Brothers, the crypto circle is really about to enter an explosive period! In the recently concluded second quarter, the crypto industry staged a capital feast—raising 10 billion USD in just one quarter, a funding spectacle not seen in nearly three years! Behind the tide of incoming funds, three core logics are supporting this wave:

1. US Policy Relaxation, Capital Floodgates Fully Open

The Biden administration's attitude towards the crypto industry has suddenly turned friendly, significantly easing regulatory pressure. The policy risks that previously made giants hesitant have dissipated, allowing capital to finally 'let loose' and enter the market! Once the policy green light shines, the long-suppressed funds immediately flood in, becoming the strongest driving force behind the market initiation.

2. Capital Returns to Hardcore, Regular Army Replaces Wild Paths

Goodbye to the past 'aircoin' era of making money; the current crypto financing market is undergoing a transformation: late-stage project financing, IPOs, and mergers and acquisitions are popping up, indicating that the industry is transitioning from chaotic speculation to mature development. The most representative case is the successful IPO of stablecoin leader Circle, with its stock price skyrocketing by 5 times, even Wall Street has voted with actual capital!

3. Institutional Giants Stocking Up, ETF Funds Surge by 366%

This bull market is not just a speculative fire driven by retail investors, but a true market led by institutional big funds! BlackRock and other trillion-dollar asset management giants are continuously increasing their positions, with a quarterly surge of 366% in crypto ETF fund inflows. They are not only watching Bitcoin as a 'new asset class' for long-term allocation but are also optimistic about RWA (Real World Asset Tokenization) as a hard-core track that can generate actual returns.

Key Conclusion: Funds only chase 'practical doers', the divergence in the market has become a foregone conclusion

This 10 billion USD is by no means 'sprinkling pepper', but is precisely targeting three major areas:

- Bitcoin and Core Ecosystem

- Compliant Infrastructure Projects

- RWA, AI + Blockchain and other grounded tracks

In contrast, those 'shitty projects' that only make promises without actual progress are not only finding it increasingly difficult to raise funds, but they could also be accelerated out of the market during this wave. Even Auradine, which produces blockchain hardware, can secure massive funding, proving that capital now only recognizes the practical doers!

Old Crab's Summary: The Underlying Logic of This Bull Market

- Strong Financial Support: 10 billion USD entry creates a strong buying interest, providing a solid foundation for market growth

- Confidence Explosion: Policy relaxation + Institutional Entry + Circle's IPO, threefold good news ignites market confidence

- New Industry Turning Point: From speculation to the landing of RWA and the popularization of compliant payments, the crypto industry is accelerating its integration with traditional finance

Risk Warning

- Stay Away from 'Shitty Coins': Under the capital-absorbing effect of quality projects, the risk of junk coins going to zero has sharply increased

- Beware of Overvaluation: Some popular projects have already reached high valuations, and there is a need to guard against the risk of a pullback

In this market wave, choosing the right direction is more important than blindly following trends—holding onto Bitcoin and RWA may be the correct choice to navigate through cycles!#特朗普施压鲍威尔