2026-01-11 02:14:25

Recently, market liquidity has been a bit tight. ETF continuous net outflows, and the negative premium on Coinbase also indicate that market sentiment during the US trading hours is lacking. At first glance, it does seem a bit suppressed.

However, not all voices are pessimistic. CZ is calling for a "super cycle" to come, aiming to boost market morale. Meanwhile, a16z holds hundreds of millions in ammunition and has already focused on infrastructure development for 2026. From this perspective, major institutions are actually still building positions and bottoming out.

The current situation is—mainnet fluctuations, on-chain Meme concepts still bouncing, short-term capital pressure, but the long-term strategic voices are also growing.

MEME-1,24%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

8 Likes

Reward
8
4
Repost
Share

Comment

0/400

Blockchainiac

· 16h ago

Short-term discomfort, but the big players are all lurking. This is the most heartbreaking part. --- ETF outflows are normal; the key is who is taking over the position. --- CZ's call for a super cycle, I believe in it. That billion-dollar fund from a16z is real gold. --- Basically, retail investors are taking losses, while institutions are buying at the bottom. --- As long as Meme is still alive, everything else is nonsense. --- What if there is a negative premium? I'm still dollar-cost averaging. --- Wait, are big institutions really planning for 2026? Does that mean I’ve been wasting my time this year? --- Tight funds are not scary; what's scary is no one paying attention to infrastructure development. --- Mainnet fluctuations are normal; this is how the bottoming process looks. --- Instead of just looking at ETF data, it’s better to see where these big players are actually pouring their money.

View OriginalReply0

RugResistant

· 16h ago

Big institutions are lying in ambush, and us retail investors are here anxious, hilarious. Wait, is CZ's claim about the super cycle true or is it another pump and dump? Whatever, Meme is still alive, so I am alive. If that billion-dollar ammunition from a16z really comes down, 2026 could turn the world upside down. Hold on a bit longer in the short term, after all, there are many who are optimistic in the long run. What does negative premium indicate? Are Uncle Sam's guys not optimistic? Or is there another new narrative coming? Where is the promised bottom? I feel like it's still being dug down. When the infrastructure is completed, it's likely to be another round of harvesting. Funds are tight, so what? The real question is, does anyone know where the bottom is?

View OriginalReply0

PhantomMiner

· 17h ago

Hey, it's the same old story... CZ talks about cycles, a16z adds to their positions. It all sounds like they're giving retail investors a psychological boost. Short-term pain is real, but wait—are the big institutions really laying the groundwork, or are they just harvesting retail investors again?

View OriginalReply0

MoonBoi42

· 17h ago

Short-term discomfort, but big players are accumulating at low levels—that's the game rules. CZ's trash talk can be trusted, but a16z's billion-dollar investments are real money. Can you wait until 2026? Financial tightness is an issue; as long as Meme is still alive, it means there are still people playing. The bottoming phase is like this—if you endure, you'll win. ETF outflows are not scary; what's scary is that you don't have the money to buy the dip.

View OriginalReply0