2025-12-09 22:42:10

Delphi Digital has released groundbreaking data: the Federal Reserve's reverse repo balance has plummeted from over $2 trillion to nearly zero. What does this mean? For the past two years, the central bank has been draining liquidity, putting the market in a "cash crunch" and severely suppressing crypto assets. But now, the faucet is about to be turned back on.

More importantly, marginal liquidity has turned positive for the first time this year. This is no small matter—capital is starting to flow into high-risk areas, and the wall in front of assets like BTC may not hold much longer. Looking back at history, every time liquidity is unleashed like this, it’s often followed by a major surge.

Of course, ordinary investors shouldn’t get too excited and go all in. The right approach is to enter in batches and keep a close eye on policy changes. Opportunities often sneak in while everyone else is still on the sidelines—at this point, it’s time to use your head.

BTC-1,48%

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Deconstructionist

· 2025-12-12 20:56

Reverse repurchase agreements plummet... Sounds good, but how many times have I heard this narrative before? Every time they say it will turn positive, but what’s the result? It still depends on what the Federal Reserve does next.

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fomo_fighter

· 2025-12-12 01:29

Reverse repos bottoming out and liquidity turning positive again sound quite enticing, but I'll still wait and see. Don't get carried away by the narrative.

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LazyDevMiner

· 2025-12-11 05:27

Reverse repo is crashing wildly, basically the Federal Reserve is about to loosen monetary policy, this wave is different from before.

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EternalMiner

· 2025-12-09 23:12

Reverse repos are plummeting? Liquidity is really about to shift this time. I've been waiting for this moment for so long. This wave is coming, but don’t be stupid and go all in. The smart way is to enter in batches. That’s how history plays out: once liquidity eases, BTC skyrockets. Now it’s all about who can hold on.

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SleepyValidator

· 2025-12-09 23:12

Has the reverse repo hit the bottom this quickly? It's a bit sudden, feels like the story was told too perfectly.

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YieldHunter

· 2025-12-09 23:10

tbh the repo floor chart's been moving but let me see the actual risk-adjusted correlations before i get hyped... degens gonna all-in anyway lol

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CryptoMotivator

· 2025-12-09 23:03

Reverse repo plummets, liquidity turns positive, sounds great... but I still have to throw some cold water on this—don’t get blinded by the data. Wait a minute, every time they say it’s going to rise, but what happened? Last time they said the same thing and I still got hit hard. Buying in batches? Easier said than done. When the time comes, you just can’t pull the trigger—that’s human nature. The data looks good, sure, but who can predict policy? I’d rather go slow than catch a falling knife again. Liquidity release is definitely positive, but whether BTC can break through that wall is still uncertain—it depends on how the big players move. I’ve heard about marginal turning positive so many times, every time they say it’s going to go up... forget it, I’ll just wait for a dip to buy the bottom.

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ParanoiaKing

· 2025-12-09 22:59

I think the reverse repo plunge is a bit exaggerated. Is history really that easy to repeat?

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