Behind the recent three-month trends of Bitcoin, Ethereum, and BNB, a profound transformation is quietly unfolding.
From a macro policy perspective, the easing of the U.S. policy environment has opened a door. Under the market-recognized "crypto-friendly" policy guidance, traditional capital is actively seeking entry points into crypto assets, no longer the exclusive domain of fringe investors. More symbolically, the emergence of crypto-related creative tokens like TRUMP marks a narrative shift from technical to political and economic levels.
Actions on the corporate side further illustrate the point. Over 250 listed companies have incorporated cryptocurrencies like Bitcoin into their financial statements, and this number continues to grow. Once criticized as "speculative tools," crypto assets are gradually evolving into standard options for mainstream enterprises. Through the channel of listed companies, crypto assets are flowing into the portfolios of millions of ordinary investors in a compliant manner.
The industry side is also seeing new competitive patterns. AI companies are crossing into the mining sector, essentially engaging in energy arbitrage—building data centers in regions with low electricity costs, running mining and AI model training simultaneously, achieving dual benefits. This is not only a business calculation but also reflects strategic planning for future digital infrastructure.
Regarding market prospects, industry institutions have made bold predictions: scenarios by 2026 may include Bitcoin volatility narrowing below Nvidia's stock price levels, increased impact of stablecoins on local fiat currencies in emerging markets, and the number of U.S. crypto ETFs surpassing 100. Behind these forecasts lies a consistent logic—crypto assets are shedding their niche status and becoming an important bridge connecting traditional finance with future finance.
The wave's direction is already clear; the question is how you will respond.
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Behind the recent three-month trends of Bitcoin, Ethereum, and BNB, a profound transformation is quietly unfolding.
From a macro policy perspective, the easing of the U.S. policy environment has opened a door. Under the market-recognized "crypto-friendly" policy guidance, traditional capital is actively seeking entry points into crypto assets, no longer the exclusive domain of fringe investors. More symbolically, the emergence of crypto-related creative tokens like TRUMP marks a narrative shift from technical to political and economic levels.
Actions on the corporate side further illustrate the point. Over 250 listed companies have incorporated cryptocurrencies like Bitcoin into their financial statements, and this number continues to grow. Once criticized as "speculative tools," crypto assets are gradually evolving into standard options for mainstream enterprises. Through the channel of listed companies, crypto assets are flowing into the portfolios of millions of ordinary investors in a compliant manner.
The industry side is also seeing new competitive patterns. AI companies are crossing into the mining sector, essentially engaging in energy arbitrage—building data centers in regions with low electricity costs, running mining and AI model training simultaneously, achieving dual benefits. This is not only a business calculation but also reflects strategic planning for future digital infrastructure.
Regarding market prospects, industry institutions have made bold predictions: scenarios by 2026 may include Bitcoin volatility narrowing below Nvidia's stock price levels, increased impact of stablecoins on local fiat currencies in emerging markets, and the number of U.S. crypto ETFs surpassing 100. Behind these forecasts lies a consistent logic—crypto assets are shedding their niche status and becoming an important bridge connecting traditional finance with future finance.
The wave's direction is already clear; the question is how you will respond.