2026-01-08 06:25:05

The market has indeed been under some pressure in recent days. BTC is trading around $91,269, down 1.61%, and ETH hasn't escaped either, falling to $3,167(-3.05%). XRP performed even weaker, dropping 4.94% to $2.17. The fear index remains at 29, indicating a fear zone. In terms of sectors, RWA led the decline with 3%, DeFi also moved downward, while SocialFi was among the few that still saw gains.

However, from an institutional perspective, the actions of major players are quite interesting. Metaplanet recently spent $53 million to buy 463 BTC in one go, bringing their total holdings to around $2 billion. Empery Digital and Coinsilium Group are also taking the opportunity to increase their BTC holdings. ETH saw a weekly net inflow of over $300 million, indicating that institutions still have expectations for Ethereum.

Bernstein has given a clear signal—the market has bottomed out. They maintain their target of BTC reaching $150,000 in 2026 and $200,000 in 2027. Although short-term selling pressure is evident, derivatives data shows that risk levels are at neutral, making this a good opportunity for dollar-cost averaging and strategic positioning.

BTC0.29%

ETH0.95%

XRP-0.14%

RWA-2.92%

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MidnightSeller

· 12h ago

Institutions are bottom-fishing, while I’m cutting losses. This is the fate of retail investors. --- XRP dropped 4.94%, I feel a bit heartbroken. I should have known not to chase the high. --- Metaplanet directly swept 463 BTC. That move is incredible; I can't even afford to buy one. --- The panic index is still at 29 and people are still selling. If it really hits bottom, I might just cry. --- Bernstein said it’s bottoming out, but I always feel like it still has to fall further. --- SocialFi is still rising? Could this be the last fake-out to trap buyers? --- ETH inflow reached $300 million. No wonder the big players are so aggressive; retail investors can only follow the trend. --- Dollar-cost averaging is still dollar-cost averaging, but I keep doing it at the high points. I’m really good at this. --- Watching RWA and DeFi plunge together, the DeFi Summer is probably over. --- Institutions are bottom-fishing, and I’m just buying vegetables. Wait, I might really end up "staking" at the bottom.

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FloorPriceWatcher

· 01-09 04:02

Large investors are bottom fishing while I'm still waiting, I really can't keep this mindset up. Institutions really dare to buy the dip, and retail investors are still debating whether to buy or not. Fear index at 29? Definitely a signal to get on board, everyone. XRP has fallen so much, it feels like it's about to rebound... probably... DCA (Dollar Cost Averaging) is a good opportunity, but being broke is really awkward. Metaplanet has bought so much BTC, I just buy for psychological comfort. Does Bernstein have to be so optimistic? Why am I still anxious? If not now, then when to buy the dip? Anyway, it can't fall much further. ETH inflow of 300 million indicates someone is optimistic, I also believe in my own wallet. Short-term selling pressure, just sell it off, but I feel it will go up in the long run.

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WhaleMistaker

· 01-08 06:55

Institutions are疯狂扫货, retail investors are anxious here, honestly, it's just like that Bitcoin over 90,000 I still don't understand, but Metaplanet dares to go directly in with 53 million, so I follow This wave of panic index is only 29, the real bottom probably hasn't arrived yet XRP is falling so fiercely, it feels like someone is dumping Bernstein calling the bottom made me laugh, they said the same last year Institutions net inflow of 300 million ETH, this signal is much stronger than big V's words Dollar-cost averaging? I've already gone all in, I have no money left if it drops further RWA and DeFi are crashing together, it feels like the sector rotation is endless Everyone entering now has a gambler's mentality, I really can't gamble anymore SocialFi is still rising, it's a bit interesting, changing the track?

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ChainPoet

· 01-08 06:53

Institutions are sweeping for accumulation, and retail investors should be buying the dip. This logic makes sense, right? Wait, Bernstein said we've seen the bottom, but why do I still feel a bit anxious? RWA led the decline so much, it feels like the market sentiment has shifted. Metaplanet swept 463 BTC in one go, really aggressive. I can't even afford one, haha. DCA at this point, I probably won't regret it in two years. The panic index is at 29. Why does the market sentiment still feel very fragile? Institutions are quietly positioning, while retail investors are hesitating here. Fate is so different. The drop in XRP is a bit heartbreaking. I thought it could rebound. Seeing the actions of institutions, I still have confidence. Otherwise, they wouldn't be sweeping aggressively at this time.

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TideReceder

· 01-08 06:53

Oh my, the institutions are really ruthless, they eat at the sight of blood. We're retail investors still hesitating whether to buy the dip. --- I just laughed at RWA leading the decline. Who is actually buying this stuff? --- A panic index of 29 isn't really anything special; last year that was true despair. --- Metaplanet's 53 million investment directly tells us that they think the bottom is pretty much in, smart people all understand. --- XRP keeps crashing and falling; it feels like this coin is somehow inexplicably declining. --- Bernstein shouting 150,000 or 200,000, I think he's joking. He always calls out these numbers. --- Now, dollar-cost averaging really has no psychological pressure; the decline is just like this, right? --- ETH inflows exceeding 300 million indicate that smart money is quietly positioning, just see who can hold on. --- SocialFi's ups and downs are all a joke, just a liquidity thing. --- This wave of selling pressure should be about over; the key is that institutions are aggressively accumulating.

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All-InQueen

· 01-08 06:53

Institutions' moves this time are really awesome. Retail investors should learn how they bottom fish. --- It's both panic and decline, actually just giving benefits to dollar-cost averaging players. --- Metaplanet swept 463 BTC? That move... I need to save some money. --- XRP dropped the most again, when will it turn around? Really. --- Bernstein said he would be relieved when he sees the bottom, keep buying, buy, buy. --- SocialFi is still rising? This track is a bit different. --- Weekly inflow of 300 million into ETH, institutions' intuition is always sharper than ours. --- The panic index 29, this number looks a bit familiar. Every time it’s like this, we regret it.

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ImpermanentPhilosopher

· 01-08 06:52

Oh my god, big investors are buying the dip again, while retail investors are still cutting losses. Institutions are buying, but I keep asking myself why I still hold XRP. Why does no one mention SocialFi when it rises, but panic sets in at the first drop? Bernstein says he’ll believe the bottom when he sees it? Said the same last year. Dollar-cost averaging sounds great in theory, but not so much in practice. The ones who pick up bargains at the bottom are never us. ETH has a net inflow of $300 million, but my outflows are also quite net. Really? Metaplanet swept through 463 projects in one go? That must be the joy of institutional funds.

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