When Powell said, "QT officially ends today," I directly cursed in front of the screen, saying "Wow," and then started laughing uncontrollably.
Powell ignites 2025: Three policy nuclear bombs, the main upward wave is ignited.
As soon as Powell's words, "QT officially ends today," fell, the market's game rules have been completely rewritten. This is not an adjustment; this is a bulldozer-style liquidity restart.
💣 Three policy nuclear bombs:
Money printer restart: $95 billion in liquidity (QT ends) will be directly injected into the market each month.
Interest rate cut locked: The probability of an interest rate cut in December reaches 87%, and it will continue in 2025.
Politically insulated: Clearly stating "Federal Reserve independence", ignoring short-term political pressure, making decisions solely based on economic data.
🔥 Market reaction has ignited:
Funding rate: Quickly pulled back from negative to zero axis, short pressure has surged.
On-chain movement: OG whales are massively converting borrowed USDT to BTC/ETH.
ETF funds: A strong reversal from a net outflow of $80 million during the day to a net inflow of $160 million.
Sentiment index: The fear and greed index remains at 20, but a pivotal recovery is imminent.
🚀 Core judgment:
The panic sell-off in the early market has become the most precious gift before the bull market starts in 2025. At this moment, liquidity, policy expectations, and market signals have resonated, and the feeling of being pushed into the main upward wave has officially arrived.
When the sound of the money printer restarting is heard, what you should do is not to ask for direction, but to check whether you are already on the bus.
