Recently came across an analysis by Ban Muxia, quite interesting.
His core judgment is: the Federal Reserve has quietly restarted balance sheet expansion, and market liquidity is recovering. In the short term, from this week to the end of the month, there’s a high probability of a general market rally, with all tokens benefiting.
However, he emphasizes that if we’re talking about a real surge—the kind of exciting, explosive market— that might not come until around May next year.
BTC is currently in an energy accumulation phase, so just be patient and wait for the right moment.
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GasGuzzler
· 4h ago
Liquidity warming up is indeed a sign, but will the big market come in May? Waiting that long is a bit hard.
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BridgeNomad
· 9h ago
nah mate, holding through liquidity fragmentation like this always feels sketchy... reminds me too much of the old bridge exploits where tvl just evaporated overnight. sure, fed's doing its thing, but counter-party risk on these rallies still gives me the chills tbh
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ZKSherlock
· 12-08 16:55
actually, the fed's balance sheet mechanics aren't quite as "secret" as ppl think here—it's literally public data, tbh. but ok, liquidity narrative i guess? what's wild is everyone's just assuming this correlates 1:1 with btc performance without examining the actual cryptographic incentive structures underneath...
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MEVHunter_9000
· 12-08 16:54
Balance sheet expansion recovery sounds nice, but the real big market will have to wait until mid-next year. It's a bit tough to endure.
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LeekCutter
· 12-08 16:44
Liquidity recovery means a rally? I don’t think so; history always repeats itself but never in exactly the same way.
Nonsense, wait until May? By then it’ll be too late.
How many times has the Fed played this game? Every time they say they’re building up momentum, but what actually happens?
General rally? I think it’s a general slaughter—retail investors are always the ones to lose.
Instead of waiting for the wind, you should find your own opportunity; those who just wait never make money.
Just listen to this analysis, don’t treat it like the Bible.
I believe there could be a short-term general rally, but don’t expect a real bull run—that’s just wishful thinking.
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ContractExplorer
· 12-08 16:29
They've been talking about balance sheet expansion for so long, is there finally some movement? I'm just waiting for that big market rally in May, otherwise this half year would be so boring.
Recently came across an analysis by Ban Muxia, quite interesting.
His core judgment is: the Federal Reserve has quietly restarted balance sheet expansion, and market liquidity is recovering. In the short term, from this week to the end of the month, there’s a high probability of a general market rally, with all tokens benefiting.
However, he emphasizes that if we’re talking about a real surge—the kind of exciting, explosive market— that might not come until around May next year.
BTC is currently in an energy accumulation phase, so just be patient and wait for the right moment.