2026-01-08 04:30:32

A sobering reality: the era of mainstream assets like Bitcoin "waiting for funds to enter" is completely over.

Many people are still standing still, thinking it's a matter of "funds shortage." Wrong, the game rules have fundamentally changed.

The days of concentrated capital explosions are gone. Liquidity is no longer poured in all at once but is dispersed in all directions. Continuing to focus on "when big money will come in" is an outdated approach.

Where is the change? Consider these points—

**Institutional long-term holdings are now a major trend**
That old routine is completely ineffective: large funds dump → retail investors see the decline and quickly cut losses and exit → ending up being harvested. This cycle is now almost useless. Why? Because participants have changed, and strategies have evolved.

The holder structure of mainstream coins like BTC, ETH, and SOL is changing. Retail investors' voices are diminishing, while institutions and long-term allocators have become the main force. This means that short-term surges and crashes used to create panic are becoming less effective.

Instead of obsessing daily over "where the next big funds are," it's better to recognize— the market gameplay has already upgraded.

BTC3,47%

ETH6,76%

SOL3,31%

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SmartContractPlumber

· 01-11 04:30

This theory sounds good, but the question is—are institutions really holding long-term positions? Or are they just changing their approach to harvest retail investors?

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wrekt_but_learning

· 01-09 16:34

Basically, retail investors need to wake up; the game has long since changed hands.

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BearMarketSunriser

· 01-08 04:56

Someone should have said this earlier. I've been ruined by this illusion over the past two years. Institutions are taking over, retail investors are still dreaming. Wake up, everyone. It's called an upgrade in a nice way, but honestly, we've been left behind by the gameplay. Waiting to be cut? Better think about how to keep up with the rhythm. Still waiting for big funds—how many are currently trapped?

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GasSavingMaster

· 01-08 04:55

That's quite right, retail investors are still waiting foolishly, while institutions are quietly accumulating.

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EyeOfTheTokenStorm

· 01-08 04:54

This analysis hits the nail on the head... To put it simply, retail investors are losing more and more influence, while institutions are making long-term allocations. The space for short-term manipulation has indeed been compressed. From my quantitative model, the change in position structure is very clear, but the problem is—most people are still using the 2017 approach to trading, no wonder they get caught in the harvest. That's why chasing rallies and selling dips is increasingly unprofitable now. As market liquidity disperses, the pricing power is also shifting. But on the other hand, isn't this actually good news for those who are truly long-term investors? Historical data shows that markets dominated by institutions tend to be more predictable in their volatility... Don't be too pessimistic, recognizing the situation is the first step. Wait, isn't that indicating that the upper limit of this round of market movement next year might be smaller than before? My recent trading gains have indeed been disappointing, and I thought it was a technical issue on my part. The position structure has changed, but could this be the start of a new harvest cycle? Institutions need to make money too; their tactics have shifted from rapid surges and crashes to slow accumulation, which is quite alarming upon closer inspection. For those still waiting for big money to enter, wake up—people are already positioning themselves. Honestly, this kind of analysis seems objective, but the key question is—how do you determine when institutions should reduce their holdings? Can the new game rules be seen from on-chain data?

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ETHmaxi_NoFilter

· 01-08 04:50

Wake up, still waiting for big funds? The game has already changed the rules, brother.

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