2025-12-26 07:01:00

#美联储回购协议计划 $H 刚启动，速度很快。$ZBT 这波空单没抓住，反应有点慢。但机会总在轮动，继续扫描下一个目标——现在市场上还有哪些值得布局的方向？早期介入往往能抢占先发优势。

加密市场观察里，$PIPPIN 也值得关注。背景是什么？美联储的回购协议计划正在影响流动性预期，这会直接冲击整个风险资产定价。政策面的变化往往先于市场定价，留意那些对政策敏感度高的币种，可能会有机会。

ZBT-21,62%

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MEV_Whisperer

· 16h ago

The Fed's move was indeed quick, but I also didn't react to $ZBT, which is a bit awkward haha. $PIPPIN is a good idea; liquidity expectations are indeed easy to overlook, early birds really catch the worm. --- $H is up, but it feels like the move isn't over yet? Let's see if there are other opportunities to jump in. --- Policy-driven first, market reacts slowly; this logic is sound. The problem is how to precisely identify that sensitive coin—can't just go all in on everything. --- It's a bit unfortunate that I didn't catch this wave of $ZBT, but there are plenty of opportunities, so don't get stuck. $PIPPIN is worth a deeper dive. --- The Fed's repurchase operations are starting, and liquidity will really change, but is it still not too late to follow? I'm a bit worried about getting caught holding the bag. --- Rotation is fast, and a slow reaction will really cost you. I agree with the logic of $PIPPIN, but you need to lay in wait in advance. Is it a bit late to enter now?

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CafeMinor

· 16h ago

The Fed's pace this time is ridiculously fast, and $ZBT indeed didn't react in time. But to be honest, sometimes a slow response can help avoid pitfalls. Now, it depends on whether $PIPPIN can take over, as liquidity is definitely worth keeping a close eye on.

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TheMemefather

· 16h ago

The Fed's recent actions have indeed boosted liquidity, but ZBT's reaction speed is really average. But on the other hand, the policy pace can indeed help anticipate opportunities in advance. Someone is probably already positioning themselves, right?

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ProofOfNothing

· 16h ago

The Fed's recent actions are indeed quick, but missing out on $ZBT is a bit regrettable... However, I think the real opportunity often lies in the second wave rebound, it depends on who can bottom fish. Policy-sensitive coins are definitely worth watching, but the current position feels a bit shaky... What do you guys think about the trend of $PIPPIN? $H has risen so quickly, I'm a bit suspicious that a correction might be coming... Brothers who entered early should be cautious. The rotation never stops; after scanning around, everything seems similar. This kind of market is actually more dangerous. Once the Fed's repurchase operation starts, the whole market becomes restless. Liquidity expectations tend to be realized only after the fact... There are definitely opportunities, it just depends on who reacts quickly. But I've already been beaten up by $ZBT once, so I need to be more cautious this time. The logic that policy-driven pricing leads the market isn't wrong, but the key is how to choose the targets... It feels like everyone is betting on the Fed's moves right now. I need to do more research on the background of $PIPPIN; I don't want to shoot blindly again.

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