The crypto bull market needs an engine, but the Bitcoin bull market only needs liquidity.
The first rate cut in September, according to the Fed, balance sheet reduction is still ongoing, which will offset the liquidity released by the rate cut, so the current rate is still neutral.
But the direction of rate cuts or gradual quantitative easing will certainly not be reversed;
After the November election, funds that avoided election volatility will return to the market and begin to gradually provide liquidity to the market.
At the December Fed meeting, the interest rate will most likely be cut by another 0.25 percentage points, and it is also highly likely that a slowdown in balance sheet reduction or even an end to balance sheet reduction will be announced, officially kicking off a quantitative easing cycle, which will significantly boost market confidence.
From then on until 2025, the interest rate will be lowered to 3.25% or even lower, and a continuous influx of liquidity into the market, whether it is the stock market or Bitcoin, will continue to rise;
As for the peak of the bull market, the specific time cannot be predicted, but whenever the quantitative easing cycle ends and the M2 total begins to shrink, that will be the signal to escape the top, don't cling to it, take profits early.
These three potential 100x Altcoins are expected to drive sentiment!
1.FET
The ASI alliance has launched an Earn and Burn program to strengthen the FET token ecosystem. This move was taken after the recent merger, with the aim of increasing the utility and value of the token. The program aims to align short-term goals with the long-term development of artificial general intelligence (AGI). It also promotes collaboration within the ecosystem by engaging innovators in the field.
The earn and burn mechanism is a deflationary measure aimed at reducing the total supply of FET tokens. A portion of the fees generated from ASI services will be burned. The program aims to remove about 35 million tokens from circulation in the first year. Reducing the token supply may increase the value for holders while promoting the sustainability and growth of the ecosystem.
The program expects demand within the ecosystem to increase significantly to offset this reduction. During the same period, an additional 44 million FET tokens are expected to be required for activities such as API usage, staking, and other utility functions. The expected demand growth may exceed the planned token burn, resulting in a favorable supply-demand balance.
FET has a circulating supply of 2.44 billion and a maximum supply cap of 2.72 billion. The token's market capitalization is currently $3.63 billion, with a 24-hour trading volume of $500.85 million. These metrics indicate high market participation and liquidity.
2.ETHFI
ether.fi is an Ethereum-based protocol that has gained attention for its liquidity re-staking model and native token eETH. By minting eETH, users can maximize their returns by accessing four different reward streams: Ethereum staking rewards and ether.fi loyalty points, re-staking rewards (including EigenLayer credits), and opportunities to provide liquidity to DeFi protocols. This setup allows stakers to optimize their ETH holdings while participating in the evolving ecosystem.
While the attention of the market has been temporarily diverted by meme coins and Altcoins, ether.fi has shown resilience by quietly expanding its foothold in the market. This steady growth indicates 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 capitalization currently stands at $489.64 million, with a fully diluted valuation (FDV) of $2.34 billion. Over the past 24 hours, the trading volume reached $405.29 million, accounting for a high trading volume to market cap ratio of 85.08%, indicating active trading and strong liquidity. Out of the 1 billion ETHFI, the circulating supply is 209.14 million, with the token maintaining a controlled release structure.
3.TON
Toncoin is carving out a place in the $200 billion gaming industry, which is driving the adoption of Web3. However, many blockchains face limitations such as poor scalability and user complexity, creating challenges for developers and players. TON (The Open Network) aims to solve these issues by providing a blockchain platform designed for efficient scaling and simplified development.
TON focuses on meeting the needs of developers, using dynamic sharding to support billions of users without performance lags. Transactions are fast and cost-effective, with an average fee of $0.02 and completion times under six seconds. By integrating directly with Telegram, TON allows developers to publish games using HTML5 or WebGL, making them instantly accessible to Telegram's vast audience.
Successful projects on TON highlight the importance of combining engaging gameplay with meaningful incentive mechanisms. This combination, supported by TON's seamless integration and community tools, enables developers to effectively grow their games.
Toncoin has a market capitalization of $16.43 billion, with a circulating supply of 2.55 billion, and is emerging as a force in the Web3 gaming space. It combines scalable blockchain technology with Telegram's reach, providing a unique opportunity to reshape the gaming experience in the Web3 era.
