#币安Alpha积分
Veteran in the Crypto Space Fires Late at Night: Just as the Federal Reserve Eases Crypto Restrictions, It Turns Around—Is It a Betrayal or a Smoke Screen?
The Federal Reserve's operation this morning was too slick! Just after announcing the easing of restrictions on banks' involvement in cryptocurrencies (after five years of regulatory tightening), it immediately labeled stocks and real estate as "high-risk assets" in the "Financial Stability Report," specifically pointing out that "global debt and inflation could trigger asset collapses."
This is clearly a case of giving with one hand and slapping with the other, directly smashing Bitcoin from $94,000 to $93,447, with a 15-minute spike unleashing over $120 million in liquidations!
What tricks is the Federal Reserve playing?
Just look at the on-chain data to understand—Grayscale's GBTC dumped $280 million in BTC within two hours of the policy announcement, while BlackRock only picked up $130 million, clearly indicating that there are manipulators washing the market with this news.
Even more ruthless, the CME Bitcoin futures open interest suddenly surged by 18%, with short positions rising to 69%, Wall Street had already laid its explosives. The Federal Reserve claims to "support financial innovation," but its actions are quite honest: leaving traditional capital enough ammunition to short while putting the crypto market on the grill.
Why the sudden warning about traditional assets?
The core reason is just two words: **divert firepower**! Now, U.S. stock valuations are even more inflated than in 2008, and commercial real estate vacancy rates are at a 30-year high, but the crypto market has absorbed too much hot money (with $11 billion in net inflows into stablecoins over the past 30 days).
At this time, signaling that "stocks and real estate are dangerous" is essentially forcing funds to flow back into the traditional market. Just look at Binance's perpetual contract funding rate—after the policy announcement, it plunged from positive 0.03% to negative 0.017%, with large accounts collectively flipping bearish and crashing the market.
Remember—when market makers shout danger, they might be bottom-fishing, and when they shout opportunity, they might be offloading!
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