#比特币机构配置与囤积 Seeing the recent week’s moves by publicly listed companies' Bitcoin treasuries, I have a new idea I want to share with you.

Strategy, this guy, spent another $960 million this week buying 10,624 Bitcoins, bringing the total holdings to 660,624 coins — this is no longer just an investment allocation but treating Bitcoin as a corporate "treasury" operation. Even more interesting, Twenty One Capital showcased 43,500 Bitcoins on its first day of listing, demonstrating a long-term holding stance right from the start.

This wave of institutional actions gives us, the retail traders, a key insight: when big capital is accumulating core assets, our job isn’t to follow the trend and speculate on coins, but to leverage this window to engage in more high-quality project interactions. Why? Because the entry of large institutions means market enthusiasm is heating up, and new project teams will spend more on airdrops to attract attention — this is our retail profit-taking period.

Practical advice is simple: First, use minimal cost to complete basic interactions with new projects, follow multi-chain deployment to stay in sync; second, monitor projects recognized or soon to be recognized by institutions, as they tend to increase airdrop efforts; third, treat this institutional allocation cycle as a project screening indicator.

Currently, listed companies are not only allocating Bitcoin but also adding assets like Ethereum, Filecoin, indicating the entire crypto ecosystem is upgrading. For us, it’s about seizing this hot window, using limited time and resources to participate in as many high-quality projects as possible. When the airdrops truly land, the returns will align with this big cycle.