#数字货币市场洞察 $BTC $ETH $SUI The most dramatic reversal in attitude is probably from BlackRock’s CEO. Seven years ago, Larry Fink was dismissive of cryptocurrencies. Now, he’s personally pushing for a spot Bitcoin ETF to land on Wall Street and has made a bold statement: Bitcoin is like the internet in 1996.

His allocation advice is even bolder—he suggests that global institutional portfolios should allocate 2%-5% to Bitcoin, and the target price shouldn’t stop at $100,000, but should look toward $500,000 or even $700,000. What signals are hidden behind such a drastic attitude shift?

Changes at the macro level are equally crucial. The Federal Reserve has officially announced the end of quantitative tightening (QT), marking the conclusion of a period of sustained liquidity tightening. Meanwhile, Trump is continuously pushing for rate cuts, and even JPMorgan has started voicing support. Looking back at the last round of monetary easing, BTC surged from $3,800 all the way to $69,000. Will the script repeat itself?

There are also qualitative changes happening on the technical front. The Ethereum mainnet gas fee has dropped below $0.02, thanks to the upcoming launch of the largest upgrade in history, "Fusaka." This is not a minor tweak, but installing a performance engine for the entire network, potentially halving Layer2 costs again. Once speed and fee issues are completely resolved, how explosive will the ecosystem become?

SUI is also seeing a strong rally, with a 24% increase in a single day. Institutional entry, policy shifts, and technological innovation—these three clues are advancing simultaneously.

What do you think about this wave? Will BTC break through the $100,000 mark first, or will the ETH ecosystem ignite first? Share your thoughts in the comments.