#Macro
183
0
2
0
JCUSER-efxs8yPn
JCUSER-efxs8yPn2025-12-18 14:20
Ignoring short-term fluctuations, these macro signals are paving the way for the market

The market is hovering in a short-term correction (BTC -0.87%, ETH -3.61%), but the macro positive signals released in today's report are far more important than intraday fluctuations and are paving the way for the long-term structure of the market.

Summary of key benefits:

  1. Federal Reserve "Green Light": The Federal Reserve officially lifted the ban on banks cooperating with crypto institutions in 2023 , clearing the biggest policy obstacle for traditional banks to enter the crypto field on a large scale . .
  2. Head exchanges actively seek change: Bloomberg reported that Binance is evaluating the restart of Binance.US and easing compliance pressure by adjusting the equity structure, showing a trend of actively embracing regulation.
  3. Compliance market explosion growth: Hong Kong virtual asset spot ETF total market value soared to $920 million in the third quarter, an increase of up to 217% , proving that institutional funds are pouring into compliance products at high speed.

Observation: Short-term prices are dominated by sentiment and leverage, but medium- and long-term trends are determined by fundamentals and institutions. These signals suggest that the convergence of traditional finance and crypto is accelerating into deep waters.

In-depth macro analysis: https://blog.ju.com/crypto-daily-market-report-dec18-2025/?utm_source=blog #FederalReserve #Regulation #TraditionalFinance #compliance #Macro

#FederalReserve#Macro#Regulation#TraditionalFinance#compliance
123
0
0
Background
Avatar

JCUSER-efxs8yPn

2025-12-18 14:22

Ignoring short-term fluctuations, these macro signals are paving the way for the market

[{"type":"paragraph","children":[{"text":"The market is hovering in a short-term correction (BTC -0.87%, ETH -3.61%), but the macro positive signals released in today's report are far more important than intraday fluctuations and are paving the way for the long-term structure of the market."}]},{"type":"paragraph","children":[{"text":"Summary of key benefits:","bold":true}]},{"type":"numbered-list","children":[{"type":"list-item","children":[{"text":"Federal Reserve \"Green Light\": The ","bold":true},{"text":"Federal Reserve officially "},{"text":"lifted the ban on banks cooperating with crypto institutions in 2023 ","bold":true},{"text":", clearing the biggest policy obstacle for traditional banks to enter the crypto field on a large scale "},{"text":". ","bold":true},{"text":"."}]},{"type":"list-item","children":[{"text":"Head exchanges actively seek change: ","bold":true},{"text":"Bloomberg reported that Binance is evaluating the restart of "},{"type":"link","url":"https://binance.us/","children":[{"text":"Binance.US "}]},{"text":"and easing compliance pressure by adjusting the equity structure, showing a trend of actively embracing regulation."}]},{"type":"list-item","children":[{"text":"Compliance market explosion growth: ","bold":true},{"text":"Hong Kong virtual asset spot ETF total market value soared to "},{"text":"$920 million in the third quarter, an increase of up to 217% ","bold":true},{"text":", proving that institutional funds are pouring into compliance products at high speed."}]}]},{"type":"paragraph","children":[{"text":"Observation: ","bold":true},{"text":"Short-term prices are dominated by sentiment and leverage, but medium- and long-term trends are determined by fundamentals and institutions. These signals suggest that "},{"text":"the convergence of traditional finance and crypto is accelerating into deep waters.","bold":true}]},{"type":"paragraph","children":[{"bold":true,"text":"In-depth macro analysis: "},{"type":"link","url":"https://blog.ju.com/crypto-daily-market-report-dec18-2025/?utm_source=blog","children":[{"text":"https://blog.ju.com/crypto-daily-market-report-dec18-2025/?utm_source=blog"}]},{"text":"\n"},{"type":"topic","character":"FederalReserve","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"Regulation","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"TraditionalFinance","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"compliance","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"Macro","children":[{"text":""}]},{"text":" "}]}]
JU Square

Descargo de responsabilidad:Contiene contenido de terceros. No es asesoramiento financiero.
Consulte los Términos y Condiciones.

