#比特币机构配置与囤积 This week, Strategy added another 10,645 Bitcoins, accumulating over 20,000 in just two weeks of December. This pace is indeed worth pondering.

Institutions continue to buy during FUD periods, and the logic behind this is quite clear—they are signaling to the market how they view the current price through their actions. From an average cost of $74,972 to a current accumulation price of $92,098, they keep adding even as prices go up. Such resolve is not something all large investors possess.

The key is what they are buying: not for short-term arbitrage, but for strategic allocation. Holding 671,268 Bitcoins already demonstrates a heavy institutional position, and continued accumulation indicates their medium-term outlook remains unchanged.

For followers, these changes in institutional positions are actually good reference signals. It’s not about copying their strategies entirely—after all, their risk tolerance and time horizons differ from ours—but the rhythm of persistent buying amid volatility reflects a market confidence that deserves attention.

Recently, I’ve been observing traders tracking institutional holdings, and their success rate is indeed higher than those relying solely on technical analysis. Next time such institutional movements occur, I’ll make sure to note them down—these are valuable materials for review.