2025-12-02 04:21:27

On December 1st at midnight, there was a move that might hide an important signal—the Fed suddenly operated a $13.5 billion overnight repurchase.

What does this number mean? Looking back at historical records, this is the highest single-day operation amount since the liquidity crisis after the pandemic in 2020, and the intensity is even stronger than the market rescue during the internet bubble in 2000.

Many people don't quite understand what "overnight repurchase" really does. Simply put, it means that financial institutions use government bonds as collateral to temporarily exchange for some cash from the central bank—sounds quite technical, but the message conveyed is very clear: money is starting to move again in some way.

What does this liquidity easing bring? With more money in banks, the willingness to lend and risk appetite generally follow; the influx of incremental funds typically provides a bottom support for the stock market, bond market, and even the crypto market; most importantly, this action by the Fed is equivalent to a clear statement: "We are watching, and we will not sit idly by while risks spread."

So at this moment, panicking and escaping may be the most disadvantageous strategy. Looking back at the past few cycles, the turning points of liquidity often hide opportunities—those who remain calm and position themselves in advance usually gain the upper hand in the next round. Emotions can create volatility, but cognition determines how far you can ultimately go.

The trend of ETH might be worth watching. Historically, during phases of liquidity easing, mainstream crypto assets tend to perform relatively well. Which sectors do you think this round of funds will prioritize? #美联储恢复降息进程 $BTC

ETH-2.68%

BTC-1.62%

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IntrovertMetaverse

· 12-04 01:23

13.5 billion in one go, it's like saying "Don't panic, I'm here." This signal isn't that complicated.

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WalletDetective

· 12-02 17:39

Wait, 13.5 billion? Is this really the largest single-day operation after 2020? It feels like the liquidity is about to heat up. --- To put it bluntly, the Fed is getting nervous and starting to point shave; now the good show is about to begin. --- Here we go again with this market rescue tactic, it's always like this. While retail investors are still cutting losses, the Central Bank is making moves. --- Calm down? I see that most people can't calm down at all; as soon as they see a fall, they want to run. That's why suckers will always be suckers. --- ETH definitely needs to be followed; historically, whenever liquidity loosens, mainstream tokens have never backed down. --- Comparing getting on board now with this time next year, the difference might be more than double. --- This wave of operations is hinting that the bottom is approaching; don't get out of positions too early. --- Every time it’s said this is the highest single-day limit... but it seems like every time the bottom is relative, it wouldn't be surprising if the next one is even higher.

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JustHodlIt