#数字货币市场调整 Global liquidity is experiencing an unprecedented release: the United States has launched a $2 trillion stimulus plan, Japan has introduced a $1.1 trillion economic revival plan, and a major economy has also rolled out a large-scale stimulus measure worth $14 trillion. Meanwhile, the Fed has confirmed that it will stop tapering on December 1, with U.S. annual bond issuance approaching $1.9 trillion, and Canada has restarted QE. The global M2 money supply has surpassed a historical high of $137 trillion, and central banks around the world have cumulatively cut interest rates over 320 times in the past two years.

Where has the unprecedented influx of funds gone? In the past four years, gold has attracted 14 trillion, the US stock market has amassed 26 trillion, while the total market value of cryptocurrencies has barely moved. This divergence itself indicates a problem.

A turning point may be approaching. The significant upgrade of Ethereum in December will directly benefit the Layer 2 ecosystem, and the technological dividend is brewing. As trillion-level liquidity begins to seek new value lowlands, undervalued crypto assets may be at the starting point of repricing. $ETH $BNB $SOL These mainstream coins are worth paying attention to. The window period for asset reallocation often arrives faster than expected.