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Research institution Bernstein's latest report states that as Bitcoin approaches the $80,000 mark, the cryptocurrency market is entering a new phase of structural growth. This cycle may last longer than previous ones and has "asymmetric upside potential." The report points out that the previous drop to $60,000 has formed a temporary bottom, and the market is being driven by the integration of institutional funds and the traditional financial system.Analyst Gautam Chhugani stated, "The best times for the crypto industry are still ahead, which will be reflected in a higher and more sustained bull market cycle." In terms of supply structure, about 60% of Bitcoin has not been transferred for over a year, indicating an increase in the proportion of long-term holders; at the same time, ETFs and corporate balance sheet allocations continue to absorb supply. Strategy currently holds approximately 818,000 BTC, and its yield-generating products are attracting more traditional funds.On the institutional channel front, Morgan Stanley and Charles Schwab are expanding Bitcoin ETF and spot trading access, further lowering investment thresholds. Fundamentally, the supply of stablecoins has surpassed $300 billion, and the demand for real payments and settlements has increased; the tokenization scale of real-world assets (RWA) has reached $345 billion, a year-on-year increase of 110%. Additionally, platforms like Hyperliquid are driving increased activity in on-chain stock and commodity trading.The report also warns that quantum computing poses a long-term potential risk to crypto security, but it is manageable in the short term, and the industry has ample time to transition to quantum-resistant standards.

Liquid Capital (formerly LD Capital) founder Yi Lihua stated on social media, "The war is confirmed to be over, there is no insider information, and neither side has a reason to continue fighting. We will take profits wherever the rebound stops and observe as we go.This year's cryptocurrency market is very similar to 2019, with a cliff-like drop in secondary liquidity, almost no confidence in primary investments, and Web3 companies laying off large numbers of employees, with industry personnel switching careers. Be greedy when others are fearful; this year is definitely the best time for secondary bottom-fishing and primary investment, similar to 2019. Institutions that bottomed out in the secondary market and invested in the primary market in 2019 were the biggest winners in the 2020 bull market, and we are working hard to do these two things well."

Fundstrat co-founder Tom Lee stated that since the escalation of the conflict in the Middle East, Ethereum has become the second-best performing asset, with Bitcoin ranking third, and both have significantly outperformed the stock market.He pointed out that current war spending is about $30 billion per month and could rise to a scale of $100 billion in the future; in contrast, the impact of rising energy prices on consumers is relatively limited—each $10 increase in oil prices corresponds to about $4 billion to $5 billion per month in consumer pressure.Tom Lee believes that against the backdrop of high fiscal spending and energy volatility, the allocation value of crypto assets as "liquidity and risk assets" is rising.

Economist and cryptocurrency critic Peter Schiff called for selling Bitcoin, while Strategy founder Michael Saylor refuted this.Peter Schiff stated earlier that over the past five years, the price of Bitcoin has only increased by 12%. During the same period, the Nasdaq rose by 57.4%, the S&P 500 rose by 59.4%, gold rose by 163%, and silver rose by 181%. If Bitcoin's appeal lies in its superior long-term performance, why do people still hold onto it?Michael Saylor replied that the time frame is crucial. Since August 2020, Bitcoin has been the best-performing mainstream asset, and the advantage is very clear. If the time span is extended, this gap will only widen.

Famous hedge fund manager Bill Ackman posted on social media:"Some of the world's highest quality companies are currently trading at extremely low prices. Ignore the mainstream media's voice. This is one of the most lopsided wars in history, and the outcome will be beneficial for the United States and the world. Moreover, we are likely to usher in a substantial peace dividend. This is one of the best times to buy quality assets in a long time. Ignore those bears."

