CoinFund Managing Partner and President Chris Perkins stated: As the regulatory environment becomes clearer, institutions are becoming the core driving force behind crypto adoption. Among them, Ethereum leads in clearing and settlement, Solana drives trade execution, and tokenization and stablecoins are accelerating their implementation. He also briefly outlined the 25-year trajectory of various major asset classes and expressed strong optimism for the 26-year market outlook. #crypto #Solana #Web3

#比特币机构配置与囤积 Seeing Cathie Wood's latest views, I think it's necessary to clarify the current institutional deployment logic for everyone. BTC has already become the standard entry ticket for traditional large institutions—high liquidity and strong resistance to declines are the consensus among institutions. Moreover, as giants like Morgan Stanley and Bank of America gradually introduce Bitcoin through ETFs, the next phase of incremental funds mainly comes from here. What does this mean for us? The market bottom is already digesting negative information, and the institutional allocation period is approaching. The risk window for participating in new projects is narrowing. Key strategic adjustments: 1. In the short term, focus on narratives related to institutions—such as stablecoins and exchange stocks—these infrastructure projects will benefit from large capital inflows. 2. The stories around ETH and SOL are changing. ETH is moving towards commodification and competition, while SOL leans towards consumer applications. When choosing projects, understand their ecological positioning and avoid blindly following trends. 3. Within the bottom range, reducing interaction frequency can be more cost-effective—keep costs at a minimum and wait for genuine signals of incremental funds. The most practical approach now is to review the projects in your portfolio and identify which ones truly align with the institutional deployment logic. Choosing the right timing can double your efficiency.

$SOL ‌