VERY IMPORTANT READING
Why do we remain bullish and believe that the bear market has not yet arrived?
For a very simple reason:
#liquidez .
The real fuel of the market.
We can have all kinds of news and events that move the market in the short term…
but in the end, if liquidity increases, the markets will too.
On the contrary, when liquidity contracts, the
#bearmarket begins.
The current
#bullmarket , as the chart shows, has been driven by an increase in liquidity (as could not be otherwise).
However, when compared to 2021, capital inflow remains minimal.
It would not be realistic to expect something similar, because what happened in 2021 was a totally atypical episode, driven by unprecedented stimulus.
Even so, even in comparison to 2017, current liquidity is still much lower.
Now we are entering a phase of interest rate cuts, and in Q1/Q2 of 2026, Trump will take control of the FED.
Powell (so far the main obstacle to expansionary policies) will leave his position. And we will likely have more liquidity catalysts ahead.
So, if liquidity continues to increase at least like in 2017, a bull market is still ahead.
And if inflation does not stop it… we could still have a lot of fuel ahead.
#FedPaymentsInnovation #CryptoIn401k $BTC $BNB $XRP