2025-12-31 16:00:26

#Strategy加码BTC配置 $CHZ $UNI $AT

📊【In 2026, a Major Shift in Global Central Bank Policies: The Crypto Market Could Be the Biggest Beneficiary】

What is the biggest divergence in the global financial world right now? JPMorgan Chase and Goldman Sachs have given completely opposite answers.

On one side is JPMorgan's conservative outlook—only one rate cut in 2026, continuing to maintain a relatively tight liquidity environment. On the other side is Goldman Sachs' aggressive stance—starting from March, continuously cutting rates and releasing abundant liquidity. The policy expectation gap between these two major institutions is no longer just a simple disagreement but a real financial betting game.

But that's not the whole story. The true game-changer lies in the "split" phenomenon within central bank policies—

The Federal Reserve may loosen monetary policy, while the European and Japanese central banks tighten. Once this policy divergence is established, it will inevitably trigger a large-scale reversal of cross-border arbitrage trades. Trading strategies that rely on interest rate differentials will instantly fall into trouble. When trillions of dollars in arbitrage capital start fleeing, the crypto market will become the most vulnerable "storm eye"—alternating between rapid surges and crashes, liquidity being swallowed up, and the fates of bottom-tier and top-tier players being completely reversed.

Think back to those black swan moments in history. Whenever central banks go their own way, the market begins to stir. 2026 will not be an exception. The pricing power of global assets is gradually shifting from a single central bank monopoly to a multi-dimensional game. The Federal Reserve is no longer the sole puppeteer; every decision by the European and Japanese central banks will trigger chain reactions.

The question is: Are your positions truly prepared for this "liquidity-level earthquake"?

Will 2026 be a year of massive easing or tightening? Will crypto assets become a safe haven or a risk vortex? The answers will likely be revealed in the coming quarters.

BTC1,45%

CHZ4,32%

UNI2,4%

AT5,18%

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ZenMiner

· 2025-12-31 16:30

JPMorgan vs Goldman Sachs, I bet on Goldman Sachs to win... No, I bet on crypto to win Liquidity level 10 earthquake? Sounds intimidating, but where does arbitrage capital escape to? In the end, isn't it coming to crypto? BTC is already prepared Is the opportunity for bottom players to turn around, perhaps just next year?

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DegenMcsleepless

· 2025-12-31 16:30

JPMorgan vs Goldman Sachs, this matchup is really incredible. I bet Goldman Sachs can win this time. --- Liquidity earthquake? Sounds intimidating, but it's really just about whether the Federal Reserve is timid or not. --- When a trillion-dollar arbitrage fund is fleeing, can crypto really become a safe haven? I feel like it's more like a scythe zone. --- 2026 is still far away. First, secure your holdings in CHZ, UNI, and AT. --- The central banks are each on their own path. Retail investors should be trembling—that's the reality. --- The fate of bottom players and top players is reversing. I just want to know which level I am currently standing on. --- Instead of guessing the central banks' intentions, it's more practical to watch the flow of wallets on the chain. --- If the European and Japanese central banks tighten, then when the Fed loosens, crypto probably will take off. Think carefully before going all in. --- This article sounds intimidating but isn't tradable. It's more honest to look at the candlestick charts. --- A level 10 liquidity earthquake sounds crazy, but I will still follow my original plan to invest regularly, trusting the long-term logic.

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panda0641

· 2025-12-31 16:28

Happy New Year! 🤑

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WalletInspector

· 2025-12-31 16:11

JPMorgan vs Goldman Sachs betting against each other, I've heard this routine too many times, and the ones truly making money are never those following the judgments of these institutions. Goldman Sachs says the rate cuts will continue, but I still need to see the Federal Reserve's actual actions; surface-level articles are useless. Once the trillion-dollar arbitrage funds run away, the crypto side will indeed be hit several times, but bottom players may not necessarily suffer losses; it depends on whether you're really just fishing around there. 2026 is too far away; I'm more concerned about how the Fed, ECB, and BOJ will fight in the coming months. That’s the real key to determining position strategies. BTC remains the core allocation, while I’m less optimistic about others like CHZ and UNI—they're too easily dispersed by policy winds.

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