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Gold surges 65%, silver skyrockets 149%. What is hidden behind this wave of safe-haven assets? Meanwhile, the crypto community is buzzing over whether BTC can reach 250,000 or will fall back to 25,000.

To put it simply, the global economy in 2026 is full of uncertainties. The K-shaped divide in the US is deepening—wealthy individuals are pouring money into crypto ETFs driven by AI and tech stock wealth effects, while those without money are experiencing consumption downgrade, and the government is forced to keep printing money to stimulate the economy. This opposing tug-of-war directly determines the direction of the crypto market.

The Federal Reserve is also taking big actions. After the biggest leadership change in forty years, the new chair may no longer strictly defend the 2% inflation target, and interest rates could drop to the 2%-2.5% range. Although BlackRock warns not to expect too much, market bets are already on loose liquidity. If the Fed really loosens monetary policy beyond expectations, will BTC and ETH soar along? That’s what everyone is most concerned about.

Even more surreal is the wave of fiscal stimulus. The US, Japan, and Germany are all aggressively issuing debt, and the debt levels of the G7 countries are at red lines. With such severe credit overissuance, it’s understandable that gold remains the safe-haven king. But at the same time, this also prolongs the story of Bitcoin as "digital gold." Institutions like Grayscale are betting that BTC can hold steady at 250,000 USD, but the security threats posed by quantum computing are making some worry about a potential sudden collapse.

The shift in the AI sector is also worth noting. By 2026, the focus will shift from merely burning money to train models to real commercialization. The US is leaning towards closed-source, capital-driven development, while China favors open-source and application promotion. The integration of AI and Web3, and the collision between AI and blockchain, are the new hot spots. If small enterprise models truly explode, they might activate on-chain applications all at once, benefiting ETH and ecosystem tokens.

So, the current situation is: if liquidity loosens too aggressively, BTC and ETH could quickly see a major rally; if rate cuts aren’t as smooth, volatile meme coins might take the front seat. Plus, with US stablecoin regulation imminent and RWA (Real-World Asset) legalization starting, the entire market landscape is being reshaped.

What do you think? Will the Fed really loosen significantly this year? Can BTC ride the wave of safe-haven demand and liquidity to break previous highs? And is the combination of AI and Web3 truly the biggest crypto trend of 2026? See you in the comments!