Crypto investors, the global asset allocation landscape in 2026 may迎来 a significant inflection point.

A key data comparison worth noting: manufacturing in the US accounts for only 11% of GDP, while in China it is as high as 27%. What does this stark gap imply? The era of the US dollar dominating international trade settlement is facing structural pressures. If the US wants to promote manufacturing backflow, it will inevitably need to adjust its monetary hegemony.

Look at the progress of RMB internationalization: currently, RMB accounts for only 4% of global cross-border transactions, but China’s GDP makes up 18% of the world. How large is this gap? Compared to the euro’s position in international trade, RMB still has ample room to rise. Key signals have already appeared—China’s euro sovereign bond subscriptions exceed 28 times, cross-border RMB payments have surged by 32%, and Saudi Arabia’s oil settlement with China involves nearly 20% in RMB. These are not isolated events but confirmations of a trend.

Changes on the domestic investment front are also worth tracking. Trillions of yuan in green industry investments are continuously flowing into power grids and new energy infrastructure. China’s green electricity share is 28%, compared to the US’s 21%. Salaries in the new energy sector have already increased by 15%-20%. This indicates a reallocation of capital.

For the crypto community, this situation requires new thinking: first, increase allocation to RMB-denominated assets and green industry-related targets early on, to hedge against crypto volatility and stabilize the asset base. Second, carefully observe the intersection of green tracks and Web3—such as new energy incentive mechanisms, financialization of carbon trading, and on-chain assetization of green projects—these could become new narrative support points. Third, pay attention to the evolution of compliance channels and the digital RMB ecosystem; once RMB internationalization accelerates, related crypto infrastructure may present new opportunities.

Trend outweighs volatility. During this window, it’s very necessary to rethink your position structure. How would you adjust your layout? Among Web3 directions related to green energy, which are the most worth关注?