The Wolf of Wall Street has started gnawing on Bitcoin, and the world is quietly changing.

Do you remember the days a few years ago when Bitcoin was criticized as a "eyewash" and a "bubble"? Times have changed, and now the world's top financial institutions are using real money to give "verification" to encryption assets.

BlackRock — the asset management giant that controls $11.5 trillion and can make the global market sneeze, recently declared: by 2030, it aims to become the "largest global custodian of crypto assets"! Its Bitcoin spot ETF acts like a giant money pump, funneling Wall Street's cash in droves. Even Larry Fink, the CEO who once questioned Bitcoin, has now become a "spokesperson for the crypto circle."

01 Financial Institution enters the market, and the rules of the game are completely reshuffled.

In the past, trading coins was a realm for retail investors, but now the landscape has changed dramatically:

• Bitcoin surged to $110,000 (May 2025 data), driven by the hundreds of billions in funding from giants like BlackRock and Fidelity;
• Public companies hoarding coins becomes a new trend: MicroStrategy treats Bitcoin as "digital gold" and adds it to its balance sheet, while the "French version of MicroStrategy" is even planning to raise hundreds of millions of euros to buy coins;
• The Compliance Door is Wide Open: The United States requires stablecoins to have 100% reserve in USD assets, and Hong Kong has introduced the "Stablecoin Regulation", providing reassurance to institutional funds.

When the capital tycoon in a suit sits at the card table, the casino instantly transforms into an exchange.

02 From trading coins to trading stocks, where are the opportunities for ordinary people?

Is buying coins too fast-paced? Capital has already opened a second battlefield—encryption concept stocks. They do not directly deal with coins, but are the "shovel sellers" in the blockchain world:

• Exchange: Coinbase's stock price fluctuates at a high level, reaching a year-to-date high of $271;
• Technical Service Providers: Hang Seng Electronics (leading A-share brokerage system) and Sifang Jingchuang (cross-border payment blockchain platform) are riding the fast track of financial technology upgrade;
• Computing Power Infrastructure: The liquid-cooled servers from Dawning Information Industry and the AI computing power from Inspur have become the "water, electricity, and coal" of the digital world.

The Hong Kong stock market staged a crazy scene: Circle (a stablecoin giant) soared 167% on its first day of listing! Huaxing Capital surged 14% in a single day due to its early investment in it. The waves of coin trading are creating a tsunami in the stock market.

03 Global Dark War, who can take the biggest piece of the cake?

Regulation has become a new battleground: the US is imposing strict controls, the EU is setting barriers, and Hong Kong is making a landing... Compliance licenses are the golden ticket. For companies to survive, they must either obtain licenses to build a moat or rely on technology to compete with hard power.

• Technical Faction: After the Ethereum upgrade, efficiency skyrocketed, and the call volume of smart contracts surged by 55%;
• Scenario-based: Blockchain begins to take over the real world - real estate certification, carbon trading tracking, cross-border payment settlement... McKinsey predicts that the RWA (Real World Asset Tokenization) market will exceed 100 billion USD.

Even the parent company of Hong Kong's food platform "Everyday Cook" has announced: stockpiling 5,000 Bitcoins over three years, treating digital assets as strategic reserves. The Bitcoins on the company’s ledger are rewriting the textbooks of corporate finance.

04 Three Survival Rules That Ordinary People Should Understand

1. Don't go against the policy China strictly prohibits speculation in coins but supports blockchain technology. The opportunities in the A-shares lie with the "technology faction" — companies like Feitian Trust, which makes encryption wallet chips, and leading companies engaged in digital verification, are safer than pure speculation enterprises.
2. Choosing Indicators with Institutional Thinking Why does MicroStrategy dare to go All in on Bitcoin? The essence is to combat currency overissuance. Focus on two types of companies: those with hard technology (such as AI computing power service providers) or those deeply integrated into the compliance ecosystem (such as enterprises participating in central bank digital currency cross-border payments).
3. Beware of "pseudo-concept stocks" A certain company's blockchain revenue accounts for less than 5%, yet its stock price skyrockets due to the "surge in the coin circle"? The higher it is speculated, the harder it falls. The true winners are always the iron triangle of "compliance + technology + real scenarios."

Conclusion: A Quiet Reconstruction of Value

When BlackRock and others start to nibble on Bitcoin, when publicly listed companies show BTC reserves, when supermarkets in Hong Kong can buy groceries with digital Hong Kong dollars — encryption assets are no longer "gambling chips", but have become the infrastructure of the digital economy.

In the next ten years, blockchain will permeate life like the Internet. Rather than getting caught up in the question of "whether to trade coins," it is better to see the larger trend:

Compliance is the bottom line, technology is the engine, and real scenarios are the ultimate trump card.

Those who quietly make shovels will eventually dig up their own gold mine.