2026-01-07 05:27:02

Looking at the current stage of the crypto market, my feeling is: we are experiencing a transition from "wild growth" to "institutional establishment." To put it bluntly, the past decade was a group of people feeling their way across the wilderness; now, Wall Street giants are starting to plan urban infrastructure.

First, let's talk about technology. Ethereum, through the combined efforts of zk-EVM and PeerDAS, has basically solved the "trilemma" that has plagued blockchain for over ten years—security, decentralization, and performance. These three mutually restrictive elements can finally coexist. In plain language: blockchain is no longer that slow, inefficient experimental toy; it has evolved into a truly global settlement network capable of supporting hundreds of millions of users with nearly zero transaction fees. This shift is crucial.

Next, look at the movements on the institutional side. US banks recommend a 4% allocation, and BlackRock’s Bitcoin spot ETF holdings have surpassed Grayscale’s. This is no small matter—it marks a switch in Bitcoin’s identity from a "high-risk asset" to a "standard reserve asset." Large-scale entry of national and institutional funds signifies a paradigm shift.

The stablecoin sector is also worth noting. Last year, the global trading volume of stablecoins exceeded $10 trillion. What does this number tell us? It indicates that in the future, what can truly change people's daily lives are not those concept tokens, but stablecoins. With improved regulatory frameworks, stablecoins will evolve into the "Internet dollar" for cross-border trade, payroll, and even daily consumption. Faster than SWIFT by ten thousand times, and a hundred times cheaper—these advantages are overwhelming.

Interestingly, regulation is also changing. Crypto enthusiasts used to fear regulation, but now the trend is reversed: clear regulatory frameworks > vague freedom. The SEC removing cryptocurrencies from the "special risk" list means they are being reclassified as regular financial instruments. Once rules are established, institutions managing trillions in retirement and social security funds will dare to truly invest.

Ultimately, 2026 will be a watershed year. On one side, speculation is gradually ending; on the other, the dawn for builders and long-term holders is breaking. Are you now approaching this with a mindset of "participating in history for the long term," or are you still treating it as just a speculative cycle?

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TokenomicsTherapist

· 19h ago

I think it's correct to establish a regulatory framework, but Wall Street's entry really means retail investors' good days are coming to an end. The moment BlackRock overtook Grayscale, I knew the game rules had changed. The strategies of institutions are completely different from ours. The direction of stablecoins is correct; the 10 trillion is just the beginning. But don't be fooled by the comparison with SWIFT; the real competition is just starting. zk-EVM sounds impressive, but what about actual adoption? I still believe in the future; for now, it's just on paper. The 2026 watershed statement, I bet it's another "wolf coming" in the crypto world. Every cycle, they say the same thing. Instead of holding long-term, it's better to think about how to cash out during the transition period. The first step for institutions entering the market is to harvest retail investors.

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just_here_for_vibes

· 01-09 00:13

When BlackRock surpassed Grayscale, I knew the game rules had changed. It’s no longer a game for old-timers. Institutional entry has truly changed the nature; we used to gamble, now they are strategizing. Did the 10 trillion stablecoin break? That number is a bit crazy, it feels like SWIFT is about to cry. A clear regulatory framework is actually good news, no more daily worries and fears. Long-term or short-term, honestly it depends on individual risk appetite. The 2026 watershed theory sounds a bit too grand, but I do feel that things are different. After Wall Street got involved, the wildness has decreased a bit, but the opportunities don’t seem as "wild" anymore. zk-EVM breaking the three difficulties? Sounds impressive, but we need to see more practical use cases. It’s basically gone from retail game to institutional game, one sentence is enough. I feel relaxed without a 4% allocation; no need to worry anymore.

