机构投资
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#ETH走势分析 #美联储重启降息步伐
Want to know how global "whale" institutions are laying out their crypto assets? The latest developments may give you some inspiration! 😯
According to PANews, the National Pension Service (NPS) of South Korea has recently significantly increased its holdings in Bitcoin-related assets—raising its stake in Bitcoin giant MicroStrategy (MSTR) to $93 million! 📈 This pension fund managing trillions is quietly increasing its indirect exposure to Bitcoin; does this indicate that traditional finance's recognition of cryptocurrencies is accelerating? 💼✨
$ETH
$BNB
$币安人生
Do you think institutions will continue to enter the crypto market? Feel free to share your views in the comments! 👇🔥
#Bitcoin #机构投资 #区块链热点 #NPS #cryptocurrency
Want to know how global "whale" institutions are laying out their crypto assets? The latest developments may give you some inspiration! 😯
According to PANews, the National Pension Service (NPS) of South Korea has recently significantly increased its holdings in Bitcoin-related assets—raising its stake in Bitcoin giant MicroStrategy (MSTR) to $93 million! 📈 This pension fund managing trillions is quietly increasing its indirect exposure to Bitcoin; does this indicate that traditional finance's recognition of cryptocurrencies is accelerating? 💼✨
$ETH
$BNB
$币安人生
Do you think institutions will continue to enter the crypto market? Feel free to share your views in the comments! 👇🔥
#Bitcoin #机构投资 #区块链热点 #NPS #cryptocurrency
[Replay] 🎙️ 牛还在ETH看8500，今天降息会议+19号日本加息
03 h 42 m 17 s · 8.7k listens
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Standard Chartered Bank significantly lowers Bitcoin forecast: Target reduced to $100,000 by the end of 2025, long-term target postponed to 2030
Breaking news! Standard Chartered Bank released a significant adjustment to its Bitcoin price forecast in a report on Tuesday. The bank has halved its Bitcoin price target for the end of 2025 from $200,000 to $100,000, while postponing the long-term target of $500,000 from 2028 to 2030.
Reason for the downgrade: Reevaluation of demand expectations
Standard Chartered analyst Geoffrey Kendrick pointed out that this downgrade is primarily based on a reevaluation of demand expectations. Key factors include:
1. Aggressive corporate purchases have come to an end
Aggressive corporate purchases by entities such as MicroStrategy have "ended." Data shows that global publicly listed companies bought a total of 195,000 Bitcoins in the third quarter of 2025, but the pace of purchases by companies like MicroStrategy has noticeably slowed down.
2. Institutional adoption of ETFs slower than expected
The inflow of institutional funds through ETFs has significantly slowed, with a net inflow of only 50,000 BTC this quarter, the lowest level since the listing. This represents a significant gap from Standard Chartered's previous expectations of sustained strong inflows.
Future driving factors: Reliance solely on ETF purchases
Kendrick emphasized that future Bitcoin price increases will "be driven solely by ETF purchases." This means that the inflow of funds through ETFs will become the main force supporting the price, while the impact of direct corporate purchases and retail participation will significantly weaken.
Market background: Correction from historical highs
Bitcoin hit an all-time high of approximately $126,000 in October 2025 but has recently experienced a significant correction, temporarily falling below the $90,000 mark, a nearly 30% drop from the peak. Standard Chartered had previously forecast that Bitcoin could briefly fall below $100,000 but believes this might be the last time it dips below this psychological level.
Long-term outlook remains optimistic
Despite the short-term forecast downgrade, Standard Chartered still maintains a long-term target of $500,000, only postponing the realization time from 2028 to 2030. This indicates that the bank still has confidence in the long-term value of Bitcoin, but believes the pace of increase will be more moderate than previously expected.
#渣打银行 #BTC $ETH $$BTC #etf #机构投资
Breaking news! Standard Chartered Bank released a significant adjustment to its Bitcoin price forecast in a report on Tuesday. The bank has halved its Bitcoin price target for the end of 2025 from $200,000 to $100,000, while postponing the long-term target of $500,000 from 2028 to 2030.
Reason for the downgrade: Reevaluation of demand expectations
Standard Chartered analyst Geoffrey Kendrick pointed out that this downgrade is primarily based on a reevaluation of demand expectations. Key factors include:
1. Aggressive corporate purchases have come to an end
Aggressive corporate purchases by entities such as MicroStrategy have "ended." Data shows that global publicly listed companies bought a total of 195,000 Bitcoins in the third quarter of 2025, but the pace of purchases by companies like MicroStrategy has noticeably slowed down.
