fed's Balance Sheet Reduction Mission is Complete, Officially Tapping the Brakes in December】🔥
Recently, the market has been buzzing about whether the Fed will continue to reduce its balance sheet (QT), but former New York Fed President Dudley directly provided the answer: QT has reached its target, and the Fed is about to stop. Continuing to reduce it further not only carries significant risks but also offers negligible returns.

Why? Dudley's logic is very clear 👇

In the past two years, the Fed has reduced its balance sheet from $8.97 trillion to $6.56 trillion, and reserves have dropped from 'extremely ample' to 'just enough.' This status has already begun to show signals: the federal funds rate is rising toward the upper bound of its range, and repo rates frequently exceed the SRF rate, forcing banks to borrow from the Fed. Continuing to reduce it makes it easy to step on landmines.

After December 1st, the Fed will officially end QT and will start buying small amounts of U.S. Treasuries again to ensure that 'reserves are ample and not scarce.' It is expected that in the future, the Fed will buy less than $200 billion each year — which is nearly insignificant in the $30 trillion U.S. Treasury market.

But the most critical point is:
📌 Balance sheet reduction has little effect on interest rate cuts
📌 Balance sheet reduction cannot change the tightness of monetary policy; interest rates are the only determining factor
So those who say 'continuing balance sheet reduction can create space for interest rate cuts' are directly evaluated by Dudley as unrealistic.

Want to reduce further? You can, but the cost is huge:
Either raise the SRF rate or eliminate the SRF, leading to greater volatility in the money market, increased liquidity risk for banks, and stronger settlement pressures. And how much can you save in the end? 4-5 basis points. Not worth it at all.

🔚 Dudley's conclusion is very clear: balance sheet reduction stops here; going further carries high risks and low returns, and it will not create space for future interest rate cuts. True monetary policy relies on interest rates, not on balance sheet reduction.

What does this mean?
👉 The market no longer needs to worry about 'unexpected outcomes from balance sheet reduction'
👉 The situation of tight liquidity will gradually ease
👉 The focus of the December FOMC is on interest rates, not the balance sheet

Next, all assets should focus on one thing: when will the Fed start cutting interest rates? #加密市场反弹 #美联储重启降息步伐 #加密市场观察
$BTC
$ETH