Just now! $1.64 billion dollars have been poured into the prediction market, Trump calls for Bitcoin, what should retail investors do next?

The Americans are at it again. The Intercontinental Exchange has directly increased its investment in Polymarket, accumulating a total of $1.64 billion. This signal is quite straightforward: the prediction market is being formally incorporated into the mainstream capital landscape.

Trump has also come out to shout — Bitcoin must maintain its lead. The weight of this statement varies depending on who says it. At this stage of the political cycle, cryptocurrency is no longer a fringe topic, but a card on the table.

Let's take a look at the funding situation. The SOL spot ETF saw a net outflow of nearly $8 million yesterday, while on the Bitcoin side, NYDIG dumped 4,500 BTC into the hands of market makers, amounting to nearly $300 million. What else could this be if not offloading? Large holders are adjusting their positions, and liquidity is concentrating on the leading assets.

U.S. stocks are also falling, with the crypto sector experiencing a widespread decline; COIN dropped by 7%, and MSTR fell by 5%. On the macro side, the 30-year U.S. Treasury yield surged to 4.986%, making money more expensive, which naturally puts pressure on risk assets.

My viewpoint is very direct: the short-term market is still digesting the pressure of tightening liquidity, so don't rush to fully deploy capital to catch the bottom. But pay attention, the founders of Ripple and Stellar have directly invested $1 billion into AGI, and a16z is also advocating for the integration of blockchain + AI — after this round of reshuffling, the real narrative is just beginning.

What should retail investors do now?

Don't be too heavily weighted in positions; keep some dry powder. Focus on two things: first, the pace of regulatory implementation for stablecoins, and second, the on-chain movements of large holders. Those who survive this round of sell-off will be the ones qualified to wait for favorable winds.

Want to know which assets are being quietly accumulated at the bottom? Click on my profile and check my pinned post. #特朗普希望尽快结束对伊朗战争