A symbol of an era is fading away. The investment guru who once called Bitcoin "rat poison" has officially handed over power, and the deeper meaning behind this goes far beyond the surface — from being dismissed to becoming an asset class for institutional allocation, this transformation itself is a renewal of financial belief.
Look closely at these figures and you can feel how quickly the market's pulse is beating:
**$347 billion**, the amount of cash sitting on Berkshire's books. The new generation of management clearly has a different attitude towards technology and crypto. Even if only a small portion of this capital shifts, it is enough to stir the entire market.
**$330 billion**, the forecast given by institutional research teams — by 2029, just the amount of corporate funds buying Bitcoin alone could reach this scale. In other words, the large-scale entry of traditional capital is no longer a question of if, but when.
**2026**, many institutions have marked this year as the "Year of Revaluation." Why? Because the story relying on halving cycles for speculation is over, and the upcoming funds will flow into those crypto assets that can generate real returns and have practical applications.
What does this mean? Three routes will carry this wave:
The first is **Bitcoin and macro assets**. It is shifting from a trading product to an institutional allocation tool, like gold, becoming a "cornerstone" in investment portfolios. This is the territory where traditional capital is the earliest to venture.
The second is **RWA and compliant stablecoins**. Bringing bonds, real estate, and other tangible assets on-chain, connecting on-chain and traditional finance. This is truly the gateway capable of accommodating trillions of dollars.
The third is **privacy computing and AI agents**. This is the infrastructure of the next-generation internet, meeting institutional needs for data privacy and preparing for the explosion of autonomous AI economies.
Warren Buffett represents the past cognition, but his turning around precisely provides enough space for future imagination. The trillion-dollar-level gate has already been pushed open by someone.
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ZKProofster
· 6h ago
nah, the "privacy computing and AI agents" bit is where it actually gets interesting... everything else is just institutional cope honestly. but yeah, when the gatekeepers finally admit defeat, you know something real shifted.
Reply0
ValidatorViking
· 20h ago
nah, consensus finality on macro assets shifting to institutions is real... but 2026 timeline feels like hopium fiction tbh. berkshire's cash deployment won't move needle unless we're talking actual stake economics, not just portfolio theater. rwa layer is battle-tested concept, yet here we are still waiting for real throughput
Reply0
LoneValidator
· 01-01 11:53
The fact that Buffett is letting go is indeed a signal... $347 billion in idle cash is sitting there, who can resist the temptation
View OriginalReply0
SatoshiLeftOnRead
· 01-01 11:53
Warren Buffett has bowed his head, what does this mean... Traditional finance has finally admitted that it was wrong, haha. If that 347 billion in cash really shifts into crypto, we early players will be waiting to be diluted.
You're right, 2026 is the real watershed. The halving hype is almost over, and now it’s about who can truly generate returns with what they hold. I’m optimistic about RWA, it’s definitely more reliable than constantly hyping memecoins.
When the trillion-dollar gate opens, who knows how many people will be wiped out.
On-chain real assets are the future, otherwise it’s just air.
330 billion by 2029—this number sounds outrageous, but it might actually come true. Once institutions get involved, retail investors won’t even get a sip.
This wave of momentum is truly different; it’s no longer small-town youths dreaming of making it big in the crypto world.
Privacy computing and AI agents—this is a direction I hadn’t really considered... feels like a new perspective has been unlocked.
The key is a shift in mindset; Warren Buffett’s endorsement is a signal, and now it’s about where the capital will flow next.
View OriginalReply0
CryingOldWallet
· 01-01 11:52
The moment Old Ba turned around, the entire narrative changed... 347 billion is really formidable.
View OriginalReply0
FlashLoanLarry
· 01-01 11:51
Damn, has Buffett really shifted his stance this time? I need to keep a close eye on the movement of his 347 billion in cash.
View OriginalReply0
GweiObserver
· 01-01 11:42
The moment Buffett let go, I knew the game rules were about to change. The real story is just beginning.
A symbol of an era is fading away. The investment guru who once called Bitcoin "rat poison" has officially handed over power, and the deeper meaning behind this goes far beyond the surface — from being dismissed to becoming an asset class for institutional allocation, this transformation itself is a renewal of financial belief.
Look closely at these figures and you can feel how quickly the market's pulse is beating:
**$347 billion**, the amount of cash sitting on Berkshire's books. The new generation of management clearly has a different attitude towards technology and crypto. Even if only a small portion of this capital shifts, it is enough to stir the entire market.
**$330 billion**, the forecast given by institutional research teams — by 2029, just the amount of corporate funds buying Bitcoin alone could reach this scale. In other words, the large-scale entry of traditional capital is no longer a question of if, but when.
**2026**, many institutions have marked this year as the "Year of Revaluation." Why? Because the story relying on halving cycles for speculation is over, and the upcoming funds will flow into those crypto assets that can generate real returns and have practical applications.
What does this mean? Three routes will carry this wave:
The first is **Bitcoin and macro assets**. It is shifting from a trading product to an institutional allocation tool, like gold, becoming a "cornerstone" in investment portfolios. This is the territory where traditional capital is the earliest to venture.
The second is **RWA and compliant stablecoins**. Bringing bonds, real estate, and other tangible assets on-chain, connecting on-chain and traditional finance. This is truly the gateway capable of accommodating trillions of dollars.
The third is **privacy computing and AI agents**. This is the infrastructure of the next-generation internet, meeting institutional needs for data privacy and preparing for the explosion of autonomous AI economies.
Warren Buffett represents the past cognition, but his turning around precisely provides enough space for future imagination. The trillion-dollar-level gate has already been pushed open by someone.