The Fed’s latest move is truly unexpected! Quantitative tightening was halted abruptly, and the balance sheet is now locked at $6.57 trillion.

But here’s the real bombshell—a one-time injection of $1.35 billion in liquidity into the banking system! This is the second-largest operation of its kind since the 2020 pandemic crisis. All those previous rumors circulating in the industry have now proven true.

The entire market is buzzing with discussion. From Wall Street analysts to crypto traders, from macro strategists to retail investors, everyone is betting on when the fourth round of quantitative easing (QE4) will kick off. Many institutions even predict it will officially start in early 2026.

Rate hike cycle? It’s basically over. The liquidity crunch has reversed in an instant, risk appetite in the market is clearly warming up, and funds are once again actively seeking opportunities. This policy shift could mark the beginning of an entirely new macro cycle, with a mix of tension and excitement in the air—it feels like something big is coming.

Just look at the crypto market’s reaction: RLS plunged 17.42% in a single day, while PENGU defied the trend and soared 23.91%, now trading at $0.012098. TURBO surged an incredible 29.95%, currently at $0.0023588. The market is clearly diverging, and capital is rotating rapidly.

Such a dramatic shift in the macro environment will have a profound impact on crypto asset allocation strategies.