#2026年比特币行情展望 Institutional frenzy intertwined with crude oil surge—power shifts in the crypto market are unfolding

$BTC $ETH

BlackRock is serious this time. The world's largest asset management giant has invested $287 million directly into Bitcoin, entering with a traditional institution controlling trillions of dollars in U.S. assets. This is not just buying coins—it's a clear declaration that crypto assets have become an essential part of mainstream investment portfolios.

The turning point came unexpectedly. A sudden escalation in geopolitical tensions triggered a chain reaction: severe pressure on crude oil supply, soaring energy prices, and even Goldman Sachs sounded the alarm. Historical patterns ruthlessly confirm that rising oil cycles are often accompanied by cross-asset rotation of crypto funds. Institutional investors are starting to vote with their feet, shifting capital from high-volatility assets toward oil and gas, causing liquidity to tighten instantly.

But there is a deeper power struggle behind this. Spot ETFs from BlackRock and Fidelity have become key capital hubs, while Bitcoin structured notes packaged by JPMorgan are integrating crypto assets into traditional financial frameworks—big institutions are setting new rules, while retail investors are still hesitating whether to follow suit.

A critical choice lies ahead: stick with Bitcoin and profit alongside institutions, or shift to other highly liquid assets for hedging? Or simply reduce holdings and hold cash? The market is diverging, and so are the options.

What do you think— is this the beginning of mainstream financial absorption of crypto assets, or a signal that the market is about to turn?