The whole world is rising, but your coins are falling? The real danger might not have even started yet…

I have a friend who cleared all his positions at the end of last year, and went to buy gold and small-cap US stocks. Last night, he showed me his returns and casually said, “The secret to making money now is ABC—Anything But Crypto.” At that moment, I felt like I had just eaten yesterday’s leftovers, stuck and choking.
The data is truly eye-opening: gold has surged over 60% this year, silver skyrocketed 210%, the Russell 2000 index of US small caps has risen for 11 consecutive days, and the ChiNext 50 in China has gained 15% in a month. And Bitcoin? It’s been lingering around the $100,000 mark for three months, recently with five consecutive down days, falling from $98,000 back to $91,000.
Something’s not right, way too off. When the SEC approves ETFs, Wall Street embraces it, and national strategic reserves are in place, Bitcoin still feels like an outsider, watching other markets throw a party. There are three reasons:
Bitcoin is a “warning system”: It’s directly driven by global liquidity and often peaks or bottoms before other risk assets. Its stagnation may indicate that the upward momentum in other markets is also nearing exhaustion.
The world is “pumping liquidity”: The Fed’s balance sheet reduction (QT) and the Bank of Japan’s rate hikes are tightening two major sources of liquidity. With less money in the market, assets like Bitcoin, which tend to “rise with the water,” naturally struggle to fly.
The world is “breaking up”: Trump’s series of actions have pushed the world toward localized conflicts and a “new Cold War” gray zone. This uncertainty causes large funds to instinctively flee high-risk assets like Bitcoin.
But are the rises in gold and US stocks truly healthy “bulls”? No, that’s the “national will” at play: Central banks buying gold is a vote of no confidence in the dollar’s credit; stock market gains are driven by policies like AI domesticization and industrial autonomy. Their logic has diverged from the decentralized, globalized crypto market.
At this moment, the most dangerous thing is blindly chasing after those “hot” assets. When everyone thinks “only the crypto world can make money,” and cash holdings hit a record low, it’s often the time to be most cautious. Historically, Bitcoin has experienced four instances of extreme oversold conditions relative to gold (RSI falling below 30), each followed by a violent rebound. Now, it’s the fourth.
So, as ordinary people, what should we do? Between two extremes—holding onto highly volatile Bitcoin or chasing the already hot sovereign assets—is there a smarter, more stable middle path?
The answer is yes. This is the core purpose behind protocols like @lista_dao: they allow you to avoid the painful choice between “holding spot assets” and “chasing hot trends,” instead providing an “all-weather” asset appreciation framework.
Simply put, ListaDAO enables you to over-collateralize assets like BTC, ETH, and others to mint a stable, interest-bearing asset called lisUSD, which is softly pegged to the dollar.
It solves the “cannot hold” problem: the high collateralization ratio ensures your core positions remain safe even during extreme volatility, avoiding panic-driven liquidation at the bottom.
It solves the “idle funds” problem: the minted lisUSD can be immediately integrated into the #USD1 financial strategy of ListaDAO’s ecosystem, automatically generating steady returns. This means that while Bitcoin consolidates and other markets heat up, your assets aren’t lying idle—they’re continuously generating cash flow.
It keeps you engaged without anxiety: you don’t need to judge when Bitcoin’s bottom will arrive, nor chase after assets on the verge of a bubble. By building such a “productive position,” you can maintain exposure to the crypto future while earning tangible returns, patiently waiting for market rotations.
History shows us that after extreme divergence, a sharp mean reversion often follows. When “ABC” becomes consensus, it’s the best time to assess the health of your asset allocation. @lista_dao offers not just a financial tool, but a mindset: “building order amid chaos, locking in certainty amid uncertainty.”
Don’t blindly follow the hype when others are excited, nor completely exit when the market is quiet. Use the smartest tools to lay the most solid financial foundation for your beliefs.