The Wolf of Wall Street has started gnawing at Bitcoin, and the world is quietly changing.

Do you remember the days a few years ago when Bitcoin was criticized as a “eyewash” and a “bubble”? Times have changed, and now the world’s top Financial Institutions are using real money to provide “verification” for encryption assets.

BlackRock—the asset management giant that oversees $11.5 trillion and can cause a global market cold with a sneeze, recently declared: by 2030 it aims to become the “largest global cryptocurrency asset manager”! Its Bitcoin spot ETF is like a giant money-sucking pump, pouring Wall Street’s money in like crazy. Even Larry Fink, the CEO who once questioned Bitcoin, has now become a “cryptocurrency spokesperson.”

01 Financial Institution enters the market, and the game rules are completely reshuffled.

In the past, trading coins was a world for retail investors, but now the situation has changed dramatically:

• Bitcoin soared to $110,000 (data from May 2025), driven by the hundreds of billions in funds from giants like BlackRock and Fidelity;
• Public companies hoarding coins becomes a new trend: MicroStrategy treats Bitcoin as “digital gold” and adds it to its balance sheet, while the “French version of MicroStrategy” even aims to raise billions of euros to buy coins;
• The Compliance Gate is Wide Open: The United States requires stablecoins to have 100% reserves in dollar assets, and Hong Kong has introduced the “Stablecoin Regulation,” providing reassurance to institutional funds.

When well-dressed capital sharks sit at the card table, the casino instantly transforms into an exchange.

02 Where are the opportunities for ordinary people from trading coins to trading stocks?

Is buying coins too nerve-wracking? Capital has long opened up a second battlefield—encryption concept stocks. They do not directly touch coins, but are the “pick and shovel” players in the blockchain world:

• Exchange: Coinbase’s stock price fluctuates at a high level, reaching a year-to-date high of $271;
• Technical Service Providers: Hengsheng Electronics (leading A-share brokerage system), Sifang Jingchuang (cross-border payment blockchain platform) are riding the fast track of financial technology upgrades;
• Infrastructure for Computing Power: The liquid-cooled servers from Zhongke Shuguang and the AI computing power from Inspur Information have become the “electricity, water, and coal” of the digital world.

The Hong Kong stock market staged a crazy scene: Circle (the stablecoin giant) surged 167% on its first day of listing! Huaxing Capital soared 14% in a single day due to its early investment in it. The waves of coin speculation are creating a tsunami in the stock market.

03 Global dark war, who can take the biggest piece of cake?

Regulation has become a new battleground: the U.S. is tightening controls, the EU is setting barriers, and Hong Kong is making a splash… Compliance licenses are the golden tickets. If enterprises want to survive, they must either obtain licenses to build a moat or rely on technology to compete with hard power.

• Technical Party: After the Ethereum upgrade, efficiency skyrocketed, and the volume of smart contract calls surged by 55%;
• Scene派: Blockchain begins to take over the real world - real estate rights confirmation, carbon trading tracking, cross-border payment clearing… McKinsey predicts that the RWA (Real World Asset Tokenization) market will exceed 100 billion USD.

Even the parent company of the Hong Kong food platform “Daily Cook” has announced: stockpiling 5,000 Bitcoins over three years, treating digital assets as strategic reserves. The Bitcoins in the corporate ledger are rewriting the textbook on company finances.

04 Three Survival Rules That Ordinary People Should Understand

1. Don’t go against the policy China strictly prohibits coin speculation but supports blockchain technology. The opportunities in A-shares lie with the “tech faction”—companies like Feitian Chengxin that make encryption wallet chips and leading firms in digital verification are safer than pure coin speculation enterprises.
2. Selecting targets with institutional thinking Why does MicroStrategy dare to go all in on Bitcoin? The essence is to counteract monetary overproduction. Focus on two types of companies: those with hard technology (such as AI computing power service providers) or those deeply integrated with the compliance ecosystem (such as enterprises participating in central bank digital currency cross-border payments).
3. Beware of “eyewash concept stocks” A certain company’s blockchain revenue accounts for less than 5%, yet its stock price has soared due to the “coin circle surge”? The higher it is speculated, the harder it falls. The real winners are always the iron triangle of “compliance + technology + real scenarios.”

Conclusion: A Quiet Reconstruction of Value

When BlackRocks start nibbling on Bitcoin, when publicly traded company ledgers show BTC reserves, and when Hong Kong supermarkets can buy groceries with digital Hong Kong dollars—encrypted assets are no longer “casino chips”, but have become the infrastructure of the digital economy.

In the next ten years, blockchain will permeate life like the internet. Instead of getting entangled in “whether to trade coins or not”, it is better to see the overall trend clearly:

Compliance is the bottom line, technology is the engine, and real scenarios are the ultimate trump card.

Those who silently make shovels will eventually dig up their own gold mine.

Risk Warning: This article is for market observation only and does not constitute any investment advice. Cryptocurrency concept stocks are highly volatile, and investment should be approached with caution.