2025-12-29 01:23:33

The market has never lacked stories, but this time, the protagonist of the story might really be changing.

Trump announced plans to "attract $20 trillion in investment," which initially sounded like campaign rhetoric. But when you see that the White House has actually committed to investing $9.6 trillion, and trade agreements with Japan, South Korea, and others are expected to bring in $550 billion in inflows, things get interesting. Even if only one-third of the commitments are ultimately fulfilled, this flood of capital would be enough to completely reshape the global asset allocation landscape.

As a market participant who has witnessed multiple bull and bear cycles, my intuitive feeling is: this time, Bitcoin might not just be an appetizer but could become the main course. But the prerequisite is—policy makers must keep their hands steady.

**How does liquidity flow from Wall Street to the crypto market?**

First Chain: The shackles on banks' capital are being broken.

The Trump administration is relaxing the "Enhanced Supplementary Leverage Ratio" regulation for banks, which means financial giants like JPMorgan Chase and Bank of America could release $2.19 trillion in capital. This money won't be directly used to buy Bitcoin, but will flow into the government bond market, pushing down yields. When the appeal of fixed-income assets diminishes, institutional investors are forced to seek high-yield alternatives—Bitcoin's "digital gold" narrative becomes the best candidate to take the baton.

Second Chain: The gates to pensions are opening.

The US has already allowed retirement accounts to allocate to crypto assets. The $8.9 trillion in retirement savings pools, even if only 1% flows into Bitcoin, represents an incremental demand of $89 billion—equivalent to a large portion of Bitcoin's current market cap. This is not just a theory; it is already happening in reality.

No one can accurately predict where policy will head, but the data is clear. The tide of liquidity is rising—are you ready to surf?

BTC-0,02%

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GateUser-4745f9ce

· 16h ago

$89 billion incremental demand... Just thinking about it makes my legs weak. This time, I'm really not joking.

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GasFeeCrier

· 16h ago

890 billion in incremental demand... Are pensions really about to enter the market? That's a bit scary. --- Policy makers, don't shake your hands—this phrase is spot on haha. --- After hyping digital gold for so many years, is it really time for the main course? I still find it hard to believe. --- 2190 billion released, that's definitely enough to push hard, but the real question is whether the funds can flow into the crypto space. --- Retirement accounts adding crypto... Are Americans really doing this, or are they just storytelling again? --- Wait, if one-third of the promises can rewrite the landscape, then why did the last bull market turn out like that? --- Institutions are forced to look for high-yield alternatives, so is Bitcoin just a scapegoat? Sounds not that sophisticated. --- Honestly, I believe in the rising tide of liquidity, but we need to be careful not to get caught in the surge. --- 1% of 8.9 trillion... When this calculation can be made, someone is already grabbing the chips.

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LiquidationTherapist

· 16h ago

Wait, $89 billion inflow is just a small dish; the real show is yet to come. --- Mainly watch if the policy makers tremble; if they do, then we’ll have to look at the downside. --- Banks leverage, pension funds open the floodgates—this move is indeed something. --- The data looks good, but if this wave can only realize one-third, then we’re already lucky. --- Liquidity has increased, and institutions should start moving; we’re still talking about stories. --- $9.6 trillion sounds great, but actually receiving half of that is considered pretty good. --- This time is a bit different; Wall Street veterans are also secretly preparing. --- The problem is, when the liquidity really drops, should we buy the dip or catch a flying knife?

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ChainWallflower

· 16h ago

890 billion inflow into BTC? Bro, are you serious with these numbers? I feel like you're just storytelling. 96 trillion sounds outrageous; if it actually materializes, having one-tenth of that would be a blessing. Pensions adding crypto... Americans have finally figured it out, while we're still getting chopped up. If this wave really comes, it takes a big heart not to jump on board. Suddenly reminded of the fate of various prophets during the last bull market—it's better to stay cautious.

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PumpAnalyst

· 16h ago

$89 billion incremental demand? Damn, if this number really materializes, the early investors who chased the highs might really take off. --- Policy makers, don't shake your hands. That phrase is perfect; I'm just worried that another reversal might happen right at the final step. --- The pension pool of 8.9 trillion yuan, with banks releasing 219 billion yuan. It looks like this liquidity wave is not a small matter, but don’t be brainwashed by the story. --- Every time they say this time is different, but the technicals are still that broken. Support levels are already gone, brothers. --- Bitcoin as the main course? Sure, but I want to know if institutions are really putting real money in. I’ve heard too many calls for data. --- A promised investment of 9.6 trillion yuan, one-third of which is an astronomical figure. The question is, how many percentage points will actually land? That’s the story of the big players. --- Pensions are coming in, everyone. Retail investors are about to be harvested again by smart contracts. Know when to take profits in time, understand? --- The liquidity tide is rising, no doubt. But who knows if we’re surfing or being washed away? Risk control first, brothers.

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MechanicalMartel

· 16h ago

9.6 trillion in bottoming out, pension funds opening the floodgates... This time really is different Policy hands trembling, or else it will just be another false hype $89 billion flowing into BTC? Wow, that number is quite fierce So now if you don't get on the train, what are you waiting for After banks release 219 billion, institutional investors must pour money into crypto? The logic checks out I like the saying that the story's protagonist has changed, just hope the actors don't drop the ball The tide of liquidity is really coming in, but the problem is those at the high levels are laughing the most One-third of the commitments are enough to rewrite the allocation map? Then if it were full commitments... never mind, don't want to think too much This time, Bitcoin is not just a side dish, can you believe it

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LiquidityOracle