Saw some news in the middle of the night and I'm a bit stunned—the head of the White House Economic Council directly said that the Fed might have to cut interest rates.

This is unusual. In the past, these officials would always talk about monetary policy in a roundabout way, but this time they're laying their cards on the table—clearly, they're getting anxious.

Why the rush? Two numbers tell the story:
US national debt has already surpassed $30 trillion, and just paying the interest each year costs $1.2 trillion. Where does that money come from? Printing, of course. On the other hand, last week bank reserves dropped by $3.83 billion in one shot, and the market is clearly feeling the liquidity crunch.

One side is desperate to borrow, the other is starving for cash. Rate cuts? Seems like there aren’t many other options left.

What if they really do cut?

Liquidity is coming. The founder of MicroStrategy recently claimed that Bitcoin’s market cap could hit $200 trillion in 20 years—his reasoning is that it can hedge against fiat devaluation. Sounds exaggerated, but the logic is easy to understand: the more money gets printed, the more valuable hard assets become.

The IMF also issued an urgent warning lately, saying stablecoins threaten central bank authority. Think about it—why are they so nervous? Because the foundation of the old order is starting to crack.

Coincidentally, there was another move last night: 77.86 million ASTER tokens were burned, permanently destroyed. This kind of deflationary play isn’t rare in the meme coin space, but the timing is interesting—liquidity is about to be injected from outside, while supply gets reduced internally. This liquidity-driven rally feels like it’s around the corner.

But don’t get too excited yet.

BlackRock is predicting rate cuts on one hand, while pouring cold water on the idea with the other: if inflation returns next year, the market could collapse. So this round is more like a “lifeline shot,” not the starting gun for a bull market.

Smart money has already been increasing their holdings of long-term US treasuries. Their logic is clear: ride the short-term wave, but never go all-in, always be ready to pull out.

For us?
There are definitely opportunities—when liquidity comes, something always floats to the top. But don’t forget the undercurrents below—recurring inflation, economic recession, these landmines could blow up at any time.

So, enjoy the show, but bet cautiously.