Since the historic approval of Bitcoin spot ETFs by the U.S. Securities and Exchange Commission (SEC) in January 2024, the U.S. cryptocurrency investment sector has matured significantly. By 2026, investors can participate in the cryptocurrency market through four main channels: spot ETFs, crypto equity companies (miners, Bitcoin treasury companies, and Ethereum treasury companies), leveraged/inverse ETFs, and blockchain-themed funds.

From trend continuation to structural inflection points, the market is repricing the bottom range.

Contract security is no longer the biggest threat to DeFi; business governance and compliant operations cannot be neglected.

BIT, in collaboration with top global commercial banks, opens same-name virtual accounts for clients at the bank end, establishing a compliant, closed-loop capital channel under the same name.

With market reactions dulled, the bear market may not be over yet.

Amidst Intertwining Weak Liquidity and Macro Variables, the Market is Shifting from Directional Judgment to Timing Games

In a phase lacking clear catalysts, the market is shifting from directional speculation to capturing structural yield.

The real variable is shifting from inflation shocks to growth shocks, now turning towards liquidity expectations.

Amid low trading volume and weak sentiment, market structure is quietly improving, and a potential rebound window may be forming.

As supply pressure continues to be released, the altcoin market is shifting from a structural bull market to cyclical trading opportunities.

Short Gamma Amplifies Volatility, Capital Outflows Remain Core Constraint; Rebound Resembles Mechanism Disturbance Rather Than Structural Reversal.

"Key thresholds not reached, reversal signals absent, the true allocation window still requires confirmation"

"The core of the long-term allocation value of U.S. stocks lies in the resonance of three major drivers: institutional dividends, the genuine verification cycle of the AI industry, and the structural increase in global capital allocation, rather than short-term macro trading."

On February 9, 2026, Eva Meng, Head of Matrixdock, the RWA platform under Matrixport, attended the ITA 2026 RWA Global Summit and participated in the "Gold RWA and Stablecoins" themed roundtable discussion. Eva shared frontline insights based on her personal observations and practical experience, focusing on issues related to the actual operation of gold RWA and the conditions for its scaling.

Providing more scalable infrastructure support for trading, liquidity management, and DeFi application scenarios.