2026-01-06 18:24:10

The liquidity condition of the cryptocurrency market hit a bottom in November, which also indicates that a new upward cycle is gradually unfolding. Industry insiders point out that this judgment is consistent with recent fund flow trends in Bitcoin and Ethereum.

The market's weak performance in November was mainly due to the liquidity vacuum caused by the US government shutdown. But now the situation is changing—along with policy environment adjustments and the gradual release of hidden liquidity, funds are accelerating their return to the crypto space. This marks an important turning point for overall market sentiment.

In terms of fund flow, the continuous entry of institutional investors is a key driver of this rebound. What will the future path of liquidity diffusion look like? Industry analysts believe that funds will flow along a progressive trajectory of "Bitcoin - mainstream coins - high-quality projects." First, leading coins attract attention, then gradually spread to other mainstream coins, and finally flow into promising small and medium projects. This step-by-step fund allocation pattern has been reflected in previous bull markets, and this time will be no exception.

BTC-0,43%

ETH-0,91%

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BearMarketMonk

· 23h ago

Hearing the phrase "bottom rebound" so often, the key still depends on whether real funds are actually entering the market.

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MetaverseLandlord

· 01-08 18:44

Ha, it's the same old story. Every bull market talks about ladder-like liquidity, but my altcoins still got cut off.

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ContractTearjerker

· 01-06 18:54

November is indeed a good time to buy the dip. Now, institutional entry is accelerating.

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DefiPlaybook

· 01-06 18:51

Based on on-chain data, the bottom was indeed reached at the end of November, but I have to question the idea of this "progressive flow"—have all previous bull markets really been like this? --- Institutional entry is a fact; the question is how long this wave can last. Policy and environmental regulations can change with a flip of the hand. --- Liquidity returning does not equal an unfolding upward cycle; don't confuse correlation with causation. --- Bitcoin—mainstream coins—altcoins, how many times have I said this order... and each time it's different. --- It's worth noting that the concept of hidden liquidity release is a bit vague. What are the specific indicators? --- Turning point? We mentioned a turning point last time too, but it still resulted in volatility. Be cautious. --- From three perspectives: real institutional holdings data, exchange outflow speed, and open interest in derivatives—which is most convincing right now? --- Every cycle shows that this set of explanations is a bit too convenient; has the market structure changed this time? --- Can the government shutdown explain the weakness in November? What about the actual on-chain transaction volume data? --- So, should we go all-in now or continue to observe? That’s the real question.

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SerRugResistant

· 01-06 18:45

Here we go again with this "stepwise liquidity" theory? Every round it's the same explanation, and the result... isn't it the main coins that get pumped first, while small coins go crazy?

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TokenToaster

· 01-06 18:39

Institutions are really quietly accumulating, Bitcoin is taking the lead, we need to keep up with the pace.

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PermabullPete

· 01-06 18:38

Here we go again with the "bottom theory"? Every time, they say it's the bottom, but then it drops further. However, this time institutions are really buying, and I am optimistic.

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