#数字资产动态追踪 $CVX $BONK $PEPE

The global liquidity landscape will change in 2026: Master two key signals to seize the allocation window

Entering 2026, the divergence among global central banks is becoming more pronounced. Japan is initiating rate hikes to tighten, Europe’s policies are wavering, while the US and domestic markets maintain a relatively loose liquidity environment—this "tightening on one side and loosening on the other" divergence pattern actually presents an important opportunity for ordinary investors to position themselves.

The key is to watch two signals:

**Signal One: The Federal Reserve’s January policy meeting results**
If the Federal Reserve confirms the continuation of the rate cut cycle, there will be a significant change in global capital flows. Once the easing expectations are established, international capital will gradually adjust its allocations, flowing back into high-yield markets, and the external environment will generally improve. This provides clear support for crypto asset valuations.

**Signal Two: The offshore RMB exchange rate breaks 7.0**
Once this critical level is breached, the demand for foreign exchange settlement will increase significantly, and a large amount of capital will flood into the domestic capital markets seeking allocation space, becoming an important water reservoir for funds. This will directly boost liquidity in risk assets.

In terms of allocation, focus on two directions simultaneously: industry-leading projects (with clear profit logic and strong long-term growth certainty) and high-yield assets (with anti-drawdown properties and stable output amid volatility). In the crypto ecosystem, liquidity is accelerating to projects with strong community consensus and deep vertical track focus—these projects tend to have greater long-term resilience.

The overall market in 2026 is unlikely to be a full bull market; instead, it will present structural opportunities. Choosing high-quality projects and communities is the true key to success.