2. Institutional adoption of ETFs slower than expected
The inflow of institutional funds through ETFs has significantly slowed, with a net inflow of only 50,000 BTC this quarter, the lowest level since the listing. This represents a significant gap from Standard Chartered's previous expectations of sustained strong inflows.
Future driving factors: Reliance solely on ETF purchases
Kendrick emphasized that future Bitcoin price increases will "be driven solely by ETF purchases." This means that the inflow of funds through ETFs will become the main force supporting the price, while the impact of direct corporate purchases and retail participation will significantly weaken.
Market background: Correction from historical highs
Bitcoin hit an all-time high of approximately $126,000 in October 2025 but has recently experienced a significant correction, temporarily falling below the $90,000 mark, a nearly 30% drop from the peak. Standard Chartered had previously forecast that Bitcoin could briefly fall below $100,000 but believes this might be the last time it dips below this psychological level.
Long-term outlook remains optimistic
Despite the short-term forecast downgrade, Standard Chartered still maintains a long-term target of $500,000, only postponing the realization time from 2028 to 2030. This indicates that the bank still has confidence in the long-term value of Bitcoin, but believes the pace of increase will be more moderate than previously expected.
#渣打银行 #BTC $ETH $$BTC #etf #机构投资
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Three financial giants collectively bottom-fish; the 'signal for the crypto bull market' has already sounded 🔥
In 72 hours, $20 trillion capital giants collectively break through; the 'mainstreaming finale' of the crypto market is coming faster than you think.
Who would have thought that the most conservative old fund Vanguard would be the first to loosen its stance? This 'traditional financial iron head' with $11 trillion in assets suddenly opens up crypto ETF trading permissions, allowing clients to directly buy BlackRock products—this is not just 'testing the waters'; it’s a 'trust nuclear bomb' dropped on the entire industry. The subsequent entry of trillion-dollar funds is just a matter of time.
Even more aggressive is American banks: directly including crypto assets in wealth allocation manuals, suggesting clients allocate 1%-4% of their assets to enter the market. It’s worth noting that this was once a top investment bank that kept its distance from crypto, and now it stands on the same side as BlackRock and Morgan Stanley, effectively stamping 'compliance' on crypto assets. The pace of mainstream recognition is already too fast to keep up with.
Who would have thought that the most conservative old fund Vanguard would be the first to loosen its stance? This 'traditional financial iron head' with $11 trillion in assets suddenly opens up crypto ETF trading permissions, allowing clients to directly buy BlackRock products—this is not just 'testing the waters'; it’s a 'trust nuclear bomb' dropped on the entire industry. The subsequent entry of trillion-dollar funds is just a matter of time.
Even more aggressive is American banks: directly including crypto assets in wealth allocation manuals, suggesting clients allocate 1%-4% of their assets to enter the market. It’s worth noting that this was once a top investment bank that kept its distance from crypto, and now it stands on the same side as BlackRock and Morgan Stanley, effectively stamping 'compliance' on crypto assets. The pace of mainstream recognition is already too fast to keep up with.
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Michael Saylor Sparks Another BTC Frenzy: $28 Billion in Unrealized Gains, Plans to Raise $2.5 Billion to Continue Accumulating
Recently, MicroStrategy (now known as Strategy) founder Michael Saylor has once again focused public attention on the massive Bitcoin holdings of his company, seemingly emphasizing the value of his investments.
On July 27, Saylor shared a screenshot of the Strategy Bitcoin portfolio tracker on social media X, showing that it held 607,770 bitcoins at the time, worth approximately $71.8 billion, with unrealized gains exceeding $28 billion.
Source: X
Saylor stated in the post: "It all started with $250 million in Bitcoin," reflecting on his company's initial strategic investment in Bitcoin launched in August 2020.
On July 27, Saylor shared a screenshot of the Strategy Bitcoin portfolio tracker on social media X, showing that it held 607,770 bitcoins at the time, worth approximately $71.8 billion, with unrealized gains exceeding $28 billion.
Source: X
Saylor stated in the post: "It all started with $250 million in Bitcoin," reflecting on his company's initial strategic investment in Bitcoin launched in August 2020.
