Recently, analysts have pointed out that the energy strategies of major countries on the international stage could have a profound impact on the crypto market. Specifically, by controlling global commodity supplies and suppressing oil prices, they are effectively opening up space for inflation management in economies. This policy space expansion will directly drive nominal GDP growth — a very critical logical chain.

What does this mean for crypto asset investors? Bitcoin, as an inflation hedge outside the traditional financial framework, often gains favor during such macroeconomic adjustments. When central bank policy expectations shift and real interest rates decline, digital assets without issuer constraints typically see increased demand for allocation.

On a more granular level, the privacy coin sector is also worth paying attention to. Against the backdrop of evolving regulatory environments and use cases, the value positioning of privacy-protecting assets will become increasingly clear. Of course, any investment decision should consider risk factors comprehensively and not rely solely on a single logic. But if you are optimistic about the direction of this macro cycle, Bitcoin and related high-quality crypto assets are indeed worth allocating to.