In the past 24 hours, three signals lit up simultaneously—a rare resonance that seasoned market players know doesn’t happen often.

Let’s start with the most prominent one. Texas Lieutenant Governor Dan Patrick publicly announced that their state government has allocated Bitcoin. This is the first state-level government in the U.S. to openly hold crypto. Even more striking is the second part of his statement—they plan to work with the current administration to make Texas the "U.S. hub for digital assets." A government agency stepping in personally—could this signal be any clearer?

The second move is less obvious. According to the latest data disclosed by the Federal Reserve, U.S. banks absorbed nearly $100 billion in deposits within a single week. Retail investors simply can’t pull off this scale. Big money is quietly repositioning itself. Moves of this magnitude usually have only one reason: securing a seat in advance, waiting for the next wave.

The third is the most mysterious. A Bitcoin address that had been dormant for over 13 years suddenly became active, transferring 1,000 BTC—worth about $90 million at current prices. The last time this address was active, Bitcoin was just $11. When a "fossil-level" account like this awakens, history tells us—it often signals that something is about to change.

Coincidence? Highly unlikely.

On the macro level, expectations for a Fed rate cut are intensifying, and the likelihood of a liquidity window opening is rising. Meanwhile, regulators aren’t idle—the U.S. Department of Justice recently recovered nearly $1.7 million in crypto assets through a civil forfeiture process. The sword is still hanging overhead, but money is already flowing into compliant channels.

Market sentiment is brewing. When policy starts to loosen, and cracks appear in the wall between traditional finance and digital assets, capital needs a new home. The CEO of Exodus even declared: by 2026, Bitcoin’s target price is $200,000.

Sounds exaggerated? But look at the current situation—sovereign-level forces and decentralized conviction are clashing in a way we’ve never seen before. Some have already started to act.