#比特币机构配置与囤积 Strategy has been aggressively buying for two consecutive weeks, accumulating a total of 21,269 Bitcoins in the first two weeks of December, with an average cost price ranging between $90,615 and $92,098. Judging by this pace, institutional accumulation enthusiasm is indeed heating up.

Interestingly, this wave of accumulation occurred during a period of strong market FUD sentiment. From another perspective, this precisely indicates that the logic of large funds is very clear: price pullbacks are actually opportunities for deployment. The cost per coin has risen from $74,972 to nearly $92,000, and they are still adding positions. Such determination is worth paying attention to.

From the perspective of follow-the-leader strategies, I noticed a detail: this continuous, large-scale, and unafraid-to-be-seen accumulation action by institutions often represents a confident judgment about the long-term direction. This is not a sneaky move, but a statement made with real money. For traders who track institutional allocation logic, this is an important reference signal.

However, to be clear, the time horizon of institutions is different from retail investors. They can withstand longer volatility cycles, while when following, you need to consider your own risk tolerance and capital cycle. If your risk preference is conservative, you can choose to follow traders who track institutional movements with position sizing, rather than going all-in to chase highs. Practice is the best teacher; let the data speak.