If inflation is indeed contained as some analysts suggest, what happens next? The case for rate cuts is becoming harder to ignore—especially for those holding risk assets. Lower rates typically mean cheaper capital flowing into growth opportunities, and historically that's been a tailwind for alternative assets beyond traditional equities.

The Fed's policy direction matters more than most realize. When borrowing costs drop, investors often rotate toward higher-yielding or more speculative positions. This dynamic has always influenced how capital flows across markets, including the digital asset space.

The question isn't whether cuts will happen, but when—and whether markets are priced accordingly. Keep an eye on how central bank rhetoric shifts in coming months. Asset allocation strategies may need recalibrating depending on what actually materializes versus what's currently priced in.