#以太坊行情解读 Inflation is about to peak, and cheap Liquidity will return.

An interesting judgment was recently released by the ARK Fund: US inflation may drop below 0 by 2026. It sounds big, but the reality behind it is quite practical—oil prices are soft, and rental costs are also being pushed down, both of which hold significant weight in inflation. Once this trend is established, the door to interest rate cuts by the Federal Reserve will truly open.

Many people interpret this as a signal of economic recession, which is actually incorrect. It is more like the eve of large funds reconfiguring their assets. History tells us that every time the central bank starts a liquidity cycle, risk assets undergo a round of valuation reshaping, and digital assets often lead the way.

From a configuration perspective, smart money has already been on the move:

**Top Assets Distributed in Batches** — $BTC, $ETH, $BNB, $ZEC are popular among institutions. The liquidity is deep and the risks are controllable, that's the logic.

**Elastic Opportunities in Small Cryptocurrencies** — Projects within the Ethereum ecosystem that have clear community consensus and a fresh narrative often see the most exaggerated increases once the liquidity window truly opens. The challenge is to identify those with strong consensus and compelling stories.

In simple terms, the next 18 months are crucial: will you continue to watch from the sidelines or get on board early? This decision could be much more important than you think.