Traditional financial giants officially open the door to crypto assets—this moment may mark a turning point in the cycle.
Two recent signals are worth noting. On one hand, a major U.S. bank publicly recommended that high-net-worth clients allocate 4% of their investment portfolios to crypto assets. This is not just analyst speculation but a change in official wealth management strategies. It means that Bitcoin and cryptocurrencies have entered the standard allocation framework of traditional capital for the first time, and hundreds of trillions of dollars in traditional funds are beginning to find a clear compliant path.
On the other hand, Federal Reserve officials have recently sent a clear signal—that this year's interest rate cuts could exceed 100 basis points, far exceeding previous market expectations. The easing cycle is officially restarting, and the liquidity gate is opening.
What will happen when these two events combine? Cheap money is flowing into high-yield assets, and the crypto market has become a new target for traditional capital. The risk appetite of global funds is being activated, and channels for institutional entry are being paved. This is not only driven by liquidity but also by structural changes—dual forces of macro policy and institutional demand.
From a historical cycle perspective, when the funding channels are unblocked and policy windows open, a new market cycle often begins right in front of us. The 2026 market trend may start brewing from these signals.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
9 Likes
Reward
9
8
Repost
Share
Comment
0/400
GateUser-74b10196
· 01-09 00:16
Wow, the institutions are really starting to jump in. This time, it seems different.
View OriginalReply0
MysteryBoxOpener
· 01-08 13:03
Wow, this wave is really here. Traditional finance finally can't hold back anymore.
View OriginalReply0
FUDwatcher
· 01-07 02:50
Institutional entry + interest rate cuts = printing money to buy coins, why does this script feel so familiar to me?
View OriginalReply0
ForkLibertarian
· 01-07 02:45
Alright, big institutions are finally not pretending anymore. The 4% allocation thing is basically about lacking liquidity and looking for an exit, pouring cheap money out. We're just getting some soup out of it.
---
Another rate cut and institutional entry—sounds great, but let's see if we actually get the benefits when the time comes.
---
Wait, is the logic that if liquidity is abundant, the coins will go up? Should I go all in now?
---
2026, huh? Starting to hype the market two years ahead, as if they can predict it.
---
That's true, money flowing into high-risk assets is a historical pattern, but is the crypto market really big enough for that?
---
Loose policies open the floodgates, and the first to benefit definitely won't be retail investors. I see through that.
---
$SUI $BREV $PEPE Which one do you favor? Feels like everyone is betting that institutions will take over.
View OriginalReply0
CryptoCrazyGF
· 01-07 02:45
Wow, traditional finance is starting to get serious. Now retail investors who are just sitting and waiting are about to be harvested again.
View OriginalReply0
TommyTeacher
· 01-07 02:43
Hundreds of trillions of dollars in traditional funds are coming in, now it's time to prepare well for the bull market.
View OriginalReply0
ZenChainWalker
· 01-07 02:29
Wow, this wave of institutional investors is really about to enter the market. Feels different now.
#数字资产动态追踪 $SUI $BREV $PEPE
Traditional financial giants officially open the door to crypto assets—this moment may mark a turning point in the cycle.
Two recent signals are worth noting. On one hand, a major U.S. bank publicly recommended that high-net-worth clients allocate 4% of their investment portfolios to crypto assets. This is not just analyst speculation but a change in official wealth management strategies. It means that Bitcoin and cryptocurrencies have entered the standard allocation framework of traditional capital for the first time, and hundreds of trillions of dollars in traditional funds are beginning to find a clear compliant path.
On the other hand, Federal Reserve officials have recently sent a clear signal—that this year's interest rate cuts could exceed 100 basis points, far exceeding previous market expectations. The easing cycle is officially restarting, and the liquidity gate is opening.
What will happen when these two events combine? Cheap money is flowing into high-yield assets, and the crypto market has become a new target for traditional capital. The risk appetite of global funds is being activated, and channels for institutional entry are being paved. This is not only driven by liquidity but also by structural changes—dual forces of macro policy and institutional demand.
From a historical cycle perspective, when the funding channels are unblocked and policy windows open, a new market cycle often begins right in front of us. The 2026 market trend may start brewing from these signals.