💥 It exploded! The Fed made a big move yesterday (December 1st), directly halting QT and injecting 13.5 billion in a single day to stabilize the market. The signals from this operation are too obvious — the easing cycle has truly arrived.

First, let's talk about two hardcore data points:
1️⃣ QT has completely ended, and the balance sheet is locked at $6.57 trillion. There will no longer be $50 billion withdrawn from the market each month; this vampire model is officially shut down.
2️⃣ The overnight reverse repurchase agreement directly pumped $13.5 billion in liquidity, what does this scale mean? The second highest since the pandemic in 2020! Is the year-end funding situation tight? The Fed is directly throwing money at it.

Don't listen to the official rhetoric about "technical adjustments." When the gate is open, it is open. Next, RMP (Reserve Management Procurement) will also be restarted, and buying short-term government bonds, isn't this just a rebranding of QE?

Looking back at history, the script is almost identical:
• After the QT pause and repurchase operation in September 2019, US stocks and cryptocurrencies soared directly;
• In 2020, comprehensive QE was more aggressive, and Bitcoin surged from $4,000 to $69,000.

This time the starting point is higher and the ammunition is stronger. The probability of a 25 basis point rate cut at the FOMC meeting on December 9-10 has skyrocketed to 90%, it's a done deal.

Liquidity has arrived, where does the money go?
Based on the previous cycle, it's highly likely to be like this:
• Bitcoin hits the super cycle of $80,000 - $150,000, it's not a dream;
• Mainstream coins like Ethereum and Solana? Doubling starts;
• U.S. stocks continue to reach new highs, with risk appetite fully restored.

The five-year tightening cycle has come to an end, and the liquidity has already overflowed.

The market never waits for anyone. Will you get on the train for this wave of opportunity?