🚨 Feeling Bearish on Crypto? Read This.
2025 hasn’t been a great year for crypto performance. Despite a pro-crypto U.S. president, crypto has been one of the worst-performing asset classes this year.
That has led many bears to claim:
The crypto hype is over
There will be no new ATHs
Altcoins will bleed to zero
Serious investors are done with crypto
Just like in past cycles — they’re likely wrong.
Crypto ultimately moves on one thing: liquidity.
While 2025 saw decent global liquidity, the Federal Reserve was still tightening. China was aggressively easing, but crypto access there remains limited.
Looking ahead to 2026, the setup changes:
The Fed is expected to shift toward more easing
$40B/month in T-bill purchases are already underway and may increase
The Trump administration is considering $1K–$2K tax rebates per family, boosting savings
The SEC Chair has indicated that a crypto market structure bill may soon pass Congress
This legislation could unlock institutional participation — and massive liquidity.
From a TradFi perspective, crypto is still tiny:
4 U.S. companies have a larger market cap than the entire crypto market
Money market funds alone hold ~$7.5 trillion
Silver’s market cap is ~30% larger than all of crypto
Crypto is still a small bucket in an ocean of global liquidity.
Yes, BTC and several altcoins delivered 8x–20x gains over the last two years. After moves like that, corrections are normal. This consolidation phase could last another 6–8 months, with occasional relief rallies.
When the true bottom forms, most people won’t have the conviction to buy.
That’s how every cycle works.
📌 Patience, not panic, wins in crypto$BTC #USGDPUpdate #USCryptoStakingTaxReview