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BTC Million Dollar Prediction Resurfaces: Will Corporate Bond Boom Create a New 'Digital Gold' Bubble?
The price of Bitcoin has stabilized at the $118,000 mark after a brief pullback. Beneath this seemingly calm surface, however, there are turbulent undercurrents. Institutional investors are systematically building positions through sophisticated algorithmic strategies, and this 'drip-style accumulation' is reshaping the entire market's supply and demand dynamics.
The latest analysis from Bitcoin financial service provider Swan points out that this bull market displays characteristics unlike any before. Corporate finance departments and spot ETFs are buying continuously with astonishing discipline, while retail investors have not yet entered the market on a large scale. This institution-led 'silent bull market' lays the groundwork for subsequent price movements.
Looking towards a broader financial cycle, analyst American HODL notes that the flood of funds in the corporate bond market may replay the script of the 1999 internet bubble. He also states that as more publicly listed companies incorporate Bitcoin into their balance sheets, this 'digital gold' could surpass a million dollars within 3-4 years.
The basis for this prediction lies in BTC's unique halving mechanism, which has reduced its daily new output to approximately 450 BTC (i.e., each block reward is 3.125 BTC, with about 144 blocks daily) at a historical low. The average daily net inflow from the U.S. spot ETF (nearly 3,000 BTC) is equivalent to over 6 times its daily production. This structural shortage is particularly sensitive given the Federal Reserve's impending interest rate cuts.
Meanwhile, institutional capital is constructing complex acquisition structures, including special purpose vehicles (SPV) and over-the-counter bulk trading channels. This forward-looking layout reflects that institutions are preparing for a possible supply-demand imbalance in the Bitcoin market.
The trajectory of market evolution seems to confirm the four-phase roadmap proposed by the Swan research team: from algorithm-driven covert accumulation to sovereign funds' secret stockpiling, followed by competitive bidding among financial institutions, ultimately resulting in explosive price increases driven by narrative contagion.
However, historical experience also reminds us that whenever the market shouts 'this time is different,' it is often the most vulnerable moment for the market. Whether Bitcoin can achieve the million-dollar target requires not only the driving force of capital but also breakthroughs in its underlying value innovation and technological applications.
#比特币 #100万美元 #机构投资
The price of Bitcoin has stabilized at the $118,000 mark after a brief pullback. Beneath this seemingly calm surface, however, there are turbulent undercurrents. Institutional investors are systematically building positions through sophisticated algorithmic strategies, and this 'drip-style accumulation' is reshaping the entire market's supply and demand dynamics.
The latest analysis from Bitcoin financial service provider Swan points out that this bull market displays characteristics unlike any before. Corporate finance departments and spot ETFs are buying continuously with astonishing discipline, while retail investors have not yet entered the market on a large scale. This institution-led 'silent bull market' lays the groundwork for subsequent price movements.
Looking towards a broader financial cycle, analyst American HODL notes that the flood of funds in the corporate bond market may replay the script of the 1999 internet bubble. He also states that as more publicly listed companies incorporate Bitcoin into their balance sheets, this 'digital gold' could surpass a million dollars within 3-4 years.
The basis for this prediction lies in BTC's unique halving mechanism, which has reduced its daily new output to approximately 450 BTC (i.e., each block reward is 3.125 BTC, with about 144 blocks daily) at a historical low. The average daily net inflow from the U.S. spot ETF (nearly 3,000 BTC) is equivalent to over 6 times its daily production. This structural shortage is particularly sensitive given the Federal Reserve's impending interest rate cuts.
Meanwhile, institutional capital is constructing complex acquisition structures, including special purpose vehicles (SPV) and over-the-counter bulk trading channels. This forward-looking layout reflects that institutions are preparing for a possible supply-demand imbalance in the Bitcoin market.
The trajectory of market evolution seems to confirm the four-phase roadmap proposed by the Swan research team: from algorithm-driven covert accumulation to sovereign funds' secret stockpiling, followed by competitive bidding among financial institutions, ultimately resulting in explosive price increases driven by narrative contagion.
However, historical experience also reminds us that whenever the market shouts 'this time is different,' it is often the most vulnerable moment for the market. Whether Bitcoin can achieve the million-dollar target requires not only the driving force of capital but also breakthroughs in its underlying value innovation and technological applications.