According to The Block, analysts from the research and brokerage firm Bernstein pointed out that Circle and Coinbase are the main tools for gaining exposure to the growth of stablecoins, due to the partnership between the two companies around USDC and the emerging role of stablecoins in smart agent payments, which could become an important driver of their future growth.In a report released on Monday, analysts led by Gautam Chhugani wrote, "We believe that smart agent payments provide an upside optionality for stablecoins. This is not a factor that currently has a substantial impact on the demand for stablecoins, but in the future smart agent economy, stablecoins may play a certain role." The analysts noted that so-called machine payments refer to transactions initiated, authorized, and completed by software or autonomous devices, rather than by human operation. These payments differ from automatic bill payments or subscription models; they are essentially programmatic, enabling real-time decision-making, price negotiation, and instant settlement without human intervention.Bernstein believes that stablecoins have a natural advantage in this environment because of their programmability, instant settlement capabilities, support for micropayments, and global reach. Payment logic such as escrow, conditional payments, or revenue distribution can be directly embedded in stablecoins, allowing smart agents to complete transactions without connecting to banks or waiting for confirmations.The report also pointed out that transactions can be settled in seconds, allowing AI agents to pay for computing power or data in real-time; high-throughput blockchains and state channels make large-scale micropayments economically viable; at the same time, stablecoins have cross-border attributes, eliminating the need to rely on SWIFT, correspondent banking systems, or foreign exchange conversions, thereby further reducing transaction costs.

Binance founder CZ commented on "a user buying AAVE and suffering a slippage loss of over 50 million dollars" by saying: "It's very unfortunate; liquidity is the best user protection."

Former Coinbase CTO and angel investor Balaji Srinivasan stated today that the signs of a fiat currency crisis are already emerging, and physical gold is susceptible to government seizure (as seen with Roosevelt's order in 1933), while digital gold like Bitcoin has greater resistance to seizure due to its invisibility and programmability.In the article, Balaji noted that the gold reserves of BRICS countries have surged since the 2008 financial crisis, indicating a shift in the East towards tangible assets, but the internet will replace the dollar-dominated Keynesianism with digital assets.Balaji concluded that for people in sovereign debt crisis countries like North America and Western Europe, gold may not necessarily be the best safe-haven asset, and Bitcoin is a hedge worth considering.

Bitget won the "Best Cryptocurrency Exchange in the Middle East" award at the TradingView 2025 Broker Awards. This award is aimed at multiple global markets, focusing on recognizing trading platforms that excel in core dimensions such as trading experience, execution efficiency, and user recognition.It is reported that the TradingView Broker Awards results are based on a comprehensive evaluation of various indicators, including user feedback, platform integration experience, and overall trading performance. This award reflects Bitget's recognition in terms of product stability, trading efficiency, and user experience within the market and trading community.

According to Jinshi, Federal Reserve Chairman Powell stated that lowering inflation is the best thing we can do for those facing economic burdens.

According to Fortune, in the past two weeks, Rick Rieder's odds of becoming the next Federal Reserve Chair on Polymarket have surged to nearly 50%, clearly leading over the second-ranked Kevin Warsh (29%) and the third-ranked Christopher Waller (6%). Rieder's career has been almost entirely on the front lines of the global bond market, working as a trader and asset manager, deeply involved in the market, interpreting and profiting from central bank policy signals. Simply put, no one understands the bond market better than Rick Rieder. And in Trump's policy decision-making, nothing is more important than "whether the bond market is up or down."Currently, Rieder is responsible for BlackRock's global fixed income business, managing up to $2.4 trillion, which accounts for about one-sixth of the $14 trillion in assets under management at the world's largest asset management firm. A former CEO who worked with Rieder described him as "extremely personable" and stated that Rieder "has a very good understanding of how the market operates and is able to maintain independent judgment."If Rieder takes over as Federal Reserve Chair in May, he will face extremely daunting challenges. His stance on the federal funds rate has long been clear and is more aligned with Trump's camp. In an interview with CNBC on January 12, Rieder stated, "The Fed needs to lower rates to 3% (currently 3.50%--3.75%), which I believe is closer to a balanced level." The problem is that the Fed is currently implementing two policies that could potentially raise inflation. In mid-December last year, the central bank reversed its previous quantitative tightening (QT) policy. Additionally, the Fed is also reducing the amount of reserves that banks must hold at the central bank.

