The Federal Reserve's December meeting sent an interesting signal — on the surface, it was a unanimous vote to cut interest rates, appearing very united. However, when it comes to future policy paths, officials immediately split into two camps with differing opinions. But these superficial disagreements mask a core fact: most officials recognize there is room for further rate cuts. In other words, the easing cycle has already begun, and by 2026, liquidity will only become more abundant.

What’s even more noteworthy is another recent development. The U.S. Office of the Comptroller of the Currency just approved nationwide banks to serve as legitimate intermediaries for cryptocurrencies, effectively opening a direct channel for traditional capital to access the crypto market. The previous barriers are being broken down one after another.

Putting these together, what does it mean? The Fed's policy swings have created uncertainty for traditional assets, and this very uncertainty is the environment that cryptocurrencies thrive in. When abundant liquidity meets a new compliant banking channel, Bitcoin — as an asset with a fixed supply and unaffected by central bank decisions — will gain unprecedented recognition as "digital gold." Ecosystem assets like Ethereum will also benefit from this reallocation trend.

Institutions and smart money have already sensed this shift; the door to liquidity rebalancing is opening. The opportunity in this cycle depends on whether you are already prepared.