Bitcoin's Slight Move Brings Staggering Returns! With $9 Trillion Pension Funds Diving In, Shouldn't You Consider Allocating Some?
The U.S. cryptocurrency market is witnessing a historic influx of capital. Just as Bitcoin surged past the $120,000 per coin milestone this year, President Trump signed a pivotal executive order last week, officially allowing up to $9 trillion in retirement funds (including 401(k) and IRA accounts) to flow into cryptocurrencies and other alternative assets. This not only marks the first time crypto assets have gained such direct access to large-scale pension funds but also signifies
cryptocurrencies' leap from speculative peripherals to mainstream global investment instruments.
For tens of millions of American retirees, this policy fundamentally transforms asset allocation possibilities and will provide sustained buying support for the crypto market. Market analysts believe that once pension managers and retirement funds formally allocate weightings to crypto assets, the on-chain capital scale will expand significantly over the next 3 to 5 years, potentially creating a long-term structural bull market. This U.S. policy shift is not only impacting Wall Street but is also expected to boost valuations and development speeds of related industries worldwide through capital and confidence spillover.
Amid this trend, Cathay Global Digital Payment Services ETF (Stock Code: 00909), one of Taiwan's few ETFs focused on the crypto asset supply chain, has become a market spotlight. According to the latest statistics from the Securities Investment Trust & Consulting Association, as of the end of July 2025, 00909 achieved a three-month return of 33.66%, topping the cross-border investment ETF category and far outperforming its peers.
ETF manager Yang Ting-Jie noted that 00909 tracks the "Solactive Global Digital Payment Services Index," which encompasses digital payment platforms, crypto exchanges, stablecoin issuers, semiconductor manufacturers, and crypto miners, capturing the full spectrum of on-chain economic activity. Bloomberg data shows the index has a high positive correlation (0.7) with Bitcoin's price movements, meaning 00909 stands to benefit—and potentially amplify gains—during Bitcoin's long-term uptrends.
00909's portfolio includes global leaders like Coinbase, Circle, Robinhood, MicroStrategy, Marathon Digital, Block, and Nvidia, spanning critical segments such as trading, payments, mining, hardware, and crypto reserves. Notably, stablecoin giant Circle, which went public in early June, has seen its stock price and market cap rise steadily and was officially added to 00909's holdings in early August, strengthening the fund's strategic positioning in stablecoins and payment applications.
Cathay Securities Investment Trust's ETF research team analyzed that the Trump administration's pro-crypto policies since 2024—from approving spot Bitcoin ETFs and post-halving reserve bills to stablecoin regulations and now allowing 401(k) investments in crypto assets—have created a triple engine of talent, capital, and regulatory support. These policy tailwinds not only solidify crypto's funding base but also enhance traditional financial institutions' trust and participation in the sector.
Yang added that for most investors, buying Bitcoin or Ethereum directly on exchanges is not only cumbersome but also exposes them to the high volatility of single assets. With 00909, investors can gain exposure to the entire crypto supply chain through a familiar ETF format, enjoying both convenience and diversified sector/stock risks. "Especially amid the current global crypto market boom, 00909 is one of the few Taiwan-listed ETFs that directly ties investment to on-chain economic growth, offering strategic allocation advantages."
