2026-01-14 04:25:15

Recently, in this wave of market movements, the Federal Reserve and the political circles are engaging in a tug-of-war from afar. I just want to vent: stop beating around the bush, can we just let liquidity flow in? These macro narratives, at their core, are just another way of expressing interests and distribution.

**The Power Struggle Between the Federal Reserve and Policy Makers**

December CPI data came in as expected and remained robust, but the policy voices are inconsistent. One side demands rapid rate cuts to stimulate the economy, while the Fed insists on a wait-and-see approach—December data is not enough to change the established policy rhythm. This contest seems to be about controlling inflation, but in reality, it’s a battle for discourse power. One side needs impressive economic data as a cushion, while the other aims to maintain independence and professional reputation. Retail investors, don’t be fooled by these arguments; just do the math: who benefits the most from loose liquidity.

**Korean Conglomerates Enter the Scene, Asia’s Crypto Ecosystem Advances**

Lifting the 9-year ban and allowing listed companies to invest in the top 20 crypto assets—this is a signal shot. It means that Korea’s major conglomerates’ institutional funds are truly entering with real money. Previously, retail investors were the main players; now, the formal institutions are coming in. The won’s premium recovery is almost certain, and Asia’s adoption speed is set to reach a new level. Don’t underestimate this step: once institutional liquidity opens up, the market’s scale will be completely different.

**Lessons from Celebrity Coins**

The $NYC dog coin launched by the former New York City mayor surged then rapidly fell back, drawing community complaints. What does this show? The new way of monetizing power is innovative, but the risks are equally straightforward—projects that rely on hype rather than fundamentals can backfire faster than expected.

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DefiOldTrickster

· 9h ago

Ha, it's the same old story. Liquidity is the real daddy; everything else is just side dishes. Once Korea opens the floodgates, our Asian annualized returns will soar again. Institutional entry is that straightforward and brutal. $NYC this matter is a textbook-level negative example. I've said it before: hot coins are doomed, no exceptions. What is the Federal Reserve pretending? To put it bluntly, they want to slice the cake thinner. Rate cuts are inevitable; it all depends on who gets the position faster. Don't be fooled by those macroeconomic theories. Paying attention to on-chain data and capital flows is the real key.

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DegenDreamer

· 9h ago

Liquidity is everything; everything else is just a story stamped with a seal. I saw through the Federal Reserve's playbook long ago. Institutional entry = retail investors taking the hit. Korea's move was quite decisive. The NYC incident definitely sounded the death knell for all celebrity coins. Cut interest rates or not? Wake up. They've already divided the cake long ago. I'm betting on the Korean won premium this time. Waiting for Asia to take off. Macro narratives? Come on, it's just a power struggle for influence among the elites. When institutions come in, the market changes flavor. I understand but don't want to accept it. Celebrity coins only stay hot for about a quarter; this has become a pattern. Liquidity is the hard currency; everything else is just fancy packaging. Betting that Korea can really sweep retail investors out this time.

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BuyHighSellLow

· 9h ago

Liquidity? Wake up, that's prepared for institutions. We're always the ones holding the bag. Korean chaebols are really coming in, retail investors should withdraw. I already said about that wave in NYC, those following celebrity coins are bound to lose. The Federal Reserve is just acting, the rate cut cycle has been set long ago. Macro narratives are all nonsense; it all depends on who has more chips. Institutional entry = retail exit. This rule has never changed. CPI is stable, but who is really benefiting from this wave of dividends? Really, don't overthink it. Just watch who is buying and who is selling, and that's it. Wei Yuan's premium is rising, time to cut the leeks again. The game of power monetization has been played out long ago. Who still believes it? Loose liquidity sounds good, but in reality, it's just wealth transfer. When institutions come in, the market changes; our roles have shifted. RMB appreciation, Federal Reserve rate cuts—at the core, it's just interest groups fighting. The essence of this wave of market? It's just the wealthy finding new ways to siphon money.

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HodlOrRegret

· 9h ago

Liquidity is essentially a game of chance; whoever holds the printing press has the say, everything else is just illusion. Institutional entry is a good thing, but don’t be fooled by the narrative of wonky premium on the Korean won. Retail investors are still following the same fate. I’ve said it before about the NYC project—celebrity effect has been blown out of proportion; fundamentals are the real key. The Federal Reserve’s game has been played for so many years, and they’re still at it? Just look at the holdings to know the answer. The recent lifting of restrictions in Korea does have some significance; when the chaebols move, the scale of subsequent funds is completely on a different level. The quickest backlash from power realization is the lesson that NYC didn’t learn deeply enough. Regarding rate cuts, just listen to the political and Federal Reserve statements, don’t trust the documents. Once institutional liquidity breaks the ice, the rules of the game for retail investors will change—this time, it’s truly different.

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Tokenomics911

· 9h ago

It's the same old playbook, honestly it's just big players eating the meat and small investors drinking the soup. Institutions in Korea are indeed aggressive, but Asian retail investors are probably about to get another wave of being harvested. The lesson from that NYC coin? Hotness can make money but can't sustain long-term gains; it still depends on technology and team. Don't celebrate too early when liquidity flows in; it depends on whose pockets the money is going into. The Federal Reserve and politicians keep arguing, but the underlying logic is simple: who’s money is easier to make? When conglomerates put real gold and silver into the market, small investors probably can't keep up; this wave might once again be an institution's feast. No matter how beautiful the macro narrative, it can't hide the fact that this is a zero-sum game. The rate cut expectations sound appealing, but who really profits from it? It’s definitely not us.

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ZKSherlock

· 9h ago

actually, the fed vs politicians thing is just security theater for who gets to print money first. crypto adoption metrics matter way more than their soundbites, ngl.

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NoStopLossNut

· 9h ago

It's the same old story, basically a利益集团 playing chess while retail investors just watch the show. The entry of Korea's chaebols has finally become interesting; only when institutions come in can the market start to get serious. That $NYC thing is so ironic; celebrity halos can't save trash coins. Retail investors should wake up. When will liquidity arrive? We've waited so long that even the flowers have withered. It's all about two words: cutting韭菜, just a different trick. The Korean won premium is now stable; we should follow the institutions and get some benefits. The Federal Reserve folks are really good at acting; they're almost like stand-up comedians. Once institutional liquidity opens up, the retail investor landscape will be completely changed. This time, we need to be smarter. New tricks for monetizing power, but in the end, it's all韭菜 paying the bill. I'll just watch.

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