Recently, discussions about the outlook for crypto assets have heated up. Some believe that the SEC may remove crypto assets from the 2026 key risk list, which many interpret as a positive policy signal. Meanwhile, the topic of a super cycle has once again attracted attention—although some believe a super cycle may be imminent, others remain cautious, citing uncertainties in the judgment.

What’s more interesting is the movement of institutions. Wells Fargo reportedly purchased $383 million worth of Bitcoin, while Bank of America increased their holdings during retail panic. These contrarian moves by institutions during periods of low retail sentiment are often seen as signals of bottoming out. However, much of this information mainly comes from social media rumors, and investors should verify independently. Overall, policy expectations, institutional capital flows, and market sentiment are forming a certain resonance.