2025-12-11 22:22:17

The Federal Reserve cut interest rates by 25 basis points this time, but the real excitement is yet to come—they are actually starting to expand their balance sheet.

What exactly are they doing? Over the next 30 days, they will directly purchase $40 billion worth of Treasury bonds. The central bank is personally stepping in to buy, holding the printing press in hand, which is equivalent to injecting unlimited firepower into the market. Logically speaking, with global liquidity easing so much, the crypto market should be thriving.

But today’s BTC performance? It can only be said that "if it’s meant to rise, it won’t; if it’s destined not to, it will." The macro environment is warming up, yet the coin prices are lethargic. Such a strong versus weak trend is the most perplexing.

Looking at the changes in economic narrative: last year, the official stance was "insufficient domestic demand," but this year, it has been upgraded directly to "the contradiction between strong supply and weak demand is prominent." This adjustment in expression is crucial—it’s not just focusing on demand-side anymore, but also starting to operate on the supply side. The core to solving excess supply, frankly, is "countering involution."

So now, this anti-involution logic may be more worth paying attention to than mere monetary easing. The dislocation between market sentiment and policy direction often hides great opportunities.

BTC1.13%

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GasWaster

· 12-14 13:38

btc doing absolutely nothing while the fed's basically printing money... classic L1 behavior, ngl. fed moves 40b into treasuries and i'm over here tracking gwei like it matters lol

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FallingLeaf

· 12-14 11:16

Expanding the balance sheet with a $40 billion printing press is running, but BTC hasn't risen... This dislocation is really outrageous. Wait, is anti-involution logic more important than easing itself? This perspective has some substance. When macro environmental protection loosens, the market should be excited. But now this cool attitude... Something's definitely off. The supply side has been cut much more aggressively than demand-side adjustments, no wonder there's no movement in the crypto world. It truly is a monster if it should rise but doesn't, so should we now be lurking or watching? Spending 40 billion and the coins are still sluggish... What's going on with this rhythm? Market and policy misalignment is the most profitable, but only if you can spot the right timing. I just want to know, can this anti-involution approach really save the economy? It looks like a pile of good news, but the coin prices are just dead silent, a bit scary. During easing, still indifferent—either at the bottom or a trap.

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FUD_Whisperer

· 12-13 14:23

$40 billion spent, but BTC still shows no signs of movement? I really can't understand this mess. The printing press is running, so why isn't the price going up? Where's the promised liquidity? Is avoiding internal competition the key? Alright, then I need to change my mindset too. This policy shift has completely changed the logic. What is the crypto circle still waiting for? Excess liquidity but the coin prices are stuck, which definitely hints at something.

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EthSandwichHero

· 12-13 09:56

With such loose liquidity, can BTC still underperform? Someone must be dumping. Something's off; a decline at this time is ridiculous. Supply-side reform is the real focus; don't just focus on the printing press. Wait, isn't the anti-inflation logic more valuable than simply cutting interest rates? As the macro environment warms, cryptocurrencies aren't dying; it feels like a shakeout. The misaligned areas indeed hide opportunities; those who see through it will eat well.

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MetaverseLandlord

· 12-11 22:51

Expanding the balance sheet by 40 billion to buy government bonds, this move is indeed fierce, yet BTC remains sluggish, which is really absurd. With such loose liquidity, why isn't the coin rising? There must be something we're not understanding. The key is the anti-inflationary logic, which is much more valuable than simply flooding the market with money. The central bank's printing press has shifted, but the market hasn't bought it. This dislocation indeed hides great opportunities. The supply side has started to cut, and this signal isn't so simple. Macro warming should lead to a rise in prices, but it's surprisingly weak, and we need to see through the underlying logic. Despite the printing press running at full capacity, BTC still remains stagnant, which is somewhat mystical. Speaking of which, "strong supply and weak demand" is the core theme this year, and liquidity is just an illusion. Dislocation often brings vitality; let's wait and see who can capitalize on it fully.

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TopBuyerForever

· 12-11 22:49

Expanding the balance sheet by 40 billion? The printing press is working at full capacity, yet BTC remains dead flat. This logic is really damn strange. With such aggressive policy measures, the crypto market reacts so冷淡, there must be something behind it. Is the anti-inflation logic more important than interest rate cuts? That's interesting, need to think it over. Wait, the央行 is buying国库券, is this to stabilize the housing market or what? In this misaligned market, what are the true smart money doing now? It feels like macro and micro signals are seriously disconnected, easy to get caught off guard. The printing press is churning away, but the crypto prices remain unmoved, indicating big funds probably have other plans.

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GateUser-a5fa8bd0

· 12-11 22:47

Something's not right. With liquidity so loose, the price is still so weak. It feels like someone is secretly accumulating positions.

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SilentObserver

· 12-11 22:38

Liquidity frenzy, but the coins are actually shrinking—something's definitely fishy here. The combination of rate cuts and balance sheet expansion should be going crazy, but BTC remains the same—really impressive. The new angle of anti-inflation is interesting, more solid than just pumping liquidity. Wait, the policy shift is the real focus; the market is still in a daze. Expanding the balance sheet by 40 billion, it may not show immediate results in the short term; too many fake bullish signals. Macro is warm, crypto is cold—this misalignment could present an opportunity, but you need to see the right direction clearly. Something's off, way too off—this strange movement often signals a major move ahead. Bonds are out here grabbing money, cryptocurrencies are still in self-loop, the mismatch is outrageous. Liquidity flood ≠ guaranteed crypto rise—this logic needs to be updated. Anti-inflation is the key point; how commodities move is even more worth paying attention to.

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LiquidityWizard

· 12-11 22:35

actually, the real tell here isn't the 40b tbh... it's that btc just sat there while they're literally printing money. statistically speaking, that divergence should be like impossible but here we are. kinda sus if you ask me

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HodlVeteran

· 12-11 22:29

The expansion of 400 billion flood in, I thought it was going to take off, but it turns out BTC is still pretending to be dead, unbelievable Getting older, I really can't understand this market anymore. Clearly printing money is useless, this thing might be about to change the trend Wait, could it be that big funds are quietly bottoming out? I have a bad feeling, brothers The policy direction has changed, pay close attention, or else you’ll get caught in the trap again. I suffered heavy losses from this last year This anti-inflation logic sounds pretty fresh, but honestly, policies can never outplay the scheming of the big players Where’s the promised liquidity? Why is the crypto circle still so dead, there must be some tricks If this wave crashes again, I will really quit the circle. When will the life of a rookie end? The central bank buying up can’t change our fate, doomed to be the bag holder

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