PUPPies满满丽丽
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The macro gate will open, and crypto assets welcome the 'liquidity moment'
$ETH
$Institutions have become the absolute dominant force
The current flow of funds clearly indicates that the market has entered the 'institutional time'. The new influx of funds mainly comes from institutional investors, who, due to large-scale on-chain scheduling frictions, turn to compliant channels in the public market.
· Bitcoin ETF is the main channel: The Bitcoin spot ETF has become the preferred tool for institutional entry. Historical data shows a strong correlation between fund inflows and prices. For example, in the first week of October 2025, the Bitcoin ETF recorded a net inflow of $3.24 billion in a single week, directly driving the price to a new historical high. The market's surge yesterday was also accompanied by strong inflows of ETF funds.
· The trend of listed companies' 'asset reserves' deepens: It has become a strategic trend for corporate finance departments to include cryptocurrencies in their balance sheets. In the first half of 2025, the total amount of Bitcoin purchased by listed companies was reported to be more than twice that of the ETF purchases during the same period. From MicroStrategy to the recently announced proposed acquisition of a large amount of Bitcoin by Addentax, companies are allocating 'digital gold' with real money.
· The on-chain layout of whales: On-chain data has detected unusual activities at whale addresses, including large-scale ETH accumulation and significant BTC transfers to custodians. This is often seen as a position adjustment by smart money ahead of major events, exacerbating expectations of tightening liquidity on exchanges.
$币安人生
{alpha}(560x924fa68a0fc644485b8df8abfa0a41c2e7744444)
{future}(ETHUSDT)
$ETH
$Institutions have become the absolute dominant force
The current flow of funds clearly indicates that the market has entered the 'institutional time'. The new influx of funds mainly comes from institutional investors, who, due to large-scale on-chain scheduling frictions, turn to compliant channels in the public market.
· Bitcoin ETF is the main channel: The Bitcoin spot ETF has become the preferred tool for institutional entry. Historical data shows a strong correlation between fund inflows and prices. For example, in the first week of October 2025, the Bitcoin ETF recorded a net inflow of $3.24 billion in a single week, directly driving the price to a new historical high. The market's surge yesterday was also accompanied by strong inflows of ETF funds.
· The trend of listed companies' 'asset reserves' deepens: It has become a strategic trend for corporate finance departments to include cryptocurrencies in their balance sheets. In the first half of 2025, the total amount of Bitcoin purchased by listed companies was reported to be more than twice that of the ETF purchases during the same period. From MicroStrategy to the recently announced proposed acquisition of a large amount of Bitcoin by Addentax, companies are allocating 'digital gold' with real money.
· The on-chain layout of whales: On-chain data has detected unusual activities at whale addresses, including large-scale ETH accumulation and significant BTC transfers to custodians. This is often seen as a position adjustment by smart money ahead of major events, exacerbating expectations of tightening liquidity on exchanges.
$币安人生
{alpha}(560x924fa68a0fc644485b8df8abfa0a41c2e7744444)
{future}(ETHUSDT)
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