Look at how these pieces are falling into place. December 1st marks the end of quantitative tightening. That's when liquidity actually starts flowing back into markets, and historically? Risk assets don't wait around—they move fast when the tide turns.

Now here's where it gets interesting. Just 48 hours after that liquidity shift, Ethereum rolls out what might be its most significant scalability breakthrough in years. We're talking about infrastructure improvements that could reshape transaction costs and network capacity.

You rarely see this kind of alignment. Macro conditions improving while a major technical catalyst hits at the same time? That convergence doesn't happen often. When monetary policy loosens up and a top-tier network simultaneously solves core bottlenecks, the setup becomes hard to ignore.

The question isn't whether these factors matter individually—they obviously do. It's about what happens when they hit together.