#比特币 #100万美元 #机构投资
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Harvard, Brown University Make Big Buys in Bitcoin ETFs! Institutions Accelerate Entry
Harvard University and Brown University have recently entered the Bitcoin market through investments in BlackRock's iShares Bitcoin Trust (IBIT) ETF.
Showing that institutional investors' acceptance of cryptocurrencies is increasing.
The following is a summary of key information:
1. Harvard University's investment scale:
—Holding value: As of June 30, 2025, Harvard Management Company (HMC) holds approximately 1.906 million shares of IBIT, valued at **$116.6 million**.
Harvard's Bitcoin ETF holdings account for 8% of its public investments, ranking fifth among its holdings, surpassing Google and Gold ETFs. It ranks 29th among 1,300 institutions in IBIT.
Showing that institutional investors' acceptance of cryptocurrencies is increasing.
The following is a summary of key information:
1. Harvard University's investment scale:
—Holding value: As of June 30, 2025, Harvard Management Company (HMC) holds approximately 1.906 million shares of IBIT, valued at **$116.6 million**.
Harvard's Bitcoin ETF holdings account for 8% of its public investments, ranking fifth among its holdings, surpassing Google and Gold ETFs. It ranks 29th among 1,300 institutions in IBIT.
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Husbands, $UNI is about to continue dropping
The address of the institution monitored by the boss of the embers
Transferred 50 million worth of UNI to the exchange
Cost 4.98🥰 Is the downward trend coming?
#机构投资
The address of the institution monitored by the boss of the embers
Transferred 50 million worth of UNI to the exchange
Cost 4.98🥰 Is the downward trend coming?
#机构投资
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solana
#创作者任务台
📈 **Breakthrough Growth! CME Solana Futures Trading Volume Soared 252% in July, Setting a Historical High of $8.1 Billion**
**🔥 Core Data Overview**
1. **Explosive Growth in Trading Volume**: CME platform Solana (SOL) futures trading volume reached **$8.1 billion** in July, soaring **252%** compared to June ($2.3 billion), setting the highest record since the product launch!
2. **Open Interest (OI) Soars in Sync**: Open contracts skyrocketed **203%-370%** (different statistical measures), jumping from **$132 million** to **$400 million**, indicating accelerated long-position buildup.
3. **Strong Signals of Institutional Entry**: The number of "wealthy clients" participating in trading has surged, with CME data confirming that large funds are viewing SOL as a **compliant financial asset** allocation target.
📈 **Breakthrough Growth! CME Solana Futures Trading Volume Soared 252% in July, Setting a Historical High of $8.1 Billion**
**🔥 Core Data Overview**
1. **Explosive Growth in Trading Volume**: CME platform Solana (SOL) futures trading volume reached **$8.1 billion** in July, soaring **252%** compared to June ($2.3 billion), setting the highest record since the product launch!
2. **Open Interest (OI) Soars in Sync**: Open contracts skyrocketed **203%-370%** (different statistical measures), jumping from **$132 million** to **$400 million**, indicating accelerated long-position buildup.
3. **Strong Signals of Institutional Entry**: The number of "wealthy clients" participating in trading has surged, with CME data confirming that large funds are viewing SOL as a **compliant financial asset** allocation target.
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$BTC
♣️Hello friends from all walks of life, I am A10JQK.
🃏Relevant news shows that many listed companies have continued to increase their holdings of Bitcoin since Bitcoin hit a record high in March.
♠️According to statistics, MicroStrategy, Block, Metaplanet, Semler Scientific, OneMedNet and British football club Real Bedford FC have purchased a total of about 48,836 Bitcoins.
♥️These companies are estimated to have invested a total of about US$3.09 billion, and the current market value of these Bitcoins is about US$3.1 billion. It seems that these companies have made some gains.
♦️It is worth noting that the frequency of corporate purchases of Bitcoin has increased significantly this year, reaching 32 times, far exceeding the 9 times in the whole of last year.
This trend reflects that institutional investors are gaining confidence in Bitcoin. What impact do you think this will have on the cryptocurrency market?
#比特币 #机构投资 #加密货币 #市场趋势
♣️Hello friends from all walks of life, I am A10JQK.
🃏Relevant news shows that many listed companies have continued to increase their holdings of Bitcoin since Bitcoin hit a record high in March.
