When market sentiment is sluggish, a turnaround is often brewing. According to the latest UBS report, the Federal Reserve plans to release up to $6.9 trillion in liquidity starting in early 2026, with monthly injections potentially reaching $40 billion. What does this scale of capital inflow mean for risk assets?

Senior analyst Michael Syler’s assessment is more direct—he believes the window to buy Bitcoin at $80,000 won’t last long. "By the time traditional financial institutions are widely recommending allocation, the entry cost could already be astronomical. Right now is a relatively undervalued period."

Interestingly, while retail investors are panic-selling, institutional funds are quietly building positions. Some large investors have even set mid- to long-term targets ranging from $220,000 to $700,000. Of course, there’s plenty of bullish talk, but only those putting real money in count.

But let’s be clear: bull markets are never a straight line up.

Even with clear expectations of liquidity easing, there’s usually a 1-to-2-month transmission period from policy implementation to actual capital flowing into the crypto market. During this “window period,” pressure may persist, and even panic selling could occur. So short-term volatility is inevitable—be prepared psychologically.

Another variable to watch is geopolitics. If there are concrete signs of easing in US-China economic relations, global risk appetite could rise rapidly, with capital flocking faster to high-yield assets.

Ultimately, the biggest risk in investing isn’t market volatility, but not having any chips when opportunity knocks.

The real window for positioning is usually accompanied by doubt and hesitation. By the time everyone is convinced, the best entry point is often gone. The market always starts quietly while skeptics are on the sidelines and peaks when FOMO buyers go crazy.

How far will this cycle go? No one can say for sure. But liquidity trends, institutional attitudes, and policy expectations are all pointing in one direction.

Will you keep waiting for “clearer signals,” or position ahead of time amid uncertainty?