#以太坊大户持仓变化 Double stimulus signals arrive simultaneously, a new wave of market boom is now certain. Two major pieces of news landed densely last night, completely rewriting market expectations.
**Liquidity inflection point established**
Federal Reserve officials have explicitly stated support for rate cuts exceeding 100 basis points this year, a signal far stronger than market speculation. Freed from the entanglement of "whether to cut rates," everyone is now asking "by how much"—loose monetary expectations have become market consensus. The floodgates of liquidity are opening, which typically means abundant liquidity supply for risk assets.
**Traditional capital formally knocking on the door**
More critically, Bank of America has officially included crypto assets in standard allocation recommendations for the first time, directly assigning a 4% allocation weight. This is not an experimental statement from a single department, but formal recognition at the asset allocation policy level. Imagine what happens to the market when traditional funds managing trillions of dollars follow this guidance to configure their positions.
$BTC $ETH $BNB These major cryptocurrencies will become the preferred entry tools for institutions. Bitcoin has firmly established itself above the 93,000 level, but this is just the beginning. Institution-driven market moves typically have stronger sustained momentum because they're backed by rigid demand from budget systems and investment processes, not momentary retail enthusiasm.
**However, two things need to be clear**
First, institutional capital has high selectivity. It typically flows preferentially toward assets with abundant liquidity and relatively controllable volatility, meaning not all cryptocurrencies can enjoy this wave of benefits. Second, market structure may undergo subtle changes. The sharp volatility seen in high-leverage retail-driven markets may give way to longer-cycle, deeper institutional position-building processes. Multiple trial-and-errors and phased adjustments will occur during this process, and careless moves can easily get shaken out.
**Practical operational approach**
At this stage, the key is locking down core assets most likely to enter institutional allocation lists. Choose staged position-building rather than all-in bets, giving yourself room for flexible adjustments. Meanwhile, continuously monitor the latest progress on compliance channels—the degree of policy framework completeness directly determines how quickly capital truly flows in.
Market inflection has appeared, but greed may become a trap. There is indeed probability of writing new highs this time, but the key is who can maintain rhythm through volatility.
#以太坊大户持仓变化 Double stimulus signals arrive simultaneously, a new wave of market boom is now certain. Two major pieces of news landed densely last night, completely rewriting market expectations.
**Liquidity inflection point established**
Federal Reserve officials have explicitly stated support for rate cuts exceeding 100 basis points this year, a signal far stronger than market speculation. Freed from the entanglement of "whether to cut rates," everyone is now asking "by how much"—loose monetary expectations have become market consensus. The floodgates of liquidity are opening, which typically means abundant liquidity supply for risk assets.
**Traditional capital formally knocking on the door**
More critically, Bank of America has officially included crypto assets in standard allocation recommendations for the first time, directly assigning a 4% allocation weight. This is not an experimental statement from a single department, but formal recognition at the asset allocation policy level. Imagine what happens to the market when traditional funds managing trillions of dollars follow this guidance to configure their positions.
$BTC $ETH $BNB These major cryptocurrencies will become the preferred entry tools for institutions. Bitcoin has firmly established itself above the 93,000 level, but this is just the beginning. Institution-driven market moves typically have stronger sustained momentum because they're backed by rigid demand from budget systems and investment processes, not momentary retail enthusiasm.
**However, two things need to be clear**
First, institutional capital has high selectivity. It typically flows preferentially toward assets with abundant liquidity and relatively controllable volatility, meaning not all cryptocurrencies can enjoy this wave of benefits. Second, market structure may undergo subtle changes. The sharp volatility seen in high-leverage retail-driven markets may give way to longer-cycle, deeper institutional position-building processes. Multiple trial-and-errors and phased adjustments will occur during this process, and careless moves can easily get shaken out.
**Practical operational approach**
At this stage, the key is locking down core assets most likely to enter institutional allocation lists. Choose staged position-building rather than all-in bets, giving yourself room for flexible adjustments. Meanwhile, continuously monitor the latest progress on compliance channels—the degree of policy framework completeness directly determines how quickly capital truly flows in.
Market inflection has appeared, but greed may become a trap. There is indeed probability of writing new highs this time, but the key is who can maintain rhythm through volatility.