#Strategy加码BTC配置 The global financial markets are playing out a long-awaited prosperity script.
Three consecutive years of double-digit growth have become a reality—the MSCI World Index has risen over 20% cumulatively, far exceeding market expectations. U.S. stocks are even more impressive, with the S&P 500 rising 16.5% for the year, achieving a strong rebound from deep adjustments at the beginning of the year.
The road this year has not been smooth. Trade frictions, AI concept fluctuations, and multiple steep declines in the tech sector have each seemed to threaten this prosperity. But the voting of capital is very honest—it repeatedly chooses to re-enter during pullbacks.
The underlying logic is as clear as can be: Corporate earnings remain strong, the anticipated easing cycle has brought liquidity, and economic data repeatedly exceeds expectations. These factors act as three supporting pillars, pushing the market to new highs.
Against this backdrop of rising global risk assets, cryptocurrencies like $BTC, $ETH, and $SOL have also gained opportunities for re-evaluation by the market. Institutional investors' attitude towards Bitcoin has shifted from "risk asset" to "alternative asset allocation," and the volume of increased holdings has become more frequent.
From traditional finance to digital assets, in this cycle, the law of the strong getting stronger is being reinterpreted.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
8 Likes
Reward
8
3
Repost
Share
Comment
0/400
DataPickledFish
· 16h ago
Funds really have eyes, always hitting the mark every time
View OriginalReply0
NFTArchaeologis
· 16h ago
Liquidity cycles drive up risk assets, and this logic was written on medieval parchment. It's just that this time, it's on-chain accounting.
View OriginalReply0
SignatureLiquidator
· 16h ago
Funds are voting, are we gambling? Or are we betting with funds?
#Strategy加码BTC配置 The global financial markets are playing out a long-awaited prosperity script.
Three consecutive years of double-digit growth have become a reality—the MSCI World Index has risen over 20% cumulatively, far exceeding market expectations. U.S. stocks are even more impressive, with the S&P 500 rising 16.5% for the year, achieving a strong rebound from deep adjustments at the beginning of the year.
The road this year has not been smooth. Trade frictions, AI concept fluctuations, and multiple steep declines in the tech sector have each seemed to threaten this prosperity. But the voting of capital is very honest—it repeatedly chooses to re-enter during pullbacks.
The underlying logic is as clear as can be:
Corporate earnings remain strong, the anticipated easing cycle has brought liquidity, and economic data repeatedly exceeds expectations. These factors act as three supporting pillars, pushing the market to new highs.
Against this backdrop of rising global risk assets, cryptocurrencies like $BTC, $ETH, and $SOL have also gained opportunities for re-evaluation by the market. Institutional investors' attitude towards Bitcoin has shifted from "risk asset" to "alternative asset allocation," and the volume of increased holdings has become more frequent.
From traditional finance to digital assets, in this cycle, the law of the strong getting stronger is being reinterpreted.