According to @BullTheoryio, President Trump plans $2,000 stimulus checks funded by tariffs, which if implemented would inject nearly $600 billion directly into the U.S. economy (source: @BullTheoryio). According to @BullTheoryio, the author compares this to the roughly $800 billion 2020 stimulus that coincided with a historic risk-on rally where BTC rose from $3,800 to $69,000 and ETH from $90 to $4,800, while many altcoins surged 50x–100x as liquidity flooded markets (source: @BullTheoryio). According to @BullTheoryio, the current setup is stronger due to mainstream crypto adoption, live ETFs, clearer access for institutions, and ubiquitous retail on-ramps, potentially accelerating capital flow into BTC, ETH, and altcoins if checks are distributed (source: @BullTheoryio). According to @BullTheoryio, unlike 2020 when checks were used largely for essentials, a growing economy could see more of the stimulus redirected into investments, amplifying speculative flows (source: @BullTheoryio). According to @BullTheoryio, the trading implication is a faster, larger speculation-driven rally in 2025 if the $600 billion is enacted, with ETFs providing immediate execution venues for institutional and retail demand (source: @BullTheoryio).

According to Milk Road's Twitter coverage of Bitwise CIO Matt Hougan at Consensus 2025, the current crypto bull market displays stronger fundamentals compared to the 2021 cycle, with increased institutional participation and improved market infrastructure cited as core drivers (source: @MilkRoadDaily). Hougan emphasized that although an altcoin season is expected, traders will need to be much more selective than in 2021 due to a more discerning capital flow and higher focus on quality projects (source: @Matt_Hougan, @consensus2025). This suggests that broad-based rallies among lower-cap tokens are less likely, and active portfolio management will be crucial for outperformance. Crypto traders should monitor sector rotation and prioritize projects with robust fundamentals as the market matures.