一个令人震撼的宏大叙事正在席卷币圈：?加密货币有望在2026年加入“大而不能倒”

Core Viewpoint - The cryptocurrency market is predicted to be recognized as "Too Big to Fail" by 2026, aligning its importance with major financial institutions like JPMorgan and Goldman Sachs, particularly under the potential leadership of Donald Trump [1] Group 1: Current Situation and Predictions - The cryptocurrency landscape has changed significantly, with Trump and his family deeply involved in the sector, suggesting that a loss of confidence in major stablecoins could impact the liquidity of the entire U.S. financial market [2] - Following Trump's potential election victory in 2024, the total market capitalization of digital assets, including Bitcoin and Ethereum, surged by $1.2 trillion within a year [2] - Trump's administration has been supportive of the cryptocurrency industry, prioritizing legislation to provide a solid legal foundation for stablecoins and dollar-backed cryptocurrencies [2] Group 2: Potential Triggers for Intervention - The cryptocurrency market has several potential triggers for intervention, including a possible run on large stablecoins like Tether, which had a market cap of approximately $180 billion as of late November [3] - If Tether loses its peg, it could severely damage most assets in the cryptocurrency market, leading to a potential freeze in market mechanisms [4] - A collapse of a major cryptocurrency exchange could have catastrophic effects on the entire cryptocurrency ecosystem, as highlighted by the European Systemic Risk Board [5] Group 3: Proposed Rescue Mechanisms - Trump's proposed rescue system for cryptocurrencies may resemble the liquidity support provided during the 2023 regional bank crisis, potentially using high-quality assets as collateral [6] - The establishment of a "Strategic Bitcoin Reserve" or "Digital Asset Stockpile" could serve as a safety net for the market, integrating government-held cryptocurrencies [7] - Political motivations for intervention are strong, as a significant portion of the U.S. adult population holds cryptocurrencies, and the political implications of a market collapse could be detrimental to Trump's administration [8]