2025-12-17 23:00:18

#数字资产市场洞察 $ACT

New Developments in the Crypto Market: Policy Relaxation, Big Players Entering, Technological Breakthroughs—Is This Time Truly Different?

What has happened in the crypto industry over the past few months? The 180-degree shift in US policies, collective Bitcoin buying by listed companies, AI firms branching into mining—each signal points to the same message: this once marginalized sector is moving from the underground into the mainstream spotlight.

From Regulatory Opposition to Policy Embrace: The Time to Rewrite the Rules Has Arrived

The change in US attitude best illustrates the point. Once under heavy regulatory pressure, the environment has now shifted toward pro-crypto policies. Not only are legislative measures leaning in favor, but top officials are actively involved—issuing meme coins, loudly embracing crypto identities. These actions have directly brought a once controversial sector into the mainstream financial conversation.

Assets Once Considered "Non-Mainstream" Now Essential for Institutions

The facts are clear: over 250 listed companies have included Bitcoin and other crypto assets on their balance sheets this year. This is not a small-scale experiment but a serious allocation decision. Some companies even treat this as a strategic pillar, moving beyond passive holding to actively betting on crypto assets. When giants within traditional finance are doing the same, how much room for maneuver do other companies have? This trend has shifted from the risk-taking of a few radicals to a consensus behavior across the entire ecosystem.

The AI Wave and Computing Power Race: A New Dimension of Competition Opens

Interestingly, the parallel tracks of AI enthusiasm and crypto mining are now beginning to intersect. Take Nick Rose, an early Bitcoin investor, for example—his company Orion Compute is simultaneously deploying in both mining and AI data center sectors. The strategy is clear: build computing infrastructure in regions with relatively low energy costs, reducing mining operational pressures while capitalizing on the AI infrastructure boom. This isn’t just a matter of one company doing two things; it’s about discovering the intersection of two high-growth sectors—lower costs, higher expected returns.

Real data, real participants, real capital flows—all point to one direction: the fundamentals of the crypto industry are indeed changing. But how far this change can go and how long it can last depends on everyone’s judgment. What’s your view on this market trend? Is it a bottoming opportunity or another game of catching the high at the expense of latecomers?

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NFTArtisanHQ

· 2025-12-20 20:24

the institutional FOMO narrative is just mechanical reproduction of past cycles, ngl... what's the actual *creative* paradigm shift here beyond spectacle?

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GasSavingMaster

· 2025-12-20 06:06

250 listed companies are getting into Bitcoin, this time really different, but I still don't dare to go all in haha --- It's the same story of policy support and institutional entry, I've heard it too many times... Can it really last? --- AI mining is indeed interesting; only when costs come down does profit become king --- Sounds nice, but isn't it just waiting for retail investors to buy high, a classic trick --- Nick Rose's move this time is quite clever, laying out two lines simultaneously to diversify risk --- Bottom? High? Who really knows, I just watch --- Meme coins have directly turned crypto into a joke; but on the other hand, the hype has definitely picked up --- Having 250 companies allocate to this data is a bit aggressive, but are they really strategic allocations or just pre-emptive setups before cutting the leeks? --- This time it really feels different, but can you believe it? Still, try a small position to test the waters --- Policy shift is real, money is really flowing in, now just see how long it can last

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MetaMisfit

· 2025-12-19 09:30

Once again, "This time it's really different," I don't believe you haha But the fact that 250 listed companies are allocating assets is indeed impressive, it feels like the trend has completely changed I understand Nick Rose's set of combined strategies, which is to reduce costs and capitalize on dividends, but we still need to be cautious I'm waiting to see who will scream at the top Where is the promised bottom opportunity? I've already taken three rounds of the plate 250 companies betting together, is this really a consensus or a collective game of pass-the-buck? Policy easing is a good thing, but I'm more concerned about when the people who exit will run

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PonziWhisperer

· 2025-12-17 23:27

Wake up, does the fact that 250 listed companies are bottom-fishing mean we've reached the bottom? I don't think so. --- Policy shifts are a good thing, but the timing of those institutional entries... Do you really believe this isn't just another round of harvesting? --- Nick Rose's "AI + mining" dual-track approach sounds impressive, but where exactly are the low costs? --- History will repeat itself. Don't be brainwashed by "this time is different," they say that every round. --- Speaking of the top leadership issuing meme coins, is it good news or just riding the hype? I can't figure it out. --- Configuring 250 companies ≠ market bottom; it just shows that money is indeed flowing here, that's all. --- I just want to know, if policies really loosen up, what will happen to those who were once victims? Is there any compensation? None.

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TopBuyerBottomSeller

· 2025-12-17 23:14

Uh... 250 publicly listed companies holding Bitcoin, isn't this really the last wave of retail investors getting slaughtered? Here we go again, always saying "this time is really different," but what’s the result? When policies are friendly, everyone celebrates; then they turn around and fluctuate again, playing with our emotions. The AI mining hype sounds great, but how low can energy costs go? It all depends on who raises more funding. Bottom? Top? Honestly, no one knows.

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HodlOrRegret

· 2025-12-17 23:09

Oh no, it's the same old story... Every time they say "this time it's really different," but everyone knows how it turns out. What does it mean when 250 listed companies hold Bitcoin? It's just institutional FOMO, and they might even be manipulating us in return. Basically, it's a game where everyone follows the trend to enter the market, so they can sell at the right moment. Don't be brainwashed. AI mining sounds good, but how many years can the cost advantage last? Energy policies can change at any time. I'm just waiting for the news that the first wave of institutions to enter start to reduce their holdings—that will be the real opportunity.

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StakeWhisperer

· 2025-12-17 23:05

It's the same old story... I believe in the 250 listed companies allocating Bitcoin, but how many have actually placed bets? Most are just following the trend.

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