The Fed is now days away from halting its multi-year balance sheet cuts, and that shift is starting to spill over into the Bitcoin and crypto debate. The nearing end of quantitative tightening (QT) is a clear shift in monetary policy, and analysts are already pointing to historical similarities with the previous QT suspension. certain analysis how The previous transition from QT to liquidity expansion was correlated with the orthoseason, leading to expectations that the same thing could happen again.
The final day of QT and why it means for Bitcoin and cryptocurrencies
Quantitative tightening has put steady pressure on liquidity since 2022. However, in the latest policy decision (late October 2025), US Federal Reserve decides to suspend The balance sheet will be leaked and QT will end on December 1, 2025.
The end of quantitative tightening means a transition to a more accommodative environment, where liquidity stops shrinking and investor confidence gradually returns. This is especially important for the crypto sector, which tends to thrive when financial conditions ease and capital becomes more liquid.
QT will officially end in seven days, marking the end of the toughest financial phase in years. As seen in previous cycles, the conclusion of QT in late 2019 was the beginning of a wild rally for the altcoin market as a whole. As it stands, altcoins have endured several years of underperformance due to investor goodwill. Bitcoin and even gold. The macro environment is unfavorable for high-risk assets, limiting volatility and capital inflows.
However, it is scheduled to end when QT ends. This premise is based on the last QT exit, when the market witnessed many tokens rise between 10x and 100x in a few months.
The same situation will form again in November 2025, from which XRP and Dogecoin is starting to outperform Bitcoin will rise 10x and 100x in December 2025, and many mid to low market cap altcoins within the first few months of 2026.
Others/BTC chart. Source: @CryptoReviewing On X
OTHERS/BTC chart and breakout signs
A key part of this outlook is based on the OTHERS/BTC chart, which is a market-wide comparison between Bitcoin and the rest of the crypto market outside of the top 10 cryptocurrencies. As shown in the chart above, the altcoin market has outperformed Bitcoin by almost 630% in 845 days since the last quantitative tightening ended.
Currently, OTHERS/BTC action looks like a descending wedge pattern with a series of falling highs and falling lows. This pattern is known to be mostly bullish and the prediction here is This is a bullish breakout From the upper resistance trend line.
This chart predicts another 845-day expansion period, consistent with the previous cycle, once QT officially ends. If a similar pattern plays out, the potential gain on the OTHERS/BTC ratio is estimated to be over 300%.
Featured image created by Dall.E, chart on Tradingview.com
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