

"Tax refunds have started flowing. And this year, refunds are landing with far more market attention than usual because of Trump’s ‘One Big Beautiful Bill’ and projections of a massive Q1 refund wave.
In this video, we look at when the cash hits accounts, how much might realistically flow into crypto, and why comparisons with the 2020-2021 stimmy checks are both tempting and misleading. Watch through to the end as we investigate some possible scenarios for this record tax season."
~ Coin Bureau
The video discusses the potential impact of an estimated 100 billion to 150 billion dollars in US tax refunds on the cryptocurrency market during the first quarter of 2026. Attributed to the one big beautiful bill, these larger than usual refunds are being viewed by some as a liquidity event similar to the pandemic era stimulus checks. While historical data from the Federal Reserve suggests that only a small fraction of such windfalls typically enters the crypto market, Guy explains that even marginal buying can significantly move prices in less liquid markets. The summary highlights that while many households may use the funds for essential expenses or debt, the ease of modern crypto access through ETFs and the potential for traders to front-run the narrative could spark a market rally. However, the video also cautions that factors such as geopolitical unrest and the tendency for some investors to sell assets to cover tax obligations could counteract this potential upward momentum.
0:00 Trump’s Big Beautiful Tax Refund
2:55 How Much Might Flow Into Crypto?
7:45 The 2020/2021 Stimulus Pump
11:30 Insight From The 2020/2021 Pump
14:40 Possible Scenarios
Source - Coin Bureau YouTube: https://www.youtube.com/watch?v=UG-7j4WjtEI
Disclaimer: This video is provided for informational purposes only, and not offered or intended to be used as legal, tax, investment, financial, or any other advice.
