The cracks in the BTC USD system continue to deepen, and the crypto asset market is迎来a strategic opportunity window. The US national debt surpasses $36 trillion, combined with an 8% annual decline in the dollar's purchasing power, significantly accelerating the global de-dollarization process. Short-term reductions by institutions like BlackRock are actually liquidity adjustments rather than long-term bearish signals. Historical experience shows that during periods of turmoil in the traditional financial system, Bitcoin's anti-inflation characteristics continue to attract safe-haven capital inflows. The current weakening of US dollar credit and expectations of rate cuts resonate with each other, opening a new cycle for long-term value re-evaluation in the crypto market. Short-term volatility triggered by institutional portfolio adjustments actually provides a good opportunity to buy on dips. Although caution is needed regarding price spikes in a tightening liquidity environment, the core macro narrative remains solid.