2025 Crypto Market Game: The Dual Challenges of Interest Rate Cuts Debate and Financial Restructuring

As the end of June approaches, the situation of the crypto assets market in 2025 has gradually become clearer.

This year's trading logic in the crypto market mainly revolves around two core themes:

First, a significant mainline is the debate over whether there will be interest rate cuts within the year. This debate actually reflects a deeper political game rather than merely an economic decision. Currently, it seems that the discourse power in the financial market is held by one side, while the other side attempts to influence market direction through various means, such as tariff wars and social media statements.

Before two key time points in the future - the end of a significant figure's term in May 2026 and the U.S. midterm elections, the market will remain in a state of tense confrontation. On one hand, there is tightening market liquidity; on the other hand, there are ongoing provocations. The uncertainty brought about by this game will continue to affect the market.

Secondly, a potential trend is that Crypto Assets are gradually integrating into the traditional financial system and participating in reshaping the dollar-dominated financial landscape. Whether it is the plan to increase Bitcoin strategic reserves, the push for the scale of stablecoins to surpass 2 trillion dollars in the coming years, or the clear designation of regulatory bodies for the Crypto market, these initiatives indicate that Crypto Assets are being viewed as an important component in the restructuring of the dollar financial system in the 21st century.

2025 is destined to be a year full of uncertainties. For retail investors, investing and trading in such a market environment is as challenging as navigating a small boat amidst turbulent waves. However, this does not mean we should choose to lie flat. On the contrary, seeking certainty in uncertainty is the wise move.

Looking ahead to 2026, there are two investment directions worth paying attention to:

1. The US version of the debt restructuring plan involves stablecoins, payment fintech, and real-world assets.

2. The establishment of a regulatory framework for the crypto assets market may bring development opportunities for decentralized exchanges of perpetual contracts and consumer blockchain.

In summary, our main task in 2025 is to stay engaged in the market while preparing for opportunities in 2026.