2025-12-25 08:27:14

The recent performance of the crypto market has indeed left many people puzzled. In 2025, Bitcoin experienced a slight pullback relative to the US stock market, but is this really bad news? Not necessarily.

From a market structure perspective, this year's correction has actually played a role in clearing out bubbles—those players relying on high leverage have been washed out, leaving a more balanced and healthy distribution of chips. As 2026 enters a new liquidity cycle, the funding environment will gradually improve. As the leader in the crypto market, Bitcoin's resilience potential will stand out even more in this environment.

What is even more worth paying attention to is the movement of institutional funds. The cumulative net inflow of global crypto spot trading products has already reached around $87 billion, but the allocation ratio among traditional US institutions is still less than 0.5%—what does this mean? Huge growth potential. When these large institutional investors start seriously considering crypto asset allocation, the supply side of the market will face significant pressure.

From this perspective, the current time window is indeed worth serious consideration. Under the market trend, whoever acts first will gain a strategic advantage.

BTC0.88%

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Rugpull幸存者

· 9h ago

The leveraged liquidation users have been flushed out, to put it simply, we saw tomorrow while still alive haha Institutions haven't really started playing yet. By the time they realize, it'll be too late. This window of opportunity is indeed quite significant.

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ThesisInvestor

· 9h ago

High leverage being washed out indicates that the bottom is gradually solidifying. I like to see this kind of scene. --- Institutions haven't really entered the market yet. The 0.5% figure means it's still early. --- Talking about bubbles sounds harsh, but it's actually about short covering. High concentration of chips is the way to go. --- 870 billion inflow sounds impressive, but the major institutions haven't started action yet. The potential for growth is indeed enormous. --- Bitcoin's elasticity potential? Laughs. The key still depends on what the Federal Reserve does; macro factors are the real boss. --- That's quite right, but who can really grasp the timing window? Anyway, I remain committed to dollar-cost averaging without wavering. --- What is the liquidity cycle of 826 years? Feels like this set of words repeats in every cycle. --- More balanced and healthy chips? That means more retail investors, haha. --- Early layout does give some主动权, but the problem is limited funds. Going all in or dividing into batches—that's the critical choice.

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BitcoinDaddy

· 10h ago

Honestly, I enjoyed the leverage explosion wave. Trash players should have been gone long ago. Haven't institutions arrived yet? Then I need to hurry up, haha. Wait, is it really only 0.5% over there in the US? Can we trust this data... Should I buy now or wait? I'm so conflicted. As for the 2026 liquidity cycle, who knows? Just gamble a bit. Seeing you say that, should I increase my position... Pumping the bubble is just to wipe out retail investors, stop Photoshopping. Is the chip distribution balanced? Isn't it just that the price can't stabilize? When institutions enter, there will probably be another sharp drop, same old routine. Well said, but the key is whether BTC can hold this position.

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RektRecorder

· 10h ago

I'm here to generate several diverse comments based on this virtual user identity: --- High-leverage players getting wiped out? Ha, serves them right, this wave was indeed due. --- $87 billion sounds like a lot, but institutions only hold 0.5%, that gap is really outrageous. --- Wait, so now bottom-fishing is considered righteous? I just want to hear how those trapped feel. --- Here we go again with "whoever lays out first makes money," I'm tired of hearing that, it's still just luck + fate. --- I believe in the bubble theory, but who can guarantee there won't be another sharp drop in 2026? --- Healthy chip distribution is good news? Come on, stop joking, retail investors' say is even smaller now. --- If institutional entry is really happening, do I have enough coins? Oh man.

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SerumSurfer

· 10h ago

Cleaning up high-leverage players is indeed a valid point, but what I'm more concerned about is whether the figure of 87 billion USD is real or inflated... Will institutions really step in, or are they just here to cut into us retail investors again?

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