2026-01-14 01:27:51

The big rally in the crypto market today is actually driven by a clear logic—two things happening simultaneously that directly ignited the market.

First, let's talk about the news from Korea. They recently lifted restrictions on corporate crypto investments, allowing listed companies to allocate up to 5% of their equity to mainstream crypto assets (limited to the top 20 coins on major exchanges). What does this mean? It means that institutional funds worth trillions now have an official channel to enter. Previously, institutions wanting to participate had to operate in gray areas or not participate at all. Now, with official backing, capital inflows are expected to surge.

On the other side, Vitalik Buterin released a ten-year roadmap for Ethereum. The seven major upgrade directions are clearly outlined—quantum resistance, ZK-EVM scaling solutions, and more. He even announced plans to create a protocol that can operate perpetually even if development stops. This isn't just marketing talk; it's a signal to the entire ecosystem: Ethereum's technological moat is solid.

The convergence of capital and technology factors has resulted in today's full-scale surge. The bearish sentiment caused by the recent Federal Reserve rate hike delay? It was completely shattered by these two positive signals. Capital is rapidly replenishing, and market sentiment has completely reversed.

In simple terms, when policy restrictions suddenly loosen and technological narratives upgrade simultaneously, the bull market fuel is already in place.

ETH0,44%

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OnChain_Detective

· 01-17 01:14

hold up... korea just opened that institutional spigot and suddenly v-god drops a roadmap? nah that's not coincidence, that's coordinated narrative manipulation fr fr

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OvertimeSquid

· 01-16 00:02

South Korea's Nabo policy is really aggressive, with trillions of funds being unlocked... but it still depends on subsequent implementation. Such things often have ups and downs. V神's ten-year roadmap sounds very grand, but I'm more concerned about when it will actually go live. Don't let it be another PPT revolution. With both technical and capital market aspects in play, it sounds really tempting, but is this round of rise easily susceptible to being crushed? We've seen this many times in history... Honestly, I just want to ask one question: Will South Korea's policy be quickly followed by other countries? If so, institutional funds entering would be a huge event. The people adding to their positions are all buying at high levels. I'm just here watching the joke, but maybe this is the bottom—who knows?

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MEVSupportGroup

· 01-15 18:08

South Korea's decision to loosen the 5% limit is really aggressive, and the trillion-dollar institutional team finally has a formal entry V God’s roadmap is well-timed; with the release of quantum resistance, all doubts are directly shut down A combination of policy and narrative punches, no wonder the bears are completely confused If you didn't catch the re-entry window this time, chasing higher later will be a bit risky

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OnchainHolmes

· 01-14 01:53

South Korea's Nabo policy liberalization is truly amazing, trillions of funds are about to flow in, and institutions have no excuse to hide this time. V God’s ten-year chart immediately elevates him to legend, this wave of technical + policy double kill against the bears. Here comes this set again, claiming that fuel is fully prepared every time, do you really believe it? Policy easing doesn't necessarily mean funds will actually come; we still need to see subsequent implementation. This wave of rise is quite fierce, but beware of a rebound. South Korea should have made this move long ago; why is it only now waking up? Ethereum perpetual operation? Sounds outrageous, but it’s appealing. Financial strength, technical bragging—combining the two really is top-notch. Compared to the last policy dividend, it cooled off in just a few days; how long can this one stay strong? The quantum resistance claim is back again, talked about every year with no results. Are institutional funds really about to flow in? I’ll just watch quietly.

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NullWhisperer

· 01-14 01:49

technically speaking, the quantum resistance claim is interesting but... needs audit findings before we get too excited. zk-evm's been promised for years, tbh

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NFTArchaeologis

· 01-14 01:48

Quite interesting—Korea's policy wave is actually like a relic ban lift, where trillions of funds suddenly gained formal recognition, moving from the underground to the mainstream. The phenomenon of funds and technical aspects resonating has precedents in history.

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LiquidatedNotStirred

· 01-14 01:31

South Korea's decision to loosen the 5% quota is truly a groundbreaking move. Now institutions have a reason to enter, with trillions at stake... If Vitalik's ten-year roadmap really materializes, there will be no argument. --- Wait, can Ethereum really handle quantum resistance? Feels like the slogan is faster than the implementation. --- Both capital and technical aspects are being heavily invested, no wonder today's market is so volatile. The Fed's short-seller sentiment instantly evaporated. --- Investing 5% of corporate equity into crypto... If this is truly relaxed, institutions will jump in the moment it happens, and it will take off immediately. --- V神's idea of perpetual operation sounds very cyberpunk. Can it actually be achieved? --- I just want to ask one question: will South Korea's policy shift become a reference for other countries... --- Today's rally isn't that strong. If trillions of funds really flow in, that would be a real spectacle. --- ZK-EVM scaling expansion plus favorable policies—double benefits that truly fuel the fire. --- Haha, with official backing from Korea, other Asian countries probably can't sit still. --- Honestly, the biggest fear is rapid policy shifts, which can trap people just as quickly.

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