Markets aren’t ready for what rate cuts actually mean. Most people see “rate cuts = bullish.” Reality is the first cuts are usually super messy Volatility first, downside first. They happen when the economy’s already flashing warning signs and liquidity dries before it floods. Stocks are at ATHs. And whether retail feels it or not, BTC is also at cycle highs thanks to ETF flows. In past cycles tops came from retail blowoffs + parabola charts. 2025’s different. Institutions are driving this one. BTC ETFs smashed records, ETH ETFs followed, SOL/ADA/XRP/SUI only bounced because of filings. For all we know, regulation already “saved crypto,” the chosen coins pumped, and a local top is already in. BTC supply shock → steady inflows + leverage build → ETF bid drives institutions in → SOL & L1s revive → perps/derivs liquidity cycle → election narratives + retail chase → local top risk into rate cuts. In order for the US to adopt crypto they need much more time to size in and this is a...
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