2026-01-12 01:20:41

#MSCI未排除数字资产财库企业纳入范围 Powell's recent series of statements are worth careful consideration. The Federal Reserve's shift in liquidity policy is reshaping the entire market landscape, and the gradual improvement of compliant infrastructure is becoming the final stepping stone for large institutions to enter.

Don't be fooled by the current market volatility; the underlying logic is quietly changing. Institutional funds' attitude towards cryptocurrencies has shifted from cautious observation to eager anticipation, and BTC's role as a value anchor is becoming increasingly clear. From the recognition at the U.S. policy level to the enthusiasm of traditional financial institutions' participation, all these signals point in the same direction — we are standing at the entrance of a new cycle.

Interestingly, the traditional cycle rules may be about to become invalid. When macro liquidity conditions improve, regulatory frameworks become more friendly, and institutional access channels open, market trends no longer follow historical patterns. Leading assets like $BNB are becoming targets for institutional allocation.

Will 2026 usher in structural opportunities? It depends on policy implementation and the actual actions of market participants. Based on current signals, situations where multiple conditions are met simultaneously are indeed rare.

BTC2,01%

BNB3,24%

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GasFeeLover

· 4h ago

Powell's recent moves are indeed part of a larger strategic plan; institutions are really coming in. Wait, does MSCI's action mean that traditional indices will also have to change their stance? I agree that the underlying logic has shifted, but whether 2026 can deliver still depends on policy signals. Honestly, the major players entering the market now are definitely not aiming for short-term fluctuations; they are positioning for the future. The idea that historical patterns are invalid is interesting, but I still lean towards believing that the market is ultimately cyclical. However, to be fair, institutional allocation of BTC as a value anchor is truly the trend; the anti-inflation logic is unstoppable.

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HashBandit

· 01-12 10:45

ngl this institutional copium is wild... back in my mining days we didn't need powell's blessing to hodl, just better electricity rates lol. but fr the tps bottleneck these normie inflows will create is actually concerning... gas fees already eating people alive when network congestion spikes. this "new cycle" talk hits different when you've already got mining ptsd from 2018, just saying.

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MetaverseLandlady

· 01-12 01:51

Liquidity shifting is indeed worth considering, but honestly, I've been hearing Powell's rhetoric for three years, and I've rarely seen real money involved. Institutional entry is genuine, but don't pin all your hopes on MSCI inclusion. Such speculative expectations are the easiest to get burned. Who the hell knows what 2026 will look like? I just want to know if we can stabilize in Q1 next year.

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SilentObserver

· 01-12 01:48

Powell's move this time is indeed interesting; it feels like the rules are being rewritten.

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WhaleWatcher

· 01-12 01:45

Powell's recent moves are indeed playing a big chess game, and signals of institutional entry are becoming increasingly clear. Liquidity shifts towards compliance and improved regulations—this combination really is unbeatable. The underlying logic has changed; I agree that the cycle pattern is no longer valid. Whether 2026 can break through still depends on execution, but the current signals are indeed unusual. It's been obvious for a while that institutions are starting to stir, and BTC is looking steady this wave. The bullish conditions are all in place, which is indeed rare in history. Wait a minute, could this be another routine? People who get repeatedly caught in the trap have all thought the same. Is it too early to start bullish now, or is it more reliable to wait and see?

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CommunityLurker

· 01-12 01:43

Powell's recent moves are indeed part of a larger strategic plan. --- Wait, is MSCI really going to include digital asset companies? If that happens, the capital flow of institutional investors will become very obvious. --- I’m convinced by the underlying logic change, but I’m just worried that a scythe might come again. --- Improved compliance infrastructure = after squeezing retail investors, is it the institutions’ turn to step in? Haha. --- 2026? I just want to see if Bitcoin can hit a new high by the end of 2024, and then we’ll talk. --- I’ve heard this liquidity shift narrative too many times; they said the same last time. --- The real issue is policy enforcement. Words are one thing, but how many countries are truly willing to relax regulations on digital assets?

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CryptoDouble-O-Seven

· 01-12 01:33

Powell's recent moves have indeed changed the game, and institutions are really about to enter the market.

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DegenWhisperer

· 01-12 01:26

Powell's recent moves are indeed a bit different, with liquidity shifting and regulatory friendliness. It feels like big institutions are really coming. Institutional entry is just a matter of time, as BTC's positioning becomes more stable. 2026? It still depends on how policies are implemented; all the signals are there, it just depends on whether it's real or not. With the compliance framework in place, big funds really have no reason to wait any longer. People still debating the cycle might need to rethink, as the game rules are truly changing. That's right, this time is different. The macro environment, regulation, and access channels are all coming together, making the probability quite rare. Top coins like BNB should have caught the attention of institutions long ago. The underlying logic is changing, which is exactly a signal of a new cycle. Policy execution is the key; just shouting slogans won't do any good. Liquidity has improved, and the stepping stone for institutions has been laid.

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