#比特币机构配置与囤积 Strategy has continuously accumulated 10,645 Bitcoins, and this signal is very clear—institutions are voting with real money. With a holding size of 710,000 coins, a per-coin cost basis of $74,972, and a current price of $92,098, the paper profit is already quite substantial, yet they are still adding. What does this indicate? It shows that institutional confidence in the future market is strengthening.

Cathie Wood’s remarks also confirm this point: Bitcoin, as the most liquid asset among cryptocurrencies, is the first choice and starting point for institutional entry. This is not an emotional judgment but a logical asset allocation—when traditional financial giants (like Morgan Stanley, Bank of America, and others) truly introduce Bitcoin through ETFs, that will be the moment of qualitative change from quantitative change.

From a copy-trading perspective, the key now is not to worry about short-term price fluctuations but to observe the actions of institutional traders heavily holding Bitcoin. Their pace of accumulation, batch strategies, and risk management methods are worth reviewing. Especially at volatile points, watching who continues to deploy during panic and who takes profits during rebounds can identify true long-term allocators.

Personally, I tend to follow the rhythm of institutions, but the premise is understanding their time frame—these funds are not for quick in-and-out. When copy trading in parts, consider giving higher weight to accounts aligned with institutional strategies. The risk lies in time costs, but the certainty of returns is relatively stronger.