Three things happened last night that made me start to believe: this bull run might really be different.
First, let’s talk about Pakistan. A country with a population of 200 million has directly launched a national stablecoin. This isn’t a test—it’s actually moving fiat currency onto the blockchain in a real, substantial way. What does this mean? Sovereign currencies are starting to become deeply integrated with public blockchain infrastructure. When countries enter, it’s never for speculation—they come to set the rules.
Next, let’s look at Wall Street. Tom Lee, a seasoned macro analyst, just made a heavy bet on ETH, investing $68.67 million. The timing is subtle: while the market is gripped by panic. He left a stinging comment: "Smart money is accumulating while retail investors are pulling out." Is a drop really a risk, or is it just an opportunity on sale?
Lastly, there’s the move by Canada’s sixth largest bank. They didn’t buy Bitcoin directly, but instead acquired $273 million worth of BTC by holding MicroStrategy’s stock. Bank → Public Company → Bitcoin. What does this path show? Traditional finance has already found a compliant way to get Bitcoin onto their balance sheets. The question isn’t "Should we buy?" anymore, but "How much should we allocate?"
Looking ahead, the underlying logic of the bull market might be changing. It used to be driven by retail enthusiasm and storytelling. Now? National stablecoins + institutional allocations + bank balance sheets.
If you’re still asking when the bull market will start, the answer is already hidden in these actions. When countries, banks, and Wall Street are all betting at the same time, maybe the thing for ordinary people to do isn’t to wait and see.
Bull markets never wait for anyone. They only start quietly while most people are hesitating.
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MidnightTrader
· 12-06 18:50
Pakistan to launch a national stablecoin? This is really different now—countries are stepping in to set the rules, while retail investors are still hesitating about whether to buy.
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When Tom Lee dropped 68.67 million on ETH, the market was still in a panic... That's how smart money operates, always accumulating when others are pulling out.
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Banks are bypassing direct holdings and instead allocating BTC through publicly listed companies... Brilliant, that's the traditional finance playbook. The real question is how much to allocate.
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When governments, banks, and Wall Street are all moving at the same time, are you still on the sidelines? This ride won't wait for anyone.
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Actually, the underlying logic of this bull market has already changed. It's no longer about retail-driven narratives; now it's a triangle of governments + institutions + banks.
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The question isn't when the bull market will come, but whether you've gotten on board yet.
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The emergence of this path shows that traditional finance has already found a compliant way in. The next thing to watch is how much allocation there will be.
View OriginalReply0
CryptoCross-TalkClub
· 12-06 18:47
So funny, even the government has started arbitrage, and we're still staring at K-lines to comfort ourselves. The banks are doing "saving the nation by a devious route," while us retail investors are still asking when the bull market will come. It's truly a dialogue between "smart money" and "retail money."
View OriginalReply0
unrekt.eth
· 12-06 18:41
National-level stablecoin + institutional bottom-fishing + bank allocation—this combo is pretty fierce. Feels like things are really different this time.
View OriginalReply0
SelfMadeRuggee
· 12-06 18:32
Countries have already gotten involved, so what are retail investors still hesitating about? Get onboard, everyone!
View OriginalReply0
BrokenRugs
· 12-06 18:24
Damn, Pakistan is taking this step—putting the national currency directly on the blockchain. This is really not a joke.
#美联储重启降息步伐 $BTC $ETH
Three things happened last night that made me start to believe: this bull run might really be different.
First, let’s talk about Pakistan.
A country with a population of 200 million has directly launched a national stablecoin.
This isn’t a test—it’s actually moving fiat currency onto the blockchain in a real, substantial way.
What does this mean? Sovereign currencies are starting to become deeply integrated with public blockchain infrastructure. When countries enter, it’s never for speculation—they come to set the rules.
Next, let’s look at Wall Street.
Tom Lee, a seasoned macro analyst, just made a heavy bet on ETH, investing $68.67 million.
The timing is subtle: while the market is gripped by panic.
He left a stinging comment: "Smart money is accumulating while retail investors are pulling out."
Is a drop really a risk, or is it just an opportunity on sale?
Lastly, there’s the move by Canada’s sixth largest bank.
They didn’t buy Bitcoin directly, but instead acquired $273 million worth of BTC by holding MicroStrategy’s stock.
Bank → Public Company → Bitcoin.
What does this path show? Traditional finance has already found a compliant way to get Bitcoin onto their balance sheets.
The question isn’t "Should we buy?" anymore, but "How much should we allocate?"
Looking ahead, the underlying logic of the bull market might be changing.
It used to be driven by retail enthusiasm and storytelling.
Now? National stablecoins + institutional allocations + bank balance sheets.
If you’re still asking when the bull market will start, the answer is already hidden in these actions.
When countries, banks, and Wall Street are all betting at the same time, maybe the thing for ordinary people to do isn’t to wait and see.
Bull markets never wait for anyone. They only start quietly while most people are hesitating.
Are you on board now?