#Strategy加码BTC配置 【As traditional finance begins to actively embrace digital assets, the game rules have actually changed】

Many people are paying attention to what will happen in 2025, but the real inflection point may be hidden in 2026.

A recent obvious change is — large financial institutions are no longer just observing the crypto market; they are starting to actively promote Bitcoin allocations. This may seem like a mere attitude shift, but it actually signifies a deeper structural transformation.

In the past, Bitcoin was regarded as a non-mainstream asset, only accessible to geeks and high-risk-tolerance investors. But when traditional giants like banks start including it in their wealth management standard plans, the nature of the game changes entirely. $BTC has now entered the asset allocation discussions of millions and billions of households.

What does this mean? The role of banks is undergoing a subtle but important shift. They are evolving from passive asset custodians and trading channels to active market price setters and capital distribution hubs. The pricing power of institutions will gradually erode the bargaining space of retail investors.

Capital flows will also change accordingly. The previous pattern was a contest between retail investors and crypto natives; now, a large amount of allocation capital is flowing from the traditional financial system. $ETH, $XRP , and similar application-layer tokens may see institutional re-pricing. The influx of long-term capital will also alter the market’s volatility characteristics — converging from extreme fluctuations to a more institutionally friendly range.

This process may happen faster than most people imagine.