Th&#7883; tr&#432;&#7901;ng &#273;ang b&#432;&#7899;c v&agrave;o tu&#7847;n giao d&#7883;ch tr&#7885;n v&#7865;n cu&#7889;i c&ugrave;ng c&#7911;a n&#259;m 2025. Khi k&#7923; ngh&#7881; l&#7877; Gi&aacute;ng Sinh &#273;&#7871;n g&#7847;n, vi&#7879;c xoay v&ograve;ng c&aacute;c nh&oacute;m ng&agrave;nh &#7903; Ph&#7889; Wall &#273;ang ph&aacute;t &#273;i nh&#7919;ng t&iacute;n hi&#7879;u m&agrave; c&aacute;c nh&agrave; giao d&#7883;ch crypto kh&ocirc;ng n&ecirc;n b&#7887; l&#7905;.
D&ograve;ng v&#7889;n hi&#7879;n &#273;ang r&#7901;i xa c&aacute;c c&#7893; phi&#7871;u Big Tech v&agrave; AI v&#7889;n &#273;&atilde; qu&aacute; &#273;&ocirc;ng &#273;&uacute;c, chuy&#7875;n sang c&aacute;c nh&oacute;m t&agrave;i ch&iacute;nh, c&ocirc;ng nghi&#7879;p v&agrave; v&#7853;t li&#7879;u. Di&#7877;n bi&#7871;n n&agrave;y &#273;ang thay &#273;&#7893;i &#273;i&#7873;u ki&#7879;n thanh kho&#7843;n &ndash; y&#7871;u t&#7889; th&#432;&#7901;ng &#7843;nh h&#432;&#7903;ng tr&#7921;c ti&#7871;p t&#7899;i Bitcoin, Ethereum v&agrave; c&aacute;c altcoin. &#272;&#7889;i v&#7899;i nh&#7919;ng nh&agrave; &#273;&#7847;u t&#432; mu&#7889;n chu&#7849;n b&#7883; cho n&#259;m 2026, xu h&#432;&#7899;ng n&agrave;y c&oacute; th&#7875; mang l&#7841;i nh&#7919;ng g&#7907;i &yacute; quan tr&#7885;ng v&#7873; h&#432;&#7899;ng &#273;i c&#7911;a kh&#7849;u v&#7883; r&#7911;i ro v&agrave; d&ograve;ng v&#7889;n tr&ecirc;n th&#7883; tr&#432;&#7901;ng.
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading" id="h-wall-street-sector-rotation-signals-potential-catalyst-for-crypto-markets-in-2026">S&#7921; lu&acirc;n chuy&#7875;n c&aacute;c nh&oacute;m ng&agrave;nh tr&ecirc;n Wall Street cho th&#7845;y ti&#7873;m n&#259;ng th&uacute;c &#273;&#7849;y th&#7883; tr&#432;&#7901;ng crypto v&agrave;o n&#259;m 2026</h2>

