Precious metal prices repeatedly hit new highs, and market enthusiasm has spilled over into the crypto sector. Expectations for Bitcoin's recovery by 2026 are heating up, and discussions about whether Bitcoin can replace gold are becoming more frequent; large unlocks of HYPE tokens, whales dumping and then shifting to LIT—these moves by major players are all influencing the market.

AT tokens have risen 20% in two weeks, and FLOW has recovered after a security scare, demonstrating the resilience of crypto assets. The story of stablecoins has recently attracted particular attention—some believe they will become the main players in global payments. Major industry moves are also underway: Google is acquiring a Bitcoin mining company, and Korea’s Mirae Asset is planning to spend $100 million to buy Korbit. The involvement of industry giants is indeed changing the competitive landscape.

On the macro front, don’t overlook the developments. The new Trump administration is about to confirm the Federal Reserve Chair, and the Fed’s repurchase agreements are progressing smoothly. These policy trends are directly affecting the movements of the crypto market and precious metals. Conversely, privacy coin ecosystems are generally on the rise, indicating that there are still opportunities in niche sectors.