The Quiet Macro Change Powering Solana?

Why this report matters

Markets just absorbed a major macro risk—and the reaction is not what most traders expected. Bitcoin dominance is slipping fast, altcoins are catching a tailwind, and a rare Solana setup has quietly emerged. Meanwhile, a little-watched lending trend is starting to turn, hinting at a shift that has historically fueled multi-year rallies. Global liquidity patterns, often dismissed as noise, may be aligning again with Bitcoin’s breakout above $122,000.

Policy moves in Washington are removing obstacles for some of the market’s most powerful growth engines. But there’s a bigger shift unfolding—one that could have major implications for overlooked, lagging coins.

Bitcoin (LHS) vs. Global Money Supply (RHS)

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