The world is bustling, all for profit; the world is bustling, all for profit to go! Hello everyone, I am your friend Lao Cui, focusing on digital currency market analysis, striving to convey the most valuable market information to the vast community of cryptocurrency enthusiasts. I welcome all friends in the crypto community to follow and like, and I reject any market smoke screens!

Since entering January, Bitcoin has gradually shown signs of recovery, and many friends feel that the recovery is not strong; from the low of 87900 to the current 90785, the market does seem to have not broken out of a trend. At this point, some friends have started to deduce future trends based on previous patterns, with some saying that there was a certain degree of growth in the first quarter of 2024 and 2025, and that declines mostly begin in the second quarter, so now is the time to go long. However, do not overlook the most important nodes: the growth in 2024 is attributed to the listing of ETFs, and the growth in 2025 belongs to Trump's inauguration. These two major positive news in the crypto space are of historical significance and cannot be compared. The core argument for the growth in the first quarter of 2026 is whether the funds from the U.S. will flow into the crypto space. According to Trump, he will vigorously promote the application scenarios of Bitcoin ETFs, and looking at Coinbase, there seems to be a signal that connects with the U.S. stock market.

Currently, there is a gradual attempt to directly exchange crypto assets for U.S. stocks, including some smaller exchanges that have directly opened investment channels for gold futures and even the heavy metal industry, all of which belong to the applications of the crypto space. Regarding the logic of the investment field, Lao Cui will discuss it with everyone. Most friends have a significant bias towards the idea of investment, always feeling that the market is either rising or falling. This sideways market can cause great psychological impact on everyone; the investment process needs to be clear, always revolving around seeing technology - shouting slogans - obtaining financing - achieving goals. This is universal in all investment and financial fields. Looking at the crypto space through this chain, it currently belongs to obtaining financing to achieve goals. The process of this bull market is the same: first, Trump sees blockchain technology - calls for legalization and compliance, expands the application of the crypto space - obtains trillions in financing - and now we are at the stage of seeing whether he can achieve the goals.

If this logic holds, then the definition of this bull market has actually ended. Because achieving goals requires a process, any piece of information can cause fluctuations in the crypto space; as for legalization and compliance, Trump has already achieved that. Now everyone is waiting for one thing: whether he has the ability to expand the crypto market? Do not think that Trump has not made efforts to promote it; looking at the stablecoin bill and the market value of stablecoins, he has already failed on that path. The growth that can be relied upon now depends on what he said in 2025, that in 2026, the application scope of Bitcoin will be expanded. Can he achieve this? Then to initiate the second round of financing plans, it depends on the implementation targets this time. Once the initial assumptions are met, there will be a second round of slogans, such as achieving global universality or the universality among American allies. Once the slogan is shouted, it will form a second round of financing closed loop.

Regarding the definitions of new highs and new lows, everyone has different opinions, and what Lao Cui sees may not necessarily be the correct option. The new highs and new lows of Bitcoin depend on how you position it. If you define it as a future currency, then 1 million per coin is considered undervalued; if defined from a bubble perspective, the current price cannot be sustained. Simply put, how to position it is a matter of your cognitive bias, and Lao Cui will not overly debate this with everyone. Lao Cui's understanding of positioning is: if you let a fish fly in the sky, even if you kill it, it cannot fly; if you let a bird fly in the sky, it doesn't need assistance, you just need to open the cage, and it can fly by itself; this is not related to effort or ideas, but to the field. For example, if you define Bitcoin as a future currency, Lao Cui thinks that is somewhat extreme; coordinating this path is not feasible. The U.S. hopes it becomes a future currency because they hold the vast majority of cryptocurrency assets.

However, if you think the crypto space is a bubble, that is also somewhat extreme; at least the U.S. is investing real money. This has led Lao Cui to consistently lean towards a bullish view on the current market. Moreover, the key point is that the U.S. is indeed expanding the applications of the crypto space. The recent wave of good news is that X has started to apply Bitcoin and SOL and other cryptocurrencies. Choosing cryptocurrencies is the same; the future application of SOL can break free from the control of the BN platform. When selecting, you must base your choices on listed applications; Lao Cui does not have a long-term vision. Listing is the most basic foundation for a cryptocurrency; only after listing can there be a possibility to discuss the future. Frankly speaking, this wave of SOL applications is beyond Lao Cui's expectations; he did not anticipate that it could cooperate with X. The deepening of such application scenarios, combined with its own listing ETF, means that SOL still has a long way to go in the future, which means its upper limit is currently difficult to estimate.

Such issues should not be considered by us investors; these are problems that the issuers should think about. What we need to do is to follow along; as long as the market is large enough, even if the future attitude towards this market is not friendly, it will not immediately perish. Do not underestimate the cooperation with the X platform; this means that in the future, if small cryptocurrencies want to go on-chain, the process will not be so cumbersome, having been simplified to the extreme. The same goes for Bitcoin; the number of participants will definitely increase. Everyone should not have overly strong bearish thoughts; 2026 will definitely be a super year for investment. This positioning is not aimed at the crypto space but at the entire investment financial environment. From top to bottom, high points are supported by strategies, and there is capital bottom-fishing below; it is impossible to enter a bear market. The depreciation of currency will definitely be replaced by better technology, perhaps Bitcoin, perhaps energy, or perhaps gold.

Lao Cui's summary: Many friends always focus on the prices or even the market value of the crypto space to view future trends. If this were in the capital selection market for investment, it would often not be considered; they would only classify them according to the forms of quality assets and inferior assets. There are also American pension funds investing in amounts over 100,000; what is there to worry about? The short-term favorable situation has caused a wave of short-term growth, and this favor will turn into long-term accumulation, meaning that high points will become higher. Including the market level, South Korea has finally expressed its stance on lifting the ban on investments by listed companies, allowing them to invest in the cryptocurrency market. This is the market expansion issue we have been emphasizing; such positive news will show its effects at future historical highs. What you need to do now is to bottom-fish as much as possible, not to escape the cryptocurrency market. Also, do not put your investment energy into some cryptocurrencies that should not be considered; there are increasingly more air coins being launched recently, and these ideas are merely trying to harvest before the laws are perfected. If you are to measure from an investment perspective, do not touch these coins, not even a glance. According to this trend, by the end of 2026, many cryptocurrencies will at least double!

Original creation by WeChat public account: Lao Cui Talks About Coins. For assistance, please contact directly.

Lao Cui's message: Investing is like playing chess; a master can see five, seven, or even ten moves ahead, while a novice can only see two or three moves. The master considers the overall situation, strategizes for the big picture, and does not focus on individual pieces or territories, aiming for the ultimate victory. The novice, on the other hand, fights for every inch, frequently switching between long and short positions, only competing for short-term gains, and often finds themselves trapped.

This material is for learning reference only and does not constitute trading advice. Trade at your own risk!

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