1️⃣ Bill structure: huge debt + tax cuts + spending liberalization

The bill mainly contains the following key contents:

• $3.3 trillion in new national debt

• $5.1 trillion in tax cuts, especially for the middle class and corporations

• Lifting spending restrictions on a number of sectors, including infrastructure, defense, energy and technology

In other words, this is the 2021 version of stimulus all over again:

Large deficit → Treasury bond issuance → Fed indirectly takes over → Funds enter the market → Market boom

In the short term, it is a typical combination of a crypto bull market and rising asset prices; but in the medium to long term, it lays a time bomb for inflation and interest rate hikes.

2️⃣ Short term: Huge spending ignites the economy → Market optimism returns

• Increased government spending → More infrastructure projects and corporate contracts → Driving employment and consumption

• Tax reduction policy implemented → corporate profit expectations revised upward, asset valuations improved

• Crypto assets (such as $BTC, $ETH, $SOL) will quickly benefit from rising risk appetite

Rather than saying "the printing press has been restarted", it is more accurate to say that this is a reinjection of invisible liquidity.

The market will replicate the upward trend in 2021. In the short term, there is a high probability that BTC will hit a new high and ALTS will follow suit.

3️⃣ Medium term: Inflation pressure accumulates, and the Fed becomes a market disruptor again

The fate of such bills is never hard to guess:

• Expenditure far exceeds revenue → fiscal deficit widens

• Deficit financed by government bonds → bond supply increased significantly

• Insufficient market absorption → bond yields rise

• Ultimately: Inflationary pressure rises → The Fed is forced to restart the rate hike cycle

This means that we have already set a time window for the next bear market (perhaps around 2026)

4️⃣ Crypto market impact in stages:

✅ Short term (next 6-18 months):

• Massive government spending boosts market expectations

• Crypto market liquidity recovers, BTC is expected to hit a new all-time high

• ALT/MEME craze starts simultaneously

• Inflation expectations eased, Fed on hold

→ Actively participate in the layout and enjoy the short-term wave dividend

❌ Medium to long term (from 2026 or earlier):

• Rising government bond interest rates → Higher corporate financing costs

• Economic growth slows down → asset bubble shrinks

• Interest rate hikes resume → Crypto market suffers pullback

→ Gradually reduce positions and switch to defensive strategies to protect bull market gains

5️⃣ My strategy:

I will continue to stick to my original plan:

• Actively hold positions in the next 6 months

• Closely follow inflation indicators and bond interest rates

• If the Fed hints at raising interest rates or tightening policy → quickly take profits and prepare to exit

✅ Summary: The bull market is indeed coming, but you need to write an exit plan in advance

Trump's OBBBA bill has indeed injected a strong "stimulant" into the market:

• BTC has a chance to hit $100K+ in the next 6-12 months

• The ALT market will also see an explosion of liquidity, especially in the USD-related, AI, TON, and Memecoin sectors.

But remember: this is not a free-for-all.

Once the Federal Reserve "wakes up" or the bond market can no longer withstand the pressure of the deficit, everything will return to zero just like in 2022.

Now is the window to make big money.

But it is also the time to formulate an escape strategy in advance.

Don't let greed cloud your judgment.