#比特币机构配置与囤积 I recently came across some news, and the actions of institutions in Bitcoin are really crazy. Strategy spent $960 million in a week to acquire over 10,000 more coins, now holding a total of 660,000 coins; Twenty One Capital sold 43,500 coins on its first day of listing, these listed companies are treating BTC as a standard treasury asset.

Interestingly, they are not only hoarding Bitcoin, but Ethereum, Filecoin, and others are also starting to appear on corporate asset sheets. What does this indicate? — The institutional allocation logic is upgrading, shifting from single assets to multi-chain, multi-purpose portfolio strategies.

For us retail investors, this is actually a signal. Large institutions accumulating means market consensus is consolidating, and conversely, the value of early airdropped projects will be increasingly recognized. So the current strategy is: seize this wave of project interaction opportunities, complete as many on-chain interactions as possible at the lowest cost, and once these early projects mature, the potential returns become much greater.

Don’t just focus on the airdrops themselves, but look at the logic behind this market — big institutions are buying up, which indicates that there will be a new wave of value discovery in the coming months. Participating in new project interactions now is essentially a preemptive positioning.