JCUSER-efxs8yPn
JCUSER-efxs8yPn2025-12-12 14:19
The Federal Reserve launches the RMP program: an overlooked liquidity signal

For the crypto market, the most noteworthy thing about this Federal Reserve meeting is not the "interest rate cut" itself, but its simultaneous announcement of the Reserve Management Purchase (RMP) plan . This monthly operation of tens of billions of dollars will become a key liquidity variable that affects the trend in 2026.Key points to understand:

  1. What is it: RMP is a technical asset purchase (mainly short-term Treasury bonds) conducted by the Federal Reserve to maintain the operation of the financial system. It is not Quantitative Easing (QE) , but it also injects base money into the market.
  2. Historical correlation: Historical data shows that the price of Bitcoin is highly correlated with the global money supply (M2) , rather than directly linked to short-term interest rates. Therefore, the impact of RMP, this continuous "small faucet", may be more lasting than a single interest rate cut.
  3. Symbolic significance: The launch of RMP marks the official end of three and a half years of quantitative tightening (QT) . The global liquidity environment has undergone a fundamental turning point.

Conclusion: The headwind of liquidity contraction has stopped and the mild tailwind is blowing. This is a structural good for crypto assets.Detailed explanation of liquidity mechanism: https://blog.ju.com/fed-rate-cut-crypto-liquidity-2026 #Liquidity #MonetaryPolicy #CryptoMarket #Macro

#CryptoMarket#Liquidity#Macro#MonetaryPolicy
61
0
0
Background
Avatar

JCUSER-efxs8yPn

2025-12-12 14:25

The Federal Reserve launches the RMP program: an overlooked liquidity signal

[{"type":"paragraph","children":[{"text":"For the crypto market, the most noteworthy thing about this Federal Reserve meeting is not the \"interest rate cut\" itself, but its simultaneous announcement of the "},{"text":"Reserve Management Purchase (RMP) plan ","bold":true},{"text":". This monthly operation of tens of billions of dollars will become a "},{"text":"key liquidity variable ","bold":true},{"text":"that affects the trend in 2026."},{"text":"Key points to understand:","bold":true}]},{"type":"numbered-list","children":[{"type":"list-item","children":[{"text":"What is it: ","bold":true},{"text":"RMP is a "},{"text":"technical asset purchase ","bold":true},{"text":"(mainly short-term Treasury bonds) conducted by the Federal Reserve to maintain the operation of the financial system. It "},{"text":"is not Quantitative Easing (QE) ","bold":true},{"text":", but it also injects base money into the market."}]},{"type":"list-item","children":[{"text":"Historical correlation: ","bold":true},{"text":"Historical data shows that the "},{"text":"price of Bitcoin is highly correlated with the global money supply (M2) ","bold":true},{"text":", rather than directly linked to short-term interest rates. Therefore, the impact of RMP, this continuous \"small faucet\", may be more lasting than a single interest rate cut."}]},{"type":"list-item","children":[{"text":"Symbolic significance: ","bold":true},{"text":"The launch of RMP marks the "},{"text":"official end of three and a half years of quantitative tightening (QT) ","bold":true},{"text":". The global liquidity environment has undergone a fundamental turning point."}]}]},{"type":"paragraph","children":[{"text":"Conclusion: ","bold":true},{"text":"The headwind of liquidity contraction has stopped and the mild tailwind is blowing. This is a structural good for crypto assets.Detailed explanation of liquidity mechanism: "},{"type":"link","url":"https://blog.ju.com/fed-rate-cut-crypto-liquidity-2026/","children":[{"text":"https://blog.ju.com/fed-rate-cut-crypto-liquidity-2026"}]},{"text":"\n"},{"type":"topic","character":"Liquidity","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"MonetaryPolicy","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"CryptoMarket","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"Macro","children":[{"text":""}]},{"text":" "}]}]
JU Square

Descargo de responsabilidad:Contiene contenido de terceros. No es asesoramiento financiero.
Consulte los Términos y Condiciones.

No hay más datos