📈 In-depth Observation|Macroeconomic Trends and Cryptocurrency Liquidity are Subtly Resonating
This week's macro signals have shown a rare synchronization: the U.S. Treasury Secretary has publicly hinted for the first time that "if inflation decreases, interest rates should be lowered," leading to a weakening of the U.S. dollar index, while the on-chain outflow of BTC and mainstream crypto assets has simultaneously increased.
This indicates that marginal improvements in liquidity are brewing, especially on the eve of a downward cycle in U.S. Treasury yields, where the crypto market may preemptively exhibit pricing behavior of "capital inflow."
However, analysis from CryptoQuant reminds us: this round of rebound still lacks support from "sustained buying" such as ETFs and treasury strategies.
In short, short-term capital is restless, while long-term logic remains unstable. If the Federal Reserve indeed shifts to a more accommodative stance, Q4 to Q1 may become a critical window for the synchronous recovery of crypto and the U.S. stock market.
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📊 Capital is flowing, confidence is being tested. Don’t forget, cycles often quietly begin when liquidity loosens.
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