Market analysts have recently thrown out a bold prediction: in Q1 2026, five macro forces will converge in an unprecedented manner, potentially triggering the most ferocious rally in cryptocurrency history—Bitcoin's long-term target range is projected to reach $300,000 to $600,000. This is not just simple cyclical fluctuation; it resembles a systemic repricing of value, driven by multiple resonances including the Fed's policy turning points, political cycles, and market structure.

But there's a question worth pondering: when everyone is discussing "how high the next rally will go," what are the true strategists contemplating?

The answer may be surprising—they're asking: when trillions of dollars flood into the market, can the existing system withstand it?

Looking back at history makes this clear. Every major bull market exposes infrastructure shortcomings: in 2017, trading was halted; in 2021, Gas fees skyrocketed to absurd levels; in 2024, stablecoins lost their pegs, frightening many. If a liquidity tsunami truly hits in 2026, can our current financial system handle the transfer of trillions of dollars in value?

This is the real significance of the next-generation stable protocols. They are not chasing price increases but doing something more fundamental—building the channels for massive capital flows. When the tide comes in at an unprecedented scale, the deepest and most stable channels will become the ultimate sedimentation points for value.

Viewing the role of stablecoins from a different angle—under the expectation of impending liquidity flood—these stable protocols are evolving: they are becoming "on-chain transformers," converting macro signals such as the Fed halting QT, initiating rate cuts, and injecting short-term liquidity into actual on-chain purchasing power. This is not a marginal function; it is the infrastructure that underpins market expansion.