2026-01-08 06:00:21

#MSCI未排除数字资产财库企业纳入范围 The market has been a bit tense over the past week, with BTC continuously under pressure around $91,200, down 1.7%. ETH also couldn't avoid the decline, dropping 3.1%, and XRP fell even more sharply by 5%. The panic index at 29 has entered the panic zone. The RWA sector led the decline with a 3 percentage point drop, while DeFi and Layer2 followed suit. Only SocialFi is still struggling to hold up. Honestly, the selling pressure on BTC is the strongest since December 23, and the market sentiment is quite subdued.

However, the actions of institutions are quite noteworthy. A major investment firm alone has spent about $53 million this month to buy 463 BTC, bringing their total holdings to over 17,000 BTC, with a market value approaching $2 billion. During the same period, Empery Digital and Coinsilium Group have also been quietly increasing their positions. The ETH spot ETF this week has attracted over $300 million in inflows, indicating real money is entering the market.

From an analyst's perspective, Bernstein has given a relatively optimistic forecast — the market bottom may have already appeared, with target prices for BTC reaching $150,000 in 2026 and $200,000 in 2027. Although short-term selling pressure is evident, the derivatives risk index remains neutral to slightly weak, making this environment ideal for dollar-cost averaging and strategic accumulation.

On the policy front, the US Senate will hold a hearing this month to discuss the Crypto Market Structure Bill, which mainly aims to clarify the regulatory boundaries between the SEC and CFTC — this has always been a longstanding issue. On the technical side, there is good news: Ethereum Layer2 has completed the BPO-1 upgrade, increasing blob capacity, and the transaction fees for Rollups have also decreased.

BTC3,39%

ETH3,88%

XRP3,86%

RWA5,34%

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OnchainArchaeologist

· 01-11 04:33

Institutions are throwing money around, so retail investors just need to be patient. --- Has the bottom appeared? I feel like Bernstein's prediction is always a step late. --- A 5% drop in XRP is a bit uncomfortable, but the reduced Layer2 fees are quite tangible. --- The panic index is at 29, entering the panic zone. That threshold is a bit low. --- Every time I see institutions buying aggressively, I want to buy too, but I have no money haha. --- RWA leading the decline is really unexpected, given how hot it was before. --- Dollar-cost averaging in this environment is indeed comfortable, just depends on how long I can stick with it. --- If MSCI really pushes forward, the variables become too many. --- The lonely perseverance of SocialFi looks a bit pitiful. --- ETH attracted $300 million in capital, indicating that some people still have confidence. --- This wave of selling pressure is really intense, the worst since late December.

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ShamedApeSeller

· 01-10 22:08

Institutions are bottom-fishing while we're still bearish—that's the gap. --- The bottom signal is so obvious, why not get in? Start dollar-cost averaging. --- ETH spot ETF attracted 300 million in inflows. What are institutions doing? --- XRP dropped 5%, which hurts a bit, but seeing institutions hoarding BTC makes me feel reassured. --- Short-term market pressure is intense, but in the long run, we still look at Bernstein's target price. --- Lower Layer2 fees are quite tangible; at least using it feels more comfortable. --- When real money enters the market, we're still panicking—that's incredible. --- Only when regulatory boundaries are clarified can we be completely at ease; right now, it's still uncertain. --- SocialFi is still holding up; it's quite interesting. Is this the next hot trend? --- They bought 463 BTC with $53 million. If it were me, I’d go all in.

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SnapshotDayLaborer

· 01-08 06:29

Institutions are really aggressive in low buying this wave, while retail investors are still debating whether to jump in --- The panic index is at 29, and you're still investing regularly? You guys aren't really brave warriors --- ETH ETF attracted 300 million dollars, it seems some people are still willing to take the risk --- Bernstein says the bottom has appeared? Then we should wait and see --- Layer2 fees have decreased, finally some good news --- XRP dropped 5%, is this a shakeout of chips or is it really going to cool off? --- Institutions are buying while we are still selling, the gap is really big --- So many bottom signals, why does it still feel like it will continue to fall --- Senate hearings are about to discuss again, when will it truly be implemented --- RWA led the decline by 3 percentage points, it’s probably best to avoid this sector for now --- Such strong short-term selling pressure, how strong must the conviction be for those doing regular investments --- SocialFi is still holding up? I think it’s time to switch tracks already

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ReverseTrendSister

· 01-08 06:28

Institutions are bottom-fishing while retail investors are getting squeezed. This issue never ends.

