#Strategy加码BTC配置 The end of the Kondratiev wave depression and the beginning of recovery, the crypto market is迎来一个转折点. In 2026, the global liquidity environment may experience a significant shift. The Fed's rate cut expectations combined with the need for risk asset valuation recovery are driving大量资金寻找新的配置方向.

From a regulatory ecosystem perspective, changes have already occurred. Legislation like 《CLARITY》 in the US, along with over 40 countries introducing crypto asset tax regulations, are gradually moving the industry from the gray area toward institutionalization. What is the direct result of this transformation? Trillions of dollars in institutional capital are开始真正入场.

The data is quite interesting—Bitcoin's institutional holding share has exceeded 15%, and the spot ETF scale has突破千亿美元大关. This is not a retail-driven market but institutions making asset allocation choices. Meanwhile, the RWA market target is directly aimed at 500 billion USD, and the integration of AI intelligent agents with public chain ecosystems is accelerating. All these reflect the gradual evolution of crypto assets into mainstream financial tools.

From another perspective, Bitcoin is no longer just a speculative asset but more like a new option for global non-sovereign reserve assets. Institutional dominance + compliance frameworks + technological breakthroughs—these three layers resonating together are the true logic behind the 2026 market.