#密码资产动态追踪 2026 Cryptocurrency Asset Landscape Guess: How Do Big Funds Play?

In 2025, the crypto market appears calm on the surface, with Bitcoin and Ethereum not offering many surprises to retail investors, showing mixed gains and losses. But in reality, the underlying logic has quietly reversed.

What is the most obvious change? Institutions are accumulating chips. Traditional financial giants like BlackRock and Fidelity are no longer on the sidelines; they are increasing their holdings in Bitcoin spot ETFs with real money. The institutional shareholding ratio alone has approached 24%. Meanwhile, retail trading enthusiasm is declining, and large capital inflows are continuing—indicating that market pricing power is shifting from retail investors to institutions.

What does this shift mean? Speculative operations are giving way to long-term strategic allocation thinking. The policy environment is also aligning—Bitcoin has gained recognition as a strategic reserve asset in the US, something that was hard to imagine a few years ago.

Therefore, judgments based on the old cycle are no longer very applicable. It now resembles a new era of institutional strategic positioning. While the market may still experience volatility in the short term, from a long-term perspective, crypto assets are gradually evolving into mainstream investment categories.

But to be fair, regardless of how external conditions change, the two timeless principles always hold—diversified allocation and risk management. These will always be the top priorities.