The Federal Reserve has officially ended quantitative tightening (QT), which means that market liquidity will no longer be actively tightened. This is a positive signal for the cryptocurrency market. Over the past period, QT has led to a return of funds to U.S. Treasuries, reducing market liquidity, which has put pressure on risk assets like Bitcoin and Ethereum. With the end of QT, the pressure on market funds is easing, and investors' interest in high-risk assets may rebound. 🔥
In the short term, Bitcoin and mainstream digital currencies may stabilize or even experience a slight rebound, but this does not mean that the market will immediately enter a bull market. Long-term trends are still influenced by interest rates, inflation, and the global macroeconomic environment. Investors should pay attention to the Federal Reserve's future policy direction and changes in market liquidity, and manage their positions and risks appropriately. Overall, the end of QT provides a breathing opportunity for the cryptocurrency space, with clear short-term benefits, but caution is still needed in operations. #美联储重启降息步伐
$BTC $ETH $STRK This time, the decline of Bitcoin and Ethereum is not caused by a single factor, but rather the result of multiple pressures overlapping. First, the macro sentiment has clearly weakened. The latest data released by the United States has made the market worry again that interest rates will remain high for a longer period, leading to a decrease in risk appetite for funds, and naturally, BTC and ETH, which were already at high levels, are the first to face selling pressure.
Secondly, large investors and institutions began to take profits after the previous rise, and on-chain data shows that some long-term holding wallets have obvious signs of movement. The market lacks new incremental funds to support it, making it easy for prices to be driven down. Meanwhile, some high-leverage positions were concentratedly liquidated during the decline, further amplifying the drop, creating a "chain reaction of decline."
Additionally, the inflow data for ETFs has been average over the past few days, and funds have not continued to flow in as they did before. The buying pressure for Bitcoin has obviously weakened, and sentiment naturally follows suit.
Overall, this decline is more like a technical correction from a high level, combined with expectations of macro tightening, a slight liquidation wave, and a cautious sentiment among investors, creating a resonance. Currently, there is no core negative news indicating a trend reversal; it is more about the market digesting short-term pressures! #加密市场观察 #美股2026预测 #ETH巨鲸增持 #币安合约实盘 #ETH走势分析
$ZEC Let's talk about how ZEC has started to be discussed again recently, but this time the focus is no longer just on the three words 'privacy coin,' but rather its unique position in the entire crypto cycle. In a bear market, a bunch of projects sink, and only networks with real hard technology and long-term value can still be mentioned, and Zcash is a typical example. Zero-knowledge proofs have been overhyped in recent years, but if you're looking for a project that has fully implemented ZK technology at the mainnet level and has been running stably for years, ZEC is definitely a fundamental-level existence.
Currently, the overall sentiment in the market is relatively cautious, but the structural opportunities for ZEC are clearer. On one hand, its supply model is very hardcore, with a deflationary rhythm cleaner than most established public chains; on the other hand, the enthusiasm for the ZK track is shifting from 'concept hype' back to 'real applications,' especially as compliance and privacy are being pulled tighter from both ends, privacy solutions that can achieve selective disclosure have more practical space compared to the past one-size-fits-all black-box privacy.
More importantly, ZEC's presence this time is not based on marketing, but on 'the cycle of the times.' Each bull market will make the market re-evaluate the value of old projects: ETH was once mocked as a 'slow chain,' but later became infrastructure; ZEC was once said to be 'useless,' but now the entire ZK industry is learning from it. Technology never becomes outdated; it is only understood later.
Of course, this is not a call for investment, nor is it promoting, just a signal of an old project returning to the center stage. ZEC may not be the hottest one, but it is likely to be the most undervalued type of asset in the next cycle: not making noise, not chasing trends, but surviving every round. #美联储重启降息步伐
Crazy Thursday is approaching, and after the opening, macro data + Nvidia's earnings report will arrive!
This week's market sentiment is like a bowstring pulled to its limit—once the doors open, it will be the prelude to a large market movement.
