2026-01-06 02:00:42

#2026年比特币行情展望 Institutions flocking to deploy, the wave of crypto ETF applications is rewriting the market landscape

A recent signal worth noting: over 130 crypto-related ETF applications have been submitted to regulators. What does this represent? The true attitude of traditional financial institutions.

From a different perspective, what changes are about to happen:

**First, the gate for incremental funds is loosening**
Traditional pools of funds like pensions and mutual funds are deploying into the crypto market through stock trading accounts. The scale of this money far exceeds any previous round of incremental investment.

**Second, identity recognition has become a fact**
Top institutions like Goldman Sachs and BlackRock are voting with their actions — cryptocurrencies have evolved from "alternative assets" to a mainstream part of asset allocation. This shift is irreversible.

**Third, the lifecycle of the track is being redefined**
$BTC $ETH $BNB remains central, but new directions like Layer2, AI computing, and DePIN are also beginning to compete for dedicated ETFs. The entire ecosystem's value discovery has just begun.

Current market signals:
- Large on-chain transfers and active institutional wallets are increasing
- Ecosystem-bound projects are being preemptively deployed
- The market will be more volatile, but the long-term capital carrying capacity has changed

At this stage, what is your choice? To hold tight with the leaders and wait, or to adjust your positions to emerging tracks, or to wait until the first batch of ETFs are truly launched before jumping in?

BTC0,04%

ETH-1,36%

BNB-0,66%

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gas_fee_therapist

· 01-07 16:03

130 applications? Really? Feels like hype. --- Leading the trend or bottom-fishing in new tracks, that's not the issue. The problem is I have no money. --- Goldman Sachs and BlackRock are taking action. What does that mean? It's time to bottom-fish. --- Wait, Layer2 and DePIN are also getting ETFs? Now that's a signal. --- The capital gate is loosening, and my wallet should loosen up too. --- Institutional voting is already decided, all that's left is to wait for the profits. --- I just want to know if the first batch of ETFs will turn into another big harvest for the early investors. --- The entry of pension funds is really impressive; I wouldn't have dared to think about it before. --- Instead of waiting for ETFs, might as well get on board first. Anyway, prices will go up. --- Emerging tracks are also promising, but the risks are high. Feeling a bit hesitant.

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RektButSmiling

· 01-06 02:30

The number 130 applications sounds impressive, but how many will actually materialize? Capital flows in, but the volatility will also be more frightening.

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Rugpull幸存者

· 01-06 02:28

130 applications? Sounds like a lot, but how many will actually materialize is another story. I've heard this institutional spiel too many times. Wait, is this really about strategic positioning or just another prelude to harvesting profits? Asking just to stay on the sidelines.

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quietly_staking

· 01-06 02:25

130 ETF applications? It seems traditional finance is finally taking it seriously, but how much of the current market rally retail investors like us can actually benefit from is still uncertain. Whether to follow the leading stocks or chase new sectors, it all depends on how long you can hold through the pullbacks. Once ETFs truly become mainstream, the way this market operates could change completely.

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GateUser-5854de8b

· 01-06 02:24

130 ETF applications? Now the institutions really can't pretend anymore. With pension funds entering, I knew the bull market was coming. Stick to the leading stocks for stability, and new tracks should also have some support. Anyway, the gates are already open. Frequent large transfers are a clear signal; I just don't know how high this wave can go. This time, it's really different. We can see clearly what institutional voting represents. It's not too late to act after the ETF is implemented. Anyway, you can't escape, so it all depends on who reacts fastest.

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WhaleMinion

· 01-06 02:23

130 ETF applications? Now the big money is really entering the market, and those institutions that previously said crypto was a bubble have also changed their tune. Wait until the first batch is implemented before taking action, be more cautious. The leading players still need to hold on, but some allocation is needed in the Layer2 space.

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ImpermanentSage

· 01-06 02:18

130 applications? Sounds good, but landing even half of them would be a blessing; regulation is unpredictable. Whether to follow the industry leaders or chase new tracks, you've asked the wrong person. I'm the type to waver back and forth. Waiting for the ETF to be implemented before jumping on board? By then, it won't be at the bottom price anymore.

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AirdropNinja

· 01-06 02:08

The wave of 130 ETF applications is really coming, it's outrageous that pension funds are entering the market. How will retail investors play then? Whether to follow the leading players or chase new tracks, that's a bit early to ask. Let's wait until the ETFs are really implemented. Institutional voting is just voting; we need to see actual capital inflows before we dare to act. BlackRock and Goldman Sachs's布局 (layout/strategy), this can't be reversed anymore; the landscape has changed. I'm optimistic about Layer2, but not in a rush to get on board. Wait, have pension funds really come in? If that happens, it would be truly outrageous. We've been talking about mainstreaming for three years, but this time it feels a bit different. Will volatility be even greater? Then you must set stop-losses properly, or the fate of retail investors will be hard to change. Can emerging tracks rise like leading ones? That's the key.

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