There’s been an interesting chain reaction lately. Vanguard just announced the opening of BTC ETF trading, and that same night Bank of America followed suit—directly approving wealth advisors to suggest clients allocate 1% to 4% of their assets to Bitcoin and other cryptocurrencies.

The signal behind this move is pretty clear. Big institutions like Wells Fargo and UBS are likely watching closely and could soon follow. The bigger picture is that tech giants with massive cash flows—like Microsoft and Amazon—might one day start allocating a portion of their funds to the crypto market as well. These would be substantial fresh funds, real “main wave” fuel for a rally.

On another front, the Fed is also taking action. Quantitative tightening has officially ended, and just a few days ago they injected $13.5 billion into the banking system through overnight repos—the second-largest move since the pandemic. If you do the math, the QT policy that started in mid-2022 has withdrawn around $2.4 trillion, and now money is starting to flow back in. Add in Trump’s repeatedly mentioned tariff dividend plan—which is similar to the direct stimulus payments during the pandemic—and market liquidity is bound to pick up.

So every pullback now is basically an opportunity window, especially the recent correction after the bearish divergence on the 30-minute chart; you could consider scaling in. Personally, my plan is to start building long positions around 90,300 with an initial target of 98,000. Of course, this is just my personal take—actual trading decisions should be based on your own risk tolerance.