The Federal Reserve's latest actions have sounded the horn for 2026. On one side is real liquidity injection, and on the other is the comprehensive paving of rate cut expectations. This combination ultimately points in one direction—risk assets are about to enter a revaluation cycle.

First, let's look at the money issue. The Federal Reserve has initiated a bond purchase program, injecting approximately $40 billion into the financial system each month, totaling over $220 billion annually. This is not a distant promise but a tangible, ongoing action. Signs of liquidity tightening have indeed appeared in the system, and the Fed is directly addressing the issue.

Next, on the policy front. The latest meeting minutes show that Fed officials have reached a consensus—the path to rate cuts has been paved, awaiting the final confirmation of inflation data. In simple terms, the focus has shifted from fighting inflation to preventing tightening, and the entire policy stance has been thoroughly realigned.

Combining these two factors, for core assets like Bitcoin and Ethereum, the macro environment has never been more favorable. The last train of cheap money is indeed leaving the station, and the window for market re-pricing is now clearly in sight. This liquidity wave is real, supported by economic growth expectations behind it.

Historic opportunities don't come every day, but right now, all the signals are green.