Could be totally off here (wouldn't be the first time), but if we're heading into tighter money—Fed tapping the brakes, liquidity drying up—$BTC dominance probably keeps climbing.
When macro gets restrictive, capital flows defensive. Risk-off doesn't mean out of crypto entirely; it means out of the long tail and into the king. Alts bleed, $BTC holds or outperforms. That's the cycle playbook when liquidity contracts.
Dominance rising isn't bullish for everything. It's bullish for $BTC, bearish for most else. If policy keeps tightening, expect the rotation to continue—money consolidates at the top of the food chain.
Chart structure and cycle timing both point the same way right now. Dominance likely grinds higher until something shifts on the liquidity side.
When macro gets restrictive, capital flows defensive. Risk-off doesn't mean out of crypto entirely; it means out of the long tail and into the king. Alts bleed, $BTC holds or outperforms. That's the cycle playbook when liquidity contracts.
Dominance rising isn't bullish for everything. It's bullish for $BTC, bearish for most else. If policy keeps tightening, expect the rotation to continue—money consolidates at the top of the food chain.
Chart structure and cycle timing both point the same way right now. Dominance likely grinds higher until something shifts on the liquidity side.