New Trends in Crypto Investment: Institutional Deployment and Policy Outlook

1. Institutional Layout: Moomoo Crypto and Cantor Expansion

Hong Kong brokerage Futu Holdings announced that its US stock trading platform Moomoo will launch a new Crypto trading service, initially supporting BTC and ETH, connected through Coinbase infrastructure, marking the acceleration of traditional brokerages into the digital asset space. Meanwhile, Cantor Equity Partners has increased the capital of its digital asset division Twenty One Capital by $100 million, bringing the total financing to $685 million, with backers including SoftBank, Tether, and Bitfinex, aiming to provide up to $2 billion in Bitcoin financing for large institutional clients.

2. Policy Trends: New Directions in the Trump Era

At the recent Bitcoin conference in Las Vegas, the Trump family publicly supported the development of Crypto and criticized the traditional banking system for being outdated. The Trump administration has signed an executive order for the “U.S. Strategic Bitcoin Reserve,” utilizing confiscated Bitcoin to build a national reserve and further promote digital assets as a new emerging reserve for the Treasury.

3. Conference Signals: Highlights of the Las Vegas Bitcoin Conference

• Advanced Ticketing and VIP Panel: Whale-level tickets and memorabilia auctions, deeply integrating politics, finance, and entertainment.
• Heavyweight guests: Trump’s children and Senator JD Vance, along with other political bigwigs, took the stage, with topics focusing on stablecoins and digital dollars.
• Market Expectations: Participants generally believe that BTC will challenge the $170,000 mark within the next year.

4. Core Metrics That Beginners Should Focus On

1. Institutional Position Changes: Monitoring ETF Flows and Trends in New Brokerage Account Openings.
2. Market Sentiment Index: Analyzing long and short forces using Coinglass leverage and open interest ratio.
3. Policy dynamics: Closely monitor announcements from regulatory agencies and government reserve trends.

5. Asset Allocation Recommendations

• Core configuration: 50% each in BTC and ETH, ensuring liquidity and safety margin.
• Extension configuration: You can appropriately allocate 5–10% to Layer-1 public chains or high-quality DeFi projects with high usability and community activity.
• Investment Strategy: Beginners can adopt a dollar-cost averaging (DCA) approach, smoothing costs and diversifying risks.

6. Summary

Institutions are entering the market, and favorable policies are adding new growth momentum to the Crypto market. Beginners should focus on core assets, combining market sentiment and regulatory trends to reasonably allocate their investments in batches, control positions and risks, in order to seize potential opportunities amidst volatility.