D&#7919; li&#7879;u m&#7899;i &#273;&acirc;y cho th&#7845;y nh&oacute;m v&#7853;t li&#7879;u t&#259;ng m&#7841;nh 4% trong tu&#7847;n tr&#432;&#7899;c, nh&oacute;m t&agrave;i ch&iacute;nh t&#259;ng 3%, c&ograve;n nh&oacute;m c&ocirc;ng nghi&#7879;p c&#361;ng l&ecirc;n 1.5%. Trong khi &#273;&oacute;, c&#7893; phi&#7871;u trong nh&oacute;m d&#7883;ch v&#7909; truy&#7873;n th&ocirc;ng v&agrave; c&ocirc;ng ngh&#7879; l&#7841;i t&#7909;t l&#7841;i ph&iacute;a sau.
Ng&acirc;n h&agrave;ng Deutsche Bank c&#361;ng ghi nh&#7853;n d&ograve;ng ti&#7873;n r&uacute;t li&ecirc;n ti&#7871;p kh&#7887;i nh&oacute;m c&ocirc;ng ngh&#7879; l&#7847;n &#273;&#7847;u ti&ecirc;n k&#7875; t&#7915; th&aacute;ng 06/2024, cho th&#7845;y s&#7921; h&#7841; nhi&#7879;t c&#7911;a c&#417;n s&#7889;t AI.
Tr&#7843; l&#7901;i ph&#7887;ng v&#7845;n CNBC, Chris Toomey t&#7915; <a href="https://vn.beincrypto.com/morgan-stanley-accelerates-wall-streets-crypto-trading-with-etrade-integration/" target="_blank" rel="noreferrer noopener">Morgan Stanley Private Wealth Management</a> &#273;&atilde; nh&#7853;n &#273;&#7883;nh xu h&#432;&#7899;ng xoay v&ograve;ng n&agrave;y l&agrave; r&#7845;t &#273;&aacute;ng ch&uacute; &yacute;. &Ocirc;ng cho r&#7857;ng c&#417; h&#7897;i &#273;ang d&#7847;n m&#7903; r&#7897;ng ra b&ecirc;n ngo&agrave;i nh&oacute;m c&#7893; phi&#7871;u MAG-7 v&agrave; c&aacute;c c&ocirc;ng ty c&ocirc;ng ngh&#7879;, tr&#7903; th&agrave;nh &#273;&#7897;ng l&#7921;c cho th&#7883; tr&#432;&#7901;ng khi ti&#7871;n v&agrave;o n&#259;m 2026.
<h3 class="wp-block-heading" id="h-why-crypto-traders-should-care">T&#7841;i sao c&aacute;c nh&agrave; giao d&#7883;ch crypto n&ecirc;n quan t&acirc;m</h3>

L&#7883;ch s&#7917; cho th&#7845;y vi&#7879;c xoay v&ograve;ng c&aacute;c nh&oacute;m ng&agrave;nh tr&ecirc;n th&#7883; tr&#432;&#7901;ng ch&#7913;ng kho&aacute;n th&#432;&#7901;ng &#273;i c&ugrave;ng v&#7899;i vi&#7879;c d&ograve;ng v&#7889;n t&igrave;m ki&#7871;m sang c&aacute;c t&agrave;i s&#7843;n thay th&#7871; kh&aacute;c, trong &#273;&oacute; Bitcoin th&#432;&#7901;ng l&agrave; &#273;&#7841;i di&#7879;n nh&#7853;n &#273;&#432;&#7907;c l&#7907;i &iacute;ch khi kh&#7849;u v&#7883; r&#7911;i ro t&#259;ng cao.
Hi&#7879;n t&#7841;i, b&#7889;i c&#7843;nh v&#297; m&ocirc; &ldquo;n&oacute;ng&rdquo; l&ecirc;n nh&#7901; <a href="https://vn.beincrypto.com/fed-rate-cuts-recession-layoffs-2025/" target="_blank" rel="noreferrer noopener">l&atilde;i su&#7845;t gi&#7843;m</a>, k&#7923; v&#7885;ng t&#259;ng tr&#432;&#7903;ng kinh t&#7871; m&#7841;nh h&#417;n, c&ugrave;ng v&#7899;i d&ograve;ng ti&#7873;n theo m&ugrave;a v&#7909; t&#7915; m&ugrave;a thu&#7871;, &#273;ang t&#7841;o ra m&ocirc;i tr&#432;&#7901;ng thu&#7853;n l&#7907;i cho crypto &ndash; d&ugrave; th&#7883; tr&#432;&#7901;ng truy&#7873;n th&#7889;ng v&#7851;n c&ograve;n nhi&#7873;u bi&#7871;n &#273;&#7897;ng.
T&iacute;nh t&#7915; &#273;&#7847;u n&#259;m &#273;&#7871;n nay, th&#7883; tr&#432;&#7901;ng crypto &#273;ang b&#7883; b&#7887; l&#7841;i ph&iacute;a sau so v&#7899;i c&#7893; phi&#7871;u. Gi&aacute; Bitcoin &#273;&atilde; gi&#7843;m kho&#7843;ng 8%, Ethereum gi&#7843;m 12% v&agrave; Solana gi&#7843;m t&#7899;i 33%. Trong khi &#273;&oacute;, S&amp;P 500 v&agrave; Nasdaq l&#7841;i t&#259;ng l&#7847;n l&#432;&#7907;t 15% v&agrave; 18%.
D&ugrave; b&#7883; t&#7909;t l&#7841;i, c&aacute;c chuy&ecirc;n gia v&#7851;n tin r&#7857;ng <a href="https://vn.beincrypto.com/q1-2026-crypto-bull-run-prediction/" target="_blank" rel="noreferrer noopener">crypto ho&agrave;n to&agrave;n c&oacute; th&#7875; b&ugrave;ng n&#7893; tr&#7903; l&#7841;i ngay &#273;&#7847;u n&#259;m 2026</a> n&#7871;u h&#432;&#7899;ng gi&oacute; v&#297; m&ocirc; thu&#7853;n l&#7907;i h&#417;n v&agrave; nh&agrave; &#273;&#7847;u t&#432; t&aacute;i c&#7845;u tr&uacute;c danh m&#7909;c &#273;&#7847;u t&#432; cho n&#259;m m&#7899;i.
C&oacute; 5 y&#7871;u t&#7889; l&#7899;n c&oacute; th&#7875; th&uacute;c &#273;&#7849;y th&#7883; tr&#432;&#7901;ng crypto t&#259;ng m&#7841;nh trong qu&yacute; 1/2026:
<ul class="bic-gutenberg-list wp-list list-disc ">
<li>K&#7871;t th&uacute;c ch&iacute;nh s&aacute;ch th&#7855;t ch&#7863;t &#273;&#7883;nh l&#432;&#7907;ng (QT) c&#7911;a Fed: N&#7871;u Fed &#273;&#7843;o ng&#432;&#7907;c QT, thanh kho&#7843;n s&#7869; tr&#7903; l&#7841;i, &#273;&acirc;y v&#7889;n l&agrave; ch&#7845;t x&uacute;c t&aacute;c cho nh&#7919;ng &#273;&#7907;t t&#259;ng gi&aacute; Bitcoin &#7903; qu&aacute; kh&#7913;.</li>

