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💡 Let's start with the conclusion:
In the short term, I believe the market may first experience a wave of decline—whether it's a slow drop or a fast drop—forcing everyone to give up their holdings.
The range of this volatile pullback is approximately between 82,000 and 95,000 USD, and it should oscillate within this range.
But after this wave of washing, it is very likely to open a new 'tokenized bull market' centered around Bitcoin and the BTC ecosystem.
So why do I make this judgment? Here are some key points:
1️⃣ The linkage between the US stock market and the crypto space is becoming stronger
Now more and more exchanges and financial institutions are starting to use BTC as a medium to bring US stock liquidity into the crypto space,
It's like the liquidity from the US stock market is drawn out, while the liquidity in the crypto space gathers in the middle.
These institutions are actually playing a 'matching' role:
• On one side is global crypto funds,
• On one side is the traditional market like the US stock market,
• Connected in the middle by BTC as a bridge.
This means that in the future, even if the US stock market continues to be strong, the crypto space will also rise with the tide.
Because it has become a 'transfer station' for liquidity.
2️⃣ In the future, you may use BTC directly to trade global stocks
With the advancement of compliance and the increasing popularity of KYC, in the future, many people may directly use BTC as account assets,
Then you will be able to buy and sell various global assets on-chain, including stocks.
Imagine, any ordinary person globally, holding BTC, having passed KYC, can trade US stocks, Hong Kong stocks, and even various derivatives anytime and anywhere,
And this entrance is the compliant exchange on the chain.
This is actually a significant change; BTC is like the 'account cornerstone of the financial internet.'
3️⃣ Financial institutions use BTC as a matching and derivatives anchor point
What is the core of traditional finance? Matching + Risk control.
So we see more and more BTC derivatives emerging—options, perpetuals, structured products, ETFs—these things are becoming increasingly rich,
BTC will become like a 'mix of the dollar and gold,' becoming a new financial underlying asset.
✅ To summarize:
• In the short term, BTC may need to shake and wash out, with a price range of approximately 82,000 to 95,000 USD;
• In the medium to long term, BTC will gradually become the medium connecting the US stock market and global funds;
• A new bull market centered around BTC may be brewing;
• The so-called 'tokenized bull market' does not mean that tokens bring US stocks, but that BTC has become an intermediary, allowing the liquidity from US stocks to flow in, causing the crypto space to rise.
What is the opportunity for ordinary people?
1/ Buy US stock versions of Dongfang Caifang. For example, Futu, Robinhood, and future exchanges that can participate in third-party issuance + multi-exchange access models, this is the first tier.
2/ Buy BTCfi related project tokens.
3/ Project tokens for stablecoin payment channels.