Recently, a signal worth everyone's attention—US regulators have officially approved banks to legally buy, sell, and hold cryptocurrencies. This is not a test by a certain institution, but a formal change at the financial regulatory level.

Why is this so critical? Because the logic of banks is completely different from retail investors. The only premise for banks' existence is compliance, long-term stability, and risk controllability. Once banks are allowed to directly hold crypto assets, the deeper implication is that regulation has officially integrated crypto assets into the mainstream financial framework, removing them from the "marginal assets" category.

Imagine how the capital structure will change. In the past, the crypto market was mainly driven by retail investors and fringe institutions. Now, the participation of banks' balance sheets, corporate cash management needs, and traditional financial clients' asset allocation demands will gradually open up. Once the banking system gets involved, the incoming funds are no longer "hot money" that moves in and out quickly, but long-term, stable, scaled allocation capital—precisely the force this market has been waiting for.

What will a true inflection point look like? It won't be a sudden surge in BTC or ETH prices, but a gradual realization that the market's nature is changing. Volatility logic begins to become more rational, each correction is met with stronger support, and the market's reaction to negative news weakens. When traditional financial systems start to embrace cryptocurrencies, the trend is often already ahead of the curve.