Recently, the discussion about the impact of U.S. policies on the market has not diminished. Analysts point out that the current issues in the financial market are not about the favourable information itself, but rather the rigidity of the traditional decision-making system—cumbersome approval processes and delayed policy adjustments are all dragging down the efficiency of TradFi.

In comparison, why has Bitcoin performed outstandingly in this market cycle? The answer is simple: its rules are transparent and immutable. The mechanisms written in the code will not change due to the decision of a certain chairman, nor will they fluctuate because of short-term public opinion. This is precisely the real reason why many institutional investors are turning to the crypto market.

The traditional stock market is hijacked by layered policy expectations, with every interest rate hike and every piece of news capable of triggering severe fluctuations. However, in the crypto world, value discovery is more rooted in consensus and fundamentals rather than administrative intervention. When smart money begins to reallocate assets, they turn their attention to markets where the rules are clear and mechanisms are transparent.

This is not a simple flow of funds, but a profound reflection on the way the market operates. While the traditional system continuously self-corrects, crypto finance is providing alternatives in another way—transparency, efficiency, and decentralization.

Short-term fluctuations do exist, but in the long run, as more participants become aware of the limitations of the old system, the shift to a new paradigm becomes an inevitable choice. The current strategy should be to understand the logic of this transition, rather than being intimidated by short-term fluctuations.