📊 Institutional and Policy Dynamics (Key Variables Affecting the Market)
1. Positive Signals: Strategy invested $2.13 billion to increase its holdings by 22,300 BTC, bringing the total holdings to 709,700 BTC, with an average cost of $75,979. The long-term allocation logic of institutions remains unchanged; the New York Stock Exchange is accelerating the development of a tokenized securities platform, supporting 24/7 on-chain settlement for US stocks, integrating crypto infrastructure with traditional finance entering deep waters;
2. Negative Disturbances: The American Bankers Association has listed "prohibiting stablecoin yields" as a top priority for 2026, fearing a diversion of $6 trillion in bank deposits, with regulatory uncertainties still present;
3. Statements from Influencers: Robert Kiyosaki, author of 'Rich Dad Poor Dad', ignores short-term fluctuations, continues to increase holdings of BTC/ETH, emphasizing the value of long-term asset allocation against the backdrop of dollar depreciation.
The bull run is coming, Ethereum is bullish long-term to 8500, brothers, guard your wallets, don't fall before dawn💃💃#达沃斯世界经济论坛2026 #特朗普取消对欧关税威胁 #美国加密市场法案延迟 #美国加密市场法案延迟 #特朗普对欧洲加征关税 $BTC $ETH $XRP
