Did the Federal Reserve Just Start a New Crypto Bull Run?

This content was created by Alexander Lorenzo. This content was uploaded by Alexander Lorenzo. This is a YouTube video titled "Did the Federal Reserve Just Start a New Crypto Bull Run?" (published June 28, 2025). It is a single-presenter commentary by a crypto-focused creator explaining recent Federal Reserve moves—particularly proposed SLR (supplementary leverage ratio) relief—and arguing these measures amount to stealth liquidity injections that could trigger a new altcoin season similar to the post‑COVID 2020 cycle. The presenter cites Fed statements, market history (April 2020), Bitcoin/Ethereum performance, and a 60-day public comment window (ending around August 26, 2025), offers investing guidance and warnings about gambling versus informed investing, and frames the content as timely market analysis and opinion rather than formal financial advice.
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The Federal Reserve is manufacturing another bull cycle right before our eyes, and obviously when the Federal Reserve moves, the altcoins start to move as well. We need liquidity in the market, and they just signaled the next phase of liquidity for our altcoins. I'm going to be breaking it down in this video. This is not a joke, this is not a drill. What I'm going to show you is exactly what I've been waiting for the past year and a half when it comes to manufacturing the altcoin cycle. Watch this. So the Federal Reserve, the creator of money, the most powerful entity on the planet Earth when it comes to liquidity or cash— we have the world reserve currency, which is US dollars tied to the Federal Reserve. They control the mechanism of printing money, all the mechanisms. They just quietly, quietly made it really easy for big banks to borrow money from the United States government. So when they borrow money from the United States government, this is liquidity injections. This means cash is going into the United States government. And there's a rule called the SLR, or supplementary leverage ratio. It normally forces banks to keep extra capital as a safety cushion, even for safer assets like U.S. Treasuries. So essentially, they can't increase increase their leverage, they have to have capital on the side for safety reasons. Now the Federal Reserve is proposing to loosen that rule completely, especially for the biggest banks in America. This is where it gets insane because the last time this happened was in 2020, which was the exact bottom of the market when they were trying to essentially inject liquidity into the market because The big crash of COVID This is how the mechanism works. It's basically a silent way to inject liquidity, which is obviously really good for us because we understand it. We're first to the show, right? More treasuries bought equals more cash for the United States government. That cash trickles through the system. It's called stealth quantitative easing. And if you've been following interest rates and quantitative easing, you know that the more money goes into the system, the stock market explodes, AKA crypto explodes as well. These are considered risk-on assets. This floods the financial system with cheap money without the Federal Reserve actually having to print money directly. I want you to think of it like this. It's like saying we're printing money by letting the banks act like we did print money. And in 2020, again, like I said, the same exact trigger happened. So more liquidity equals more fuel for cryptocurrencies. When banks have more room to leverage, liquidity rises across every single market, including even other countries, right? This creates a risk-on environment. You guys know the deal. If you've been on my channel, we've been talking about this for a while. The more liquidity— we need liquidity for risk-on. When there's more money in the system, people take more risk. So investors are looking at this on a consistent basis. Now, the main mechanism they used to do this is with interest rate policy. They would drop interest rates, aka the cost to borrow money, and this would inject liquidity. They also did that in COVID, but now they're kind of whipping out all the other tools. This was another tool that they used, this ratio that we're talking about right now. They used this in COVID as well. They whipped out a lot of tools in COVID, but they're slowly but surely whipping them back out right now as we speak, which is super interesting because again, this is more liquidity. Remember, Bitcoin's at all-time high. It just survived this big World War III panic, right? We have a pro-crypto president right now. Bitcoin is being used in publicly traded companies. They're putting Bitcoin on their balance sheet. Circle, the creator of USDC, just went public on the stock market and 10x its valuation in under a month. We have a lot of weird signals that people really, really want crypto And these new liquidity mechanisms are injecting liquidity into our system. This is new. This is really, really, really current information that not a lot of people have. So just to be clear with you, they haven't fully implemented this yet. They expect to do it towards the end of August. But let's look at what happened to the market the last time this exact mechanism was in place With the Federal Reserve. Okay, so look, this was the official Fed statement, and this is April 1st of 2020. This is the exact bottom of the market. So just think about that kind of perspective. The market drops, the Federal Reserve puts this new, you know, policy right at the exact bottom. Obviously, to what? They're trying to fix the market. Now they're getting ahead of the curve by putting it. It's crazy. The stock market. just passed all-time high. The S&P 500 just passed all-time high. We're in the zone of price discovery. That basically means that we don't know where the price is gonna go because it just passed all-time high. So I think this could be like the one of the main reasons. But let's look at the official Federal Reserve statement from April 1st, 2020. The Board temporarily modifying the circulation of total leverage exposure by excluding US