2026-01-11 13:00:11

#美国非农就业数据未达市场预期 The bullish wave for Bitcoin in 2026 continues—institutional funds are pouring in aggressively. Recent single-day net inflows into spot ETFs have reached as high as $470 million, with leading institutions like BlackRock, Fidelity, and others competing for positions. The amount purchased by institutions has actually reached 7.4 times the new coin supply. This level of buying activity is simply outrageous.

The halving cycle is approaching, and scarcity is becoming more apparent. Expectations of Federal Reserve rate cuts are supporting the market, while Layer2 ecosystem technologies are breaking through key bottlenecks, and on-chain application scenarios are continuously expanding. A triple resonance of policy, technology, and capital.

JPMorgan has set a 12-month price target—potentially reaching $189,000. Based on the lower-than-expected non-farm payroll data reflecting an economic slowdown, the appeal of crypto assets as an alternative investment is rising. The process of mainstream adoption is accelerating, and now is like standing on the eve of a value explosion.

BTC1.82%

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GateUser-7b078580

· 01-14 11:38

Data shows a daily net inflow of 470 million... Although institutions are taking too much, why weren't they so active at the historical lows? Let's wait and observe the pattern.

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GasFeeCrybaby

· 01-13 18:52

Damn, institutions are really throwing money around like crazy, 7.4 times new supply? How desperate for cash are they haha I'm still chicken, I'll wait until it drops... Citibank's forecast of 189,000 is just for listening, anyway no one can make money Non-farm payroll data really disappointed, now even fewer people are making money Bro, do you believe Citibank? What about last year's predictions? I believe in the halving, but rate cuts are not necessarily guaranteed Anyone entering now is probably just a rookie... BlackRock and others know something we don't, this is just outrageous

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GrayscaleArbitrageur

· 01-11 13:29

Whoa, 7.4x the buying volume? Is this data really accurate? It feels a bit exaggerated. Institutions are疯狂加仓, should I, as a retail investor, follow or run? $189,000... It's being hyped up so much, do I have to go all in? Poor non-farm data, but it turns out to be a good thing? I need to ponder this logic. BlackRock and Fidelity are buying, can we just sit back and win? Not necessarily, brother. Halving + rate cuts + layer2, indeed a three-pronged approach, but will the bottom drop again? Entering the market "on the eve of value explosion," I always feel like I've heard this phrase too many times... Inflow of 470 million, so what? If there's a sell-off tomorrow, all this is just paper wealth.

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ProbablyNothing

· 01-11 13:27

7.4 times the buying volume? BlackRock and these guys are really serious, they've completely confused me. Machine buying is insane right now... Will 189,000 really come? Halving + interest rate cuts + layer2, who can withstand this combo? Non-farm payrolls unexpectedly good for BTC? Irony, the worse the economy, the more attractive crypto becomes. Speaking of which, institutions really see this as a safe haven asset, that's interesting. $470 million net inflow in a single day... This pace feels off, is it another bubble? The night before entry? Or is it another rug pull... Just listen and see. The mainstream adoption process is accelerating, but retail investors are still getting crushed, haha. A buying power 7.4 times the supply, this data is shocking. Citi calls for $189,000, institutions are just following the trend, this information gap is evident.

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LadderToolGuy

· 01-11 13:15

7.4x? Is this data real? It feels a bit exaggerated. With such strong institutional activity, why hasn't it risen to 18.9 yet? What are they waiting for? Halving + rate cut + L2, it does have some substance, but don't think I'm a bagholder. Entering now is like standing on the night before a breakout... Bro, you say that every time. Is inflow of 470 million considered crazy accumulation? I think it's just retail investors rushing in. If the Fed really cuts rates, I might believe it. Everything else is just stories. I never trust Citi's targets; they change their tune so quickly. Is this a real opportunity or just another round of chopping the retail investors? It's nerve-wracking to watch. Bad non-farm data but still bullish—how is this logic so counterintuitive? What can I say, I just can't add more positions. You guys keep performing.

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PoetryOnChain

· 01-11 13:06

This move by the institutions is really incredible, with a 7.4x increase in purchase volume... I didn't expect it to be this crazy. BlackRock and Fidelity working so hard indicates they see through it too. The figure of 189,000 for Citibank is a bit outrageous, but the halving cycle is indeed a key point. Is the economic slowdown actually a positive? This logic is quite ironic. Can we still jump on now? It feels a bit late. Are we retail investors just here to take the bait? Haha. Institutions are really a group of smart people, watching us silly retail investors chase the high.

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