Recently, three things have come together, and the market has started to become unsettled.

First, let's talk about the policies. Trump has started to call for a government restart and has mentioned signing cryptocurrency-related legislation. If this really happens on Monday, the liquidity of the US dollar might change. The recent trends of $ZEC, $ICP, $FIL, and $FET have indeed been quite interesting.

The second is that Musk retweeted Vitalik's comment on the Pope's tweet. These two usually do their own things, but this rare collaboration has been interpreted in the industry as "top-level consensus strengthening." Some say ETH can surge to $3,500 in the short term, but I think it depends on whether there will be substantial cooperation in the future; otherwise, it's just riding the wave to speculate on expectations.

The most critical factor is the DOGE ETF application. After Bitwise submitted the materials, it is considered automatically approved if the SEC does not oppose it within twenty days as per regulations. With Musk occasionally making headlines, short sellers have faced significant liquidations in recent days. Both sentiment and capital are moving in the same direction, which often leads to market events—though it can also lead to unexpected occurrences.

Three things to look at together: the policy side may loosen, industry giants are starting to interact, and coupled with the promotion of compliant products like ETFs. Logically, it can indeed make sense, but the problem lies in the timing. If the good news is released all at once, it may lead to profit-taking pressure afterward.

So the key points to focus on are: whether there will be any actions from the government on Monday, whether Musk will continue to create a buzz, and whether DOGE can hold above $0.20.

Which sector do you think will perform the best if this round really takes off? AI concepts, storage sector, or the established mainstream coins?

#稳定币监管风暴 $ICP $FIL $DOGE