Treasuries, securities, and deposits at the Federal Reserve banks. The Federal Reserve removed Treasuries and reserves from the SLR formula for large banks. This meant banks can hold more government debt without counting it against their leverage ratio. And this was a response to COVID. And shortly after, we have one of the greatest cycles for the stock market we've ever experienced. This was the exact bottom. Look at this liquidity injection right here. They injected liquidity, right, through this temporary SLR relief, and it sent us into this massive 111% bull cycle for the S&P 500. Now, that's obviously not that big of a deal. It's only 100-whatever percent. But for cryptocurrency, this was a really big deal. Let me show you. And for Ethereum, look at the percentage increase. We're looking at 5,400%. That's like turning $1,000 into $50,000. That's a 50x, a 50x for Ethereum. And right now Ethereum has been vastly underperforming in comparison to Bitcoin. If you want like a guaranteed 5x, I mean, nothing guaranteed in life, you get what I'm saying, a very safe 3 to 5x, buy Ethereum. Buy Ethereum. It might drop, but hey, you know, I don't go for those, uh, you know, I go for the 50x's. I'm not gonna go into it, but you know, you, if you bought it, if you accumulated Ethereum, you're gonna eat. You're gonna eat. Look, this is a 5,000% increase. I'm gonna kind of blow your mind a little bit more too. This is the Bitcoin dominance chart. So the Bitcoin dominance chart, when it drops, as you can see this big drop right here, this is considered like an, it could be considered an altcoin season. What does that mean? So altcoins, when they outcompete the percentage increase of Bitcoin, they're taking dominance over the crypto market. This is what people consider the altcoin season. Now, April of 2020 was right here. So literally a couple months after this event, this triggered this euphoria. It was about a year after this event. It triggered euphoria, this extremely hype risk-on environment that propelled us into an altcoin season. So again, Ethereum went up 5,000%, the altcoins went up like 500,000%. So when it comes to this type of stuff, like, you got to be patient. Like, everybody wants to get rich tomorrow, but like, bro, like, look at it. It's playing out. We need to wait. We have a pro-crypto president that launched an NFT collection, a meme coin, and has made companies to accumulate Bitcoin, wants to launch a Bitcoin spot ETF under his social media platform. This man is crypto. I saw this, this one statistic. I forgot the exact math, but I think like Trump increased his entire net worth by like 30% in one year. This might be the most lucrative like investment opportunity business strategy that Trump has ever made in his entire existence. He's worth billions of dollars, and this man made like $2 to $3 billion just off of crypto. And this is our president, and you're not patient. You need to be patient and wait. That doesn't mean start gambling right now. It means be patient, but it also doesn't mean run away from crypto because you're not making money. It means stay consistent, commit to something for a long period of time, and it will work out for you. Some of you either go too extreme and they start gambling on meme coins to get wrecked and lose all your money, and you think you could quit your job because you got one 10x on a coin and you think you're like super smart. And then some of you, you get rejected and just because crypto is slow you want to leave the market and start dropshipping on the internet and start an AI marketing agency when all you had to do was stick it out. All you have to do is stick it out because the returns of altcoin season are are like 10,000%. I showed you a whole bunch of numbers. So if you get profitable on one altcoin season, it will make you money for like 10 years. Did you guys know that the biggest hedge funds in the world that generate the most money are returning like 20 to 30% a year? I just left a convention. I was talking to a hedge fund owner. He has like $500 million assets under management. This man was bragging about like 15, 16% return a year. And I'm like, bro, and all you have to do is stay patient, research, understand what's going on, take advantage of one altcoin season, and you can make the returns of like 10 years. Stay patient and wait because this is real. So just to be clear with you guys, I'm letting you know way ahead of time before this stuff plays out. Nothing is official yet, so it's time to increase your education, understand what's going on And it's time to get money, cash flow, stack cash, accumulate cryptocurrencies if you feel like buying in. I'm not buying in exactly right now, but I'm letting you know way ahead of curve, like way ahead of time, like way ahead of time, because they talked about it and now they're going through a voting period. This is a 60-day public comment period and they're voting. It's called the Notice of Proposal Rulemaking. The public has 60 days to submit comments, and that window ends around August 26th, 2025, right in time for holiday season, right in time for like the best time for cryptocurrency every single year. It's the first official step to change regulations, and it has to go through other agencies like the FDIC and OCC. You get the point. It's going to take some time. Okay, so this is like Maybe, maybe, maybe. Don't freak out on me if you're like, oh, you told me to buy crypto. None of this is financial advice. No, this could be like a maybe buy the rumor. This could be like maybe buy the rumor. Now, if you combine that, and we've talked about this in other videos, go reference other videos. If you combine that with their official projections, so the Federal Reserve on their official projections have said that towards the end of the year, Interest rates should be at about 3.9%. So that means right now it's at 4.25. It's at four. They usually do a range. It's at four and a quarter to four and a half. So if interest rates right now are four and a half, and they're saying it's going to be 3.9, you could assume in the next four FOMC meetings, right, where they announce this. Change, they could cut