2025-12-18 04:00:24

#美国就业数据表现强劲超出预期 There have been many highlights in the crypto world recently. Let's take a look at the current major hotspots.

Bitcoin's recent market has been volatile. It once surged past $90,000 a few days ago, but then quickly retreated, even dropping below $87,000. The entire market has been quite turbulent.

There are also new developments at the policy level. The Federal Reserve officially announced the removal of the 2023 policy that restricted traditional banks from collaborating with Bitcoin. What does this mean? Banking institutions can now be more confident and bold in their digital asset strategies.

The behavior of institutional investors is even more intriguing. BitMine entered the market at a low point, purchasing approximately $141 million worth of ETH in one go. Their total holdings are now close to 4 million ETH, aiming to capture 5% of Ethereum's total supply as planned. This strategic approach doesn't seem like short-term speculation.

The application scenarios for stablecoins are also expanding. Visa announced a major update—U.S. financial institutions can now settle transactions using USDC on the Solana blockchain. This marks another step forward in the mainstream financial system's acceptance of stablecoins.

The latest move by hedge fund Point72 is also worth noting. They have established a position of about 390,666 shares in $BTC-related strategy stocks. It appears that institutions still have confidence in this cycle.

The better-than-expected non-farm payroll data also hints that the macro environment's support for risk assets might be stronger than anticipated.

BTC1,74%

ETH1,27%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

9 Likes

Reward
9
7
Repost
Share

Comment

0/400

ShibaOnTheRun

· 2025-12-21 03:57

The bank has finally unbound, now institutions are bolder to play, it feels like this wave of the cycle has just begun.

View OriginalReply0

ZKProofster

· 2025-12-21 03:46

tbh the fed flip-flopping on banking policy is classic theater... banks suddenly getting "bold" on digital assets when it's profitable, spare me the conviction speeches lol

Reply0

AirdropFatigue

· 2025-12-19 08:32

The bank unlocking issue feels like the real turning point. The previous policy was like a trap that confined traditional finance, but now it's finally loosening up. Point 72's big move... 400,000 Bitcoin-related positions. This isn't just testing the waters; it's truly all in. The fact that institutions dare to do this shows they're not that panicked. The move from 90,000 back to 87,000 in the market is really stimulating. My heart can't handle this much turbulence. Institutions are accumulating at the bottom, policies are easing restrictions, and Solana's USDC is directly integrated into the Visa system... Combining these signals, it feels like the next wave of the market is really coming.

View OriginalReply0

0xOverleveraged

· 2025-12-18 04:30

Institutions are all accumulating at the bottom, while retail investors are still debating whether it's 90,000 or 87,000, hilarious. The Fed's recent unlock is really a disguised positive, bank entry is just around the corner. BitMine is hoarding 4 million ETH, their scale is much bigger than ours, we need to learn from them.

View OriginalReply0

NFTArtisanHQ

· 2025-12-18 04:30

the institutional thesis is basically writing itself at this point... banks finally getting the green light to play, solana settling real money through usdc—it's less about the tokens and more about the meta-narrative of financial infrastructure legitimacy, you know?

Reply0

DefiVeteran

· 2025-12-18 04:16

The key is the Fed easing policy; only then can banks become active, and the crypto market will truly take off. Major players like Point72 and BitMine are building positions at low points, indicating they’ve known this for a while. What are retail investors still hesitating about when to buy the dip? I’m optimistic about the Visa + Solana combo; stablecoins are finally breaking out of their circle.

View OriginalReply0

blocksnark

· 2025-12-18 04:04

Good non-farm data, does that mean the coin price will go up? I don't quite understand this logic. Anyway, when the 90,000 was broken through, no one ran away.

View OriginalReply0