Is the US policy quietly easing up for the crypto market? Strategy increased its holdings of STRC by $136 million last week. Its dollar reserves rose to $6.685 billion. If this is a signal of liquidity release, the market may have already priced it in ahead of time.
1) Has the market responded? In the past 24 hours, BTC and ETH rose by 2.11% and 3.13% respectively. The price range has narrowed, suggesting near-term sentiment has stabilized. But whether this rebound is driven by improved liquidity still needs to be verified.
2) Where does the real impact lie? The Fed’s experiment showed that over the past year, the probability of households holding crypto assets increased significantly alongside Bitcoin’s gains, indicating that asset appeal has formed path dependency at the household level. If US equities strengthen due to expectations of policy changes, that could transmit to the crypto market through risk appetite.
3) Consider both sides: A more positive signal is that the US imposes economic isolation on Iran, which could reinforce the dollar’s position as a global settlement tool and strengthen its liquidity support. The downside is that if the US tightens the entry threshold for participating in the global financial system, it could trigger capital outflows and weigh on the performance of risk assets.
4) What is the answer waiting for? At present, there is no official data indicating that US fiscal or trade policy has directly adjusted the regulatory framework for crypto assets. Only if, going forward, central banks increase their holdings of crypto assets or issue clear policy guidance will the market be able to truly confirm the transmission path.
This is for information and market scenario analysis only and does not constitute investment advice. Crypto assets are highly volatile; please do your own research and manage risk independently.
1) Has the market responded? In the past 24 hours, BTC and ETH rose by 2.11% and 3.13% respectively. The price range has narrowed, suggesting near-term sentiment has stabilized. But whether this rebound is driven by improved liquidity still needs to be verified.
2) Where does the real impact lie? The Fed’s experiment showed that over the past year, the probability of households holding crypto assets increased significantly alongside Bitcoin’s gains, indicating that asset appeal has formed path dependency at the household level. If US equities strengthen due to expectations of policy changes, that could transmit to the crypto market through risk appetite.
3) Consider both sides: A more positive signal is that the US imposes economic isolation on Iran, which could reinforce the dollar’s position as a global settlement tool and strengthen its liquidity support. The downside is that if the US tightens the entry threshold for participating in the global financial system, it could trigger capital outflows and weigh on the performance of risk assets.
4) What is the answer waiting for? At present, there is no official data indicating that US fiscal or trade policy has directly adjusted the regulatory framework for crypto assets. Only if, going forward, central banks increase their holdings of crypto assets or issue clear policy guidance will the market be able to truly confirm the transmission path.
This is for information and market scenario analysis only and does not constitute investment advice. Crypto assets are highly volatile; please do your own research and manage risk independently.