#以太坊大户持仓变化 Dual stimulus signals are firing simultaneously, and a new round of market boom has become inevitable. Last night, two major pieces of news landed densely, completely rewriting the market's expectation logic.

**Liquidity Turning Point Confirmed**

Federal Reserve officials explicitly stated support for interest rate cuts exceeding 100 basis points within the year, a signal far stronger than previous market guesses. Freed from the dilemma of "whether to cut rates," everyone is now asking "by how much"—the expectation of easing has become a market consensus. The gate for liquidity is opening, which usually means ample liquidity supply for risk assets.

**Traditional Capital Officially Knocks on the Door**

More importantly, U.S. banks have for the first time included crypto assets in their standard allocation recommendations, directly assigning a 4% allocation weight. This is not an experimental statement from a department but a formal recognition at the asset allocation policy level. Imagine what will happen when those managing trillions of dollars in traditional funds follow this guidance to allocate positions; the market will change.

$BTC $ETH $BNB Mainstream cryptocurrencies will become the preferred entry tools for institutions. Bitcoin has already stabilized above the 93,000 mark, but this is just the beginning. Market trends led by institutions tend to have stronger sustained momentum because behind them are rigid demands constrained by budget systems and investment processes, rather than retail investors' fleeting enthusiasm.

**However, two things need to be clarified**

First, institutional funds are highly selective. They usually prioritize flowing into liquid, relatively controllable top-tier assets, which means not all coins can enjoy this wave of benefits. Second, the market structure may undergo subtle changes. The sharp volatility seen in high-leverage retail markets may give way to longer cycles and deeper institutional accumulation processes. During this process, multiple trial-and-error phases and staged adjustments will occur, and being inattentive could easily lead to being washed out.

**Practical Operational Ideas**

The current key is to lock in the core assets most likely to enter institutional portfolios. Opt for phased building rather than all-in at once, leaving room for flexible adjustments. Meanwhile, keep tracking the latest developments in compliance channels—the degree of policy framework improvement directly determines how quickly funds can truly flow in.

The market turning point has appeared, but greed could become a trap. This time, there is indeed a chance to reach new heights; the key is who can maintain rhythm amid volatility.