The world has entered a new cycle of rate cuts and balance sheet expansion. The expected rate cut in the US this year is at least 150 basis points, which determines that other major economies can only follow suit with expansionary policies—this has become an inevitable policy choice.

Against this backdrop, the pressure for fiat currency devaluation is clearly present. The疯狂的金融市场周期 will continue to unfold, and at least until the mid-term elections, a significant stock market correction is unlikely.

So, what is truly worth paying attention to? Traditional safe-haven assets and commodities (precious metals, industrial metals, etc.) will be directly driven by liquidity expansion. But what is even more worth pondering is: under the global liquidity flood, the return of liquidity to the crypto market is an irreversible trend.

The improvement in the funding environment for Bitcoin and the entire crypto space is already foreseeable. What needs to be done now is to be prepared—full position and wait for this wave of liquidity to arrive. Opportunities are always reserved for those who are prepared.