2025-12-30 05:26:30

Last night, the crypto market was quite lively. The three major cryptocurrencies BTC, ETH, and SOL continued to fluctuate, with liquidity so thin it was almost absurd, and the overall decline in the US stock market and weakness in tech stocks didn't do any favors for the crypto market either.

Traditional finance isn't doing much better either. Gold futures plummeted, silver futures dropped even more, with an 8.7% single-day decline—the largest in nearly five years, which is quite alarming.

Institutional players are secretly active. Trend Research under Yilihua increased its ETH holdings by over 46,000 coins, now holding a total of 626,000 ETH, with an average cost of about $3,105. However, the unrealized loss has reached $110 million—seems like these big players still have confidence in the future market. Similarly, Bitmine has staked over 408,600 ETH, with a total holding of about 4.11 million ETH. If all assets are staked, daily earnings could surpass one million dollars.

Meta is also busy, investing billions of dollars to acquire AI chatbot company Manus. The market is buzzing with bullish sentiment on the Agent concept, claiming this is the next Instagram in AI. However, looking at the performance of AI sector tokens, it seems the market hasn't fully bought into it yet.

Looking ahead to 2026, industry experts' predictions are quite consistent. Co-founder of Framework Ventures believes the market will focus on mainstream tokens, with institutions continuing to deploy in quality DeFi blue chips. Stablecoins, RWA, lending, and capital markets are expected to be the main directions. Wintermute points out that macro and regulatory events such as the Federal Reserve's candidate selection, FOMC meetings, and the inclusion decision of MSCI crypto-related stock indices (on the 15th) will be key catalysts in early 2026. Some even predict that between 2026 and 2028, the market and on-chain brokerages will present significant opportunities—potentially leading to the emergence of new top-tier exchanges and on-chain Nasdaq-like platforms.

BTC-0,1%

ETH0,14%

SOL-1,08%

RWA-1,06%

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AirdropF5Bro

· 4h ago

Institutions are eating up chips while we're still debating the rise and fall. That's the gap. Silver plummeted 8.7%. What the heck is going on? Traditional finance is also starting to go haywire. Wait, Trend Research is still adding positions despite a floating loss of 1.1 billion? Is this confidence real or fake? No matter how fiercely the Agent concept is hyped, it’s useless. Just look at AI tokens, and you’ll see that retail investors don’t believe it. RWA and on-chain brokerages do have some imagination, but can they really produce the next leading exchange? It feels too optimistic.

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GateUser-2fce706c

· 4h ago

I already said that this wave of pullback is the best time to get in. Institutions are all lurking, and you're still hesitating over the rise and fall? Look at Trend Research's 46,000 ETH; they are still buying despite an unrealized loss of 110 million. This is called vision. Others are fearful, I am greedy. This describes the current situation. I told everyone three years ago that DeFi blue chips are the key to wealth. Is there still anyone who hasn't gotten on board?

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SatsStacking

· 4h ago

Institutions are really bottom-fishing with this move; even with such large unrealized losses, they still dare to add positions. As retail investors, we should learn from this mindset. Silver plunging 8.7% is truly outrageous; overall, traditional finance seems more panicked than crypto. The Agent concept is hot, but the token performance is indeed average. Is this another story of big funds making a move? With so many catalysts early in 2026, it seems wise to save some bullets and wait for opportunities. DeFi blue chips are a more reliable direction; they are much steadier than concept tokens. With such thin liquidity, an incident is bound to happen sooner or later; small transactions are also cumbersome. Bitmine’s returns sound great, but I wonder how the actual withdrawals are. Market prediction and on-chain brokerages sound innovative, but whether they will succeed depends on real money applications. Major institutional players are betting so aggressively, which at least shows they don’t think this cycle is over. Let’s wait and see the MSCI decision on January 15th; it really seems capable of setting the tone.

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MEVHunterWang

· 4h ago

Institutions are really going all in this wave, risking a floating loss of 110 million and still daring to add positions, truly betting on a rebound in the market. Despite the intense hype around the Agent concept, AI coins haven't risen much, indicating that retail investors are still a bit hesitant. The 8.7% plunge in silver is truly outrageous, traditional finance is also collapsing... it feels like a major event is coming. DeFi blue chips? I think we still need to wait for signals from the Federal Reserve, otherwise entering the market now might be a bit early.

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MeltdownSurvivalist

· 5h ago

Institutions are疯狂 buying at the lows, while retail investors are still losing money—that's the difference. Silver plunged 8.7%? Traditional finance is also starting to break down; it's becoming harder and harder to understand this market. The Agent concept is hyped up so aggressively, but the token is still dead fish, and funds only recognize mainstream. Big investors are still smiling while adding positions despite a floating loss of 110 million yuan—that mindset is unmatched. 2026 to 2028? Come on, let's survive 2025 first before talking about dreams. Liquidity is so thin, it's really dangerous; one big bearish candle can scare people to death. Meta is pouring billions into playing Agent, while we're still pondering when the FOMC will cut rates—completely on a different level. Staking yields of a million dollars a day? Wake up, I can't even earn that in a year. Listening to these institutions, it feels like they've already boarded the ship waiting for us to take over the reins. Are RWA, stablecoins really going to be the next hot trend? Or is it just another wave of new concepts to cut leeks?

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