Brothers and sisters, I am Ails! Last night and this morning, it was very lively over there in America, a series of heavyweight news has ignited the fuse of the crypto market again! Hurry up and take your seat, listen to me analyze the latest developments!
King understands again and fires at the Federal Reserve! Last night (their Thursday night), old Trump directly fired on social media: 'LOWER THE RATE!!!' (Cut interest rates! Hurry up and cut interest rates!). Although he said that the freshly released 'good data' seems 'too late', this core demand is aimed at the Federal Reserve. He has called for rate cuts more than once, and this time he speaks out at a critical juncture, filled with gunpowder! Why? As rate cut expectations rise, the liquidity gates could loosen, which is a huge positive for high-growth 'risk assets' like our cryptocurrencies! The desire for 'easing' in the market has been stirred up again!
High energy ahead, Federal Reserve officials are speaking! Just a few hours ago (Friday morning US time), one of the candidates for the Federal Reserve 'helmsman' in 2027, San Francisco Fed President Daly, is about to attend an important economic summit discussion! The words and actions of Federal Reserve bigwigs are now the market's electrocardiogram! Will she release dovish (favoring easing/cutting interest rates) signals or hawkish (favoring tightening/raising interest rates) signals? The market could react violently to her statements at any time! Experienced players in the crypto circle know that before and after the speeches of such key figures, market sentiment and fund flows are particularly sensitive, and short-term opportunities might be hidden here! Everyone is closely watching the wind direction!
Bill sweeping the minefield? Infrastructure is being built! Let's take a look at two bills just passed by the US House of Representatives early this morning, which are quite informative:
(CLARITY Act): The name is interesting; 'Clarity' means 'clear'. Although the specific details are still unclear, the name suggests it may involve regulating certain areas' rules or increasing transparency. In the crypto world, the clarification of the regulatory framework (even if preliminary) is a good thing in the long run, as it can reduce market uncertainty. This indicates that they are also discussing how to 'manage' new things internally, although there are disputes in the process (the opposing votes were all from the Democrats), but ultimately it has pushed forward.
(GENIUS Act): More explosive! This act has been delivered directly to President Trump for signature! Although the specific content has not been clearly stated (probably still in negotiation), 'Genius' means genius, which is very suggestive. Considering the context and Trump's recent stance (the next heavy news is coming), could this act also open the green light and provide convenience for the innovation sector (including crypto and digital assets)? The possibility is very high! This is paving the way!
A king bomb is coming: $9 trillion in retirement funds! The 'regular army' of the crypto circle is on standby! Just now (Friday morning in the US), the Financial Times broke the shocking news! The Trump administration is preparing to sign an executive order as early as this week! The target is the massive $9 trillion retirement savings market in the US (including the 401k plan we've heard of)! What’s the core? To open up 'alternative assets' like cryptocurrencies, gold, and private equity for this huge pool of retirement funds to invest in!
Ails' exclusive interpretation: What does this mean?
Nuclear-level incremental funding expectations! $9 trillion, brothers! Even if only one thousandth or even one ten-thousandth of the funds flow into the crypto market through compliant channels, that would still be an astronomical amount of fresh capital! Imagine in the future, ordinary American workers might be able to choose BTC and ETH funds in their pension accounts, what an enormous demand that would be! This is the real 'awakening of the giant whales'! The potential buying power is amplified exponentially!
An epic leap in legitimacy status! Allowing national-managed retirement funds to enter the market is equivalent to the official endorsement of cryptocurrencies as a type of asset, recognizing their legitimacy and potential value as investable assets. This is a milestone for the confidence of the entire industry!
Short-term catalysts are clear! 'Signed as early as this week!' Such a clear timeline and certainty are the strongest market catalysts. Market sentiment could be triggered before and after the shoe drops!
The regulatory framework is accelerating its construction! The executive order does not directly inject money but requires regulatory agencies to 'research obstacles' and establish rules. This indicates that the government is actively promoting the establishment of compliant entry points. Although the process may be tortuous (such as investigations), the direction is clear—opening up compliance channels! The (GENIUS Act) is likely a supporting measure for this!
Summary: The eye of the storm has formed, hold on tight!
Trump's suite of moves—pressuring the Federal Reserve to cut interest rates, passing heavyweight legislation, Federal Reserve officials making statements in succession, especially opening up huge amounts of retirement funds—each move strikes at the most sensitive nerves in the crypto market! Expectations of rate cuts + expectations of huge compliant funds entering + expectations of increased regulatory recognition, triple super good news stacking up!
This is not about creating panic but stating a significant turning point clearly. The market may fluctuate in the short term due to Daly's speech or the specific details of the bill, but the wave pushing for compliance and large-scale institutional funds entering has already formed!
As a member of the crypto circle, this signal couldn't be clearer: cryptocurrencies are rapidly squeezing into the center of the global mainstream financial stage! The future belongs to compliance, to big funds, and even more to those of us who lay the groundwork and see the direction!
Remember to keep an eye on the subsequent developments, especially Trump's signing and the movements of regulatory investigations. I am Ails, bringing you the first-hand scoop, and holding steady for this wave of era dividends! If you think the analysis is on point, like, comment, and share!