<li>D&#7921; b&aacute;o h&#7841; l&atilde;i su&#7845;t: L&atilde;i su&#7845;t M&#7929; c&oacute; th&#7875; gi&#7843;m v&#7873; m&#7913;c 3&ndash;3.25%, t&#7841;o &#273;i&#7873;u ki&#7879;n thu&#7853;n l&#7907;i h&#417;n cho c&aacute;c t&agrave;i s&#7843;n t&#259;ng tr&#432;&#7903;ng v&agrave; t&agrave;i s&#7843;n thay th&#7871;.</li>

<li>B&#417;m ti&#7873;n ng&#7855;n h&#7841;n: Vi&#7879;c mua tr&aacute;i phi&#7871;u ng&#7855;n h&#7841;n (Treasury bill) v&agrave; d&ograve;ng ti&#7873;n k&#7929; thu&#7853;t s&#7869; h&#7895; tr&#7907; th&#7883; tr&#432;&#7901;ng v&#7889;n.</li>

<li>&#272;&#7897;ng l&#7921;c t&#7915; ch&iacute;nh tr&#7883; &#273;&#7875; gi&#7919; &#7893;n &#273;&#7883;nh: K&#7923; b&#7847;u c&#7917; gi&#7919;a nhi&#7879;m k&#7923; khi&#7871;n c&aacute;c nh&agrave; ho&#7841;ch &#273;&#7883;nh ch&iacute;nh s&aacute;ch c&oacute; xu h&#432;&#7899;ng duy tr&igrave; m&ocirc;i tr&#432;&#7901;ng th&#7883; tr&#432;&#7901;ng t&iacute;ch c&#7921;c.</li>

