IF YOU’RE FEELING BEARISH ON CRYPTO, READ THIS 🚨
Let’s be honest — 2025 hasn’t been great for crypto.
Despite having a pro-crypto president, crypto ended up being one of the worst-performing asset classes this year.
But that doesn’t mean the game is over.
Right now, a lot of bears are saying the hype is dead.
No more ATHs.
Altcoins will bleed to zero.
And “serious money” will never come back.
Just like every cycle before… they’re wrong.
The crypto market only cares about one thing: liquidity.
Yes, 2025 was decent from a liquidity point of view, but the biggest factor was missing — the Fed was still tightening.
China was the only country doing aggressive QE, and let’s be real, crypto isn’t easily accessible there.
That changes in 2026.
The Fed is expected to move toward more easing.
They’re already buying around $40B per month in T-bills, and this is likely to increase.
On top of that, the Trump administration is planning a $1K–$2K tax rebate per family, which directly boosts household savings — and some of that money always finds its way into risk assets.
Even more important, the SEC Chair recently said that a crypto market bill is likely to pass Congress soon.
This could finally open the door for institutions — and that’s where real liquidity comes from.
We think crypto is big.
TradFi doesn’t.
Just 4 US companies have a higher market cap than the entire crypto market.
Money-market funds alone hold $7.5 trillion.
Even silver — just a metal — has a 30% larger market cap than all of crypto combined.
That tells you one thing:
Crypto is still a tiny bucket in an ocean of liquidity.
The upside is massive — but it won’t happen overnight.
Over the last two years, BTC and many alts did 8x–20x.
Gold and silver took almost 40 years to do that.
After moves like that, corrections are normal.
We might stay in this phase for another 6–8 months, with a few relief pumps along the way.
Then the market will likely bottom again — and as always, most people won’t have the courage to buy.
That’s how cycles work.
$BTC
#DYOR
Let’s be honest — 2025 hasn’t been great for crypto.
Despite having a pro-crypto president, crypto ended up being one of the worst-performing asset classes this year.
But that doesn’t mean the game is over.
Right now, a lot of bears are saying the hype is dead.
No more ATHs.
Altcoins will bleed to zero.
And “serious money” will never come back.
Just like every cycle before… they’re wrong.
The crypto market only cares about one thing: liquidity.
Yes, 2025 was decent from a liquidity point of view, but the biggest factor was missing — the Fed was still tightening.
China was the only country doing aggressive QE, and let’s be real, crypto isn’t easily accessible there.
That changes in 2026.
The Fed is expected to move toward more easing.
They’re already buying around $40B per month in T-bills, and this is likely to increase.
On top of that, the Trump administration is planning a $1K–$2K tax rebate per family, which directly boosts household savings — and some of that money always finds its way into risk assets.
Even more important, the SEC Chair recently said that a crypto market bill is likely to pass Congress soon.
This could finally open the door for institutions — and that’s where real liquidity comes from.
We think crypto is big.
TradFi doesn’t.
Just 4 US companies have a higher market cap than the entire crypto market.
Money-market funds alone hold $7.5 trillion.
Even silver — just a metal — has a 30% larger market cap than all of crypto combined.
That tells you one thing:
Crypto is still a tiny bucket in an ocean of liquidity.
The upside is massive — but it won’t happen overnight.
Over the last two years, BTC and many alts did 8x–20x.
Gold and silver took almost 40 years to do that.
After moves like that, corrections are normal.
We might stay in this phase for another 6–8 months, with a few relief pumps along the way.
Then the market will likely bottom again — and as always, most people won’t have the courage to buy.
That’s how cycles work.
$BTC
#DYOR
