When Bitcoin fell below 81000, my DMs exploded. They were all asking "Should I sell at 98000 or 108000?"

I just want to ask one thing: why must it be released?

The narrative of the four-year halving cycle sounds beautiful, but it has never been the true driving force of the market. What really makes the market take off is liquidity. The previous round of tightening operations by the Federal Reserve merely postponed the market conditions that were due to arrive, rather than canceling them.

Last year, didn’t everyone shout that Q4 is the season of altcoins? As a result, a wave of crashes in October woke this beautiful dream up. The market is just like this—things that are more widely agreed upon are more likely to backfire. In traditional thinking, we should enter a bear market next year? I actually think it might be the opposite.

Why is that? Let's look at a few signals:

Sovereign funds and pension funds, these real heavyweights, have yet to truly enter the market. Once the policy environment becomes clear, the current amount of institutional funds in the market is simply not enough. The Federal Reserve's tightening cycle is nearing its end, and the liquidity gates are starting to loosen. The expectation of interest rate cuts is there, and with a new policy team in place, it is highly likely that things will become more accommodative. Given the scale of debt in the U.S., allowing a certain degree of inflation is actually the easiest solution.

If the bank's SLR (Supplementary Leverage Ratio) policy is relaxed, it will directly open the faucet of liquidity. This has happened before, with immediate effects. Coupled with the advancement of national-level projects, a new round of quantitative easing is not impossible. The influx of massive funds is just a matter of time.

So, the years 2026 to 2027 may not be a bear market at all, but rather a super window period of liquidity explosion. The current situation of continuous fall resembles the darkest moment before dawn. The real main upward wave has yet to begin.

The market always rises amidst skepticism. The greater the divergence, the greater the opportunity often is. My position has long been laid out, using real money to back my judgment.

What about you? Will you continue to be trapped by the old theories, or dare to take a gamble on this wave of liquidity bonuses? Share your thoughts in the comments section. Where do you think it can rise to in 2026?