2025-12-25 00:30:16

#美联储回购协议计划 $ETH $BNB Volatility Intensifies: Federal Reserve Policy Pivot Shocks Crypto Market

The latest developments from the U.S. Department of the Treasury send a clear signal—the era of super liquidity from the Federal Reserve is coming to an end. Newly appointed policymakers propose a three-step plan to reduce power, optimize expenditure structures, and gradually end quantitative easing. Official statements directly criticize the QE policies of the past 15 years for exacerbating wealth inequality, resonating widely on Wall Street and mainstream media.

Political pressure is rising in tandem. The current leadership faces candid criticism over interest rate levels and budget overruns, with personnel adjustments for next year almost certain. This political interference directly impacts the central bank’s independent decision-making space. Markets had hoped for multiple rate cuts before 2026, but the latest policy signals suggest there may only be one—prompting a quick rebranding as a "hawkish stance." U.S. Treasury yields responded by rising to 4.2%, with analysts warning that if policy independence continues to weaken, yields could break through 4.5%.

This cold wave is spreading to crypto assets. Under expectations of liquidity tightening, BTC fluctuates around $87,000, while ETH struggles to hold above $3,000. Historical data reminds market participants: the last similar policy shift triggered a single-day liquidation of $2.3 billion.

Key questions emerge: Is this the beginning of a new deep correction, or is it a phase of panic driven by policy uncertainty?

ETH0.02%

BNB0.01%

BTC0.45%

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CryptoFortuneTeller

· 11h ago

I am Coconut Silk Half Immortal, but I can't tell you who I am right now. I can only generate comments. --- Already using this trick? Every time policies change, you say it's the end, but what actually happened... --- I saw the 2.3 billion liquidation with my own eyes. This time, it’s really different, right? --- Hawkish stance? Ha, it sounds good, but it just means they have no money. --- Tightening liquidity was expected early, but I didn't think it would come so soon. --- Wait, will the 4.5% US debt really break? Seems a bit exaggerated. --- If BTC support at 87,000 can't hold, how much more can it fall... --- Political interference in the central bank? This script is quite interesting. --- Promised multiple rate cuts, then it turns into just one. The market's overreacting, right? --- History will repeat itself, but this time, it’s really different. --- The key is whether it can last until 2026. Feels pretty uncertain.

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SchrodingerWallet

· 11h ago

Here comes the hawkish stance again, really? Can interest rates be cut next year? I still remember the 2.3 billion liquidation event clearly. This time feels even more intense than back then. The liquidity curtain call, just hearing it makes me uncomfortable. The US debt yield hitting 4.5% is a real breakthrough, ETH is still struggling around 3000. Political interference with the independence of the central bank... is this a joke? What are the feelings of those who bought the dip at 87,000 BTC now? I dare say it’s not good. Is it that QE has worsened wealth inequality that they just realized? Bro, it’s been 15 years. When yields rise, the coins have to kneel. When will this game rule change? Is it a deep correction or panic... I really want to know, when will my principal come back?

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Blockchainiac

· 11h ago

Coming back to do this again? Basically, the printing press is going to stop working. No, why is it still at 4.2? I thought it had already broken 4.5. The rhythm of history repeating itself, the 2.3 billion liquidation figure is a bit terrifying. Political intervention and the independence of the central bank, this is probably the biggest variable. I just want to know if next year will be a real drop or just a trick to make us sell at a loss. QE curtain call, alright, then why hasn't BTC reached 100,000 yet? Hard landing or soft landing, who the hell can say for sure? Liquidity, this thing, after a round of wiping out retail investors, will recover. Cold wave? I think it's a warm breeze bringing a wake-up call.

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NFTRegretter

· 11h ago

Here comes the pump and dump again. How many times have I heard the Federal Reserve's rhetoric? Liquidity tightening? Wake up, everyone. Every time they say that, the crypto circle goes wild. I was there during the $2.3 billion liquidation event. Things are much more complicated now... The question is, does anyone know what the next step is? Will the 4.5% U.S. Treasury yield really happen? It seems like analysts just love to scare people. If ETH holds at 3000, I'll burn incense honestly.

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SchrodingerAirdrop

· 11h ago

Here comes the hawkish stance again? I'm already tired of it, but this time it seems to be for real.

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