#比特币机构配置与囤积 Recently, Strategy bought another 10,645 Bitcoins in one go, with a total value of nearly $1 billion 😲. What does this mean? They now hold almost 670,000 Bitcoins, with an average cost of over $70,000 each. I suddenly realize that institutions might really be quietly accumulating coins.

Even more interesting is that Cathie Wood recently said that Bitcoin might be the "ticket" for institutions to enter the crypto space, and it should be the top priority in asset allocation. This made me think of a question—why are institutions so optimistic about Bitcoin? Is it because of its liquidity? Or is the "new global monetary system" it represents really so attractive?

It seems that more and more traditional financial institutions are paying attention to the crypto market. Major players like Morgan Stanley and Bank of America might also be officially entering through ETFs. Suddenly, it feels like Bitcoin has shifted from a "niche toy" to an "institutional necessity." Does this transformation mean that the market landscape is really changing? I want to hear everyone's thoughts on this wave of institutional allocation. As a beginner like me, should I focus more on fundamentals, or just watch how institutions act?