Fed's Williams just gave us the playbook: one more hike in 2025, then they're DONE through 2027.
This is your liquidity timeline. Risk assets (including crypto) typically front-run rate cut expectations by 6-12 months. If the Fed actually pauses after one more hike, we could see:
• Peak hawkishness = peak fear = potential bottom signal
• 2026-2027 = extended no-hike period = liquidity expansion phase
• Macro headwinds clearing for $BTC and alts
Don't fade the macro. The Fed telling you exactly when they'll stop tightening is alpha. Position accordingly.
This is your liquidity timeline. Risk assets (including crypto) typically front-run rate cut expectations by 6-12 months. If the Fed actually pauses after one more hike, we could see:
• Peak hawkishness = peak fear = potential bottom signal
• 2026-2027 = extended no-hike period = liquidity expansion phase
• Macro headwinds clearing for $BTC and alts
Don't fade the macro. The Fed telling you exactly when they'll stop tightening is alpha. Position accordingly.