What ultimately determines how far a bull market can go may not be rate cuts, but liquidity being repriced.
As U.S. Treasuries continue to absorb market capital and government borrowing costs remain high, the financial system needs to find a new balance. Rate cuts, fiscal spending, and liquidity management may seem like different policy tools, but they could ultimately point in the same direction: easing funding pressures.
For crypto markets, the key is not any single interest rate decision, but when capital actually starts flowing back into risk assets.
Interest rates determine the cost of capital; liquidity determines the potential of a bull market.
What I care more about is not how much the market has risen today, but where the next wave of fresh capital will come from. The strongest rallies often happen when most people are still skeptical.
$BTC
$ETH
$BNB
As U.S. Treasuries continue to absorb market capital and government borrowing costs remain high, the financial system needs to find a new balance. Rate cuts, fiscal spending, and liquidity management may seem like different policy tools, but they could ultimately point in the same direction: easing funding pressures.
For crypto markets, the key is not any single interest rate decision, but when capital actually starts flowing back into risk assets.
Interest rates determine the cost of capital; liquidity determines the potential of a bull market.
What I care more about is not how much the market has risen today, but where the next wave of fresh capital will come from. The strongest rallies often happen when most people are still skeptical.
$BTC
$ETH
$BNB