Woken up at three in the morning by the account's red figures, raise your hand! BTC plunged below the 85,000 mark, ETH directly broke through the 3,000 USD defense line, and in that moment of the screen turning green, did your hands tremble a bit to sell? Hold on! As an old hand in the circle for eight years, I dare to say: this wave of crash is not a bear market warning at all, but a 'panic washout' tailored for retail investors by institutions. Every chip you painfully cut off is being laughed at and bagged by Wall Street giants!
First, let me report some fresh and hot market data, don't be scared by the surface drop: BTC is currently quoted at 86,117 USD, down more than 4% in 10 hours. It seems scary that the 85k defense line has been breached, but those in the know understand that this is a false breakdown caused by short-term liquidity exhaustion; ETH is even worse, falling to 2,945 USD with a drop of 4.56%. The RSI indicator has directly plunged into the oversold zone, which instead indicates that rebound momentum is quietly accumulating; and let's not forget the B-series mainstream coins, which have symbolically dropped a bit along with the market, but the big tricks hidden behind them are enough to overturn market perceptions.
Many retail friends ask me: 'The market is in a bloodbath, why aren’t the institutions running away?' The answer is very simple: they are not only not running away but are also secretly bottom-fishing! This is the core difference between retail and institutional investors; retail looks at short-term fluctuations while institutions look at long-term value. The insights I’m about to share may overturn your understanding of the current market.
1. Is BTC on a continuous decline? Whales are currently 'scooping up stock'.
Stop asking 'who is buying BTC' already; the answer is just two words: whales! First, Brazil's largest asset management institution, Itaú, publicly stated that 'all future investment portfolios must allocate 1-3% of BTC'. This is not just empty talk; they manage assets worth over $100 billion, and their statement represents the attitude of the Latin American asset management community. Secondly, the 'Bitcoin spokesperson' MicroStrategy has once again invested $980 million, aggressively acquiring 10,645 BTC. They have been accumulating since 2020, and their strategy of buying more as prices drop has already been validated by the market; this round of bottom-fishing is just routine.
The key point is that MetaMask fully supports BTC, which means BTC has officially entered the trillion-dollar level DeFi ecosystem. Previously, people often said BTC was 'digital gold' and could only be used as a store of value, but that's no longer the case. With support from mainstream wallets, the application scenarios for BTC have doubled. In my opinion, this is the core logic for BTC's long-term rise; the short-term decline is simply negligible.
2. Is ETH finished? Don’t be deceived by technical sell-offs!
The funniest thing today is that someone said 'ETH is finished', which is purely baseless talk from those who don’t understand the field! On the surface, Fusaka's upgrade had a minor bug, resulting in a loss of 283 ETH, but it was exaggerated by ill-intentioned people as a signal of 'ecosystem collapse'. Let me be honest: such minor technical hiccups are quite common in blockchain upgrades; they don't even count as losses, and are purely short-term technical sell-offs.
The real nuclear-level positive news is hidden behind: JPMorgan surprisingly issued a money market fund on the ETH network, with an initial scale of $100 million! It's worth noting that JPMorgan previously looked down upon cryptocurrencies, but now they are entering the market with real money, which is the most direct signal of recognition. Not to mention that last week, ETH ETF net inflows reached $209 million, of which BlackRock alone accounted for $139 million. As the 'big brother' of the global asset management community, isn’t BlackRock's secret accumulation action obvious enough?
3. Is B-head coin dropping? There is 'national team' support behind it!
Many people panicked at the drop of B-head coins, but it is completely unnecessary. I have an insider tip: the Pakistani government plans to tokenize $2 billion of state-owned assets, and the preferred ecosystem is likely to be its associated ecosystem. It's important to know that the 'national team' entering the market is a barometer for the industry, which means its ecosystem has already gained recognition from some sovereign nations.
More importantly, the tokenization scale of its associated ecosystem's US Treasury bonds has exceeded $500 million, firmly holding the second place in the market. The entire industry is now focusing on RWA (real-world assets) tokenization, which is a trillion-dollar track, and it has already positioned itself and stands firm. The short-term drop is merely driven by market emotions; the long-term value has not been excavated.
Finally, let's emphasize: what should we do now?
In my view, this crash is a panic chain reaction caused by 'macro risk aversion emotions + minor technical mishaps', and it is purely a normal washout in a bull market. History tends to repeat itself: retail investors panic and cut losses while institutions greedily accumulate. MicroStrategy is buying, BlackRock is buying, and JPMorgan is also buying. Do these institutions, which are a hundred times smarter and have a hundred times more capital than us, really enter the market during a bear market?
Here are two suggestions for retail investors: First, don’t chase after highs and lows; if you have chips, don’t blindly cut losses, and if you don’t have chips, you can build positions in batches. Remember the iron rule: 'When others are fearful, I am greedy.' Second, pay more attention to institutional movements and do not be misled by market noise; the flow of institutional funds is the most genuine market signal.
