Major news is coming from the market—leading US banks have officially recommended that up to 4% of their clients' assets be allocated to Bitcoin and cryptocurrencies. This is not just casual talk, but a landmark shift in the traditional financial system's attitude towards digital assets.

Why now? The key lies in the convergence of several factors. In an inflationary environment, the credit cycle of the US dollar is being reevaluated. Bitcoin's role in risk diversification within investment portfolios is being re-recognized. Coupled with the continuous inflow of funds into spot Bitcoin ETFs, the increasing maturity of institutional custody and compliance channels, the barriers for traditional banks to enter are gradually being dismantled.

While the 4% figure may seem conservative, don’t forget how large the asset management scale of these banks is. What does 4% mean? It signifies a massive influx of new capital. More importantly, it sends a strong signal to other banks, family offices, and pension funds: the time to follow is now. This chain reaction is accelerating the formation of "institutional consensus."

From the market narrative perspective, the story of Bitcoin as a long-term store of value and an inflation hedge is becoming increasingly solid. The notion that "Bitcoin is just a speculative bubble" is being squeezed out of its survival space. The shift in Wall Street’s attitude indicates that cryptocurrencies are integrating into the core of the global financial system.

The real change has just begun. When traditional finance shifts from "wait-and-see" to "allocation," the structural evolution of the crypto market will truly accelerate.