A recent news story has sparked quite a bit of discussion in the market: renowned investor Cohen, through the MSTR channel, has added a $65 million Bitcoin position to his fund. Many people's first reaction was—Is this a pump-and-dump?

Actually, there's no need to be so nervous. What this money reflects is a fundamental shift in Wall Street's attitude towards digital assets.

In the past, large institutions entered Bitcoin cautiously, testing the waters with small trades, afraid of being noticed. Now, it's different. People are openly making moves. Even capital players like Cohen are positioning themselves, which indicates what? It shows they no longer see BTC as a gambling chip but have incorporated it into a serious asset allocation system.

What does this mean for retail investors? First, understand that big players are buying long-term holdings, not trying to chase quick profits in short-term volatility. Their logic is to view Bitcoin as digital gold, not as a trading tool.

This provides retail investors with a reference point: instead of staring at candlestick charts until your eyes blur every day, it’s better to change your mindset. Treat assets like ETH and BTC as long-term value reserves in the digital age, rather than daily volatile bets.

When big capital starts to flow in, the market depth and liquidity will change. The pond will only get deeper, not dried up. The real opportunity isn't in following the herd to buy the dip, but in understanding why institutions are entering.

There are always opportunities in the market; the key is to operate calmly, recognize trends clearly, and make fewer mistakes.