Breaking news just came out—there's a historic shift happening within the Federal Reserve. Among the 12 FOMC voting members, 6 have explicitly expressed support for a 25 basis point rate cut in January. This is not just a numerical change; it signifies that the prolonged high-interest-rate environment may be ending sooner than expected, and the door to market liquidity is gradually opening.

Once this rate cut truly materializes, over $1.5 trillion in new liquidity will surge into global markets like a tsunami. To put this number into perspective—it’s equivalent to injecting cash into the economy exceeding Apple’s total market capitalization. In simple terms, it’s enough to buy the entire Tesla and still have enough left to buy half of Netflix. Such a massive release of funds is rare in history.

Interestingly, history provides ample reference data. In two out of the three complete rate-cutting cycles in the past, Bitcoin experienced spectacular gains exceeding 400% within 12 months afterward. This is no coincidence but a natural outcome of capital seeking high-yield assets—when traditional financial yields decline, the attractiveness of risk assets rises significantly.

Market reactions have already begun in anticipation. After the news broke, Bitcoin surged instantly, successfully breaking through multiple key resistance levels. Even more noteworthy is the performance of Bitcoin spot ETFs—single-day net inflows just hit a new record high. This indicates that institutions and smart money never wait for official news; they always position themselves early. The surge in liquidations of short positions across the network also confirms a shift in market sentiment.

But here’s a question worth pondering: will this flood of liquidity truly push asset prices higher without obstacles?

While rate cuts straightforwardly imply loose monetary conditions, they also often hint at underlying economic risks. Central banks don’t release liquidity without reason; it’s usually driven by concerns over economic growth or employment data. So the key question becomes: is this the true beginning of a super bull market for risk assets, or just the last wild celebration before “good news” runs out?

When the tide comes in, the first things to surface are often bubbles, not gold. Where will this astronomical $1.5 trillion flow? How much will actually enter the cryptocurrency market? How much will be absorbed by traditional finance and stocks? These remain open questions.

What’s your take on this situation? If you’re currently holding a lot of cash, would you choose to go all-in on cryptocurrencies or shift to more stable options like US stocks? In this flood of $1.5 trillion, what proportion do you expect will actually flow into Bitcoin and Ethereum? Share your thoughts and positions in the comments—perhaps the next big market move is brewing in discussions like these.