<li>Di&#7877;n bi&#7871;n th&#7883; tr&#432;&#7901;ng lao &#273;&#7897;ng: D&#7845;u hi&#7879;u th&#7883; tr&#432;&#7901;ng vi&#7879;c l&agrave;m ch&#7853;m l&#7841;i c&oacute; th&#7875; khi&#7871;n Fed gi&#7919; th&aacute;i &#273;&#7897; &ldquo;b&#7891; c&acirc;u&rdquo;, gi&uacute;p duy tr&igrave; d&ograve;ng thanh kho&#7843;n &#273;&#7893; v&agrave;o th&#7883; tr&#432;&#7901;ng.</li>
</ul>

<ol class="bic-gutenberg-list wp-list list-decimal list-inside " start="1"></ol>

D&ograve;ng ti&#7873;n chuy&#7875;n d&#7883;ch c&#361;ng l&agrave;m thay &#273;&#7893;i kh&#7849;u v&#7883; r&#7911;i ro tr&ecirc;n th&#7883; tr&#432;&#7901;ng ch&#7913;ng kho&aacute;n. Nh&agrave; &#273;&#7847;u t&#432; &#273;ang &#432;u ti&ecirc;n c&aacute;c nh&oacute;m ng&agrave;nh c&oacute; &#273;&#7897; bi&#7871;n &#273;&#7897;ng th&#7845;p h&#417;n nh&#432; y t&#7871;, t&agrave;i ch&iacute;nh, ti&ecirc;u d&ugrave;ng kh&ocirc;ng thi&#7871;t y&#7871;u, trong khi c&aacute;c c&#7893; phi&#7871;u c&ocirc;ng ngh&#7879; t&#259;ng m&#7841;nh th&#7901;i gian qua b&#7855;t &#273;&#7847;u &ldquo;h&#7841; nhi&#7879;t&rdquo;.
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading" id="h-equity-moves-offer-clues-for-2026-crypto-volatility">Bi&#7871;n &#273;&#7897;ng c&#7893; phi&#7871;u g&#7907;i &yacute; v&#7873; s&#7921; bi&#7871;n &#273;&#7897;ng c&#7911;a crypto n&#259;m 2026</h2>

