Focus on the point, the hardest days have been endured, let's keep sending together in the future

This is a late bull market; we are not at the end of the bull and the beginning of the bear, but standing on the eve of a super bull market!

Recently, after the market fell below 82000, many friends followed suit to bottom-fish, frequently asking me: "How much should I sell when it rebounds?" I am also pondering: is it 98000? 108000? Or – is there really no need to sell?

After consolidating the current information, I have come to a bold conclusion: Bitcoin may have never had a real "four-year cycle"; everything is just a coincidence of liquidity and halving time. This time, the post-halving market has been violently delayed by Powell.

When most people expect the Q4 to welcome altcoin season, the 1011 bloodbath and -35% drop caught the market off guard. So, in the traditional understanding of next year's "bear market year," will the market rise against the trend, or even rise crazily? I believe – it will.

The reasons are as follows: liquidity will recover or even flood next year:

1️⃣ The real coin hoarders have yet to enter: national sovereign funds. With the implementation of the U.S. stablecoin bill and the advancement of strategic reserves, governments and pension funds will successively enter, with their scale far exceeding that of spot ETFs and crypto stock companies.

2️⃣ The halt of QT is on the way, and liquidity tightening is about to turn.

3️⃣ Continuous interest rate cuts + the possibility of a new head for the Federal Reserve will lead to more relaxed policies. Under high debt pressure, the U.S. may tolerate inflation above 2%, promoting the devaluation of the dollar.

4️⃣ The potential impact of SLR reform is enormous; historically, its loosening has triggered a flood of liquidity, pushing Bitcoin to 69000 dollars.

5️⃣ The Federal Reserve may still start a new round of QE. National-level investments such as the "Genesis Program" will require massive funding support.

In summary, from the perspective of liquidity cycles, 2026-2027 will be two years of super liquidity flooding, rather than a bear market within the four-year cycle.

I choose to pay for my own understanding – I am in! $BTC $UNI $AR