In May 2025, the global financial market landscape is quietly rewritten under the catalyst of multiple policies. $BTC
1. U.S. Strategic Reserve Plan: On May 16, the White House announced it would allocate $5 billion to increase Bitcoin holdings and released the (RWA Development Strategic Plan (2025-2028)), which includes the tokenization of physical assets (such as gold and real estate) into the national strategy. This move not only strengthens Bitcoin's 'digital gold' attribute but also marks the first time cryptocurrencies are officially seen as a core pillar of financial stability.
2. Sino-U.S. Trade Easing: Positive signals are released from the economic talks with U.S. Treasury Secretary Yellen, with market expectations that the Sino-U.S. tariff conflict may ease, as funds shift from traditional safe-haven assets like gold to Bitcoin. The People's Bank of China simultaneously cuts the reserve requirement ratio and interest rates, releasing trillions in liquidity and boosting risk appetite in Asian markets.
3. Trump's 'Crypto Declaration': On May 8, Trump proclaimed on social media, 'Now is the perfect time to buy crypto assets,' and pushed for the (stablecoin regulatory bill) to pass, appointing a pro-crypto SEC chairman. His tariff agreement with the UK further eases global trade friction, instantly igniting market sentiment.
In the investment banking trading hall on Wall Street, New York, in May, analysts are staring at the BTC/USD chart on the screen, as the red numbers once again break through the $100,000 mark from $99,000. A trader mutters, 'The White House is buying, China is easing, even Trump is calling the shots... This is no longer a gamble; it's a national fortune.'
Institutional whale swallowing, rewriting market rules
Behind the surging Bitcoin is a collective shift of traditional financial giants.
1. BlackRock's 'Digital Gold ETF': BlackRock's IBIT ETF asset management scale surpasses $58 billion, holding nearly 600,000 BTC, accounting for 2.38% of the circulation. CEO Larry Fink publicly declares, 'Bitcoin is the Fort Knox of the 21st century.'
2. Corporate Financial Strategy: Japan's Metaplanet issues zero-coupon bonds for a shopping spree, holding 5,555 BTC; NASDAQ-listed company Thumzup even allocates 90% of its liquid assets to Bitcoin. Wall Street predicts that corporate Bitcoin holdings will exceed $330 billion in the next five years.