A recent major signal has attracted market attention—one top U.S. bank officially advised its clients to allocate 4% of their investment portfolios to Bitcoin. This shift by traditional financial institutions marks a fundamental change in mainstream capital's attitude towards digital assets.

From a historical perspective, the Kondratiev wave theory provides clear timing references. Observing the market peaks in 1999 and 2019, the current market performance shows remarkable similarities to these historical points. According to the evolution of the Kondratiev cycle, 2026 will become a critical inflection point, indicating that a new wave of major market movements may be brewing.

Macroeconomic changes are also fueling this trend. This year, the Federal Reserve's rate cuts are expected to exceed 100 basis points, meaning a large amount of liquidity will be released into the market. In an environment where traditional asset yields are declining, capital will inevitably seek higher appreciation opportunities. The cryptocurrency market, with its high liquidity and growth potential, has become the most attractive target for this capital.

Against this backdrop, investors should focus on two main themes. First is Bitcoin, as the value anchor of the crypto market, whose store of value properties are likely to be re-priced by global capital. Second are Meme coins, which tend to generate excess returns driven by rising market sentiment and hot money. The opportunities during this period warrant close attention.