🚨 PAY ATTENTION: 2026 COULD BE THE REAL INFLECTION POINT
Everyone is focused on whether rate cuts arrive in 2026.
The more important question is how deep and how fast they come.
If inflation stabilizes near the 2% target while growth avoids a hard landing, the Federal Reserve could shift from a restrictive, inflation-fighting stance to a growth-supportive policy regime. That transition is what risk markets are watching — not a single cut, but the start of a broader easing cycle.
Why this matters for crypto and high-beta assets: • Lower rates reduce the cost of capital
• Liquidity conditions begin to loosen
• Risk appetite historically rotates back into growth, innovation, and alts
Key signals to monitor closely: • Cooling labor market data
• Slower wage growth
• Consumer spending showing restraint
2025 still looks cautious and highly data-dependent.
But 2026 is shaping up as a potential multi-cut cycle, not a symbolic adjustment.
Some traders are already framing it as a possible “liquidity year” — where capital flows back into assets that benefit most from easier financial conditions.
This is not a timing call.
It’s a framework shift to watch carefully.
Stay sharp. Expectations move markets long before policy does.
