【Coin Circle】Pouring $200 billion into mortgage-backed securities sounds grand, but against the backdrop of a $3 trillion digital asset market, this money actually represents a small fraction. The key point is, don’t expect money to automatically flow into crypto as a high-risk asset—that’s not how reality works.
Once mortgage rates decline, household budgets will certainly ease pressure, but the freed-up capital typically flows to only two places: either gets saved or spent on daily consumption. The appeal of risk investments isn’t strong enough. Many assume loose liquidity automatically translates to buying pressure, but they’ve got it backwards.
The signals that truly move markets come from institutional long-term behavior—for example, when pension funds start adjusting their asset allocation strategies, or when spot ETFs see sustained net inflows. These are the real turning points in trends. One-time liquidity injections? Mostly short-term hype with little long-term decisive power. Watch who’s actually deploying real capital to build positions—that’s what deserves attention.
2000億ドルの流動性注入≠暗号通貨上昇のサイン、機関投資家の配置こそが鍵
【Coin Circle】Pouring $200 billion into mortgage-backed securities sounds grand, but against the backdrop of a $3 trillion digital asset market, this money actually represents a small fraction. The key point is, don’t expect money to automatically flow into crypto as a high-risk asset—that’s not how reality works.
Once mortgage rates decline, household budgets will certainly ease pressure, but the freed-up capital typically flows to only two places: either gets saved or spent on daily consumption. The appeal of risk investments isn’t strong enough. Many assume loose liquidity automatically translates to buying pressure, but they’ve got it backwards.
The signals that truly move markets come from institutional long-term behavior—for example, when pension funds start adjusting their asset allocation strategies, or when spot ETFs see sustained net inflows. These are the real turning points in trends. One-time liquidity injections? Mostly short-term hype with little long-term decisive power. Watch who’s actually deploying real capital to build positions—that’s what deserves attention.