When it comes to long-term allocation of crypto assets, mainstream coins like BTC, ETH, LTC, BCH, ADA, and LINK are indeed worth paying close attention to. Unlike altcoins that are more prone to zeroing out or delisting risks, these leading coins are supported by a complete ecosystem and market consensus.

More importantly, the way institutional funds participate is key. When large institutions build positions in mainstream coins, they typically set longer lock-up periods—for example, grayscale and other institutions usually require a minimum lock-up of 6 months. This operational logic is very clear: institutions are unlikely to sell easily, which directly determines the relative stability of prices and greatly reduces the probability of sharp declines.

Conversely, consider the composition of market participants. No matter how much retail capital converges, it appears insignificant compared to the holdings of institutions. Relying solely on retail investors to change the trend of top-tier coins like Bitcoin is almost impossible in reality. The long-term commitment from institutions essentially serves as the best endorsement of these coins' fundamentals. This is also why, during market rallies, mainstream coins often maintain relative price resilience.