G&#7847;n &#273;&acirc;y, s&#7921; ki&#7879;n Tesla th&#7917; nghi&#7879;m robotaxi t&#7921; l&aacute;i minh ch&#7913;ng cho nh&#7919;ng bi&#7871;n &#273;&#7897;ng ng&#7855;n h&#7841;n tr&ecirc;n th&#7883; tr&#432;&#7901;ng, th&#432;&#7901;ng th&#7875; hi&#7879;n r&otilde; &#7903; ch&#7881; s&#7889; ng&agrave;nh v&agrave; c&oacute; th&#7875; &#7843;nh h&#432;&#7903;ng &#273;&#7871;n th&#7883; tr&#432;&#7901;ng crypto do d&ograve;ng ti&#7873;n r&#7911;i ro c&oacute; m&#7889;i li&ecirc;n h&#7879; ch&#7863;t ch&#7869;.
Theo &ocirc;ng Toomey, &#273;i&#7875;m n&#7893;i b&#7853;t l&agrave; c&aacute;c quy&#7871;t &#273;&#7883;nh giao d&#7883;ch ng&#7855;n h&#7841;n &#273;ang &#273;&oacute;ng vai tr&ograve; ch&#7911; &#273;&#7841;o khi n&#259;m 2025 s&#7855;p kh&eacute;p l&#7841;i. &#272;i&#7873;u n&agrave;y khi&#7871;n crypto d&#7877; r&#417;i v&agrave;o tr&#7841;ng th&aacute;i &#273;i ngang trong bi&ecirc;n &#273;&#7897; h&#7865;p v&agrave; xu&#7845;t hi&#7879;n nhi&#7873;u bi&#7871;n &#273;&#7897;ng b&#7845;t ng&#7901;.
Nh&agrave; &#273;&#7847;u t&#432; theo s&aacute;t bi&#7871;n &#273;&#7897;ng d&ograve;ng ti&#7873;n tr&ecirc;n th&#7883; tr&#432;&#7901;ng c&#7893; phi&#7871;u s&#7869; c&oacute; l&#7907;i th&#7871;, &#273;&#7863;c bi&#7879;t khi Ph&#7889; Wall b&#7855;t &#273;&#7847;u s&#7855;p x&#7871;p l&#7841;i danh m&#7909;c cho 2026 v&agrave; th&#7883; tr&#432;&#7901;ng crypto c&#361;ng li&ecirc;n t&#7909;c ph&#7843;n &#7913;ng tr&#432;&#7899;c &#273;&oacute;.
Nh&agrave; ph&acirc;n t&iacute;ch crypto Alana Levin <a href="https://docsend.com/view/8v8qrkrwbtfpjvta" target="_blank" rel="noreferrer noopener nofollow">gi&#7899;i thi&#7879;u</a> m&#7897;t m&ocirc; h&igrave;nh ph&aacute;t tri&#7875;n cho crypto d&#7921;a tr&ecirc;n ba &ldquo;&#273;&#432;&#7901;ng cong S&rdquo; c&#7897;ng h&#432;&#7903;ng: t&#7841;o l&#7853;p t&agrave;i s&#7843;n, t&iacute;ch l&#361;y t&agrave;i s&#7843;n, v&agrave; s&#7917; d&#7909;ng t&agrave;i s&#7843;n.
Ph&#432;&#417;ng ph&aacute;p n&agrave;y bao g&#7891;m m&#7885;i &#273;i&#7873;u ki&#7879;n v&#297; m&ocirc;, stablecoin, s&agrave;n giao d&#7883;ch, ho&#7841;t &#273;&#7897;ng on-chain, c&ugrave;ng c&aacute;c th&#7883; tr&#432;&#7901;ng m&#7899;i n&#7893;i &ndash; nh&#7919;ng y&#7871;u t&#7889; then ch&#7889;t th&uacute;c &#273;&#7849;y ng&#432;&#7901;i d&ugrave;ng v&agrave; bi&#7871;n &#273;&#7897;ng gi&aacute; crypto khi xu h&#432;&#7899;ng lu&acirc;n chuy&#7875;n nh&oacute;m ng&agrave;nh ti&#7871;p t&#7909;c &#273;&#7871;n t&#7853;n 2026.
V&#7899;i Bitcoin v&agrave; altcoin, nh&#7919;ng tu&#7847;n cu&#7889;i n&#259;m 2025 kh&ocirc;ng ch&#7881; l&agrave; kho&#7843;ng l&#7863;ng tr&#432;&#7899;c k&#7923; ngh&#7881; l&#7877; m&agrave; c&ograve;n l&agrave; b&#7913;c tranh thu nh&#7887; v&#7873; c&aacute;ch thanh kho&#7843;n, t&acirc;m l&yacute; v&#297; m&ocirc; v&agrave; v&#7883; th&#7871; &#273;&#7847;u t&#432; c&oacute; th&#7875; s&#7855;p x&#7871;p l&#7841;i s&acirc;n ch&#417;i cho m&#7897;t kh&#7903;i &#273;&#7847;u l&#7883;ch s&#7917; khi b&#432;&#7899;c sang 2026.
K&#7871;t h&#7907;p gi&#7919;a thu&#7853;n l&#7907;i v&#297; m&ocirc; v&agrave; s&#7921; d&#7883;ch chuy&#7875;n d&ograve;ng ti&#7873;n chi&#7871;n l&#432;&#7907;c, th&#7883; tr&#432;&#7901;ng t&agrave;i s&#7843;n s&#7889; c&oacute; th&#7875; s&#7869; ch&#7913;ng ki&#7871;n &#273;&#7907;t b&#7913;t ph&aacute; m&#7841;nh m&#7869;.

Giao dịch cuối cùng của năm 2025: Sự luân chuyển của Wall Street có ý nghĩa gì đối với thị trường crypto