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BearMarketSurvivor

· 01-08 06:27

Institutions are frantically buying the dip, while retail investors are still hesitating whether to jump in. This is the gap. Wait, Bernstein said the bottom has appeared? Why am I still bearish? It’s really a case of one carrot, one pit. SocialFi is still holding on, this sector is really persistent. Layer2 fees have dropped but the speed hasn't changed. How useful can it really be? Short-term selling pressure is the strongest, but institutions are still buying. I think I’ve figured out who’s making money. This wave of panic, 29, is really a bit tough, but good opportunities often appear right at this moment.

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BottomMisser

· 01-08 06:26

Institutions are frantically accumulating, while we're still cutting losses here. Truly remarkable. --- XRP drops directly by 5%, my position is again and again trapped. Do I really have to wait until 2027 this time? --- Wait, no, ETH spot ETF attracting over 300 million in funds and still dropping 3.1%? Is this a shakeout? --- I've heard a lot about dollar-cost averaging, but honestly, there aren't many funds left in my wallet haha. --- Clarifying the boundaries of regulatory authority is the key for true crypto takeoff. Otherwise, this will always be a ticking time bomb. --- SocialFi is still holding up, a vertical track supporting the entire scene, putting in effort here. --- Bernstein's price levels of 150,000 and 200,000—this time, it won't be another "black under the lamp," right? --- Institutions hold 17,000 BTC approaching 2 billion, why can retail investors make money off them? --- Blob capacity upgrade has lowered transaction fees. This kind of good news is so rare. --- The fear index is at 29, with the strongest selling pressure. I just want to ask—has the bottom really appeared?

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AirdropHermit

· 01-08 06:22

Institutions are bottom-fishing, while retail investors are still panicking. That's the gap. BTC has fallen so much, yet over 50 million USD keeps pouring in continuously. Clear-eyed people can see it. Is the market suppressing? Perfect, it's a good time for dollar-cost averaging. If this hearing can truly clarify regulations, there might be surprises ahead. It's good enough that SocialFi is still alive; other sectors are taking a beating. Bernstein's prediction of $200,000 by 2027, note it down, it's still early anyway. The reduction in Layer2 fees is a real positive, trading becomes much more enjoyable. RWA leading the decline is interesting; what's going on with this sector again? Institutions are quietly increasing their positions, indicating they haven't been worried for a long time. XRP dropped five points. What are they doing?

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quiet_lurker

· 01-08 06:12

Institutions are bottom-fishing, retail investors are panicking—that's the current situation, right? Bitcoin dropped to 91k, and someone still bought over 50 million worth. I really can't understand it. Wait, Bernstein said 200k in 2027? How crazy does it have to be? Layer2 fees have decreased. Is this a good thing? It seems no one cares. Watching ETH spot ETF attract funds, but my money is depreciating. Oh, the wonderful crypto world. SocialFi is holding steady? What's going on? Does anyone still want it? Talking about dollar-cost averaging—when your pockets are empty, hearing it over and over is just nonsense.

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BitcoinDaddy

· 01-08 06:04

Institutions are quietly accumulating at the bottom, while we're still struggling with ups and downs. That's the gap. --- Short-term market is suppressed, but big funds' money won't lie. This signal is clearer than candlestick charts. --- How about Bernstein's target price? Anyway, I believe it and have started dollar-cost averaging. --- RWA leading the decline was a bit surprising; I thought this sector was stable. --- The news that Layer2 fees have decreased was buried, but it's actually a long-term positive for the ecosystem. --- Everyone says we're at the bottom, but I'm still hesitant. I just want to wait for the SEC and CFTC hearing results. --- A large purchase of $53 million indicates that smart money isn't panicking at all. Why should I panic? --- ETH spot ETF absorbing $300 million in a week—this scale would have been unimaginable a few months ago. --- A 5% drop in XRP is indeed painful, but isn't this a good opportunity to jump in? --- If policy hearings can't clarify the boundaries of authority, does the crypto market have to keep playing this way?

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