Thursday is not only "Crazy Thursday" in the hearts of traders but also the most critical day for global risk assets: a flurry of U.S. macro data + Nvidia's earnings report as the grand finale. This day could determine the volatility direction for the coming week or even the entire month.
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① Macro Data: The market fears not negative news but uncertainty.
After the market opens this week, it will welcome a wave of heavyweight data, including: • Inflation-related indicators • Employment status updates • Latest economic activity signals
These data will directly influence the Federal Reserve's judgment on interest rate cuts, and the "expectation of rate cuts" has been almost the core support for the market over the past two months.
In short: if the data is soft, the market continues to party; if the data is hard, global assets will shudder.
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② Nvidia's Earnings Report: Not only deciding tech stocks but also affecting the entire crypto market.
Nvidia is no longer just a pure tech giant; it is the heart of the AI frenzy. If its earnings report is explosive, then: • U.S. tech stocks will continue to surge • Risk appetite will recover • The crypto sector, especially AI concept coins, will have a chance to lead again.
But what if the earnings report is below expectations? Then the market may experience a "high position brake", putting overall pressure on short-term risk assets.
Traders in English-speaking regions already have a saying: "NVDA is the new Fed." Nvidia's earnings report is almost equivalent to a "market direction press conference."
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③ What does it mean for the crypto market? 1. $BTC , $ETH : The directional sense may only become truly clear after Thursday. 2. AI sector: Completely tied to Nvidia, volatility will be significant. 3. Altcoins: If risk appetite increases, there will be a return of funds; otherwise, it continues to lie flat. 4. Changes in USDT/USDC demand: Large funds may layout ahead of time for hedging or bottom-fishing.
In summary: This week is not about taking action but waiting for the real signal to land.
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④ Final statement: Crazy Thursday is not hype; it is the eye of the storm in the market.
As data and earnings reports continue to drop, sentiment will be repriced, and the market could turn at any time within 24 hours.
$ETH $UNI $ALLO When others are lying flat in panic, it's your perfect opportunity to strike gold in a crisis. Do you remember what you were like when you first entered this market?
Watching the K-lines flying up and down, you thought this was a shortcut to financial freedom. You listened to others' stories of 'becoming rich overnight,' and confidently invested your first fund, thinking: 'Maybe the next hundredfold miracle will be me.'
At that time, you were ambitious.
But soon, reality hit you hard. The sudden black swan, the continuous downward trend, the shrinking numbers in your account, and those KOLs who once shouted loudly, suddenly fell silent overnight...
You began to doubt, began to feel anxious. You watched as those around you all 'lay flat,' saying 'the bull has gone, let's wait for the next round.' You even had this thought: 'Why don't I also stop for now and wait for the wind to come before acting?'
But I want to ask you: Is your ambition really so little?
1. The bull market does not belong to the majority; it belongs to those who are prepared in advance.
We've all made a mistake: spending lavishly in a bull market while being overly frugal in a bear market.
Real old players understand a brutal truth: the bull market is the end point for realizing profits, not the starting point. The transfer of wealth is never completed when everyone is celebrating, but rather, it is quietly sown when the market is dead silent and ignored.
Look at now:
· Did those top VCs raise funds madly in the bull market, or did they quietly lay out quality projects in the bear market? · Did those real whales who made big money chase highs when FOMO sentiment was at its peak, or did they calmly accumulate shares in batches when the fear and greed index was in single digits?
The torment, confusion, and pain you are feeling right now are the best 'cleansing agents' of the market. It washes away leverage, washes away speculators, and washes away those 'pseudo-ambitious.' What remains is the truly deserving of the next round of bull market dividends.
$ETH $BNB $COAI The minimum standard of happiness is to eat well, hold onto the little puppy, continue to build, and get a good sleep! #加密市场回调 #巨鲸动向 #美联储降息 #美国政府停摆 #ETH走势分析