📌 Summary about Bitcoin and macroeconomic scenario

The US government is reopening and the Treasury management indicates liquidity injection into the system.

The quantitative tightening should end soon and the Fed tends to cut rates to around 2.75%.

In 2026, there will be a change in the composition of the FOMC, with Powell's departure and the end of the current policy line.

The Fed's decisions have already caused a recession in the real estate sector, with distorted credit and excessively tight financial conditions.

Bitcoin adoption continues to accelerate, driven by legislation that promises greater regulatory clarity.

Despite the ongoing expansion of fiat money, Bitcoin's digital scarcity remains unique, attracting institutions and innovation on Wall Street.

Many investors sell BTC even when their long-term case strengthens — a classic example of market irrationality.

Major liquidity changes create opportunities that only seem obvious afterward.

The bull market ends when liquidity dries up, not when it begins. (James E. Thorne - Chief Market Strategist)