interest rates by a quarter or a half. So if they're cutting interest rates and they're switching some mechanisms here, you know, to really inject liquidity into the market, maybe we don't have a massive catastrophic emergency fall where they do all of this in one day. Maybe it is a slow easing, right? They want to slowly ease into injecting liquidity into the market. So then we don't have a period of like super hyperinflation. Maybe it's different this time where there's all these little different creative mechanisms of injecting liquidity into the market, like, you know, USDC and treasury companies. We've talked about this in the past, this kind of silent shadow quantitative easing. They're using many mechanisms. They're using crypto and other things. Maybe that's how this market plays out. And we have an extended cryptocurrency cycle. I don't think it's far-fetched to say that. And this is not hype. I don't think it's far-fetched when we have a pro-crypto president, his term is 4 years, and we have all of these companies adopting Bitcoin. You can now, not right now, but they're, you know, putting in policy. You could basically take your Bitcoin and it will be used as reference to take out a loan on a house. There's all these new crazy mechanisms that are coming into play. I keep seeing in policy shifts everywhere, regulation, all these policy shifts are basically trying to get people to hold and hodl Bitcoin. So can Bitcoin come down a lot like it does every cycle? Yeah, probably. Last cycle went down like 65%. But do I think it's significantly less this cycle? Maybe we get a 40% dip on Bitcoin. Maybe we don't go into mayday mode. And the market crashes. I've been waiting for the crash, but maybe that doesn't happen. And I'm okay with that. And I'm okay with getting back in the market and taking some risks, but it needs to make sense for me. And I was telling my group the other day, I was like, look, bro, I'd rather be wrong than not understand what's going on. A lot of people, they're right by luck, right? They just jump in and they're gambling. And just because they're right and start bragging and they think that they're smart, which the Bible says, You know, knowledge without love is pride. If you don't truly comprehend what's going on, if you don't get it, you shouldn't be gambling. There's a fine line between an investor and a gambler. A gambler— the only difference between an investor and a gambler is that the gambler does not know what they're doing and they're just doing it. An investor comprehends the variables behind it and they can make a predictable and consistent strategy because they truly get it. They can make parameters that consistently make them money over time, right? And so that's what I talk about. So I'd rather miss out on the opportunities. I'm cool with it. I'm cool missing out on a little bit of money because over the long haul, over the 5 to 10 years, I'm going to make substantially more money than the person that's gambling and buying coins even though they don't understand it and they got lucky. That's the difference between Alex the first cycle, my first cycle in cryptocurrency, to where I'm at now, where I can professionally trade an actual fund. Right? This is the difference, right? Everybody wants to be right, but why don't you be right in real reality? Like, everybody wants to make the right decision and then I told you so, point the fingers. But how about you do something significant in life, right? How about you build something then, right? Like, like, how about you like get out your mom's basement? I'm not trying to attack people. How about you become financially independent and free? There's certain variables and consistencies that need to play out for you to truly become financially free off crypto. I've been financially free off crypto for 7 years, right? How did that happen? But all the smart guys have the job and they're telling me, and it's like, I get it, bro, but I've been through that cycle of my life, right? You know, my pastors always talk about you can catch things by revelation or tribulation. You can go through it yourself and waste all the time and energy, go through all the hardship. I've been broke twice off of crypto and I still managed to become financially independent and keep my business. Or you could just listen to what I'm saying, comprehend in your mind that maybe I don't get it. Maybe I don't really get it. Maybe there's something to it. This dude continued like, okay, maybe there's something. Maybe he's thinking on a higher dimension because of the amount of experience he has. Listen to what I'm saying. If you don't know what you're investing in, if you don't understand, comprehend half of the stuff I'm talking about, you're gambling. You need to take a step back. It doesn't mean You can't stop gambling. It just means that maybe you need to take my YouTube video. Listen to what I'm saying. Take my YouTube video, take the transcript, put it into ChatGPT, and start asking it questions so you can fully comprehend it instead of investing and trading like a gambler, right? It's not the end of the world. It's just recognizing you're wrong and changing. That's it. Thinking on a higher dimension and a level, a higher level instead of submitting to your lusts. Instead of submitting to your just like feelings all the time, how about instead of feelings, let's make money? Let's do that. How about that? How about we lower the feelings? Let's make some money. Does that sound good? I think it sounds good. That's pretty much it for this video. If you like the quality of this content, hit like. If you don't, leave some constructive criticism. Subscribe for more video updates. And like I always say, if you don't get with it, you will get left behind. I love you guys so much. Thank you for being a part of my audience. I will continue to update you throughout the entire process, whether I get rich or go broke. In this cycle, I have made a goal to make hundreds of millions of dollars, and I will do it. I will do it. I have a plan. It looks like it's going to play out, and it's going to be beautiful. I love you guys. Catch you in the next video.










