2026-01-03 13:24:25

Looking at the trends in the crypto market over the past couple of years, the momentum of traditional capital entering the space has indeed been fierce—institutional giants like BlackRock and Fidelity are pouring money in one after another, and the scale is truly astonishing.

Whether the four-year cycle of Bitcoin still holds is a topic of ongoing debate, and opinions are divided on whether to continue believing in the halving myth. But behind these discussions, there is a more tangible issue worth noting: the liquidity performance of Bitcoin and Ethereum has clearly set them apart from other tokens. Institutions now treat Bitcoin as digital gold for allocation, and Ethereum, as the core asset of the ecosystem, is also being aggressively positioned. Net buying data from over-the-counter (OTC) trading continues to rise. Compared to those highly volatile, easily zeroed-out altcoins, these two mainstream assets have a clear liquidity advantage—sufficient trading depth, easy to buy and sell, and much more stability.

Interestingly, the prediction market has recently been hotly promoted by institutions, with weekly trading volumes approaching $1.5 billion. But if we really consider who is the "ballast" supporting the entire crypto ecosystem's liquidity, it still comes down to Bitcoin and Ethereum. The Federal Reserve's interest rate cut expectations are pushing incremental funds into the market, and continuous ETF purchases are creating significant capital flows. Ultimately, this money will flow into the most stable and liquid assets.

By 2026, rather than wasting effort on small altcoins, it’s better to follow the institutional approach—hold steady on Bitcoin and Ethereum, which have ample liquidity, so that opportunities for returns are less likely to be missed. Market trends tend to follow the footsteps of large capital, and this logic remains applicable across any cycle.

BTC1,83%

ETH1,03%

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DAOTruant

· 1h ago

Institutions are really quietly accumulating, BTC and ETH are the true stabilizers.

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ClassicDumpster

· 01-04 08:15

Uh, basically it's just about hitching a ride, retail investors have no way out.

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RugDocScientist

· 01-03 13:53

Institutions really treat the crypto space as an ATM, and BlackRock and Fidelity's recent moves are truly ruthless. It's clear that mainstream coins are just mainstream coins; liquidity is the real key indicator. Small-cap coins are still gambling, but we've already followed the big players. Bitcoin and Ethereum are indeed stable, let's forget about the others. Honestly, it's still about sticking together for warmth; assets with good liquidity are the real gold and silver. Ultimately, institutional money still flows to the safest places, and this logic is correct. The market prediction is a trading volume of 1.5 billion , but in the end, it's still BTC and ETH holding the scene, haha. People still playing altcoins in 2026 are really quite persistent.

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MetaverseMortgage

· 01-03 13:45

Institutional money is indeed flowing in, but the cycle theory of Bitcoin should have been discarded long ago --- Liquidity is truly king. The era of copying altcoins and gambling on trends is over --- Once again advising to hold BTC and ETH. I've heard this advice for three years, but... it's not wrong --- A predicted market trading volume of 1.5 billion sounds impressive, but it still can't match the吸金能力 of the Gemini twins --- Instead of guessing the four-year cycle, it's more practical to watch the actual buying volume from institutions --- Is the market following the money, or is the money following the cycle? It feels a bit like the chicken and egg dilemma --- If ETF continuous buying could truly push the market up, it should have broken new highs already. Am I overcomplicating it? --- Talking about liquidity as a ballast is quite good, but the profit opportunities in small-cap coins are also being drained by these two --- In 2026, still talking about holding mainstream coins, sounds like the language of asset management firms... but maybe there's no harm in that --- The entry of BlackRock and Fidelity has indeed changed the game. No matter how pure decentralization is, it can't withstand large amounts of money

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RamenStacker

· 01-03 13:43

Institutional entry is a good thing, but don't forget the joy of altcoins --- Just hold steady with BTC and ETH, everything else is a gambler's game --- I've been hearing the "Bitcoin as digital gold" story for three years, but the liquidity is indeed impressive --- Follow the big funds? So we're just here to get cut? --- Continuous ETF purchases sound great, but I prefer to take a gamble and predict the market --- 2026 is still far away, let's just survive until next year first --- Good liquidity is great, but what about the yield? That's the key

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ShitcoinArbitrageur

· 01-03 13:38

Institutions pouring money in just rely on mainstream coins? I'm getting a bit tired of this logic. But to be fair, liquidity is indeed a hard indicator; no matter how aggressive altcoins are, it's all in vain.

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MoodFollowsPrice

· 01-03 13:35

Institutional entry is indeed aggressive, but I still favor small coins with real applications. Following big funds isn't necessarily safe; history has shown many times that we've been cut. Bitcoin and Ethereum have good liquidity, that's true, but hearing them called "stabilizers" every day is getting old. Whether the predicted market volume of 1.5 billion is real usage or just hype, only time will tell. Let's talk about 2026; right now, I think that's too conservative. Berkshire Hathaway entering the market does not mean the market has peaked; don't be scared by this kind of rhetoric. Stick to your own judgment and don't always follow the heels of institutions. Even with good liquidity, it can't change the cyclical nature of the crypto world; this hasn't changed. Small coins are gambling, but the returns on big coins aren't great either, so it's really annoying. Let's see how 2026 unfolds; it's still too early to draw conclusions now.

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