Recently, discussions about the independence of Federal Reserve policies have intensified, with many analysts pointing out that this reflects deep changes in the global monetary system.

Data shows that the US dollar's share in global foreign exchange reserves has fallen to 56.32%, remaining below 60% for 11 consecutive quarters, hitting a new low since 1995. Meanwhile, the global gold purchase boom continues, with gold reserves surpassing US debt for the first time in 50 years. Behind these figures, it actually reflects countries' reassessment of the traditional "petrodollar" system.

As monetary policy becomes increasingly influenced by political factors, market confidence in centralized monetary systems naturally declines. This provides a stage for decentralized assets—Bitcoin, with its limited supply and independence from single policies, is gradually gaining attention from institutions and nations. Earlier, US President Trump mentioned considering including Bitcoin in national asset allocations, and such policy signals have a noticeable impact on market sentiment.

From an institutional perspective, mainstream financial institutions like Standard Chartered Bank have begun openly discussing Bitcoin's role in asset allocation, even offering relatively optimistic price forecasts. As the global de-dollarization process accelerates, the scale of cross-border payments with stablecoins is also expanding, improving liquidity and use cases across the entire crypto asset ecosystem.

However, it is important to note that these changes are long-term structural adjustments, and short-term volatility will still exist. Investors should manage risk exposure while paying attention to macro trends.