#密码资产动态追踪 $BTC $BNB $ETH

Things have been quite lively in the financial markets these days. First, a major U.S. bank officially recommended clients allocate 4% of their assets to cryptocurrencies, and then Federal Reserve officials clearly stated that they plan to cut interest rates by over 100 basis points this year. In other words, traditional finance is beginning to officially embrace digital assets, and the central bank's purse strings are also about to open.

This recommendation from the U.S. bank is essentially a barometer—shifting cryptocurrencies from "risk assets" to "allocation assets," backed by hundreds of trillions of dollars in institutional funds waiting for an entry signal. This is not a minor matter but a systemic asset allocation adjustment.

At the same time, the Fed is also sending a clear signal: a significant rate cut is imminent. Cheap money combined with the need to allocate assets—what will happen when these two forces collide? Liquidity is abundant, institutions are motivated to build positions, and the cycle of market re-pricing is now underway.

This moment is worth pondering. From macro policies to institutional behavior, the underlying logic is becoming increasingly clear. How will the new asset revaluation cycle unfold? Which sectors do you think are most likely to lead the way?