A recent major move has attracted market attention: investing 200 billion USD into the mortgage bond market to lower mortgage rates. This appears to be a housing market rescue policy, but from the perspective of the crypto market, it implicitly signals significant liquidity.

The policy's direct goal is clear—reduce US mortgage rates, ease monthly housing payments, and stimulate the real estate market. But this is essentially a liquidity injection signal. For crypto assets, abundant market liquidity often serves as fertile ground for price increases.

Looking at historical data reveals the pattern. When the Federal Reserve began a rate-cutting cycle in 2024, Bitcoin surged from lows to $62,000, and the total market capitalization of all cryptocurrencies grew by approximately 16% during the same period. This is not coincidence but a natural consequence of ample liquidity. When traditional financing costs decrease, "idle funds" in the market will inevitably seek high-yield investment channels. Thanks to its volatility and potential returns, the crypto market naturally becomes a popular destination for capital inflows.

Even more noteworthy is the clear shift in the policy stance toward the crypto industry. From supporting crypto assets as collateral for mortgages and promoting strategic Bitcoin reserves to rapidly advancing stablecoin regulatory frameworks, all these actions point in the same direction—gradually integrating crypto assets into the financial system. Traditional financial institutions are also actively developing crypto custody services, waiting for the right market opportunity.

Lower interest rates, abundant liquidity, and increased policy support—these three factors together create ample room for a new wave of growth in the crypto market. Of course, markets always carry uncertainties, but based on current policy signals and historical patterns, it is essential to prepare for strategic positioning.