The Federal Reserve's interest rate cut timetable has become the hottest topic in the market recently. According to the latest forecast from Barclays, the first 25 basis point cut will occur in March 2026, with another one in June. The overall pace appears to be steady and deliberate.

Why wait until 2026 to cut? Frankly, the decline in inflation has never been a one-step process. The Fed needs to ensure a soft landing for the economy, which requires gradual adjustments. It is this patience that is actually paving the way for the next round of market rallies—history shows that whenever a rate cut cycle truly begins, the liquidity released always flows first into high-risk assets.

Currently, the market seems calm on the surface, but smart money is already in motion behind the scenes. The crypto market has always been a leading responder, especially sensitive to liquidity changes. The liquidity story from 2025 to 2026 might already be unfolding this year. Most people are still pondering "Will there be a cut this year," but the real opportunities have long been reserved for those thinking "What to buy after the rate cut."

From a larger time scale, 2026 marks the critical moment when the fifth Kondratiev wave cycle ends and the sixth recovery officially begins. Coupled with the industry upgrade dividends within the Juglar cycle, the logic of a bull market becomes increasingly clear. Ethereum's ecosystem resilience appears particularly attractive within this framework—it aligns perfectly with technological evolution trends. Assets like this often experience explosive growth in a loose liquidity environment.

The key is to plan ahead. Follow macro signals to allocate assets, and position yourself before the cycle responds. This is the secret to navigating market volatility.