#数字资产市场洞察 Inflation has peaked, and cheap Liquidity is about to return.

Recently, ARK Fund founder Cathie Wood made a bold prediction: U.S. inflation could drop to 0 or even enter negative territory by 2026. The logic behind this is clear—oil prices and rental costs have already softened, and there is still room for further decline.

Once inflation truly slows down, the Federal Reserve's interest rate cut button will be genuinely activated. Rather than being a signal of economic recession, it is more like the prelude to asset reallocation. Historically, during every central bank easing cycle, risk assets undergo a round of valuation reshaping, and digital assets are particularly affected.

From the perspective of capital allocation, institutions are already laying out their plans in advance:

Spot accumulation strategy: Large funds are gradually building positions in top assets like $BTC, $ETH, $BNB, and $ZEC. They have ample Liquidity and controllable risk, making them a standard choice for institutions entering the market.

High-elasticity varieties: In the Ethereum ecosystem, those small coins with a clear community narrative often show the most astonishing growth potential once the liquidity window opens. The key is to find projects with strong consensus and sufficiently new stories.

In simple terms, on the eve of a reversal in inflation expectations and an expansion of liquidity, the choice between waiting on the sidelines or taking advantage of the situation will show its merits 18 months later.