#加密货币市场动态 Arthur Hayes has dropped another bombshell, and this time it's not just talk.

Let’s start with the first thing – the Federal Reserve may stop tapering. December 1st is a critical point, and this Wednesday might be the last time they tighten. Imagine this: someone has been continuously draining water out, and now suddenly stops; the water level will naturally rise. I don’t need to elaborate on what liquidity means for the market, right?

The second signal is more direct: in November, the scale of bank loans in the United States expanded. With more money, where will it flow? It will always find a way out.

What do you think of the current position?

$BTC is fluctuating below 90,000, and Hayes believes it may test around 80,000. However, he thinks that level can hold. He has already started to enter with small positions, while larger positions will have to wait until next year.

My opinion:

This callback represents opportunity cost. Every significant drop filters out people—those who only chase after prices are eliminated, while those who dare to buy at low levels remain. This is how the market operates; the deeper the pressure, the stronger the rebound.

A few words on the practical level:

Build positions in batches around 80000, don't go all in at once.
Spot trading is the main focus; in this market, contract trading is just giving away money.
Focus on mainstream cryptocurrencies, hold $BTC and $ETH steadily, and avoid those unknown ones.

What if liquidity really improves?

The first quarter of next year is likely to usher in a significant market trend. Now is the time to sow, and wait for the harvest in spring. The reasoning is simple, but not many can achieve it.

Market corrections in a bull market are all golden opportunities, but most people will just stand by. Which type of person are you ready to be? Now let's talk about whether you think 80,000 can be broken.