According to @GracyBitget, a Fed return to balance sheet expansion in 2026 is a high-probability macro scenario, and abundant liquidity could allow Bitcoin (BTC) to retest 150,000, which frames an upside trading setup if easing materializes, source: X post by @GracyBitget, Dec 1, 2025. She states she will not buy now and prefers to wait for concrete signs of liquidity easing before positioning, even if that means missing lower entry prices, which indicates a confirmation-based strategy for BTC exposure, source: X post by @GracyBitget, Dec 1, 2025. She cites three reasons for likely easing: improving US China relations, the unsustainability of elevated US interest rates amid AI-driven unemployment pressures, and a 2026 cluster of private credit refinancing stress that markets may not tolerate at high rates, source: X post by @GracyBitget, Dec 1, 2025.