#比特币机构配置与囤积 Seeing the asset allocation moves of listed companies this week, I have to tell you the truth—institutions are showing us what "long-termism" really means with real money.

Strategy spent $960 million in one week buying BTC, and Twenty One Capital holds 43,500 coins since going public. This is not hype; it’s treating Bitcoin as a standard asset in corporate treasuries. More importantly, evolving from simply holding Bitcoin to multi-chain allocations like ETH and FIL indicates that crypto assets have shifted from "speculative tools" to "strategic assets."

What can we learn from the retail community? The patience of institutions is the answer. They don’t chase highs but continue to deploy using DCA, prioritizing stability. This gives us inspiration: when participating in project interactions, we should adopt the same approach—select quality projects, engage continuously, and accumulate over time—don’t rush to get everything in one go.

As large funds build diversified crypto portfolios, we should also diversify in the airdrop landscape. Not out of greed, but to understand risk diversification and long-term accumulation. This is the right way to achieve maximum returns at low cost.

Next, focus on those ecosystem projects that are favored by institutions—they could become the main players in the next wave of airdrops.