#内容挖矿焕新公测开启 Crypto Market Outlook

Short-term rebound expected, long-term focus on three main themes

In the short term, the market has entered the "extreme fear" zone, which often indicates the possibility of a oversold rebound. However, whether the rebound can be sustained depends on two key signals: first, whether Bitcoin can reclaim the critical $90,000 level; second, whether ETF capital flows will recover. Investors should closely monitor this week's Federal Reserve interest rate decision and US PPI data, as macro policy signals will directly influence market risk appetite.

In the long term, the fundamentals of the crypto market remain solid, and industry development will revolve around three main themes:
First, technological upgrades will continue to deepen, with performance optimization and ecosystem expansion of public chains like Ethereum and Solana becoming core value supports;
Second, the compliance process will accelerate, with RWA (Real World Asset Tokenization) becoming a new growth point. The People's Bank of China has clarified its compliance path, encouraging integration with the digital renminbi ecosystem and the real economy, opening new development space for the industry;
Third, institutional deployment will focus on infrastructure. Despite short-term capital withdrawals, IPOs like BitGo and selective purchases by Ark Invest indicate that institutions are increasingly valuing the underlying architecture of the crypto industry.

For investors, current market volatility presents both risks and opportunities. In the short term, caution is needed regarding leverage trading risks and avoiding blind bottom-fishing; in the long term, focus on assets with technological barriers, compliance qualifications, and ecosystem vitality, paying attention to the substantive progress of regulatory policies and technological upgrades. Amid this market adjustment intertwined with panic and hope, the industry is accelerating the clearing of bubbles and evolving toward a more mature and compliant stage.