Recent adjustments in the US government's investment strategies have attracted widespread market attention. The traditional asset allocation logic seems to be quietly changing.

For a long time, the global capital markets have followed a relatively fixed set of rules: large funds acquire assets, drive up housing prices, and ultimately create a concentration of wealth upward. But what happens when this logic is re-examined at the policy level?

"Houses are for people to live in, not for the balance sheet." The emergence of such policy signals may mark a rethinking of the entire asset allocation framework. When the rules of traditional assets change, global capital will inevitably seek new outlets. As a relatively independent store of value, can crypto assets become one of the targets for this capital reallocation?

From a technical perspective, mainstream cryptocurrencies like $BNB, $SUI, and others represent different ecological directions, which may present differentiated opportunities during the capital reconfiguration cycle. But this is not simply about bullish or bearish market judgments; it involves a deep game involving policy, capital, and market sentiment.

What signals in market volatility are worth paying attention to? Which trends might be underestimated? Calm observation often offers better opportunities than blind followings. The intersection of policy shifts, capital flows, and market sentiment is gradually emerging. Turning points in history often arrive quietly—are you ready?

How do you think policy changes will affect your own asset allocation?