2025-12-26 12:20:30

#数字资产市场动态 The core story of the 2025 crypto market is the reversal of roles between institutions and retail investors. Data speaks: retail investors have net sold 247,000 BTC, while institutional holdings have surged to 24%. This is not just a numerical change but a signal of the reshaping of the market landscape.

On the price front, there seems to be a "裂"—a 5.4% annual decline, yet simultaneously hitting a new all-time high of $126,000. This volatility actually reflects an increasing correlation between traditional finance and crypto assets. The continuous net inflow into BTC ETFs provides a solid compliance foundation for this rally. From a purely speculative asset to a mainstream investment, this role reversal is highly significant.

Looking ahead to 2026, the policy honeymoon period and uncertainties surrounding mid-term elections will coexist, and the market is likely to move in a slow bull trend. But opportunities are also here—innovative tracks like RWA (on-chain real assets) and Layer2 are worth close attention. The key is to stay aligned with macro policy rhythms and avoid being swept away by short-term fluctuations.

BTC-0,52%

RWA0,92%

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GasFeeCrier

· 9h ago

Retail investors got cut again, 247,000 coins just flew away... Institutions are really ruthless --- 12.6K can still drop 5.4%? That contrast is a bit extreme --- RWA and L2 do have potential, just worried that a policy shift will wipe everything out --- Slow bull? I don't believe it, this market isn't that gentle --- BTC ETF is crazily attracting funds, retail investors are still buying the dip, same old story --- Institutions hold 24% of the position, retail investors are still bottom-fishing? Laughs --- The key is who can survive until the policy honeymoon period ends in 2026 --- Solid compliance foundation? Who said that last time? --- Can Layer2 really take off, or is it just another round of cutting the leeks --- Keep up with policy pace, just afraid that if you don't, your wallet will be emptied

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SnapshotLaborer

· 9h ago

Retail investors got cut again? Look at this net sell of 24.7K BTC, it’s really a bit heartbreaking. Slow bull? Forget it, I just want to know when RWA can be implemented, don’t just talk. While 126K hits a new high, it drops 5.4%, this move is outrageous, institutions are accumulating. I've been watching Layer2 for a year, do I still have to wait? The 24% institutional share indicates what? We retail investors are still too inexperienced.

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PanicSeller69

· 9h ago

Retail investors are fleeing, institutions are bottom fishing, this story is so cliché... Our kind of retail investors are just like leeks, haha. 126,000 has been broken again, a 5.4% drop, but are we still making money? I can't figure it out. RWA and L2? Sounds like another new story to cut leeks. Don't be fooled by the policy honeymoon period, who really knows what will happen next year. Institutions hold 24% of the positions, are we retail investors still bottom fishing... Does net inflow into ETFs necessarily mean prices will rise? Why am I still losing?

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BTCWaveRider

· 9h ago

Retail investors are selling at a loss again, while institutions are quietly accumulating. I've seen through this for a long time. --- Can it still drop 5.4% from 126,000? This market trend is indeed a bit strange. --- RWA and Layer2? Sounds good, but don’t become the next hype cycle. --- The compliance foundation is laid out, now it depends on how policies are implemented. --- With 24% institutional share, it shows that whales are still whales, retail investors still need to step on the gas. --- A slow bull market sounds comfortable, but I’m afraid it’s just another pie in the sky. --- Keep up with the macro rhythm? Easier said than done, actual operation still involves gambling.

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RektButSmiling

· 9h ago

Retail investors got cut again? 247,000 BTC, how many people's dreams are shattered... Institutional entry is like this, we can only watch the show. Slow bull? I’m afraid it’s slow cut. Is RWA really reliable, truly? At 126,000, I always feel it’s going to fall back... Follow policies closely? Easier said than done, we’re not Wall Street. ETF net inflow is the real core, the rules of the game for institutions have changed. Retail selling, institutions buying, when will this cycle break... RWA and Layer2, sound like the next hyped concepts. Don’t be carried away by short-term fluctuations, the result is still long-term trapping. A slow bull sounds comfortable, but I trust my stop-loss line more.

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CommunityWorker

· 10h ago

Retail investors are again trying to catch the top while institutions are taking over. This script is truly never boring. Net inflow of ETFs sounds good, but we need to be careful not to get cut. RWA and Layer2 are indeed worth paying attention to, but the real key to making money is still that—don't chase highs. Wait, with 24% institutional holdings, do we still have a chance? I believe in a slow bull, but if policies suddenly reverse, it's all over—that's the real crack.

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StableCoinKaren

· 10h ago

Retail investors are again handing over the bag to institutions. This trick is so old. Institutions buy the dip while we cut losses; it's always the same cycle. 126,000 people still haven't gotten in? I already got out. RWA sounds fancy, but the only ones really making money are those two. Following the macro rhythm? Forget it, I’ll just follow the rhythm of my wallet.

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