Based on recent major events, the future of the crypto market seems to be taking a clearer direction, driven by the US political arena and institutional investors. Bitcoin is expected to break through $100,000, and more importantly, a revolution in policies and capital flows is taking place behind the scenes.
Signals from the US political arena: Trump supports crypto
Let's first look at the actions of US President Trump. Trump was clearly paving the way for the resignation of the new SEC chairman Gary Gensler when he recently met with the founder of Coinbase. Furthermore, Trump also consulted with BlackRock CEO about a new Treasury Secretary candidate, and BlackRock is currently a giant in the crypto market, which is undoubtedly a positive signal for the crypto market.
More interestingly, Trump's company DJT is currently in negotiations to acquire the crypto platform BAKKT, indicating that Trump's support for cryptocurrencies is in the substantive promotion stage. At the same time, Musk has also publicly acknowledged for the first time that he holds a large amount of Doge, and SpaceX holds a large amount of BTC, which shows his confidence in the future crypto regulatory policy.
Institutional investment inflow: Bitcoin ETF rebounds
On the other hand, the influx of institutional capital has also provided strong support for the rise in Bitcoin prices. MicroStrategy recently disclosed that it has added 51,780 Bitcoins in the past week, with an average price of $88,627, totaling nearly $4.6 billion. More importantly, MicroStrategy plans to continue increasing its Bitcoin holdings in the future and will raise $42 billion in the next three years to buy Bitcoin.
The return of Bitcoin ETF funds has also brought positive signals to the market. Although the inflow of funds has decreased compared to last week, as Bitcoin approaches the $100,000 mark, the market's capital flow is expected to become more frantic. MicroStrategy is seen as the "pioneer" of this round of rise, and subsequent capital will flood in like a tide.
Strategic reserves of sovereign states and institutions
Not only American companies and investors, but more and more countries and institutions are also starting to include Bitcoin in their strategic reserves. The Polish government, the US-listed company Genius, and Cosmos Health have all started to hold Bitcoin, and the founder of MicroStrategy has also mentioned that strategic Bitcoin reserves will be the greatest trade of the 21st century. This trend may drive more countries and institutions to join the ranks of Bitcoin reserves.
As the competition for strategic reserves intensifies, whether a country or institution holds Bitcoin will become an important indicator of its competitiveness. Those who do not hold Bitcoin may be seen as "laggards" in the future.
The performance of Altcoins: The rise of Solana
Speaking of other crypto assets in the market, in addition to Bitcoin, Altcoins have also performed well recently. The performance of Ethereum has been lukewarm, with the ETH/BTC exchange rate hovering around 0.034, appearing relatively weak. However, the performance of SOL has been very impressive, with the SOL/BTC exchange rate steadily rising, indicating that retail investors' main trading currency is gradually shifting to SOL. With Solana breaking through its historical high, the Altcoin market is expected to usher in a wave of rallies, and SOL's subsequent upside potential may be around five times.
In addition, other Altcoins such as Tezos (XTZ) and Hedera (HBAR) have also started to show catch-up rallies. Especially on the Binance platform, the performance of small-cap projects has been more prominent. Projects with relatively small market caps such as SLP, STMX, and VIC have surged by more than 30% in the past few days, and these projects may have the potential to explode by more than 10 times in the future.
The craze for MEME coins: Optimistic about short-term gains
Furthermore, MEME coins are still a hot topic in the market. The large MC MEME coins represented by RIF and URO have completed the process of surging and then falling back, but they still belong to the top players in the DeSci (Decentralized Science) track and are worth continued attention. Especially with the news of Trump's acquisition of BAKKT, this sector may become a hot spot for speculation in the short term, and its speculative potential is still quite large.
However, the market's enthusiasm is not limited to a single track. Projects in different fields such as AI and MEME all have certain upside potential. For example, $AI16Z in the AI MEME track has experienced a wave of corrections, but it is still a focus for future investors. In addition, MEME tokens (such as $DOG) have also seen a rally on CEX, and platforms like Binance and OKEx are also gradually launching these emerging projects.
Market outlook: Break through $100,000, target $150,000
In summary, the probability of Bitcoin breaking through $100,000 is quite high, and it may welcome an even crazier rally in the next few months. If Bitcoin can successfully break through $100,000 this week, the goal of reaching $150,000 by the end of the year will no longer be an unreachable dream.
Overall, with the support of the US government's policies, the influx of institutional capital, and the increase in sovereign states' Bitcoin reserves, the future prospects of the crypto market are very optimistic. In this case, investors should closely monitor the performance of assets such as Bitcoin and Solana, while also seizing the short-term opportunities in small-cap Altcoins and MEME coins.
The bull market is here, brothers, come together!
Finally, there is still a lot that has not been written, such as specific opportunities and specific decisions, which are often not something that can be summarized in a single article.
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