♠️According to statistics, MicroStrategy, Block, Metaplanet, Semler Scientific, OneMedNet and British football club Real Bedford FC have purchased a total of about 48,836 Bitcoins.
♥️These companies are estimated to have invested a total of about US$3.09 billion, and the current market value of these Bitcoins is about US$3.1 billion. It seems that these companies have made some gains.
♦️It is worth noting that the frequency of corporate purchases of Bitcoin has increased significantly this year, reaching 32 times, far exceeding the 9 times in the whole of last year.
This trend reflects that institutional investors are gaining confidence in Bitcoin. What impact do you think this will have on the cryptocurrency market?
#比特币 #机构投资 #加密货币 #市场趋势
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BlackRock's Global Allocation Fund has significantly increased its holdings of its Bitcoin ETF IBIT
BlackRock's Global Allocation Fund is an investment product that invests in short-term securities such as stocks, bonds, money market securities, etc. in the U.S. and overseas markets. The fund's investment portfolio is not fixed and changes regularly.
According to the documents submitted by BlackRock to the U.S. Securities and Exchange Commission (SEC), as of October 31, it held a total of 430,770 shares of IBIT. According to X user MacroScope, this number of shares held increased by 117% from 198,874 shares on July 31.
Source: sec.gov
In addition, IBIT’s holdings have increased more than 10 times compared to the first quarter, when it was just 43,000 shares. Despite IBIT doubling its investment in Bitcoin products, these shares only account for 0.1% of the total size of the global allocation fund of $16.5 billion.
According to the documents submitted by BlackRock to the U.S. Securities and Exchange Commission (SEC), as of October 31, it held a total of 430,770 shares of IBIT. According to X user MacroScope, this number of shares held increased by 117% from 198,874 shares on July 31.
Source: sec.gov
In addition, IBIT’s holdings have increased more than 10 times compared to the first quarter, when it was just 43,000 shares. Despite IBIT doubling its investment in Bitcoin products, these shares only account for 0.1% of the total size of the global allocation fund of $16.5 billion.
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Will Strategy Be Forced to Sell BTC? Michael Saylor Responds Urgently!
As a steadfast holder of Bitcoin, Michael Saylor, co-founder and chairman of Strategy, has boldly bet on Bitcoin for many years, leading the company's main strategic direction with this approach.
However, the recent 8-K filing submitted by Strategy to the SEC has triggered a wave of panic in the market.
The disclosure in the filing reveals that Strategy holds a reserve of 528,000 Bitcoins (average purchase price of $67,458), but its core enterprise software business has not generated positive operating cash flow.
In addition, the company carries $8.22 billion in debt and faces an annual contractual interest burden of $35.1 million.
Although the company has taken on a massive annual dividend of $146.2 million and issued over $1.6 billion in preferred stock, these debts and dividends are also an invisible mountain.
The document also mentions that if the price of Bitcoin drops significantly, the company's financing may become difficult, and they may even incur losses and sell some BTC to meet debt obligations.
This risk not only concerns MicroStrategy itself; a large-scale sell-off would break the market expectation of 'institutions only buying and not selling,' potentially triggering a downward spiral in both stock and cryptocurrency prices, and even testing the feasibility of Bitcoin as a corporate reserve asset.
In the face of the crisis, company founder Michael Saylor responded on the X platform with just the word 'HODL' (Hold On for Dear Life), demonstrating his consistent tough stance. This biggest believer in Bitcoin has repeatedly stated that 'he will not sell even a single Satoshi of Bitcoin,' indicating that Saylor remains confident in Bitcoin.
Conclusion:
Strategy is at a critical point of 'stress testing' for corporate Bitcoin holdings, facing the choice of steadfastly adhering to beliefs and continuing to 'HODL,' or compromising with financial realities. This decision not only concerns the company's own fate but may also reshape the institutionalization process of the entire cryptocurrency market.
If Strategy can successfully navigate this crisis, it may establish a benchmark model for publicly traded companies holding BTC; however, if forced to sell, it could shake confidence in the institutionalization of the entire cryptocurrency market.
Do you think that based on Strategy's current holding cost, the company can cope with financial risks? Between financial pressure and belief, what do you think Michael Saylor will ultimately choose?
As a steadfast holder of Bitcoin, Michael Saylor, co-founder and chairman of Strategy, has boldly bet on Bitcoin for many years, leading the company's main strategic direction with this approach.
