2025-12-27 19:22:59

2025 is coming to an end, and the story of the crypto market is not as bleak as it seems on the surface.

BTC's annual price change is negative, but behind it lies a more noteworthy phenomenon—the ETF investors are showing an astonishing "hold tight" mentality. Numbers tell the real story: while prices fell by 5%, institutional ETF inflows reached as high as $25 billion. This stark contrast itself is the strongest market signal.

Looking closely, what happened in the crypto market in 2025? Supply turnover hit a new high, institutional allocation willingness was unprecedentedly strong, policy support signals became clearer, and infrastructure development accelerated. Surface-level price fluctuations conceal profound changes in the underlying structure.

As long-term participants, our task is never to gamble on short-term prices but to seize structural trends. Looking toward 2026, several key dimensions require close attention: the pace of progress on market structure-related legislation, whether national strategic Bitcoin reserves will expand, and the policy coherence after mid-term elections.

The true opportunities often lie in moments when valuation logic is being reconstructed. When the market landscape undergoes a fundamental shift, old pricing power is broken, and a new order is forming. Stay calm, stay patient—these are the most tested lessons in the cycle.

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SatoshiNotNakamoto

· 3h ago

25 billion USD inflow is the real story; a 5% price drop is nothing Institutions are really quietly accumulating, while retail investors are still fussing over K-line charts, hilarious Once policies shift, you'll understand that this strategic positioning has already begun

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NotFinancialAdviser

· 3h ago

$25 billion inflow, this data is truly amazing, institutions won't lie What does ETF bottom-fishing mean? Don't people understand it... When prices fall, they shout the sky is falling, really laughable, too narrow-minded The key is to see how policies will develop in 2026, this will be the watershed

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SelfStaking

· 3h ago

2.5 billion inflow is no joke; institutions are疯狂吃筹 at the lows. Continuous ETF purchases indicate that they are not worried at all. In the short term, the price is indeed being dragged down, but the high turnover of supply is worth pondering. The policy direction has changed; the matter of Bitcoin reserves will eventually be推进. Let's wait and see how the 2026 bill is implemented; this is the real watershed. The structural opportunity is right here; it depends on who can忍住不追高.

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GasFeeCrybaby

· 3h ago

25 billion inflow still drops 5%? This data is a bit brutal, what are institutions doing? --- Wait, the structural trend sounds a bit vague. Honestly, it still depends on whether it can hit new highs. --- The ones holding on tightly are institutions; retail investors have long since run away. This disparity is pretty much the harsh reality. --- So, is 2026 just relying on Bitcoin reserves and those bunch of bills? Still feels a bit uncertain. --- The surge in supply turnover to a new high hasn't been elaborated on. Where are the details? --- Long-term participants? Uh… I’m just here to gamble on the short term, what to do 😅 --- Stay calm, stay patient. Let the wallet cool down first before talking. --- Institutions are betting on a new order, while we’re waiting for the transfer of pricing power. The time lag is really significant.

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FudVaccinator

· 4h ago

Institutions are buying aggressively at low levels, and this signal is much clearer than a candlestick chart. They keep investing even as prices fall? There’s definitely something there. Long-term holders have already seen through it, while short-term traders are still scared. 250 billion in inflows vs negative gains, this comparison is just ridiculous. Waiting for the bill to be implemented and the valuation logic to be rewritten will be the real opportunity. Don’t be fooled by surface numbers; institutional money is the most honest.

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VibesOverCharts

· 4h ago

25 billion inflow, this data is truly incredible. Institutions are still so aggressive during declines, what does that mean, they understand everything --- Price drops, they buy more. That’s what it means to truly understand. Retail investors like us are still debating whether it will go up or down --- Wait, so this cycle isn’t a bear market at all? Just reshaping pricing power? --- NGL, the structural trend makes sense, but how ordinary people can participate is the real problem --- Institutions' "holding on tightly" vs retail investors' "cutting losses fiercely"—a world apart --- Really, only when you see clearly do you realize you’ve been betting on short-term fluctuations all along, missing the main point --- I hadn’t really noticed the detail that supply turnover hit a new high. Need to think it over carefully --- Where are the policy support signals? Still waiting for those 2026 bills to be implemented --- Staying calm and patient is easy to say, but not many can stay calm when their account drops 20% --- Every time they say to stay patient, but in the end, they still get shaken out and give up. The cycle is so cruel

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SignatureDenied

· 4h ago

Institutions keep buying the dip without stopping; when prices fall, they actually spend more money. This is the real signal.

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