#比特币ETF资金流入 Recently, I looked at analyses from institutional investors and wanted to share some thoughts with everyone.

In 2025, the crypto market appears to decline by 5.4%, but what’s happening behind the scenes is worth paying attention to — $25 billion in ETF funds continue to flow in, and institutional holdings have taken over from retail investors. This number reflects a fundamental change in market structure.

What I want to say is, don’t be fooled by short-term price fluctuations. Institutional investors are never looking at the current high or low prices; they focus on cyclical patterns and long-term allocation value. They are still building positions at "high levels" because their time frames are different from ours. This also gives us an insight — investing is fundamentally about learning to manage expectations, not being driven by emotions.

The first half of 2026 may see a policy honeymoon period driven by both policies and institutions, but a wise approach is not to chase highs, but to understand this process. In the short term, prices may still fluctuate between $87,000 and $95,000, with greater potential for growth in the medium term.

Truly prudent asset allocation means maintaining patience when most people are bearish, understanding that risks and opportunities are often two sides of the same coin. Don’t rush, don’t be greedy, and use time to create space — this is the principle I have always adhered to.