#比特币机构配置与囤积 Seeing the latest moves by institutions like Strategy and ARK, I want to share some observations with everyone.

Strategy added over 10,000 Bitcoin last week, at a cost of about $75,000 each, and the current price has already approached $92,000. Behind this continuous accumulation, it reflects not short-term speculation but institutional judgment of long-term value. More interestingly, Cathie Wood explicitly stated that Bitcoin should be the first asset in institutional allocations — this is not a fleeting trend but a well-considered conclusion.

I especially want to emphasize that during last week's market volatility, Bitcoin demonstrated the strongest liquidity and risk resistance. Many people panic and chase prices or sell in fear, but institutional investors actually increased their holdings at this time. The logic behind this is worth pondering: true prudent allocation is never about following emotions but about remaining rational when market sentiment is extreme.

For us ordinary investors, this provides valuable insight. There's no need to blindly follow the specific operational figures of institutions, but we can learn from their way of thinking — clearly define your position limits, stick to a long-term mindset, and stay disciplined amid volatility. From an overall asset allocation perspective, maintaining a crypto asset ratio of 12%-13% is also worth considering. Safety doesn't mean not participating but involves disciplined and controlled participation.