Real money doesn't lie; a hundred billion in capital votes with its feet, and the golden age of crypto is not in the future tense, it's in the present continuous tense!
Core message: In the recently concluded second quarter, the entire crypto industry raised over 10 billion dollars! Brothers, this is a scene we haven't seen in three years! Money is flooding in like a tide; why? Simply put, there are three points:
The new US government is showing some goodwill! Policies have become friendlier, and the big players are no longer anxious; they dare to enter the market. Regulatory easing is a strong shot in the arm for market activity!
Big money is starting to place heavy bets! Previously, financing was mostly for early-stage small projects, but that's different now! Late-stage projects are getting more funding, and IPOs and mergers are frequent. What does this indicate? The industry is growing and maturing! No longer just small-time players.
"Regular troops" are getting serious! The best example is Circle (the issuer of USDC) successfully listing, with its stock price skyrocketing over 5 times! This isn't just speculation on air coins; it has been solidly recognized by the traditional stock market! Crypto and Wall Street are deeply 'marrying'!
My viewpoint and personal case studies:
Viewpoint 1: This is not a bull market driven by small retail emotions; it's a real bull driven by institutional big funds! Giant asset management firms like BlackRock have seen their crypto ETF inflows surge by 366% in one quarter! This is not comparable to the small amounts from retail investors. They are entering with a long-term perspective, looking at the value of Bitcoin as a new asset class, along with RWA, which can truly generate returns. For instance, Securitize, a company dealing with RWA, raised 400 million dollars in a single round! Capital is voting with money, optimistic about the future of "blockchain + real economy."
Viewpoint 2: More money ≠ all coins go up! The differentiation will be very serious! A hundred billion dollars sounds great, but this money is picky!
Bitcoin-related entities like Strive Funds raised 750 million just to buy more BTC and develop derivative strategies.
Compliant and reliable infrastructure, such as the prediction market platform Kalshi, has also raised over a hundred million.
Emerging tracks with practical applications and compliance prospects like RWA and AI + blockchain.
Those projects telling extravagant stories without practical implementation and compliance possibilities might find it harder to secure funding and may even get eliminated! Look at Auradine, which is making blockchain hardware and can secure significant funding; capital now favors those who 'get things done.'
Tang Seng's summary of positives:
Massive influx of fresh capital: 10 billion dollars in real money is the strongest support for the market rise! With more money, buying power strengthens.
Confidence skyrocketing: Policy warming + big institutions putting in real money + successful listing of Circle = unprecedented market confidence! Risk appetite has increased.
Industry upgrade: Moving from speculative concepts to mature implementation (RWA, compliant payments), transitioning from grassroots frenzy to integration with traditional finance is the foundation for long-term healthy development.
Risk Warning:
Don't blindly buy low-quality coins: Money is flowing toward 'top students'; junk projects will reveal their true nature faster, so be careful of going to zero!
Localized bubbles: Some projects may be overvalued (like Kalshi with a valuation of 2 billion dollars), and if the actual performance isn't as good as touted, the corrections can be frightening.
So, guys, with a hundred billion in financing pouring in, isn't this a huge positive? Absolutely! But remember, this wave is the "institutional bull" and the "value bull"! Don't blindly chase after low-quality coins; broaden your vision and follow the flow of big capital—Bitcoin, compliant infrastructure, and RWA are the main battlegrounds for "picking up gold"!
If you're staring at the market every day and still losing money, then my most frequent saying applies: "It's not that you're incapable, it's that the method is wrong." I've completed the six rolling recovery models. I can share them, but only with those who seriously want to turn their situation around. No casual inquiries.
