#美SEC促进加密资产创新监管框架 $BTC $ETH

Wall Street has truly gone crazy this time.

The old guy managing $10 trillion—seven years ago he was still calling Bitcoin a tool for money laundering, but now his tune has totally changed—he's directly comparing it to the internet in 1996. If you want a real “seeing is believing” moment, this is it. Not only did he personally help push the spot Bitcoin ETF into Wall Street, but he also threw out some bold words: if global institutions dare to allocate just 2%-5% of their portfolios to Bitcoin, $500,000 or $700,000 per coin? That’s just a matter of time.

Is it just talk? Look at the numbers. Their IBIT has already sucked in nearly $20 billion, and this is just the beginning.

Right now the market is watching five key areas: the speed of ETF capital inflows is the main signal; the soaring funding rates in futures suggest the market might need to catch its breath in the short term; the rate at which stablecoins are being minted directly determines whether the bull market’s fuel tank is big enough; if old players start loosening their positions, it’s either a bottom-building phase or a signal to exit; and most crucially, the Fed’s liquidity tap—their tightening or loosening directly decides whether global risk assets get to party.

Even more explosive news: the Fed just officially announced the end of its three-year tightening cycle. Liquidity is coming back. At the same time, a major asset management giant has opened up crypto ETF purchases to 50 million clients, and regulators have also approved options trading for Bitcoin ETFs—the heavy doors of traditional finance are being opened one after another.

Last night, Bitcoin suddenly surged $1,000, all thanks to hard-hitting news:
✓ Nasdaq hit new highs, risk asset sentiment is fully back
✓ Spot Bitcoin ETFs returned to net inflows—real money is coming in
✓ A US-listed company continues to increase its BTC holdings
✓ A US bank is advising clients to allocate 1%-4% to crypto assets
✓ Argentine state oil giant YPF announced it will accept Bitcoin payments

Ethereum is booming too. Mainnet gas fees dropped to $0.02, cheaper than many Layer2s—don’t get it wrong, this isn’t because no one is using it, but rather the calm before the storm. Once the Fusaka upgrade activates tomorrow night, Layer2 capacity will explode, and transaction costs could drop another 40%-60%.

Musk recently threw out another opinion: the concept of money will eventually be obsolete, and energy will become the ultimate form of currency. This directly highlights the unforgeable energy logic behind BTC. Even a major exchange boss reposted this in agreement: we’ll soon witness more all-time highs.

Brothers, are you ready?