Anyone with a bit of market sense can smell the recent shift in the crypto market—today, let’s break it down in detail to make sure you know exactly what’s going on.

First, a key point: the Fed is almost certain to make a move this month, and a 25 basis point rate cut is basically a done deal. What does this mean? Simply put, money is about to get "cheaper," market liquidity is about to open up, and the funds that have been sitting idle in bank accounts will likely start looking for new opportunities. The crypto market, with its high volatility and flexibility, is naturally a hunting ground for hot money. Historically, these moments have never disappointed.

And there’s an even bigger move coming—balance sheet reduction is about to pause! Over the past few years, the Fed has been "draining" liquidity, making the market tighter and tighter. Now, suddenly, they’re stopping, and might even start injecting liquidity again. Check the historical data: every time balance sheet reduction stops, crypto asset prices basically go off the leash and are hard to hold down. This pattern is practically written in history.

Another piece of good news: current employment data hasn’t collapsed, the economic fundamentals are still holding up, and inflation—while ticking up—is mainly due to tariffs, not broad-based loss of control. What does this mean? It means the chance of a sudden policy reversal is low, so we don’t have to worry about an abrupt halt and can be a bit more confident in our positioning.

For crypto investors, it comes down to three words: seize the opportunity. When liquidity eases, it’s not just traditional financial markets that benefit; highly flexible sectors like crypto become even more attractive for capital. Bitcoin, the big player, needs no introduction, and some promising altcoins could also take off. With rate cut expectations on the table, those on the sidelines might finally decide to jump in—when buying picks up, prices naturally rise.

But here’s a dose of reality: Powell and his team have made it clear that policy changes will be data-driven, not set in stone. In the short term, there could still be volatility as some people rush in and others stampede out, so price swings are normal. But look at the bigger picture—the upward trend is already clear, and there’s potential on both the primary and secondary markets.

One last heartfelt point: making money in the crypto market has never been about how frequently you trade, but whether you can keep your cool and hold on to your chips. This policy window has clearly opened, and the opportunity is right in front of you—if it’s time to accumulate, do it now; if it’s time to increase your position, don’t hesitate. Let’s wait together for this round to explode!