Federal Reserve policy focus shifts: commodities rebound, can Bitcoin follow suit and catch up?

【Crypto World】The CEO of Polygon Foundation recently shared an interesting observation: the Federal Reserve and Treasury Department’s policy focus is quietly shifting. It used to mainly stabilize Wall Street, but now it is beginning to focus on stabilizing the US real economy—which is a significant positive for the commodities sector.

Why is that? A new round of policy tilt is driving up demand for physical assets. Increased fiscal spending, accelerated re-industrialization, grid upgrade plans, increased defense investments, and industry reshoring—all these factors are boosting demand for raw materials like copper and iron. Among them, copper, as the “blood” of industry, has become the most directly benefited commodity.

And what about Bitcoin? Now, that’s interesting. Data shows that approximately two-thirds of Bitcoin’s attributes are similar to commodities. In other words, its price movements have an intrinsic connection with commodities like copper and oil.

The CEO’s logic is: if gold can maintain a strong performance before 2026, historical experience tells us that Bitcoin will eventually catch up to make up for the lag. This doesn’t mean Bitcoin will immediately follow the trend, but ultimately, the market will correct this price discrepancy. In simple terms, it’s a matter of waiting for the wind to come.