The cryptocurrency bull market requires an engine, but the Bitcoin bull market only requires liquidity.
The first interest rate cut was in September. According to the Federal Reserve, balance sheet reduction is still continuing, which will neutralize the liquidity released by the interest rate cut, so the current interest rate is still neutral.
But the general direction of interest rate cuts or gradual quantitative easing will certainly not be reversed;
After the election in November, funds that had avoided election fluctuations returned to the market and began to gradually provide liquidity to the market.
At the Federal Reserve's December interest rate meeting, there is a high probability that interest rates will be reduced by another 0.25 percentage points. At the same time, it is very likely that the Federal Reserve will announce a slowdown in balance sheet reduction, or even an end to it. The quantitative easing cycle will officially begin, and market confidence will be greatly boosted.
After that, until 2025, when the interest rate drops to 3.25% or even lower, liquidity will continue to flow into the market, and both the stock market and Bitcoin will continue to rise;
As for where the peak of the bull market will be, the specific time cannot be predicted, but when the quantitative easing cycle ends and the total amount of M2 begins to shrink, it will be a signal to escape the top. Don't fight to the end, and take profits early.
These three altcoins with 100x potential are expected to boost sentiment!
1. DONE
The ASI Alliance has launched the Earn and Burn program to strengthen the FET token ecosystem. The move comes after a recent merger and aims to increase the utility and value of the token. The program aims to align short-term goals with the long-term development of artificial intelligence (AGI). It also promotes collaboration within the ecosystem by involving innovators in the field.
The earn and burn mechanism is a deflationary method designed to reduce the total supply of FET tokens. A portion of the fees generated through ASI services will be burned. The program aims to eliminate approximately 35 million tokens from circulation in the first year. Reducing the token supply is likely to increase value for holders while promoting sustainability and growth of the ecosystem.
The plan anticipates that demand within the ecosystem will grow significantly to balance this reduction. It is expected that activities such as API usage, staking, and other utility functions will require an additional 44 million FET tokens over the same period. It is expected that demand growth may exceed the planned token burn, resulting in a favorable supply and demand balance.
FET has a circulating supply of 2.44 billion and a maximum supply cap of 2.72 billion. The token’s market cap is currently 3.63 billion and its 24-hour trading volume is 500.85 million. These indicators indicate high market participation and liquidity.
2. ETHFI
ether.fi is an Ethereum-based protocol that has attracted much attention for its liquidity re-staking model and native token eETH. By minting eETH, users can maximize returns by gaining exposure to four different reward streams: Ethereum staking rewards and ether.fi loyalty points, re-staking rewards (including EigenLayer points), and the opportunity to provide liquidity to DeFi protocols. This setup allows stakers to optimize their ETH holdings while participating in the growing ecosystem.
While other trends such as meme coins and altcoins have temporarily diverted attention, ether.fi has shown resilience by quietly expanding its foothold in the market. This steady growth demonstrates the company’s long-term commitment to building utility in the liquid staking space.
ETHFI's market data highlights its strong performance. The token's market cap currently stands at $489.64 million, with a fully diluted valuation (FDV) of $2.34 billion. In the past 24 hours, trading volume reached $405.29 million, accounting for a high volume-to-market cap ratio of 85.08%, indicating active trading and strong liquidity. Of the 1 billion ETHFIs, there are 209.14 million in circulation, and the token maintains a controlled release structure.
3.TON
Toncoin is taking a stake in the $200 billion gaming industry that is driving Web3 adoption. However, many blockchains face limitations such as poor scalability and user complexity, which creates difficulties for developers and players. TON (The Open Network) aims to solve these problems by providing a blockchain platform designed to scale efficiently and simplify the development process.
TON is focused on meeting the needs of developers, using dynamic sharding to support billions of users without performance delays. Transactions are fast and affordable, with an average fee of $0.02 and completion time of less than six seconds. By integrating directly with Telegram, TON allows developers to publish games using HTML5 or WebGL, making them instantly accessible to Telegram's broad audience.
Successful projects on TON highlight the importance of combining engaging gameplay with meaningful incentives. This combination, supported by TON’s seamless integration and community tools, enables developers to effectively grow their games.
With a market cap of $16.43 billion and 2.55 billion tokens in circulation, Toncoin is an emerging force in Web3 gaming. Combining scalable blockchain technology with the reach of Telegram, it offers a unique opportunity to reinvent the gaming experience in the Web3 era.
