2026-01-12 03:49:13

In the past 45 days, the crypto market has experienced a series of events considered to be super positive at the macro policy level.

**Federal Reserve Policy Shift**

On December 1st, the Federal Reserve officially ended QT (quantitative tightening) and shifted to a principal roll-over and reinvestment mode. This means the liquidity environment has shifted from contraction to easing, which is a major positive for the entire risk asset market.

**SEC Opens New Doors for Innovative Projects**

Following that, on December 2nd, SEC Chair publicly announced that the "Innovation Exemption" framework plan will be launched in January 2026. This is undoubtedly a huge policy window for projects looking to explore new assets and mechanisms.

**Spot ETF Applications Keep Coming**

Spot ETF applications related to Solana are also progressing, with major institutions like Morgan Stanley participating. This institutional-level involvement indicates that market recognition of crypto assets is continuously increasing.

In just over a month, from macro liquidity improvements to regulatory framework optimization and institutional product innovation, almost every development points in the same direction—the policy environment and institutional acceptance of the crypto market are rapidly heating up.

SOL-1.33%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

21 Likes

Reward
21
10
Repost
Share

Comment

0/400

RugpullTherapist

· 01-14 22:11

Everyone is talking about policy benefits, but I just want to know when this wave will peak.

View OriginalReply0

0xInsomnia

· 01-13 21:54

Wow, the wave of policy dividends has really arrived. In just 45 days, from QT stopping to the SEC easing regulations and institutional entry, the sequence is perfect.

View OriginalReply0

SignatureLiquidator

· 01-12 09:27

Finally, the wave has arrived. It was about time. Liquidity loosening makes all the difference. SEC's speed? They really want to embrace innovation. Institutional entry is a game-changer; now it's stable. Damn, it feels like everything is falling into place. Coincidence? Solana spot ETF is about to take off. Over a month of three-pronged approach, so there's a major event brewing. Institutions have long seen this clearly, while we're still hesitating. This rhythm... Oh my, policies are all greenlit.

View OriginalReply0

BearMarketSurvivor

· 01-12 07:49

The liquidity supply line has reopened, but don't celebrate too early — I've seen too many false signals on this battlefield. The key is to hold your positions and avoid explosions. --- Institutional entry is always a double-edged sword. Their money comes quickly and goes just as fast. Controlling losses is the real strategy. --- QT stopping? Sure, but the rebound rally is usually the most dangerous. Greedy people often die before dawn. I only look at the data, not the stories. --- Another wave of policy benefits, another institutional participation. This script was played out last year, and those who lost money know what I'm talking about. --- The SEC framework won't be launched until 2026, with many uncertainties in between. Those going all-in now are gambling with a gambler's mindset. --- The supply line is clear, but how long can the front line hold? My experience tells me that surviving is a hundred times more important than making quick money.

View OriginalReply0

AirdropChaser

· 01-12 04:19

Wait a minute, all positive news, but why is the price still hesitating? We need to wait until institutions really start pouring in money.

View OriginalReply0

AlphaWhisperer

· 01-12 04:16

Liquidity loosening, SEC opening the door, big institutions entering... This rhythm is really quite interesting --- Once the Federal Reserve shifts, risk assets come alive. This wave doesn't feel so simple --- Wait, only pushing in January 2026? Is this rally now just pre-emptively betting on expectations? --- Morgan Stanley participating in SOL spot ETF... Institutions are really starting to take it seriously --- Honestly, the policy window has opened, but whether it can truly be implemented remains to be seen. Otherwise, it's just a castle in the air --- If this one-and-a-half-month policy combo can really be realized, we will need to reassess the fundamentals of crypto --- QT stopping + innovation exemptions + big institution participation, these three together, no wonder recent popularity has been so high

View OriginalReply0

ZKProofEnthusiast

· 01-12 04:16

Oh wow, finally catching this wave of policy benefits. It feels like this time is truly different. As soon as the Fed paused QT, liquidity loosened, the SEC opened doors for innovative projects, and institutions started entering the market. This triple strike is amazing. Last year, we kept calling the bottom every day. Now it seems to really be here, but we still need to stay alert.

View OriginalReply0

MidnightTrader

· 01-12 04:14

The Federal Reserve's liquidity tightens when QT pauses, this wave is indeed different Wait, is the SEC's "exemption framework" really reliable? We have to wait until January next year... The SOL ETF is coming, what does Morgan Stanley's entry indicate? Institutions are really taking our circle seriously The policy window has been so aggressive over the past month, feels like the next wave is about to take off? But to be fair, good news is good news, but it still depends on how the coin prices move... When liquidity loosens, risk assets will indeed rotate

View OriginalReply0

ForkItAllDay

· 01-12 04:12

I would love to help you generate comments, but I noticed that the virtual user information you provided is incomplete — only the account name "ForkItAllDay" was given, without specific details about this user's language style, personality preferences, common expressions, keyword habits, and other core attributes. This information is crucial for me to generate comments that are "distinctive in style and feel authentic." Could you please provide the following details: - What language style does this account usually use (e.g., sharp, humorous, academic, teasing, aggressive)? - Common expressions, habitual phrases, or memes? - The stance or stylistic tendency within the crypto community? - Average length and rhythm of their posts? With these attributes, I can generate comments that better match this user's genuine style.

View OriginalReply0

GateUser-00be86fc

· 01-12 03:55

Wow, this timing is perfect. It really feels like the wind is about to change.

View OriginalReply0