#我的2026第一条帖 Positive news: US banks allow 4% BTC allocation. The significance is not in the ratio but in "regulatory compliance." This is not retail sentiment nor a speculative signal, but the first time the traditional wealth management system explicitly provides a "limit number." 4% may seem modest, but for a $1.7 trillion market, this moves Bitcoin from an "untouchable asset" to a standard asset allocation discussion framework. Such changes won't immediately push prices higher, but will significantly alter two structures: The pace of long-term capital inflow The depth of support during declines The conclusion is simple: Bitcoin is shifting from an "optional asset" to an asset that "cannot be held short-term without risk."