【2026 LIQUIDITY WAVE?】RUMORS OF A $45B/MONTH FED EXPANSION — COULD THIS BE THE SPARK FOR THE NEXT SUPER BULL? 🚀
A fresh buzz is circulating across major institutions, and if it plays out, the landscape for 2026 could change dramatically. Market desks are whispering about a potential return of heavy liquidity support from the Federal Reserve.
Here’s the breakdown 👇
According to early discussions coming from analysts at Bank of America and Vanguard, the Fed might resume balance-sheet growth next year — roughly $45B per month (about $20B organic growth + $25B in reserve rebuilding).
⚠️ Nothing is officially announced, but even the possibility is shifting market expectations.
Major players are already adjusting:
✔ Bitcoin holding firm near $92K, even with recent sharp moves
✔ Buyers continue to absorb dips
✔ Futures and spot markets are narrowing their gap as traders position cautiously
Institutional sentiment is divided:
• Cathie Wood maintains her long-term bullish stance, saying this cycle still has runway
• Standard Chartered turns more conservative, trimming their BTC target to $100K for year-end on softer ETF inflows
Right now the entire market feels stuck in a “tension zone” — low-risk strategies, arbitrage rotations, and very selective exposure. But one shift in liquidity expectations can flip the mood instantly.
If the Fed hints at expansion during the December meeting, the narrative could shift from “wait” to “position early.”
What Jerome Powell says next may set the tone for the entire 2026–2027 crypto cycle.

