Recently, the market has been so flooded with news that it makes your head spin. Do you ever get the feeling that all the clues are pointing in the same direction?

Let me start with an interesting data point. According to Bitcoin Treasuries.NET, in the past week, 8 of the world’s top 100 publicly listed companies holding Bitcoin have quietly increased their positions. Together, these 100 companies hold over 1.05 million BTC—a scale far beyond what retail investors can match.

Why now, at this particular moment? Is it just a coincidence? I don’t really buy that. Institutions never act without reason; their information channels operate on a different level than ours. Maybe some signals are already circulating under the table.

Now, look at three things happening simultaneously:

Ethereum’s major upgrade is imminent. Every time there’s a technical iteration of this scale, the ecosystem gets reshuffled—new narratives and new capital inflows often follow. History doesn’t repeat itself, but it often rhymes.

Over at the Fed, the market is pricing in a 93% chance of a rate cut in May. That number leaves little room for doubt. Once the liquidity taps loosen, where will the money flow? Based on past experience, risk assets—especially in crypto—are typically the first beneficiaries. The macro tide is coming; where will you be standing?

There’s also a subtler variable: Japan has suddenly signaled a rate hike. While the whole world is waiting for the Fed to inject liquidity, Japan is moving in the opposite direction? That’s not the usual script. Are they really going their own way, or is this part of a larger game? In finance, true intentions are rarely stated outright. If Japan really follows through, global capital flows could be rewritten overnight.

Put all this together: institutional accumulation, technological revolution, central bank policy maneuvering… These factors have never converged like this before.

All signs are pointing to one word: inflection point. As for which direction things will turn, we may have the answer very soon.