So far, this brutal washout that is still ongoing has finally shown everyone the ruthlessness of Wall Street, where investors attempting to seize short-term profits are becoming collateral damage.
Harvesting group emotions is already a forte of capital on Wall Street; as long as you are not greedy for quick money and only earn from industry growth, no one can do anything to you.
Because half of the capital's returns come from harvesting group emotions, and half come from industry growth, while the growth ceiling of the web3 industry is still very high, it can fully compete with AI.
Recent short-term negatives are essentially long-term positives; the long-term positive of the United States establishing a Bitcoin strategic reserve is expanding like ripples in water.
The CEO of Metaplanet calls on Japan to follow the United States in establishing a Bitcoin reserve, with its Bitcoin yield reaching 45.1% this year.
On March 9, news broke that Simon Gerovich, CEO of the Japanese listed company Metaplanet, called on Japan to follow the United States in establishing a Bitcoin reserve and to transform Japan into a 'global Bitcoin superpower' on the X platform.
He revealed that the company has achieved a 45.1% Bitcoin yield so far in 2025, with an acquisition price of approximately $240.2 million and an average purchase price of about $83,172.
Asia's Japan has already begun to FOMO into Bitcoin strategic reserves, and soon we will see more countries in Europe following the footsteps of the United States.
At this point, if you are in Honduras, Mexico, or Guatemala, seeing that El Salvador and now the United States are purchasing Bitcoin, can you really bear having zero holdings?
What will Russia and China do in response?
Last week's announcement, though not perfect, marked the first time the United States recognized Bitcoin as a strategic asset. As long as this remains unchanged, in my opinion, this is a game-changing event.
The web3 drama led by Trump and Musk is also unfolding step by step, such as one of the main events: RWA.
What is RWA (Real World Assets)? It is the mapping of real-world assets to the crypto world, enhancing the connection between cryptocurrencies and the real world.
US stocks are expected to become the third major category of RWA assets after stablecoins and government bonds.
According to an analysis by Alex Xu, a research partner at Mint Ventures, Coinbase CEO Brian Armstrong and CFO Alesia Haas recently indicated that they are considering tokenizing the company's stock to enable trading of US stocks on the Base blockchain.
If things go smoothly, US stocks are expected to become the third major category of RWA (real-world assets) after stablecoins (USDT, USDC) and government bonds (Buidl), and may exceed the current scale of tokenized government bonds in the short term.
By then, the entire cryptocurrency market will consist of Bitcoin, application-based public chains, altcoins, and RWA tokens in a four-legged framework.
The most capital flight will definitely be from altcoins without any value support, and Bitcoin will benefit the most.
So, if you have Bitcoin, there is no need to panic; during the entire upward cycle, short-term risks are not an excuse for us to short-sell, but rather a reason for us to increase our positions and gain more.
