2026-01-02 01:41:12

Since the beginning of the year, the performance of spot ETFs has been quite eye-catching. Continuous net capital inflows reflect a rising recognition among institutional investors of crypto asset allocation.

Even more interesting is the shift in industry outlook. Top investment institutions recently issued forecasts, clearly indicating that the core driving forces in 2025 are switching — from previous trading enthusiasm to a focus on infrastructure development. Simply put, the market is no longer only concerned with short-term speculation but is beginning to seriously consider how to build ecosystems and implement applications.

Of course, the market sentiment index is still low (28), and panic sentiment still exists. But from another perspective, this is a good time for institutions to deploy. The regulatory framework is also gradually improving, making the policy environment more predictable. All these create a more solid foundation for the long-term growth of crypto assets.

Overall, in the short term, the market is still digesting emotions, but in the medium to long term, structural opportunities are accumulating.

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gas_fee_therapist

· 1h ago

Institutional entry is different; this wave is about infrastructure narratives. I'm relieved with an emotional index of 28, indicating we're not in the frenzy stage yet. Wait, will a完善监管框架 really help or will it become a bottleneck? Spot ETF's strong appeal to capital shows that big players have already been布局. I think the key is whether there are real applications landing; otherwise, it's just old wine in new bottles. Adding positions during panic times, I agree with this logic. By the way, could this be another signal of a cycle top? Feeling a bit hesitant. Continuous net capital inflows sound comfortable, but who knows when there will be another big outflow. If infrastructure construction truly materializes, it will indeed change the game rules. Is low sentiment actually an opportunity? I find it hard to believe in this theory.

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CryptoWageSlave

· 5h ago

Institutions are really quietly positioning themselves, while retail investors are still struggling with the fear index at 28. --- Infrastructure implementation is the real way forward; that hype should have been eliminated long ago. --- It sounds nice, but we still have to wait until the big players are full before we can follow. --- Is improving regulation reliable? It feels like it's always said the same way every time. --- Net inflow is real, but why are retail investors always the bagholders? --- Is 2025 shifting towards infrastructure? So what should we buy now, everyone? --- Institutions are bottom-fishing during periods of panic; should we follow? --- Is policy predictability questionable? That phrase sounds a bit uncertain. --- ETF inflows are no problem; the question is how long the holdings will last. --- Is the long-term growth foundation stable? It really depends on whether the ecosystem is genuine.

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SchrodingerWallet

· 17h ago

Institutions are really quietly picking up bargains, while we retail investors are still scared. --- I feel like this wave of infrastructure construction is the real opportunity; the old hype games are no longer workable. --- When panic sets in, they are laying out their plans. By the time we react, it's already taking off. --- What does the net inflow into spot ETFs indicate? It shows that big money is moving. --- Contrary to popular belief, a low sentiment index is actually the best time to get in. I believe in this logic. --- Shifting from trading to infrastructure, in simple terms, means the market is truly starting to grow. --- Clearer regulations are actually a good thing; at least there’s less uncertainty. --- It’s that same phrase again: "Now is the best time to lay out during panic." It sounds like everything makes sense. --- Structural opportunities? I only know I need to keep an eye on my own wallet. --- I believe in medium- to long-term opportunities; for the short term, it’s still about betting on sentiment.

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FlippedSignal

· 01-02 02:10

Institutions are really quietly making moves; this time it's different. Wait, an emotional index of 28? I feel like it's still a bit虚啊. From hype to infrastructure, it sounds nice, but how many real projects are actually implementable now? Net capital inflow is a fact, but can it really hold up without being cut this time? With regulatory friendliness and infrastructure support, there should be some action before the end of last year with double reinforcement. Speaking of which, historically, deploying under low emotional index has proven this approach is not wrong. Everyone is waiting; it all depends on who moves first.

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ILCollector

· 01-02 02:07

Institutions are positioning themselves, while retail investors are still panicking. This gap is huge. Is it true? Can infrastructure development be implemented? We've been talking about it for many years. The sentiment index is at 28, which does feel a bit like the "wolf is coming" scenario. The improved regulation sounds good, but I'm worried it might just be paper talk. I just want to know if this time they'll cut and run again. Institutions buying the dip are much more rational than us gamblers. Looking at the net inflow, but my wallet is still empty haha. 2025 is the year of infrastructure? Then I might as well keep holding and watch. Positioning during panic makes sense, but can I really resist chasing the high? Spot ETF is booming, which shows institutions are really here. Maybe this time truly is different.

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GateUser-9f682d4c

· 01-02 01:57

Institutions are accumulating, while retail investors are still panicking. The gap is really huge. Wait, can infrastructure really be implemented? It still feels like talk is easier than action. Emotional index dropped to 28 points, exploding, but I still feel a bit虚... Spot ETF is flooding in wildly, is this really different this time? Improved regulatory framework ≠ truly usable, this logic doesn't quite hold. It sounds nice, but isn't it just another reason for institutions to cut retail investors? Is infrastructure emphasis? I think it mainly depends on a rise to attract people. Low-position布局 sounds good, but I don't know how much further it will fall. From hype to ecosystem, this transition sounds much more成熟 now. Panic sentiment exists ≈ indicating that the risk hasn't passed yet, don't be too optimistic.

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AirdropFatigue

· 01-02 01:46

Institutions are starting to build infrastructure now, this is the real deal. ETF net inflow is just money voting, wake up everyone. Emotion index 28? I'm actually more excited now, time to scoop up the bargains. Where did those who only shouted "moon" last year go now? A more complete regulatory framework indicates that this is really going to be a long-term game. If you're still following the trend and trading short-term, get ready to be harvested. But on the other hand, could this round again be a scheme for institutions to harvest retail investors?

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AirdropHunterKing

· 01-02 01:44

They're all just illusions; only real gold and silver are visible. Let's wait until there are actual applications before discussing further.

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