2025-12-30 01:21:47

It seems that the crypto market is quiet while the US stock market is celebrating. But the logic behind this may be misunderstood by most people.

This is not the result of natural market selection. In fact, hot money is undergoing a massive shift—withdrawal from high-risk assets and temporarily gathering in tech stocks, a relatively safe haven. The crypto market may seem oxygen-deprived, but from another perspective, this is precisely the time when institutional players are quietly rewriting the rules of the game.

The significance of the Bitcoin ETF launch has been seriously underestimated. It’s not about creating short-term hype for rapid gains; the real purpose is to build a bridge toward "institutionalization." Imagine: pension funds, insurance companies—these traditional financial giants—originally dared not touch Bitcoin. But through the ETF’s compliant shell, Bitcoin is gradually becoming a standard asset for institutions. Grayscale is quietly offloading, while institutions are accumulating low-cost positions. The market naturally falls into a lull—that’s the cold start phase. The suppression before the big wave.

A few strong-moving tokens to watch: projects like ASTER, FIL, ZBT are also experiencing similar institutional reallocation.

The key question is: when will banks fully enter the market? In the short term, they will test the derivatives market. In the medium term, they will establish compliant asset custody systems. Long-term? Crypto assets will become as commonplace as funds. But it’s important to understand—they’re not here to revolutionize, but to "regulatory harvest"—using traditional financial methods to bring this market into the system.

The current quietness is a signal: the era of the wild west is coming to an end. When the interest rate cut cycle truly begins and banks start lining up to enter, you will realize a harsh reality—that the chips have long quietly flowed into the whales’ pockets. By then, it will be too late to regret.

So the choice in front of us is simple: stay true to your original beliefs, or follow the whales to re-understand the new rules of this market.

BTC-2,35%

ASTER-3,09%

FIL-2,89%

ZBT-6,81%

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MemeTokenGenius

· 5h ago

Wake up, the chips have been gone for a long time. Are you only realizing now? --- So only after the whales have finished absorbing can we buy? --- Yeah, institutionalization is just a new way of saying "cutting leeks" --- Cold start? I think they're just waiting for us to cut our losses --- Once the banks come in, we're completely out of luck, to be honest --- This logic sounds comfortable but you can't make money from it --- FIL and ASTER are still sleeping; no matter what we say, it's useless --- Is compliant harvesting more profitable than wild growth? --- What the hell is faith? Right now, it's just about who has more chips in hand --- If a rate cut were coming, Bitcoin would have already skyrocketed. What are we waiting for?

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PerennialLeek

· 5h ago

Damn, I need to ponder this logic carefully. It feels like I'm playing a very big game of chess. Are institutions really buying the dip? Then should I hold onto my small chips tightly? When the banks step in, will retail investors still get some gains? That's the real question. Grayscale is selling off while institutions are accumulating, it's brilliant. We're just the chopped-up leeks being harvested. By the way, ASTER and FIL have indeed shown some movement recently. Could there really be whales orchestrating the layout? Waiting for the interest rate cut cycle, but it seems far off. I still have to figure out my own way. Sticking to my faith or following the whales—this is a tough choice. Both options hurt a bit. Systematic harvesting doesn't sound like a good thing at all. I've been trapped for a long time, and now reading this article makes me even more hopeless.

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LightningSentry

· 6h ago

Blowing water is just blowing water, the chips have long been gone. Institutions are buying low, retail investors are shouting high, the story is always told this way. Cold start? I think it's a cold cut of韭菜. Interest rate cuts come only when banks enter? Now is the time to run. Whales are full, only then can we drink soup; this logic doesn't quite add up. Systematic harvesting sounds like there’s no good outcome. Had I known earlier, I would have started布局早, now it's a bit late to say these things. All the chips are in the hands of big players, so us retail investors might as well just watch the show. The ETF story has been heard too many times, and every time it’s just hype. Instead of waiting for banks to enter, it’s better to run away first.

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NeverPresent

· 6h ago

Damn, this logic is indeed clear-headed. Institutional wash trading is so silent. What can retail investors do once the banks step in? We should have gotten on board earlier. Is Grayscale offloading? Then I need to take a close look at who’s picking up the bags in this wave. Systematic harvesting sounds uncomfortable, but it’s definitely an unstoppable trend. Are FIL and ZBT really being quietly reallocated? I want to verify that. Rather than regretting, it’s better to follow the whales’ tracks now. Anyway, retail investors profit mainly from the knowledge gap. Once the rate cut cycle starts, it might really be too late... I guess I was somewhat right.

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