#比特币2025大会

Shanzhai Market Trigger Points: Three Key Narratives

Liquidity Release under Interest Rate Cut Expectations: If the Federal Reserve implements 2-3 rate cuts, risk assets will gain respite, and funds may flow from Bitcoin to higher-risk shanzhai assets, with a focus on the time window after July.

Ecological Effects Driven by Ethereum Breakthrough: If ETH stabilizes above $2750 and breaks through its contracting range, it will activate sectors like DeFi and Layer 2, similar to the pre-heating market before the Shanghai upgrade at the beginning of 2023.

Emergence of New Narratives: AI + Crypto (Decentralized Computing Power), RWA (Real Asset Tokenization) are attracting institutional exploratory layouts, and projects with actual income models may become the main characters in the next stage.