2025-12-28 07:24:27

Bitcoin holds the $87,000 level, but the market is bubbling with undercurrents. On one side, institutions are aggressively accumulating, while retail investors are gradually exiting. This transfer of power is accelerating.

**Institutional Offensive**

MicroStrategy recently spent another $7 billion to buy Bitcoin, reinforcing the price with concrete action. This is not a small-scale move but a clear bet by leading institutions on this cycle. Another signal is that Google search interest has plummeted—fewer retail investors are searching for Bitcoin. What does this mean? It indicates that new retail investors are almost gone. As the year-end approaches, ETF investors are starting to play tax optimization games, but the real activity on Wall Street is quietly building positions. Bitcoin has officially entered the institutional era; the retail era is over.

**Ethereum’s Split and Opportunities**

The Fusaka upgrade has reignited on-chain activity, but it was followed by a massive $11.8 billion sell-off. Technical traders are celebrating, while whales are dumping—this is the recent surreal reality of Ethereum. The news that BlackRock applied for a staking ETF hints that institutions want to earn staking yields from Ethereum. The involvement of these mainstream players is worth noting.

**Actual Fund Flows**

Three data points reveal the preferences of hot money: Bitcoin NFTs surged 52% in a single week, Ethereum NFT trading volume plummeted 25%, Polygon is quietly making money, and BNB Chain’s popularity is fading. Old assets are being sidelined, and new narratives are forming. Hot money is fleeing Ethereum’s ecosystem and rushing into Bitcoin, this new frontier.

**Game Plan for 2026**

In January, focus on whether ETFs can stop the bleeding; in March, bet on whether the Federal Reserve will cut interest rates. The entire year’s bets are on the development of Bitcoin’s second-layer networks. The rules of the market game have been rewritten; true wealth lies in finding the next growth engine.

BTC0.18%

ETH0.02%

BNB0.7%

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MemeCurator

· 2h ago

Retail investors are really about to cry, now even the search popularity is gone. What happened to the promised democratization? MicroStrategy is throwing another 7 billion? That's incredible, our chips are still lying in the account. After this wave of Ethereum's dump, is someone buying up behind the scenes? I feel like things are getting even more chaotic. Wait, are all the funds flowing into Bitcoin NFTs? What about my altcoins, haha. The era of institutions is here, retail investors are really becoming cannon fodder. Where is the next growth pole? Who knows.

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ponzi_poet

· 2h ago

Retail investors are really being cut off, still studying technicals while institutions already took the plunge this morning. MicroStrategy's move is truly brilliant; throwing in 7 billion like that, the search heat hitting a freezing point, this signal is too obvious. Ethereum's rhythm has been a bit inconsistent; is BlackRock trying to buy the dip for staking yields? Wall Street's gameplay has changed. I've seen for a while that hot money is flowing into the Bitcoin ecosystem; Polygon quietly making money is indeed interesting. Layer 2 networks are probably the real chips for 2026; BTCfi is the way to go. It's normal for retail investors to be out; this move is all about big institutions. But holding the 87,000 level is already good; what happens next depends on the January ETF.

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ReverseFOMOguy

· 2h ago

Retail investors getting out is said to be an absolute statement. I actually think now is the real opportunity. Wait, MicroStrategy is throwing another 7 billion? This guy really treats the company like a wallet. The decline in Google search interest is an interesting signal, but does it really mean all retail investors have fled? It seems exaggerated. Ethereum's recent moves are truly magical; after the upgrade, it was hammered down. I think many people got caught holding the bag. Polygon quietly making money? Why do I feel like it's just waiting for the wind to come? Can Layer 2 networks really become growth engines, or is this just another false trend? I don't quite believe the hot money fleeing the Ethereum ecosystem; there are still so many applications in the ecosystem.

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CodeZeroBasis

· 2h ago

Retail investors getting wiped out is really a bit heartbreaking, feeling like I'm about to be the one who gets cut. At the 87,000 level, institutions are really holding on tightly; Wall Street is about to start cutting the leeks again. Ethereum's recent sell-off was quite fierce; the technical upgrade backfired and got hammered, it's tough. Bitcoin NFT up 52%? Why didn't I keep up? Missed the wave again. Funds are all flowing into Bitcoin; is the Ethereum ecosystem really about to cool down? MicroStrategy just invested another 7 billion; this strategic allocation is really aggressive, retail investors can't compete. Search interest has plummeted to zero, and there are no new retail investors anymore; this data is quite bleak. The era of institutions has arrived, and the end of the retail era hits hard; my coins are still here. BlackRock is planning an Ethereum staking ETF; are they trying to make the crypto world as regulated as the stock market? Looking at this pace, where's the next growth point? It feels like there are no more opportunities.

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