#密码资产动态追踪 $BTC $DOLO $SUI

These days, BlackRock's 2026 outlook report has been everywhere, and the core points are actually just two—

First, the status of stablecoins is about to change. They are positioning stablecoins as the "digital dollar track," no longer just a speculative tool in the crypto world, but becoming the underlying infrastructure for payments and settlements. Traditional financial issues like cross-border remittances and instant settlements might really be solved by digital assets.

Second, the investment logic behind AI-driven US stocks has also been clarified—over $5 trillion will be invested in the next five years. But there's a hidden risk: the more money is burned, the higher the system leverage. BlackRock itself is warning that tech giants might dominate, with profit growth unable to keep up with spending. This "micro-macro" phenomenon is reshaping the entire asset allocation approach.

Interestingly, these two trends are actually intertwined—traditional finance needs digital liquidity, and digital assets require broader application scenarios. The value of stablecoins is shifting from a speculative tool to infrastructure.

Do you think BlackRock's judgment this time is reliable? Can stablecoins truly connect these two worlds?