However, the recent 8-K filing submitted by Strategy to the SEC has triggered a wave of panic in the market.
The disclosure in the filing reveals that Strategy holds a reserve of 528,000 Bitcoins (average purchase price of $67,458), but its core enterprise software business has not generated positive operating cash flow.
In addition, the company carries $8.22 billion in debt and faces an annual contractual interest burden of $35.1 million.
Although the company has taken on a massive annual dividend of $146.2 million and issued over $1.6 billion in preferred stock, these debts and dividends are also an invisible mountain.
The document also mentions that if the price of Bitcoin drops significantly, the company's financing may become difficult, and they may even incur losses and sell some BTC to meet debt obligations.
This risk not only concerns MicroStrategy itself; a large-scale sell-off would break the market expectation of 'institutions only buying and not selling,' potentially triggering a downward spiral in both stock and cryptocurrency prices, and even testing the feasibility of Bitcoin as a corporate reserve asset.
In the face of the crisis, company founder Michael Saylor responded on the X platform with just the word 'HODL' (Hold On for Dear Life), demonstrating his consistent tough stance. This biggest believer in Bitcoin has repeatedly stated that 'he will not sell even a single Satoshi of Bitcoin,' indicating that Saylor remains confident in Bitcoin.
Conclusion:
Strategy is at a critical point of 'stress testing' for corporate Bitcoin holdings, facing the choice of steadfastly adhering to beliefs and continuing to 'HODL,' or compromising with financial realities. This decision not only concerns the company's own fate but may also reshape the institutionalization process of the entire cryptocurrency market.
If Strategy can successfully navigate this crisis, it may establish a benchmark model for publicly traded companies holding BTC; however, if forced to sell, it could shake confidence in the institutionalization of the entire cryptocurrency market.
Do you think that based on Strategy's current holding cost, the company can cope with financial risks? Between financial pressure and belief, what do you think Michael Saylor will ultimately choose?
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⚡#BTC Bitcoin long and short game upgrade! The market shows typical hedging divergence: individual OG whales are bearish in the short term, while institutional whales are firmly bullish in the long term.
OG whales increase short positions by 1,823 BTC, with leverage rising from 10x to 20x.
Opening price: $116,812
Liquidation price: $120,990
Current profit: $116.4M
Corporate whale Strategy Inc. has continuously increased its holding of BTC by 220, bringing the total holding to 640,250 BTC.
Average purchase price this week: $123,561
Total investment approximately $47.38B, average holding price $74,000
#BTC #机构投资 #空头 #多头
OG whales increase short positions by 1,823 BTC, with leverage rising from 10x to 20x.
Opening price: $116,812
Liquidation price: $120,990
Current profit: $116.4M
Corporate whale Strategy Inc. has continuously increased its holding of BTC by 220, bringing the total holding to 640,250 BTC.
Average purchase price this week: $123,561
Total investment approximately $47.38B, average holding price $74,000
#BTC #机构投资 #空头 #多头
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🧠10x Research claims that the Bitcoin bull market has shifted from 'retail frenzy' to 'institutional battleground'. Early miners and exchanges are orderly reducing their holdings, while high-net-worth individuals and hedge funds are quietly taking over. With large players entering the market, volatility has decreased, and on-chain data shows that long-term holdings are still on the rise. Next target: $122,000. Is it time to reevaluate the strategy? #比特币牛市 #机构投资
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The recent increase in Bitcoin is driven by these factors
On May 7, although Bitcoin's gain since the beginning of the year is only 3.8%, far less than gold's 29%, the global asset management giant BlackRock's Bitcoin spot ETF (IBIT) has already attracted a net inflow of $6.69 billion, ranking sixth in the U.S. ETF fund list, surpassing the largest gold ETF (GLD) which had $6.5 billion in inflows.
This phenomenon indicates that institutional investors are optimistic about Bitcoin's long-term value, even as gold has surged to $3,384 per ounce due to geopolitical tensions and inflation concerns, while Bitcoin has fallen more than 10% from its historical high in January.
Analysts point out that this change shows that Bitcoin can still attract funds during periods of price volatility, further validating its asset allocation value as “digital gold.” It is expected that the scale of Bitcoin ETFs will reach three times that of gold ETFs in the next 3 to 5 years.
