#策略性加码BTC Recent regulatory signals coming from Asia are truly worth everyone's serious consideration.

Although this week's market has been fluctuating around $91,000, the real variables lie beneath the surface for 2026.

South Korea has taken the most aggressive action—its financial regulatory authorities just announced the lifting of a nine-year ban on institutional crypto investments. Now, listed companies can directly add Bitcoin to their balance sheets. Don't underestimate this move; retail investors in Korea are known for their purchasing power worldwide. Now it's the turn of the institutional players to enter, and the power of this institutional capital could be even more fierce than last year's ETF subscription wave.

Japan's approach is more pragmatic—they plan to formally incorporate Bitcoin into the regulatory framework of "financial products." At first glance, it seems strict, but what does it really mean? While it closes off tax evasion loopholes, in exchange, pension funds and traditional asset management firms can finally enter legally. This shift increases regulatory compliance, but also significantly improves the quality and stability of market participants.

Data shows that in the first week of the new year, approximately $680 million flowed out of ETFs, mainly due to profit-taking triggered by the cooling of the Federal Reserve's rate cut expectations. However, this selling pressure is being offset by policy-driven buying from Asia. The current market characteristic is very typical—a "slow bull rotation zone," with chips shifting from retail investors to institutions, and from the US to Asia.

Key points to watch are the performance of BNB and its ecosystem during this policy cycle, as well as $XRP, $BTC, and $ETH—these are highly popular in the Japanese and Korean markets. When policy momentum and market sentiment align, the rebound often exceeds expectations.

The core question is: in Q1 2026, will Bitcoin break the $100,000 threshold? It depends on the pace of Asian institutional entry and the final confirmation of the Federal Reserve's stance.