2026-01-02 07:20:45

In early 2026, Wall Street showed signs of divergence. On one hand, the curtain fell on the veteran investment masters—Warren Buffett announced his official retirement, signaling that the long-standing bearish voices on digital assets have finally exited the stage. On the other hand, the latest Federal Reserve dot plot sent a completely different signal: this year, they only plan to cut interest rates by 25 basis points. This expectation of liquidity tightening has plunged global capital into a strategic dilemma.

What’s even more interesting are the subtle changes behind the scenes. A leading investment bank quietly increased its holdings of Bitcoin ETFs, the Japanese government listed crypto assets as part of the national wealth allocation tools, and interactions between international financial institutions and central banks have become more frequent. On the surface, it appears that liquidity in traditional finance has peaked, but a new asset class is gaining recognition from top-tier institutions. This is not a sudden shift but a silent and steadfast reorganization of capital.

From high-level capital flows to policy adjustments, from institutional layouts to asset allocations, all clues point in the same direction—the old financial paradigm is loosening, and new possibilities are gradually taking shape. Will 2026 mark the beginning of this turning point? The answer may already be quietly emerging deep within the market.

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ApeWithNoChain

· 5h ago

Once Buffett retires, the crypto circle can finally breathe a sigh of relief, really. That old guy has been bearish for so many years and has finally calmed down. Japan has already incorporated cryptocurrencies into the national portfolio, while we're still hesitating here. It feels like 2026 will truly be a watershed year, with institutions holding back big moves.

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SandwichTrader

· 6h ago

Warren Buffett, I’ll be at ease once he retires; this old guy finally won’t be a problem anymore. Now is the real game time; institutions are all drawing their cards. Only a 25 basis point cut? Alright, with this level of liquidity, let’s see who can hold back and get on board first. Japan has already made cryptocurrency a national policy, while we’re still arguing about it—what a pattern. Let’s wait and see, the second half of the year is the real highlight. This wave is truly a silent revolution, quietly changing the world. 2026 will be a watershed; either get on board or fall behind, no middle ground. What institutions are doing, we’re just gossiping and watching, haha. The idea that liquidity has peaked sounds comfortable, but can it really peak... Whales are starting to stockpile, and we’re still debating whether to buy or not—what a gap.

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ColdWalletAnxiety

· 6h ago

Buffett, once retired, increased his BTC holdings. This script is brilliantly written haha --- In essence, institutions quietly accumulate chips while we are still debating whether digital assets are legal or not. The gap is widening this much. --- The Federal Reserve only cut by 25 basis points? Then traditional finance really has no future. No wonder Japan is starting to adopt crypto. --- Liquidity has indeed peaked, but old money is comfortable how it is. The new path must be paved by us young people. --- I prefer silent capital restructuring. It's much more reliable than projects that shout slogans every day. --- On Wall Street, this move, on the surface humble, has already shifted positions behind the scenes. --- Wait, are top investment banks secretly increasing their Bitcoin ETF holdings? Isn't this institutions voting with their actions? --- Is 2026 really a watershed moment? Anyway, my cold wallet is already prepared. --- The turning point has indeed arrived. It all depends on who can scoop the bottom. Latecomers might be the biggest winners.

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DegenDreamer

· 6h ago

Buffett started cutting interest rates right after retirement, this rhythm is too coordinated... It feels like traditional finance is about to be overturned. Institutions are secretly positioning themselves, who is pretending to sleep and who is actually awake? Japan has already taken action, indicating that this is not our illusion; we need to take it seriously. The liquidity peak is the time when new things take off; I've seen this routine many times. 25 basis points is too stingy; if this continues this year, the flow of funds is self-evident. The entire 2026 is probably just the prologue of this game; waiting for a reversal. By the way, the detail of institutions increasing ETF holdings best explains the issue; the smart money is taking action. I feel like I’ve never fully understood what these people are really thinking, but the general direction should be correct.

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SignatureAnxiety

· 6h ago

Warren Buffett started hyping Bitcoin right after retirement. Coincidence? I don't believe it. Even the Japanese government has entered the market. What else is there to say? Interest rate cut by only 25 basis points? Is liquidity really about to be cut off? Traditional finance has peaked, new assets are rising. The story sounds perfect, but where is the real money? Institutions are quietly positioning themselves, retail investors are still losing money at the bottom. It will always be like this. This turning point has come a bit late; it should have happened earlier.

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