The latest Federal Reserve meeting minutes reveal a key signal—most officials support a rate cut in December. This is no small matter. Once the rate cut begins, monetary policy could truly shift towards easing by early 2026.

Historically, such policy shifts are often accompanied by improved dollar liquidity. Simply put, more money will be available in the market, and investors will have relatively more USD at their disposal. In this scenario, who benefits the most? Alternative assets like Bitcoin and Ethereum usually lead the way. Investors will no longer cling to low-yield traditional assets and will start seeking higher returns—this could be the springtime for the crypto market.

But there is a prerequisite: policy paths are still uncertain. The Fed’s stance may change, and economic data could reverse. So, what is the correct attitude at this stage? Keep an eye on the Fed’s subsequent actions, monitor monthly economic data, and don’t be scared by short-term fluctuations.

In the long run, if liquidity continues to tilt towards easing, the probability of cryptocurrencies as an independent asset class receiving a new wave of capital inflows is quite high. This might be the window for early strategic positioning.