2026-01-11 12:27:19

Honestly, the recent days in the crypto world have been really tough. Funds are flowing into the stock market, institutions are either fleeing or lying flat, and retail investors have been heavily squeezed. Yesterday, after chasing more BTC and ETH, it was another roller coaster, exhausting.

But what’s even more heartbreaking than exhaustion is the data——

BlackRock’s spot Bitcoin ETF had a net outflow of $252 million yesterday. You read that right, an outflow. This week, the overall net outflow of US Bitcoin spot ETFs was $680.9 million, which indicates what? Institutions are fleeing. Looking at the probability on Polymarket of the Federal Reserve cutting interest rates by a total of 50 basis points by 2026, it’s only 27%. In other words, the market expects the Fed won’t cut rates that aggressively, making liquidity hard to loosen.

The bear market label has already been stamped.

However, there’s an interesting development: Tether has registered the Hadron asset tokenization platform in Russia. The RWA narrative seems to be seen as the main theme for the next bull run. Additionally, the latest index released by the Pentagon has raised alarms again, with the probability of an attack on Iran before the end of January reaching 46%. Black swan events could strike at any moment.

Another detail: Kweichow Moutai has established a digital technology company involved in blockchain-related software and services. If it really comes to that, buying Moutai with USDT might not be a dream anymore.

Ultimately, those still holding long positions are starting to feel uneasy.

BTC4,24%

ETH6,06%

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OneBlockAtATime

· 20h ago

BlackRock net outflow of $252 million, are institutions really scared? Who still dares to go all-in in this wave? Institutions run away, retail investors take over, this script is truly classic. A 27% chance of rate cut, the Federal Reserve doesn't really want to save the market. Wake up, everyone. Whether RWA is hot or not, black swan events can strike at any time. Moutai is even doing blockchain, this circle is really hopeless haha. Liquidity is frozen, who dares to move? $6.8 billion outflow, these numbers don't lie, institutions are well aware. Going long is just gambling, betting on the Fed suddenly changing course, just for fun. The probability of a black swan is 46%, what else can the crypto circle expect? Regarding the Hadron trademark, it still feels like old-school hype. Can RWA really turn the tide? When liquidity is tight, any narrative is useless. Those still going all-in now are either rookies or gamblers.

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OnchainDetective

· 01-12 02:50

BlackRock's net outflow of 252 million is quite interesting, and the underlying logic is even more worth pondering. Institutions are really fleeing, the data is right there. Did you notice that Maotai is working on blockchain... the logic of the capital chain is quietly changing. It's easy to stick the bear market label on, but it's not so simple to tear it off. Honestly, looking at the 27% probability on Polymarket, the Federal Reserve never intended to quickly release liquidity, and that's the key.

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SerRugResistant

· 01-11 12:57

BlackRock's net outflow data, really can't hold on anymore, institutions are fleeing faster than anyone else Institutions are all fleeing, retail investors are still buying the dip, hilarious RWA next bull market? Let's get through this bear market first Moutai is going on the blockchain, how desperate is that All the longs are betting that the black swan won't crash down, can't afford to lose this Feeling nervous+1, now anyone who dares to hold a heavy position, I respect them A 27% probability of rate cut, in plain words, it's a no-go, liquidity is dead

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NeverVoteOnDAO

· 01-11 12:57

BlackRock experiences a net outflow of 252 million, institutions are fleeing, retail investors are being cut again, this wave is really heartbreaking. Institutions have already escaped, and some still dare to chase gains, their courage is truly remarkable. RWA narrative is heating up, but can this save the market? No clear understanding. Black swan events can strike at any time, and those still bullish are really brave warriors. Moutai is even working on blockchain, is the crypto circle really being reversed into by traditional capital? Liquidity is so tight, the probability of rate cuts is only 27%, so it seems there's no hope. Feeling exhausted and paranoid, only the brave are still holding positions now. The Federal Reserve not cutting rates, the crypto market is dead still, truly bleak. Speaking of RWA becoming the main theme, should we adjust our strategy? Looking at the data, the only feeling is that it's already late to run.

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FlatlineTrader

· 01-11 12:29

Outflow of 680 million, institutions have all run away, and we're still here picking up the pieces. I just want to know, can RWA really save this market, or is it just another new excuse to cut the leeks? Moutai is even getting into blockchain now, at this point, no one can save the crypto circle. This wave either means bottom-fishing until retail investors go bankrupt, or waiting for RWA to really come out, can't afford to gamble. A 27% chance of rate cut—oh my, this is truly the most heartbreaking data.

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