The three-year tightening cycle is about to come to an end.

If you pay attention to macro trends, you should be able to feel that the direction of the faucet is quietly switching. The timeline is set: QT is nearing its end, a rate cut in December is almost a certainty, and the market has already begun discussing the possibility of a new round of quantitative easing in the first quarter of next year.

This reminds me of that turning point in March 2020. At that time, once unlimited QE was launched, BTC surged from over three thousand dollars to nearly seventy thousand. Of course, the environment back then was much more extreme, but this time the infrastructure is much more solid: BlackRock's spot ETFs have already become a source of real income, Ethereum has turned into a yield-generating asset through Layer 2 and staking mechanisms, and the compliant channels for institutions to enter have long been laid out.

Once liquidity loosens, the first beneficiaries will always be the few assets with the strongest consensus and the most active trading.

Now you may need to think clearly about a few things:
First, do not easily exit at this time—having endured the most painful tightening phase, do not hand over your chips before the policy turns.
Second, focus closely on Bitcoin and Ethereum, as they are the most direct liquidity pools.
Third, keep some liquid funds. The market won't just rise in a straight line, but don't think about staying out of the market waiting for the so-called "perfect low point."

Many times, making money relies not on being smarter than others, but on being more patient than others. When the trend comes, being in the market is more crucial than anything else.