Brothers! The heavy news just released has blown up the crypto circle—BlackRock is on the move again, depositing 2292 BTC (over $2 billion at current prices) + 9976 ETH (nearly $30 million) directly into Coinbase Prime! Seeing this news, are you suddenly panicking? Your mind is filled with thoughts like 'Is there going to be a crash?', 'Should I quickly liquidate?', 'If I miss this wave, will I suffer heavy losses?' Don't worry! As someone who has followed the rhythm of institutional funds and profited from three major market trends, I’m telling you this: this action is not a doomsday signal, but rather a warm-up alarm for a big market trend. However, 90% of retail investors will trip at this step. This article will directly help you avoid pitfalls and see the future trend clearly!
Let me first reassure everyone: BlackRock's recent deposits are definitely not for selling! Those in the know understand that Coinbase Prime is a compliance custody + trading platform exclusive to institutions. BlackRock, as the world's largest asset management company, holds a significant position in Bitcoin ETF (IBIT), with BTC accounting for more than 3% of total supply. Their frequent transfers to Coinbase are essentially liquidity reserve operations - either to respond to ETF redemption demands or to provide ammunition for market makers. This is normal operation, not an urgent cash-out. Previously, on December 17, they just transferred over 70,000 ETH + 2,257 BTC, and the market not only didn’t drop but gradually warmed up, which is the best proof!
But here comes the key point! The three pits that retail investors are most likely to fall into, I must point out sharply. Don't wait until you lose before regretting!
First pit: Equating 'institutional transfers to exchanges' with 'dumping' and blindly cutting losses! Remember, on-chain data looks at 'subsequent actions,' not 'the transfer itself.' Only when these BTC/ETH appear on the Coinbase order book, accompanied by large sell orders, is there real selling pressure; a simple deposit is just an asset transfer, like transferring money from your bank account to your brokerage account, not to sell stocks but to prepare for trading! Previously, in October, BlackRock transferred coins multiple times, and many retail investors panicked and sold at low points, resulting in BTC directly surging to $110,000 afterward, leaving them with no place to cry!
Second pit: Following the crowd chasing high small coins! Now institutional funds only recognize core assets like BTC and ETH. BlackRock's operations have made the direction very clear - they never touch those altcoins without fundamentals. With this wave of news, there will definitely be funds using 'institutional good news' to pump garbage coins and cut retail investors. Remember: only focus on mainstream coins and stay away from small coins, or you will definitely be harvested!
Third pit: Ignoring macro environment and regulatory risks! Now the Federal Reserve has restarted interest rate cuts, and risk assets originally have a basis for rising, but the SEC has not yet clarified the classification of ETH, which is the biggest hidden danger. Don't think that having BlackRock's endorsement means you can rest easy; you must control your positions well, never go all-in, and leave room for error!
Now, let me talk about my core judgment - in the next 1-3 months, the crypto market is likely to be 'oscillating upwards'! There are three reasons: First, institutional funds are still continuously entering the market. BlackRock's normalization of operations indicates they are in for the long haul. IBIT, as the largest Bitcoin ETF, has already surpassed $84 billion in asset scale, and the inflow of funds is accelerating; second, Coinbase's reserves have reached the highest level since the peak of the 2021 bull market ($112 billion), indicating that market liquidity is abundant, and funds are actively positioning for the next round of increases; third, the current total crypto market cap has stabilized at $3.8 trillion, with both the 50-day and 100-day moving averages sloping upwards, making the long-term bullish structure very solid.
Of course, in the short term, it won't be smooth sailing; there may be a pullback to test support, but these are all good opportunities to get in! My operational advice is: focus on the support levels of BTC at $110,000-$115,000, and ETH around $4,500; if it pulls back to the support level, you can build positions in batches, controlling the position to 30%-50%; if it breaks through previous highs, then add positions accordingly. Remember, institutions play for the long term; retail investors shouldn’t think about getting rich overnight. Following the rhythm of mainstream funds is the way to secure certain profits!
Finally, let me say something heartfelt: The ones who make money in the crypto space are always those who 'understand the signals and remain calm,' not the retail investors who chase highs and cut losses. This wave of BlackRock's operations has provided everyone with a 'lesson in institutional fund logic.' Those who can understand it have already started to position themselves. I will continue to track on-chain data and institutional trends, sharing the latest judgments with everyone at the first opportunity. Follow me @链上标哥 so you don't get lost!
