Bitcoin might see fresh highs next year if dollar liquidity starts flowing back in. The catalyst? Fed balance sheet expansion, mortgage rate cuts, increased bank lending, and defense spending could all pump liquidity into the system. This year was brutal though—BTC dropped roughly 14% while gold surged 44%, a pretty stark divergence mainly due to tightened liquidity conditions in 2025. The contrast shows how sensitive Bitcoin is to broader money supply dynamics. If the liquidity picture shifts in 2026, we could see BTC rewarded for its patience.

BTC-0.11%

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FreeRider

· 01-18 07:53

Wait, gold has risen 44% while Bitcoin has fallen 14%? That's a huge gap, is liquidity really that crucial... If the Federal Reserve really loosens policy in 2026, can BTC turn around?

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GmGnSleeper

· 01-16 15:16

Liquidity returning is the real lifeline for BTC; now we're just waiting for the Fed to loosen monetary policy.

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failed_dev_successful_ape

· 01-16 14:55

Liquidity returning will it take off? Come on, let's see if the Fed really dares to loosen monetary policy.

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TxFailed

· 01-15 13:55

so we're supposed to believe btc just... waits patiently for the fed to print money again? nah. learned this the hard way—liquidity cycles don't care about your hodl thesis. 2025 was the edge case nobody wanted to experience

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DegenDreamer

· 01-15 13:50

Liquidity returning can drive a rally? I'm tired of hearing this explanation. Let's wait and see.

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OnchainDetective

· 01-15 13:43

Interesting. Based on on-chain data and capital flow analysis, I had already guessed this set of logic. The tightening in 2025 indeed exposed many problems—BTC dropped 14% while gold rose 44%, a clear indication of capital correlation, directly pointing to liquidity exhaustion. Now, we need to see how the Federal Reserve's next move in 2026 unfolds. Once the Fed balance sheet expansion starts, the capital chain will be reactivated... After analysis and judgment, the probability of the next wave flowing into Bitcoin remains quite high.

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Degen4Breakfast

· 01-15 13:27

Liquidity backflow is the key. The liquidity tightening in 2025 really hammered BTC to the floor. Gold rose by 44% while BTC only fell by 14%, which is quite good... Waiting for the Fed to loosen monetary policy, then we'll see who laughs last.

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