Liquid Capital (formerly LD Capital) founder Yi Lihua responded to his ETH long strategy:Regarding "ETH below the last peak, BTC above the last peak?" Yi Lihua stated that this round is in a rate hike cycle, BTC has broken new highs, but the overall crypto market is underperforming; this is the toughest four years for crypto. In the upcoming rate cut cycle, he believes a crypto bull market can be expected, and ETH will outperform BTC, as historically, in several bull markets, ETH has outperformed BTC."Buying the dip around 3000 USD for ETH, worried about further declines in a bear market?" Yi Lihua believes the four-year cycle pattern has failed, and now is the best time to buy the dip in crypto, especially for ETH. There are huge opportunities in stablecoin and U.S. Treasury on-chain financial services, and ETH will be the biggest beneficiary. Regarding the safety of ETH leveraged positions, Yi Lihua stated that he is fully prepared and can repay most of the borrowed positions at any time; ETH prices above 1000 USD are absolutely safe."Why rush to buy the dip instead of waiting for lower prices?" Yi Lihua said that no one can accurately time the bottom, and the previous BTC bull market example also shows that the difference is not significant. The core is that the current area is already at the bottom; if you don't buy in, the market will still buy in, and the impact of institutional size on trends is limited. "How to view short-side KOLs mocking the bulls?" he stated that the market has both long and short positions coexisting, and if the viewpoints of all parties are reasonable, they will be referenced and learned from; extreme or low-quality exposure behaviors will be ignored."Frequent updates on Twitter shouting long for ETH, reason for clearing at 4500 USD?" Yi Lihua stated that he is long-term bullish on ETH, and clearing at 4500 USD is to address phase risks, with transparent operations, aimed at acquiring more ETH rather than offloading. He mentioned that the total market cap of ETH is 360 billion USD, and even as one of the largest ETH investors globally, it cannot influence the trend; everything should follow the trend.

Patrick Witt, head of the White House Crypto Council, stated on the X platform that the recently released draft of the U.S. Senate Agriculture Committee's crypto market structure bill is a high-quality bipartisan achievement, with over 80% similarity to the House's CLARITY bill. It has previously received support from a majority of Democratic members of the Agriculture Committee and nearly 40% support within the House Democratic Caucus. He also emphasized that under the regulatory environment of Trump and crypto, crypto market structure legislation is "just a matter of time," and if the current window is missed, there may be a future with stricter and more punitive regulatory frameworks.

a16z crypto managing partner Chris Dixon stated that cryptocurrency developers need clear rules. Over the past five years, Republicans, Democrats, and the Trump administration have worked closely with members of the cryptocurrency industry to protect decentralization, support developers, and provide fair opportunities for entrepreneurs.Essentially, the Clarity Act (the Cryptocurrency Market Structure Act) is legislation aimed at achieving this goal. It is not perfect and will require some modifications before it officially becomes law. However, if we want the U.S. to maintain its best position globally in building the future of cryptocurrency, now is the best time to advance the Clarity Act.

Strategy founder and executive chairman Michael Saylor posted on the X platform, stating that the best-performing assets over the past decade are: digital intelligence (NVIDIA, NVDA), digital credit (Strategy, MSTR), and digital capital (Bitcoin, BTC).

Bybit Private Wealth Management (PWM) discloses its performance for the year 2025. In a generally sluggish market environment, its USDT-related funds achieved an average annualized return (APR) of over 9%, with the best-performing fund's APR exceeding 20%.It is reported that Bybit PWM's funds have achieved positive returns for 48 consecutive months, continuously providing stable investment returns for high-end clients and demonstrating strong resilience against market fluctuations.