@maiweb3.base.eth
Everyone’s blaming “regulation fears” for missing retail, but that’s not the real story.
Retail shows up when liquidity actually hits households — when paychecks feel safer, assets are up, savings aren’t squeezed, and there’s extra cash to gamble with. That’s when FOMO kicks in.
This cycle, Bitcoin ripped mostly on ETFs, institutions, balance sheets, and derivatives. Meanwhile, retail search interest and spot exchange volume barely moved. Why? Household balance sheets are tight and US savings rates are low. There’s no ammo for alt mania.
The shift comes when:
* policy stops draining liquidity and starts adding it,
* household finances heal,
* and compliance + cheap crypto rails remove friction.
Institutions can build the floor.
Retail blows the top off.
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