Buffett admits defeat? $347 billion in cash looming, 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. As the legend makes way, the trillion-dollar "meme coin ETF" war has 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?
• Enough to buy 3.52 million Bitcoin, 17.88% of the circulating supply
• 6.4 times the holdings of MicroStrategy, 4.8 times Grayscale
• Equivalent to 11% of the total crypto market cap
Old Buffett, this money could only earn 4.5% from Treasuries sitting on the books. But the new leader, Greg Abel, clearly has a more "up-to-date" attitude. Crypto media has 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" question!
2026: The critical point of value revaluation, the old routines completely fail
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: the supply-demand narrative no longer works; new stories are needed.
Second, institutional pricing power 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 framework takes shape. EU’s MiCA, US’s GENIUS Act, and CARF framework are fully implemented. Without compliance, trillions of dollars won’t enter.
Fourth, cash flow is king. From 2026 onward, only projects with real income, actual utility, and positive cash flow will survive. Meme coins, MEME tokens, and narrative-only tokens will be phased out in bulk.
Three trillion-dollar tracks: who can catch this wave of wealth?
When the $347 billion "behemoth" starts hunting, only three tracks can support it:
Track 1: Top BTC coins—"ballast" for institutional portfolios
BTC and ETH will become standard allocations in institutional portfolios.
Logic:
• Risk-adjusted returns: BTC Sharpe ratio has surpassed S&P 500
• Non-correlated assets: correlation with US stocks is only 0.5, truly a 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 billion-dollar buy orders.
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, issuance may double by 2026
• EUDe: euro stablecoin, capturing the European market
• Bank-issued stablecoins: JPM Coin, GS Coin to be launched in batches
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): enable compliance without revealing transaction details
• Fully Homomorphic Encryption: data usable but invisible; BlackRock and Fidelity are secretly deploying
• Projects: Aztec, Aleo, Espresso, mainnet launches in 2026
AI autonomous agents:
• DeAgentAI: 70% prediction accuracy, 90% monthly win rate
• AI-driven DAOs: automatically execute investment strategies, managing over $1 billion
• Integration with oracles: APRO-Oracle provides trusted data sources for AI agents
Why 2026?
• AI computing costs decrease: Nvidia H200 chips become widespread, reducing AI deployment costs by 80%
• Institutional demand explodes: hedge funds need 24/7 trading robots
• Regulatory vacuum: AI agents operate in gray areas, with only 12-18 months left of red-hot innovation window
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 panic index exceeds 15
Taboo list:
• ❌ No leverage: volatility will spike in 2026, 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 Hathaway really invests $347 billion into crypto, you will:
A. Go all-in on BTC: whales eat meat, we drink soup
B. Lay low on RWA: trillions of assets on-chain, early red dividends
C. Bet on AI + privacy: the next-generation internet, birthplace of 100x tokens
D. Keep watching: wait for clearer trends
Comment with your choice and reasons.
2026 die-hard target: follow the crypto wave, no luck involved, only logic, to achieve steady 3-5x returns!
Like, watch, share—let more crypto friends see this trillion-dollar analysis! Follow my channel; if Berkshire really buys BTC, I’ll be the first to shout you to get on board!
Remember: the old king abdicates, the new king ascends; the wealth given by 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 is on you.
#加密行情预测 $BTC