The White House has recently sent out a major signal—a leading contender for the next Federal Reserve chair made a public statement yesterday, bluntly saying that the U.S. economy will enter a golden cycle in 2026. This individual, seen as a key strategist, has always had a strong influence on policy direction.

The market has already picked up on the shift. If expectations for monetary easing are truly realized, improved liquidity would be a long-term positive for risk assets. As a representative of alternative assets, Bitcoin has historically experienced independent rallies during easing cycles. Of course, there are still uncertainties before policies are implemented, but such remarks at least give the bulls some room for imagination.

Short-term volatility is inevitable, but it might be time to reassess the logic for medium- and long-term allocations.