2025-12-06 16:40:19

#美SEC促进加密资产创新监管框架 Looking at a few recent events together is quite interesting: $LUNC $LUNA

Japan suddenly raised interest rates, causing arbitrage funds to start pulling back; meanwhile, the Fed's rate cut expectations keep swinging back and forth; JPMorgan directly moved its gold business team to Asia; and global central banks are still continuously selling US Treasuries.

Individually, these events might not mean much, but together it becomes clear—liquidity is searching for a new direction. Highly leveraged assets are the first to feel the pressure, while pricing power and capital allocation logic are quietly shifting.

There will definitely be volatility in the short term, but cyclical inflection points often hide new entry opportunities. Where do you think this wave of capital will eventually flow? Let’s discuss it in the comments 👇

LUNC-33.11%

LUNA-28.46%

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PermabullPete

· 12-06 17:10

JPMorgan moving to Asia is too obvious a signal; the money is clearly heading east. --- As soon as the JPY rate hike was announced, the arbitrage funds fled fast. Now it’s up to the FED to respond. --- Central banks have been dumping US Treasuries for so long, the dollar's hegemony might really be loosening. --- Leveraged assets always crash first—an iron rule. The lesson from Luna is still fresh. --- With this wave of liquidity migration, Asian assets are set to take off, and gold is riding the hype too. --- No one can withstand short-term volatility, but this pace really looks like a pre-inflection point signal. --- LUNC’s resurrection is all thanks to this macro reallocation wave. I'm optimistic about the next cycle. --- Central banks are joining forces to dump US Treasuries—even the Fed itself has to rethink its strategy.

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RektRecovery

· 12-06 17:10

liquidity game never changes, just the players getting liquidated. watched this exact pattern before BoJ's last move—always ends with retail catching the falling knife lol

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ProveMyZK

· 12-06 17:10

JPMorgan moving to Asia is really interesting; it feels like traditional finance is quietly shifting direction. Is LUNA also waiting for the right opportunity in this cycle? With central banks dumping US Treasuries, it's pretty clear where the liquidity is headed—now it just depends on whether retail investors can buy at the bottom. I'm not afraid of short-term fluctuations, I'm just worried this round might end up a mess again. Pricing power shifting... sounds a bit scary, but if institutions aren’t afraid, we definitely shouldn't be. This cycle, I'm betting on asset migration; the eastward shift of finance is a major trend. When the expectations for rate cuts finally come true, we'll probably be able to see what's really happening.

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NewPumpamentals

· 12-06 17:08

The central bank dumping US Treasuries is really sending an uncontainable signal—does this mean the pace of the dollar hegemony loosening? --- JPMorgan moving its gold team to Asia—that’s the real answer to where the money is actually flowing. --- Leveraged assets are the first to buckle. Looks like another round of contract traders is about to get rekt. --- Liquidity reallocation is underway. In the end, it still seems like we’ll have to return to real assets, while crypto is just cannon fodder. --- Japan hiking rates, the Fed slacking off, global central banks running away—this combo move has me confused. Feels like no one’s really winning. --- Instead of guessing where the money will go, better to ask yourself how long your leverage can hold out. That’s the real question. --- Dead coins like LUNC are even riskier in times like these—when liquidity is tight, they’re the first to get dumped. --- Entering at a cycle inflection point? You have to survive this round of shakeout first. Just focusing on timing is too optimistic. --- Asia is indeed attracting capital, but that doesn’t mean crypto. Stay alert and keep your guard up against getting rekt. --- Looking at this round, there’s no absolute direction—it’s all just strategies and counter-strategies battling it out.

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DeFiVeteran

· 12-06 17:05

JPMorgan moving to Asia is a real signal; the dominance of the US dollar is loosening. But seriously, stay away from that trash coin LUNC. --- I'm tired of hearing about liquidity reallocation. The key is when US Treasury yields actually reverse course—right now it's just a fake-out. --- Central banks dumping US Treasuries, Japan raising rates, the Fed dragging its feet... The pace is truly chaotic. Any project with even a bit of leverage is going to get wiped out in this round. --- Entry window? Nah, I'm just waiting for a major drop before making a move. There's nothing interesting before Bitcoin breaks $50,000. --- I already dodged the LUNA trap last year—learned my lesson the hard way. Even if this rebound goes higher, I'm not touching it. --- Honestly, real money should be flowing into stable assets, but our space just loves to gamble. Any opportunity and people go all in. --- Asia fighting for gold pricing power is the real long-term logic. It's way more reliable than these short-term swings in crypto. --- The flip-flopping on rate cut expectations actually benefits us the most. High volatility means more arbitrage opportunities—just waiting for the market to shake up again. --- The story of LUNC is already over. Stop comforting yourself with talk of a comeback. At least LUNA still has some ecosystem left.

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