Is Buffett backing down? $347 billion in cash is watching closely, and the era of meme coin ETFs is about to ignite a trillion-dollar war!

Breaking news! The 92-year-old stock legend Buffett, who once called Bitcoin "rat poison squared," has finally, before his official retirement at the end of 2025, sent a "century-level" signal to the entire crypto industry—the control of Berkshire Hathaway’s $347 billion cash reserve has been handed over to a new management team that is "significantly more open" to technology and crypto!

This is not an ordinary personnel change; it’s the self-destruction of the old financial order. When the legend steps down, the trillion-dollar "meme coin ETF" war has only just begun!

$347 billion: Wall Street’s biggest "nuclear bomb" is loaded

As of Q4 2024, Berkshire holds $347 billion in cash and US Treasuries, accounting for 32% of its $1.1 trillion market cap. What does this mean?

• Can buy 3.52 million Bitcoin, representing 17.88% of the circulating supply

• 6.4 times the holdings of MicroStrategy, 4.8 times Grayscale’s

• Equivalent to 11% of the total crypto market cap

Old Buffett could only earn 4.5% interest on these funds in Treasuries. But the new leader, Greg Abel, clearly has a more "up-to-date" attitude. Crypto media have boldly predicted: Berkshire may repeat its 2020 "surprise" gold purchase strategy, indirectly holding Bitcoin.

More importantly, top Wall Street analysts have already calculated the detailed plan: by 2029, $330 billion of corporate funds will flow into Bitcoin. From 2025 to 2029, inflows from listed companies are expected to reach $205 billion. It’s not a "if," but a "when"!

2026: The critical point of value revaluation, the old playbook fails completely

2026 is marked by the industry as the "value revaluation critical point." Why?

First, halving hype fails. After the 2024 halving, BTC price dropped from $69,000 to $38,000. The market has realized: supply-demand narratives no longer work; new stories are needed.

Second, institutional pricing power is established. By 2025, institutional holdings have risen to 24%, while retail investors have exited 66%. This is not a retail bull market; it’s Wall Street’s stock-picking game.

Third, regulatory frameworks are taking shape. EU’s MiCA, US’s GENIUS Act, and CARF frameworks are being fully implemented. Without compliance, trillions of dollars won’t enter.

Fourth, cash flow is king. Starting in 2026, only projects with real income, actual utility, and positive cash flow will survive. Meme coins, aircoins, and narrative tokens will be phased out in bulk.

Three trillion-dollar tracks: who can catch this wave of wealth?

When the $347 billion "behemoth" begins to hunt, only three tracks can support it:

Track 1: Leading Bitcoin coins—"ballast" for institutional portfolios

BTC and ETH will become standard allocations in institutional portfolios.

Logic:

• Risk-adjusted returns: BTC’s Sharpe ratio has surpassed the S&P 500

• Non-correlated assets: correlation with US stocks is only 0.5, making it a true diversification tool

• Best liquidity: daily trading volume of $200 billion, no pressure for whales to enter or exit

Forecast: by the end of 2026, US banks and JPMorgan will announce 1%-4% BTC allocations. Each signal will trigger hundreds of billions in buying.

Track 2: RWA + compliant stablecoins—"wormholes" connecting two worlds

Bringing bonds, real estate, and commodities onto the blockchain—this is a $30 trillion market!

Latest updates:

• BlackRock: issued $100 million in government bond token funds, planning to expand to $10 billion by 2026

• JPMorgan: Tokenized Collateral Network handling $20 billion in repurchase agreements

• Hong Kong Monetary Authority: real estate tokenization pilot launching in Q2 2026

Compliant stablecoins:

• USDC: has obtained EU MiCA license, with issuance possibly doubling by 2026

• EUDe: euro stablecoin, aiming to capture the European market

• Bank-issued stablecoins: JPM Coin, GS Coin to be launched in bulk

Core logic: institutions don’t want "decentralization," they want "transparency + compliance + 24/7 settlement." RWA perfectly meets these needs.

Track 3: Privacy computing + AI autonomous agents—next-generation internet infrastructure

This is the most exciting and lucrative track.

Privacy computing:

• Zero-Knowledge Proofs (ZKP): enabling compliance without revealing transaction details

• Fully Homomorphic Encryption: data usable but invisible; BlackRock and Fidelity are secretly deploying

• Project targets: Aztec, Aleo, Espresso, mainnet launching in 2026

AI autonomous agents:

• DeAgentAI: 70% prediction accuracy, 90% monthly win rate

• AI-driven DAOs: automatically executing investment strategies, managing over $1 billion

• Integration with oracles: APRO-Oracle providing trusted data sources for AI agents

Why 2026?

• AI computing costs decrease: Nvidia H200 chips become widespread, reducing deployment costs by 80%

• Institutional demand explodes: hedge funds need 24/7 trading robots

• Regulatory vacuum: AI agents operate in a gray area, with a red-hot innovation window of only 12-18 months

Veteran’s 2026 battle plan: how to seize this wave of opportunity?

First layer: core positions (50%)

• BTC 30%: institutional ballast, hold steady

• ETH 20%: RWA + DeFi dual engines

Second layer: track leaders (30%)

• RWA tokens: BlackRock BUIDL, Backed Finance bUSD

• Privacy computing: AZTEC, ALEO (small positions)

• Oracles: LINK, APRO (data infrastructure)

Third layer: cash bullets (20%)

• USDC/USDT: go all-in when US stocks crash and fear index exceeds 15

Taboo list:

• ❌ No leverage: 2026 volatility will spike; leverage = suicide

• ❌ No meme coins: projects without cash flow won’t survive past 2027

• ❌ No FOMO: institutional entry is a slow bull, not a crazy bull; opportunities are always there

Interaction time: with $347 billion entering, which track do you like best?

If Berkshire really invests $347 billion into crypto, you will:

A. Go all-in on BTC: whales eat meat, we drink soup

B. Lay out RWA: trillions of assets on-chain, biggest early redemptions

C. Bet on AI + privacy: the birthplace of next-gen internet and 100x coins

D. Keep watching: wait for clearer trends

Drop your choice in the comments and tell us why.

2026 die-hard goal: follow the crypto gold rush, no luck needed, only logic, to achieve steady 3-5x returns!

Like, watch, share—let more crypto friends see this trillion-dollar analysis! Follow my channel, and if Berkshire really buys BTC, I’ll be the first to shout you to get in!

Remember: the old king abdicates, the new king ascends; the wealth of the era belongs only to those who understand the rules!

Disclaimer: This article’s data comes from public sources and does not constitute investment advice. Cryptocurrency markets are highly volatile. DYOR, risk at your own discretion.