From Crane Intelligence Group (CIG) and Original Genius Funding (OGF), here’s why we’re firmly bullish looking ahead to peak cycle in 2026 through mid‑2027.

1. Monetary Pivot Incoming

• Fed Chair Jerome Powell’s term ends May 2026; President Trump has openly pressured for rate cuts and replacement with a pro‑crypto, dovish nominee. Kiplinger+9Kiplinger+9AP News+9
• Expect historic rate cuts in 2026–2027 as part of a broader fiscal stimulus play, including potential direct “fake fiat” to retail, driving liquidity into BTC and trusted altcoins.

2. Regulatory Confidence Arriving

• Bipartisan momentum behind landmark bills: GENIUS Act (stablecoin clarity, signed July 2025), CLARITY Act (SEC/CFTC roles demarcation), and the Anti‑CBDC Surveillance Act. Reed Smith+8Kiplinger+8New York Post+8
• These deliver legal certainty and institutional confidence, positioning digital assets as regulated commodities—no longer enforcement shadows.

3. Institutional Flows Now Leading

• Retail is tapped out, high rates, no lending, weak credit. But institutions are deploying, raising BTC to new cycle highs and anchoring confidence.
• When rate cuts land and regulation locks in, retail stimulus + ETF rollouts we believe will trigger the next explosive wave.

4. Crypto Week is the New Turning Point

• Trump’s crypto policy playbook (“crypto week”) laid out a full regulatory roadmap—smart stablecoins, blockchain innovation zones, and CFTC-led spot trading frameworks. Congress.gov+12Kiplinger+12Business Insider+12The Times+2The Washington Post+2New York Post+2
• Despite internal friction (e.g. industry vs political insiders), the clarity is real, markets are responding, and capital is already flowing.

5. Solana & Small L1s Are Poised to Explode

• Solana is under temporary pressure, major token unlocks and alleged market suppression via Binance/Wintermute activity. Times Tabloid+8Reddit+8Binance+8
• Once Sol-led ETFs roll out and unlock risk is priced in, we expect SOL’s massive real-usage infrastructure to lead a revaluation spike of over 3×.
• Smaller Layer‑1 protocols will benefit too as TradFi allocators pivot away from inefficient eth/L2 stacks.

6. Mid-Term GDP Cycle & Bank Liquidity Boost

• A U.S. mid‑term recovery in mid‑2025 is positioning markets for eSLR-driven bank liquidity, enabling lending again. TradFi will return, but often too slow, crypto gains speed.
• The combined macro setup (rate cuts + liquidity + retail stimulus) creates a perfect storm for crypto inflows.

Our thesis: 2026–2027 is not about hype, it’s about execution, policy certainty, and institutional-scale demand. When macro dovishness meets clear regulation, the next bull wave won’t be optional, it’ll be inevitable.

Vanta Orlin

Head of CIG Systems Analyst & Strategic Advisor

(This article is for informational purposes only and does not constitute financial advice.)