2026-01-07 06:24:50

Wall Street's attitude has changed. Recently, US banks publicly advised clients to allocate 4% of their assets to cryptocurrencies. How significant is this signal? In simple terms, the once rigid fortress of compliance is finally beginning to loosen.

At the same time, the Federal Reserve's voice is also being heard. Board members have expressed support for interest rate cuts of over 100 basis points within the year, signaling that cheap money is on its way. Can you feel the pressure? When traditional finance releases liquidity, risk assets are often the first to be revalued.

This time is different. Previous crypto cycles relied on retail FOMO and small-scale funding, but now two forces are coming into play simultaneously. On one side, macroeconomic expectations for rate cuts are at their peak, with global liquidity shifting from tightening to easing; on the other side, institutional-level official endorsements are paving the way for the hundreds of trillions of dollars that have been on the sidelines.

Mainstream assets like Bitcoin and Ethereum have already responded in price, but more importantly, the underlying logic is being rewritten—from speculative assets to allocation assets. When "cheap money" meets "money that must be allocated," history tends to accelerate.

Institutions are no longer bystanders, and the release of liquidity is a certainty. The market is gradually moving from fragmentation to structuring, and this process has just begun. Is your strategy ready to adapt to these changes?

BTC-0,38%

ETH-0,48%

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ContractFreelancer

· 01-07 20:55

Fortress loosening? I think it's directly broken through; once BAC acts, you'll know it's really here.

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GasFeeTears

· 01-07 06:54

Bank's 4% allocation is really a big deal, but I'll still wait and see if this time we can avoid a dump. --- Cheap funds are coming, but who exactly is taking the position? --- From speculation to allocation, it sounds nice. I just want to know when it's my turn to make money. --- I've heard this institutional endorsement story many times. The key question is, can the data speak for itself? --- Is a hundred trillion in funds that exaggerated? Feels like it hasn't actually arrived. --- Talking about accelerating history, but I feel like I might need to cut my losses again. --- Wait, is this about interest rate cuts or about BTC taking off? It's a bit confusing. --- Loose liquidity = bigger bubbles. No problem. --- Allocation products? Wake up. Still speculation, just a different way of saying it. --- Loosening regulatory barriers is okay, but regulators aren't sitting idle either.

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pumpamentalist

· 01-07 06:52

Fortress loosening is indeed true, but honestly, I care more about when liquidity will truly arrive. --- 4% allocation sounds sluggish, but that's just their "signal flare." --- Cut interest rates by 100 basis points? Wake up, everyone. Cheap money is the real trigger for madness. --- I've heard the story of FOMO turning into allocation assets too many times; the key is who runs first. --- The official entry of institutions has been anticipated for a long time, but timing is everything. --- Hundred trillion in funds? Uh... feels like I heard that last year too.

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MoonWaterDroplets

· 01-07 06:43

Fortress is loosening, and this time it's really happening Banks are starting to recommend allocations. What does that mean? What is meant to come will come Cheap capital + institutional endorsement, a double kill combo From speculative assets to investment assets, the underlying logic has indeed changed, and this point has been grasped When history accelerates, choosing sides is the right move

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just_another_fish

· 01-07 06:38

Finally, Wall Street's recognition is here, this is going to be fun --- 4% allocation? Do you really think we're that naive? Institutions have already bought up all they want --- Interest rate cut by 100 basis points? That would mean crazy money printing, and the coin price would take off --- This time is truly different, hundreds of trillions of funds are entering the market, what are retail investors still hesitating for --- From speculative to allocation assets, is the transition that quick? I feel like it's still gambling --- Loose liquidity plus institutional backing, double positive signals, are you in or out? --- After the Federal Reserve's series of moves, if you don't get on now, you'll have to wait for the next four-year cycle --- The loosening of the fortress is a good thing, but could it also be a prelude to another wave of cutting leeks? --- History accelerating? I only know I need to set my stop-loss orders in advance --- What does institutional entry mean? Volatility will definitely be greater, the cautious should be careful --- Wait, is 4% really enough? Feels like it should be more --- The macro outlook is awesome, but what if the wind shifts again someday? Don't be too optimistic

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RugDocScientist

· 01-07 06:31

Finally, Wall Street is taking it seriously, but is 4% allocation really aggressive enough? Institutional entry is a whole different game; the era of retail FOMO is completely over. Rate cuts + institutional double kill, this wave really can't be avoided. Wait, is this really not a bubble this time? Something feels off. Allocation assets vs. speculative assets, the theory sounds good but execution is the key. At the moment liquidity shifts, our early birds can finally breathe a sigh of relief. Hundred trillion in funds? Wake up, let's talk when the money really flows in. From fortress loosening to a flood of water, there's still a wall in between.

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