#Strategy加码BTC配置 💥Two major variables simultaneously trigger a surge, the turning point of the 2026 crypto market is here
In the last few days of 2025, the market was hit by two major events:
First: 95-year-old Buffett officially steps down as CEO of Berkshire Hathaway. The investment guru who once called Bitcoin "rat poison" has finally exited the stage.
Second: The Federal Reserve's new dot plot hits hard. The rate cut expectation for 2026 has shifted from "large easing" to "only 25 basis points," with interest rates remaining high at 3.4%. The market's anticipation of a massive liquidity release has been dashed.
\nThe key question is: what will happen when these two variables combine—
When the "cornerstone" of traditional finance disappears and the "water tap" is turned off, where will the money sitting in traditional assets go? Stock valuations look unattractive under high interest rates, bond yields are capped, and cash in banks depreciates.
A hidden logic here is: the Fed's high interest rate environment is squeezing the appeal of traditional investment assets. When institutional investors find conventional paths blocked, how will their allocation choices change? As a non-traditional asset pool, what role will crypto assets play in reallocating funds?
\nFrom another perspective, 2026 could be the year when the new and old asset paradigms truly diverge. The economic cycle is shifting, policy expectations are rewriting, and the population is aging. The investment logic of the Buffett era has become invalid, and a new generation of capital is seeking new allocation directions.
\nThe questions are:
· Will sustained high interest rates plus a strengthening dollar promote institutions to increase their allocation to digital assets as risk hedges? · Is Buffett's farewell itself also a symbol of the obsolescence of certain old ways of thinking?
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CommunityWorker
· 15h ago
Buffett has finally passed away, and the old man's "rat poison" remarks should also be laid to rest, haha.
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PretendingSerious
· 15h ago
Buffett is finally stepping down; this move is truly a signal of a genuine shift.
View OriginalReply0
RugResistant
· 15h ago
ngl the buffett exit timing is sus... analyzed the fed's latest pivot thoroughly and red flags detected everywhere. high rates squeezing trad assets? that's exactly the kind of market stress that *could* trigger institutional rotation into crypto, but dyor on execution risk here. the math checks out on paper though.
Reply0
MoodFollowsPrice
· 15h ago
Buffett is finally out of the picture. From now on, just treat this guy's words as fart noise.
View OriginalReply0
FrogInTheWell
· 15h ago
Buffett steps back, the faucet tightens... Hey, this logic is indeed absolute.
The old man is finally gone, and the traditional finance approach should be over too.
Money needs to find a place to go, it seems like it must enter the crypto circle.
High interest rates backfire, and instead promote a shift in allocation? That's interesting.
2026 will indeed be different; institutions can't sit still anymore.
View OriginalReply0
ShitcoinArbitrageur
· 15h ago
Warren Buffett is gone, and there's nowhere for the money to go, so it can only flow into the crypto world? That logic is a bit too smooth, haha.
#Strategy加码BTC配置 💥Two major variables simultaneously trigger a surge, the turning point of the 2026 crypto market is here
In the last few days of 2025, the market was hit by two major events:
First: 95-year-old Buffett officially steps down as CEO of Berkshire Hathaway. The investment guru who once called Bitcoin "rat poison" has finally exited the stage.
Second: The Federal Reserve's new dot plot hits hard. The rate cut expectation for 2026 has shifted from "large easing" to "only 25 basis points," with interest rates remaining high at 3.4%. The market's anticipation of a massive liquidity release has been dashed.
\nThe key question is: what will happen when these two variables combine—
When the "cornerstone" of traditional finance disappears and the "water tap" is turned off, where will the money sitting in traditional assets go? Stock valuations look unattractive under high interest rates, bond yields are capped, and cash in banks depreciates.
A hidden logic here is: the Fed's high interest rate environment is squeezing the appeal of traditional investment assets. When institutional investors find conventional paths blocked, how will their allocation choices change? As a non-traditional asset pool, what role will crypto assets play in reallocating funds?
\nFrom another perspective, 2026 could be the year when the new and old asset paradigms truly diverge. The economic cycle is shifting, policy expectations are rewriting, and the population is aging. The investment logic of the Buffett era has become invalid, and a new generation of capital is seeking new allocation directions.
\nThe questions are:
· Will sustained high interest rates plus a strengthening dollar promote institutions to increase their allocation to digital assets as risk hedges?
· Is Buffett's farewell itself also a symbol of the obsolescence of certain old ways of thinking?
$BTC $ETH $BNB What does the next cycle look like?