A major signal has emerged from the market—the Federal Reserve has hit the pause button on quantitative tightening ((QT)).

This turning point has come faster than expected. Stopping balance sheet reduction doesn’t mean an immediate flood of liquidity, but the direction is clear: the cycle of tightening liquidity is coming to an end. The founder of a leading exchange and the community were quick to forward this news, showing just how sensitive the market is to these changes.

Looking back at historical data, you’ll find that every time there’s a pivot in liquidity policy, risk assets react in advance. Highly volatile assets like cryptocurrencies are usually among the first to sense the shift. Before the last cycle began, the macro environment was similar—tightening expectations eased, and the market started repricing.

Of course, it’s still early to talk about a bull market. But a few things are worth noting:
First, keep a close eye on the Federal Reserve’s next statements—policy shifts rarely happen all at once;
Second, don’t move your core positions lightly, as this is the worst time to get caught in back-and-forth;
Lastly, keep some dry powder—when true easing arrives, opportunities won’t announce themselves in advance.

Can BTC break through its previous highs? That depends on the actual pace of liquidity release and the degree of market sentiment resonance. For now, at least the change in expectations has started to take hold. The performance of mainstream coins like BNB will also be an important window into capital flows.

What do you think about this policy shift? Will you adjust your current position strategy?