#比特币机构配置与囤积 Seeing Strategy accumulate over 10,000 more Bitcoins for two consecutive weeks, I have to say one thing: this is the true logic behind institutional allocation.

Remember last time when FUD hit the market, how many people were emotionally hijacked? When prices dip, panic selling ensues, but institutions are quietly accumulating. From early December until now, they have already accumulated over 21,000 coins, with an average cost of around $90,000. What's the key? **When everyone is shouting about a collapse, the real players are positioning themselves.**

This has been my deepest insight over the years: most people's FOMO doesn't come from price increases, but from panic during declines. When you see large funds continuing to buy during a bear market, you should ask yourself—are the information asymmetrical, or is there a problem with your thinking?

Strategy has accumulated Bitcoin from an average cost of $74,972 to now, holding over 670,000 coins. This isn't gambling; it's hedging with time and scale of funds. They can withstand short-term volatility because their long-term logic is clear.

A piece of advice for those who want to survive long: don't be brainwashed by daily price fluctuations. Watch what institutions are doing; their rhythm will tell you the true direction of the market. Emotions can deceive, but data and behavior won't.