2026-01-12 23:00:51

#美国贸易赤字状况 🔍 The "Silent Dialogue" of Two Markets

There's an interesting detail these days: traditional finance has been rising for 7 consecutive years, with risk appetite at a fever pitch. Meanwhile, the crypto market? Fear and Greed Index is stuck at 41, with a cold atmosphere.

This huge divide is not a low-probability event. Often, it’s just before the market rhythm shifts.

💧 Liquidity Awakening

Look at recent signals:

— A senior executive from a top investment bank is promoting economic stimulus, suggesting interest rates be pushed down to 3%

— The European Central Bank’s wording is also changing, hinting that tightening may stop by 2026

— The global purse strings seem to be slowly opening under policy hints

🏢 Institutions Are Telling the Truth

The real signals are quite simple: follow where their money is going. Large ETH transfers are happening, and institutions like BitMine, despite difficulties, are still seeking opportunities to increase holdings.

These real, tangible actions are more convincing than any research report.

⏱️ What should we do now?

Don’t be hostage to the current volatility and panic. $BTC, $ETH, $DOGE, and those projects supported by community consensus—patience is a scarce asset at this point. The true bottom often forms quietly where the market cannot see.

ETH7,39%

BTC4,53%

DOGE8,95%

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CryptoGoldmine

· 9h ago

The fear index at 41 indeed looks like a bottom signal flickering. However, I am more concerned about the difficulty adjustment cycle of the computing power network, which is the real barometer. --- I agree with the idea that liquidity is awakening, but rather than focusing on changes in central bank rhetoric, it's better to look directly at institutional mining machine purchase orders. Money talks. --- Patience is a scarce asset, I agree with that. But even more scarce are those who can hold their positions firmly when the computing power return ratio is still decent. --- I didn't see any special signals from BitMine's increased holdings, but I do want to know where their TH/s cost line is. That truly determines the value of genuine participation. --- Are the two markets disconnected? Actually, it's the misalignment of the traditional finance and on-chain capital allocation cycles. Once the interest rate policy sets the direction, the capital flow will be particularly interesting. --- The fear index at 41 is not scary; what's scary is not knowing your investment return cycle. People panicking are often those who haven't figured out their 3-year return target.

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SandwichDetector

· 01-12 23:31

Fear Index 41, is anyone still panicking? Institutions are accumulating chips, wake up and take a look.

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NFTregretter

· 01-12 23:30

Institutions are quietly accumulating, while retail investors are still panicking and cutting losses... This price difference is just the tuition fee for the little guys.

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LiquidatedDreams

· 01-12 23:01

The 7-year rally against the fear index at 41, this contrast is incredible... Institutions are secretly adding positions, while we're still debating whether it will fall or not. It's really interesting.

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