#比特币机构配置与囤积 Strategy is once again making big moves in accumulating coins — last week, 10,645 BTC, and the pace hasn't slowed down. With 671,268 Bitcoins on hand at an average cost of $74,972 per coin, the current price of $92,098 already shows significant unrealized gains. The key question is: why are these institutions still aggressively increasing their positions?

The answer lies in Cathie Wood's words: Bitcoin represents a new global monetary system and is the first stop for institutional entry into crypto. This is not hype; it's strategic allocation. The decision by major traditional financial institutions to officially hold Bitcoin through ETFs will become the trigger for the next market rally — once giants like Morgan Stanley, Bank of America, Wells Fargo, and UBS enter, the market landscape will be fundamentally reshaped.

From a follow-trading perspective, this wave of institutional accumulation sends a clear signal. Traders who align their strategies with institutional logic will currently enjoy greater stability. However, it's important to note that institutional allocation is a long-term game and not suitable for ultra-short-term frequent copying. It is recommended to increase the weighting of such "accumulation-type" traders in your follow portfolio — although their swing trading may be less aggressive than short-term traders, their win rates and drawdown control are often superior.

The market may have already bottomed out, but the real large-scale institutional entry is just beginning. This presents a good window of opportunity.