Treasury Secretary Bessent just dropped his outlook on inflation, and it's bullish for risk assets. He's betting on a significant cooldown in price pressures throughout next year.

This matters more than most realize. Lower inflation typically means the Fed can ease up on rate hikes—or even pivot to cuts. That's historically been jet fuel for crypto and equities alike.

Bessent's confidence isn't coming out of nowhere. Supply chains have normalized, energy costs have stabilized, and labor market dynamics are shifting. But here's the catch: his timeline assumes no major geopolitical shocks or fiscal surprises.

For those watching BTC and ETH, this kind of macro backdrop could set the stage for a sustained rally. Risk-on sentiment thrives when inflation fears fade and liquidity conditions improve. Keep this on your radar—because if Bessent's call plays out, we might be looking at a very different market environment by Q2 2026.