#美SEC促进加密资产创新监管框架 could become a market turning point next week—five major events are set to take place in quick succession.
Packed timeline: Monday, quantitative easing policy details will be announced; Tuesday, the Fed Chair gives a speech; Wednesday, the interest rate decision (market is pricing in an 86% chance of a rate cut); Thursday, balance sheet data is released (size: $6.6 trillion); Friday, it will be revealed whether the new chair will continue the easing policy.
Some noteworthy data: USDT supply just hit a new all-time high of $190 billion. Yesterday, 3,805 BTC, worth about $350 million, were withdrawn from a leading exchange. Institutions like BlackRock and MicroStrategy are still actively accumulating, showing no signs of stopping.
Even the US National Economic Council is saying that next year’s economic growth could reach 3%.
Liquidity is indeed increasing, but how far can this round of macro narrative push $BTC ? Will the pullback window be as fleeting as the last bull market?
What is the logic behind $ETH and $DOGE following this rally? Feel free to share your thoughts.
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AltcoinTherapist
· 4h ago
Here we go with the same narrative again... Institutions accumulating positions, expectations of easing, liquidity surging—it all sounds so familiar. The key still lies in Wednesday’s rate decision. An 86% probability of a rate cut sounds enticing, but what happens when it actually materializes? History tells us that expectations are often more alluring than reality.
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WhaleShadow
· 23h ago
A pile of events next week, but I’m more interested in the real intentions behind institutional accumulation.
BlackRock and MicroStrategy are still quietly accumulating, what does that tell us...
86% chance of a rate cut vs $350 million in BTC outflows—who’s really on the losing end this time?
USDT breaking $190 billion is just the prelude, the real players are waiting for that turning point.
The logic behind $ETH and $DOGE is actually simple, it all hinges on how Bitcoin moves.
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The easing expectations have been overhyped, the key question is whether the market will dump once it becomes reality.
Let’s wait for the new chairman’s tone on Friday, that’ll be the real anchor for the market.
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Having five major events stacked together actually feels a bit hollow; the market might have already priced it in.
$350 million in BTC withdrawn—is that a buy-the-dip signal or a sell-the-top signal... can someone explain?
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I just want to know how long this rally can last—hope it doesn’t end up being another flash in the pan.
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NFTHoarder
· 23h ago
BlackRock and Matrixport are really getting more aggressive, not giving retail investors any breathing room at all.
Institutions are still frantically building positions, gobbling up 3,805 Bitcoins in one go—who can keep up with this pace? The new chairman's speech next Friday will probably be the real stabilizing force.
USDT has surged to $190 billion, with so much liquidity that it's overflowing, but can it really push BTC to new highs? I’m just watching to see if there’s another pullback so I can get in.
It's hard to say whether ETH and Dogecoin can keep up this time—feels like Bitcoin is the main character here.
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MetaverseMortgage
· 23h ago
Wait, USDT has surpassed 190 billion? This liquidity is really piling up.
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When major institutions were still buying BTC, I already knew this wave was unusual.
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Five events hitting at once, next week we’re either going to the moon or jumping off a cliff, haha.
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An 86% probability of a rate cut sounds intimidating, but will it really crash?
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BlackRock, MicroStrategy, these big players haven’t stopped—what does that tell you...
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Instead of guessing how ETH and DOGE will rise, better to see how high BTC can go first.
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When the 6.6 trillion balance sheet is announced, the market reaction will probably explode.
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Feels a bit different this time: easing narrative + institutional accumulation + new chairman... Here comes the combo.
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Is the retracement window fleeting? Last time they said the same thing, and I got stuck for a year.
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USDT keeps hitting new highs, institutions are still buying the dip, is such aggressive liquidity really okay?
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Layer2Observer
· 23h ago
Let me take a look at this data... USDT has surpassed 190 billion, institutions are still quietly accumulating, and the Fed is sending one signal after another—definitely worth digging into. But what I’m more concerned about is that 86% probability of a rate cut. From a historical data perspective, such high market consensus expectations often tend to reverse. If you really go contrarian here, the outcome could be quite interesting.
#美SEC促进加密资产创新监管框架 could become a market turning point next week—five major events are set to take place in quick succession.
Packed timeline: Monday, quantitative easing policy details will be announced; Tuesday, the Fed Chair gives a speech; Wednesday, the interest rate decision (market is pricing in an 86% chance of a rate cut); Thursday, balance sheet data is released (size: $6.6 trillion); Friday, it will be revealed whether the new chair will continue the easing policy.
Some noteworthy data: USDT supply just hit a new all-time high of $190 billion. Yesterday, 3,805 BTC, worth about $350 million, were withdrawn from a leading exchange. Institutions like BlackRock and MicroStrategy are still actively accumulating, showing no signs of stopping.
Even the US National Economic Council is saying that next year’s economic growth could reach 3%.
Liquidity is indeed increasing, but how far can this round of macro narrative push $BTC ? Will the pullback window be as fleeting as the last bull market?
What is the logic behind $ETH and $DOGE following this rally? Feel free to share your thoughts.