The changes in U.S. policies over the past two years are indeed reshaping the flow of capital. Reports indicate that by the end of 2025, $20 trillion will flow into the market, while during the same period, the US dollar index has experienced its most severe decline since 2003, with a nearly 10% drop this year. The underlying logic behind this is worth pondering.

From a regulatory perspective, the eSLR requirement for banks has been lowered, and legislation related to stablecoins is also advancing—these changes are signaling that the barriers between traditional finance and the crypto market are becoming more flexible. When trillions of dollars of capital need to be reallocated, where will they flow? This is an interesting question.

The performance of mainstream assets like Bitcoin and Ethereum, as well as opportunities in niche tokens such as BIFI and ZEC, may all be reflected in this liquidity restructuring. The question is, when will this wave truly arrive? Some choose to wait on the sidelines, while others are already making arrangements. The early preparations and choices often determine whether one can seize opportunities later. The market’s pace is accelerating.