2026-01-01 15:25:34

This judgment is not made out of thin air; the current macro environment indeed provides strong support. The Federal Reserve has paused interest rate hikes, rates are beginning to decline, quantitative tightening is nearing its end, and quantitative easing is set to start in early 2026—these signals are like the fuse igniting the bull market, coinciding perfectly with the global liquidity expansion cycle.

Looking at the data makes it clear. Inflation has dropped to 2.54%, and with disinflation and the slowdown of M2 growth, the Fed has ample room to "print money." Historically, the waves of growth in the crypto market in 2013, 2017, and 2021 all coincided with such liquidity windows. The current situation closely resembles those times.

Even more interesting is the accelerating de-dollarization trend. BRICS expansion, reserve currency transfers, and waning trust in fiat currencies have led a large amount of capital to flow into "neutral assets" like Bitcoin and Ethereum as safe havens.

On the industry level, there is also good news. Bitcoin has attracted significant institutional attention—BlackRock and Fidelity ETFs are raising funds, JPMorgan is accepting BTC and ETH as collateral, and Bitcoin's hash rate is hitting new highs. Ethereum is also doing well; after the Dencun upgrade, layer 2 solutions' fees have dropped significantly, and total value locked has doubled.

From a cyclical perspective, the 2024 Bitcoin halving marks the beginning of expansion, and by the end of 2025 to 2026, it will be the golden window for explosive growth. This rhythm aligns closely with past trends.

Some analysts boldly predict that by 2026, Bitcoin could reach $1 million, and Ethereum could break $100,000. Even if these heights are not reached, Bitcoin at $120,000 to $150,000, Ethereum entering the five-figure range, and other practical cryptocurrencies achieving 10 to 100 times growth are all worth looking forward to.

If the pattern of "Federal Reserve adjusting direction → quantitative easing → liquidity flooding → Bitcoin leading → Ethereum following → altcoins erupting → market frenzy → subsequent correction" plays out again, 2026 could very well be just the beginning of a new phase.

Want a piece of this feast? Now might be a good time.

BTC1.19%

ETH0.91%

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LightningSentry

· 9h ago

Oh no, it's that same "history repeating itself" argument again, but... the data does have some convincing points. Hearing about 1 million Bitcoin sounds great, but I just don't know who can hold until that moment. The institutional involvement is real—Blackstone and Fidelity are raising funds, JPMorgan is accepting collateral, these details are not deceptive. Timing the liquidity window accurately has been validated in 2013, 2017, and 2021. The current situation indeed resembles those times. The de-dollarization acceleration is a major trend. Countries are all looking for safe-haven assets, and Bitcoin as a hard currency is a bit stretched. Ethereum layer 2 fees are decreasing, and TVL has doubled—this is real progress in application development. Five-figure ETH? I believe in that, but 1 million BTC... it depends on whether the Federal Reserve really loosens monetary policy. Altcoins can increase 10 to 100 times, but it all depends on choosing the right projects. Most people still end up losing.

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TooScaredToSell

· 9h ago

Damn, another prediction of 1 million BTC. Every time they say this and then get proven wrong, but this time the liquidity window really looks different.

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GasFeeNightmare

· 9h ago

After staying up late, I hear the same argument again: "Liquidity easing must lead to a bull market"... It sounds reasonable, but why does this pattern always seem to work? Wait, I need to do some calculations—Did the gas really drop that much after Dencun, or did I just happen to catch the low point that day...

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HypotheticalLiquidator

· 9h ago

Liquidity windows sound great, but have you calculated the lending rate? Do you have a clear idea of how much your leveraged positions have accumulated to now?

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