$BTC at $68k, $ETH at $2100, $SOL at $83 — Fed rate cut just bought the market breathing room.
If these are the new baseline levels heading into 2026, we're setting up for a monster run. Higher starting point + easier money = compounding leverage across risk assets.
Question is whether this is a dead cat or actual repricing. Watch liquidity flows and credit spreads. If institutional money rotates back in over the next 6-9 months, 2026 could be the biggest cycle we've seen.
But don't confuse a rate cut with fundamentals improving. Fed's just delaying pain, not eliminating it.
If these are the new baseline levels heading into 2026, we're setting up for a monster run. Higher starting point + easier money = compounding leverage across risk assets.
Question is whether this is a dead cat or actual repricing. Watch liquidity flows and credit spreads. If institutional money rotates back in over the next 6-9 months, 2026 could be the biggest cycle we've seen.
But don't confuse a rate cut with fundamentals improving. Fed's just delaying pain, not eliminating it.