At the same time, Singapore's crypto investment firm QCP Capital analyzes that recent fluctuations in the foreign exchange market and legislative measures in New Hampshire have jointly driven the rise of Bitcoin.
On one hand, the drastic fluctuations of the Taiwan dollar have impacted the regional foreign exchange market, particularly the currency pair of Hong Kong dollar and US dollar, prompting the Hong Kong Monetary Authority to take decisive intervention measures, selling HKD 73.3 billion to maintain the peg. This action significantly boosted the Hong Kong dollar exchange rate, leading to a sharp decline in interbank offered rates and triggering hedge funds to unwind their USD/HKD carry trades.
On the other hand, New Hampshire has passed landmark legislation allowing the state government to allocate up to 5% of public funds to Bitcoin and precious metals, making it the first state in the U.S. to establish state-level Bitcoin reserves, positioning Bitcoin as the only eligible digital asset in the state. Its symbolic significance cannot be overlooked and opens new doors for the institutionalization of cryptocurrencies.
It is worth noting that against the backdrop of stabilized foreign exchange market conditions and the passage of legislation in New Hampshire, Bitcoin surged by 3%, recovering to $97,000, erasing previous declines. In summary, the combined effects of these factors have instilled confidence in the market regarding the prospects of Bitcoin and its related derivatives.
Which factor do you think has the greatest impact on the rise of Bitcoin? Leave your thoughts in the comments!
#比特币 #机构投资 #外汇市场
On May 7, although Bitcoin's gain since the beginning of the year is only 3.8%, far less than gold's 29%, the global asset management giant BlackRock's Bitcoin spot ETF (IBIT) has already attracted a net inflow of $6.69 billion, ranking sixth in the U.S. ETF fund list, surpassing the largest gold ETF (GLD) which had $6.5 billion in inflows.
This phenomenon indicates that institutional investors are optimistic about Bitcoin's long-term value, even as gold has surged to $3,384 per ounce due to geopolitical tensions and inflation concerns, while Bitcoin has fallen more than 10% from its historical high in January.
Analysts point out that this change shows that Bitcoin can still attract funds during periods of price volatility, further validating its asset allocation value as “digital gold.” It is expected that the scale of Bitcoin ETFs will reach three times that of gold ETFs in the next 3 to 5 years.
At the same time, Singapore's crypto investment firm QCP Capital analyzes that recent fluctuations in the foreign exchange market and legislative measures in New Hampshire have jointly driven the rise of Bitcoin.
On one hand, the drastic fluctuations of the Taiwan dollar have impacted the regional foreign exchange market, particularly the currency pair of Hong Kong dollar and US dollar, prompting the Hong Kong Monetary Authority to take decisive intervention measures, selling HKD 73.3 billion to maintain the peg. This action significantly boosted the Hong Kong dollar exchange rate, leading to a sharp decline in interbank offered rates and triggering hedge funds to unwind their USD/HKD carry trades.
On the other hand, New Hampshire has passed landmark legislation allowing the state government to allocate up to 5% of public funds to Bitcoin and precious metals, making it the first state in the U.S. to establish state-level Bitcoin reserves, positioning Bitcoin as the only eligible digital asset in the state. Its symbolic significance cannot be overlooked and opens new doors for the institutionalization of cryptocurrencies.
It is worth noting that against the backdrop of stabilized foreign exchange market conditions and the passage of legislation in New Hampshire, Bitcoin surged by 3%, recovering to $97,000, erasing previous declines. In summary, the combined effects of these factors have instilled confidence in the market regarding the prospects of Bitcoin and its related derivatives.
Which factor do you think has the greatest impact on the rise of Bitcoin? Leave your thoughts in the comments!
#比特币 #机构投资 #外汇市场
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The Institutional Will Behind the $7.8 Billion Net Inflow of Bitcoin ETFs in a Single Quarter
When retail investors are anxious about the short-term pullback of Bitcoin, institutional investors are voting with real money. In the third quarter of 2025, Bitcoin ETFs recorded net inflows of up to $7.8 billion. This phenomenon clearly points to a trend: Bitcoin is accelerating its 'institutionalization.' These giants do not care about price fluctuations over three to five days; their strategy is based on a macro narrative for the next five to ten years — incorporating Bitcoin as digital gold and a value storage asset into their balance sheets. Their entry is fundamentally changing the structure of Bitcoin holders and the logic of market volatility.#BTC #EFT #机构投资
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