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ParallelChainMaxi

· 01-08 23:27

BlackRock surpassing Grayscale in this detail is really brilliant; institutions are no longer pretending and are starting to pile up directly. The data showing 10 trillion in stablecoins is honestly a bit shocking; this is the true future. The real show begins only after the regulatory framework is established; speculators should have gotten off the train long ago. Things like zk-EVM are completely beyond the understanding of ordinary people; anyway, I just look at the performance improvements. The 2026 watershed judgment is a bit aggressive, but it does make sense. What does Wall Street entering the market represent? To put it simply, the game rules are about to change. Stablecoins vs SWIFT—whether they can crush or not doesn't concern me; I only care about whether I can make money. The opposition between builder mentality and hype cycle is a bit absolute, isn't it? The two are not mutually exclusive. Institutional-level funds are really entering, but can retail investors still get a piece of the pie? The concept of "Internet Dollar" sounds like another round of marketing. PeerDAS cracking the three dilemmas? The signal still depends on the actual application landing. The significance of the SEC removing the special risk list has been somewhat exaggerated. I want to participate long-term, but the premise is not to get cut early. The analogy from wilderness to urban construction is quite vivid, but who sets the rules for urban construction?

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GasGasGasBro

· 01-07 05:57

When BlackRock overtook Grayscale, I knew right away that this was no longer hype; it's really happening. Stablecoins hitting 10 trillion? Wow, this is what truly changes the world, not those meme coins. Establishing a regulatory framework = institutions really dare to bet. This logic makes sense. I'm now adopting a long-term holding mindset. See you in 2026. Once Wall Street arrives, there's no going back to the wilderness. The three difficulties in cracking zk-EVM are spot on; finally, it's no longer snail-paced. Those still hyping might end up losing out.

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QuorumVoter

· 01-07 05:47

Wall Street's entry indeed changed the flavor, but I still think most people have misunderstood As for BlackRock surpassing Grayscale... honestly, it's just institutions bottom-fishing, it doesn't represent any significant historical process Stablecoins worth 10 trillion? But SWIFT and those old guys are still sanctioning Russia. Do you really believe the US dollar can rely on blockchain decentralization? Regulatory friendliness is a good thing, but don't forget that once integrated into the traditional financial system, we lose more things The 2026 watershed? I think the real cutting of leeks started in 2024, just the tactics changed with a different disguise

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GateUser-3824aa38

· 01-07 05:35

When BlackRock overtook Grayscale, I knew the game had changed, Wall Street has really arrived Has the stablecoin trillion mark been broken? Damn, this number shows that institutions have been布局ing early Is establishing a regulatory framework actually a positive? LOL, what do those who shouted for freedom say now? The watershed between long-term holders and speculators has arrived. It sounds good, but few can really坚持到2026, right? zk-EVM cracking three difficulties? Sounds impressive, but I still don’t quite understand the technical part. Anyway, just follow the giants.

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AirdropHunterWang

· 01-07 05:35

Damn, I also noticed the detail that BlackRock has overtaken Grayscale. Wall Street is really starting to get serious. Institutional entry is just different. This wave of retail investors is on a completely different level from the previous two rounds. Stablecoins worth 10 trillion? I feel like this number might be exaggerated... but it's definitely the right future direction. Establishing a regulatory framework is actually a good thing; we finally don't have to hide and sneak around. The 2026 watershed point was spot on. It was high time to clean up a batch of speculative small investors. Brothers still trading short-term can start thinking about life now. I truly believe this time is different, no longer just crypto circle self-hype.

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LoneValidator

· 01-07 05:28

Wall Street is here, and the retail investors' carnival is coming to an end The fact that BlackRock has overtaken Grayscale shows that big funds have already been布局ed, while we're still arguing about whether 100x is possible Stablecoins reaching 10 trillion is what truly changes the world; the hype around Bitcoin is really nothing in comparison 2026 will be a watershed year; those still trading intraday are basically working for institutions Clear regulations are actually a positive; the previous ambiguous state only caused panic Honestly, the part about technically solving the three difficult dilemmas is a bit exaggerated; real implementation still requires ongoing iteration Stablecoins will definitely become the standard for daily payments in the future, I agree with that; the SWIFT system should have been淘汰ed long ago Your tone sounds like you're supporting institutions entering the market—should retail investors follow suit? The days of blockchain moving at a turtle's pace are truly over; at least that's the honest truth

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