#数字资产市场动态 Federal Reserve Policy Shift and Stock Market Adjustment: The New Role of Crypto Assets in Asset Allocation

Recently, the Nasdaq index dropped by 2%, driven by a significant shift in Federal Reserve policy—simultaneous easing cycle and balance sheet reduction, which is rare in history. Financial institution Charles Schwab in its latest research highlights a key point: the true value anchor of crypto assets is not short-term speculation, but the robustness of their underlying network technology.

This judgment is highly significant. When traditional finance faces policy reversals, investors begin to reconsider the logic of asset allocation. What does a strong foundational network mean? It signifies ecosystem sustainability, stability of consensus, and the probability of long-term survival.

Against this macro backdrop, let's revisit the performance of a few core cryptocurrencies—$BTC, $AXS, $SOL—which each represent different network value propositions. Bitcoin, as the oldest consensus mechanism; Ethereum's diverse applications; and high-throughput infrastructure like Solana are all undergoing market re-pricing.

The real test has never been short-term volatility, but who can maintain their fundamentals amid macro turbulence. The market will ultimately reward investors who base their judgments on network infrastructure. In times of uncertainty, sticking to an understanding of technology and consensus might be the best strategy.