1️⃣ Policy Tailwind
▫️ Fed rate cut cycle + Trump-friendly crypto policies drive the dual engines
▫️ SEC new regulations clarify stablecoins are not securities (critical turning point!)
▫️ US Treasury establishes Digital Assets Strategic Office
2️⃣ ETF Nuclear Explosion Effect
Bitcoin ETF: $36.4 billion (from January 2024 to present)
Ethereum ETF: $2.4 billion (launching July 2024)
▶️ Daily net inflow reaches 3 times that of traditional gold ETFs
3️⃣ Institutional Allocation Revolution
▫️ BlackRock and other asset management giants' allocation ratio exceeds 5% threshold
▫️ Sovereign fund Bitcoin strategic reserves become the new norm
▫️ 'Digital Gold' narrative fully upgraded
4️⃣ Technological Singularity Arrives
✓ Bitcoin L2 network TVL exceeds $10 billion
✓ AI agents' on-chain interaction volume increases by 300% monthly
✓ RWA tokenization scale reaches $2.1 trillion
5️⃣ Emerging Markets Uprising
Turkey/Argentina fiat currency collapse → BTC daily trading volume surges by 470%
Salvadoran bonds issued in BTC denomination
Over 23 countries connect CBDC to crypto networks
6️⃣ DeFi 2.0 Revolution
⚡ Stablecoin settlement volume surpasses Visa for the first time (single quarter $9.8 trillion)
⚡ No-slippage DEX protocols dominate 80% of spot trading
⚡ Compliant CeDeFi products experience explosive growth
7️⃣ Regulatory Breakthrough
▷ US passes (Digital Asset Market Structure Bill)
▷ Hong Kong becomes the first offshore market to support STO
▷ FATF new anti-money laundering regulations implemented
