#以太坊大户持仓变化 Recently, the market has released two major signals that are directly related to the direction of crypto assets this year.

First, the attitude of traditional financial institutions in the United States has shown a clear shift. Recently, American banks explicitly advised their clients to include a 4% crypto exposure in their asset allocation. This is not a call from a blockchain enthusiast, but an official recommendation from a regulated financial institution managing trillions in assets, indicating that the door for traditional funds to enter the crypto market is truly opening.

Second, the macro liquidity environment is quietly turning. The Federal Reserve's decision-making body recently stated that this year's interest rate cuts could exceed 100 basis points, which is much more aggressive than previous market expectations. A large influx of cheap funds into the market is highly probable.

What will be the result of these two signals intersecting? When traditional institutional funds start allocating to crypto assets, and liquidity remains ample, market momentum will be significantly different. Historical patterns tell us that institutional capital does not distribute evenly. In the last full cycle, the top ten assets by market cap absorbed over 70% of the new funds.

This gives mainstream assets like $BTC $ETH $BNB considerable room for imagination, but it also means that if your holdings are not in the assets that institutions are focusing on, you may be marginalized. The question is: which assets will the 4% new funds prioritize? Is your main position really on that list? It's worth thinking about carefully.