#比特币价格走势 Seeing Strategy buy over ten thousand bitcoins for two consecutive weeks, Cathie Wood also stated that the crypto market may have bottomed out. This reminded me of an important point.

The actions of large institutions are indeed worth paying attention to, but what’s more worth considering is—why are they able to keep increasing their holdings amid market volatility? The answer is quite simple: sufficient capital reserves and a clear long-term allocation strategy. Strategy’s position cost is about $74,972, so even with current price fluctuations, they are not forced to sell at a loss; instead, they can continue to accumulate on dips.

What does this tell us? It’s not about chasing highs with the herd, but about carefully examining your own position management. If your capital allocation is sufficiently balanced and you have maintained ample liquidity reserves, every market adjustment could be an opportunity to reassess your holdings. Conversely, if you are already fully invested, any market decline might put you in a passive position.

Three consecutive weeks of net capital inflows and outflows from Bitcoin short products indicate that market sentiment is recovering. But sentiment recovery does not equal a market rally; what we need is patience. True prudent investors will not change their asset allocation rhythm just because of short-term "bottom signals."

Rather than chasing the pace of institutions, ask yourself first: Is my position reasonable? Can my mindset withstand the next fluctuation? The answer becomes clear, and what to do next will naturally become obvious.