#比特币机构建仓 Seeing this data, my first reaction is: the market is undergoing a profound structural reshaping.

Retail investors are selling, institutions are buying — behind this simple contrast, there is a shift in the entire power landscape of the crypto market. Although Bitcoin has fallen 5.4% in 2025, institutional holdings have already reached 24%, while retail investors are retreating at a rate of 66%. This is not a sign of decline; rather, it indicates the market is completing a "blood transfusion."

What reassures me the most is this detail: although prices are volatile, ETFs have seen inflows of $25 billion. What does this mean? It indicates that rational, long-term capital is accumulating at low levels. They are not focused on short-term price fluctuations but on the turning points of the cycle.

For those seeking a steady allocation, the key now is not to chase the highs but to understand what this shift signifies. If the first half of 2026 truly ushers in a policy honeymoon period and an accelerated institutional allocation phase, then maintaining sufficient patience and position discipline at this stage is the most important preparation.

My simple advice: do not let short-term volatility disturb your mindset, and avoid blindly increasing leverage. Make long-term plans within the range of $87,000 to $95,000, letting time and proper asset allocation work for you. This era no longer belongs to gamblers but to patient strategists.