U.S. fiscal policy may be creating an interesting market opportunity. Reports indicate that millions of Americans could receive their largest tax refunds ever this year. Where will this windfall go? Market observers generally favor cryptocurrencies as one of the allocation options. When loose fiscal and monetary policies meet increased liquidity in the hands of the public, risk assets, especially highly volatile cryptocurrencies, often become the first choice for chasing returns. In the short term, this could boost market sentiment and accelerate capital inflows. It is worth noting that these macro-driven cyclical opportunities typically have a time window.