2025-12-16 00:40:25

#大户持仓变化 There’s an interesting perspective — the market bottom has almost been reached. Bad news has been largely absorbed, and now it’s time for the good news to come to the forefront.

Speaking of this wave of market activity, the sharp decline of $BTC actually indicates that it has the strongest liquidity and most active trading. But from another perspective, institutions have quietly been building positions at the lows, and BTC remains their top core asset for deployment, and that hasn’t changed.

Looking at $ETH, it belongs to the institutional application sector. The Layer2 ecosystem continues to expand, becoming more and more complete, with fundamentals trending upward.

As for $SOL, it’s more oriented towards consumer applications. Its blockchain structure is simple, user experience is straightforward, and it’s naturally suitable for creating popular applications at the application layer.

Overall, BTC, ETH, and SOL remain the core focus of current deployment. Each has a clear role and distinct advantages.

BTC-0,12%

ETH0,11%

SOL-0,11%

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.

9 Likes

Reward
9
8
Repost
Share

Comment

0/400

MoonWaterDroplets

· 2025-12-19 00:21

BTC's sharp decline is actually a good thing; institutions have already been accumulating at the bottom. What are we still hesitating about? All the bad news has been priced in; next up should be flying, right? The stories of SOL and ETH are still ongoing. Layer 2 is really becoming more competitive; ETH's fundamentals are undeniable.

View OriginalReply0

GasBankrupter

· 2025-12-18 14:56

The bottom discussion is back again. Is this time real or fake? The institutions' building positions sound convincing, but when will retail investors finally get a chance to jump on board?

View OriginalReply0

rekt_but_resilient

· 2025-12-17 09:22

Institutions are secretly accumulating chips again, while us retail investors are still hesitating whether to get on board.

View OriginalReply0

RugPullAlarm

· 2025-12-16 01:10

Here we go again with this set? I've heard the claim that institutions are accumulating at low prices too many times. Show me on-chain data— which whale addresses are accumulating? What are the specific amounts? When did this happen? Don't just talk trash.

View OriginalReply0

DegenMcsleepless

· 2025-12-16 01:07

The bad news has been released, now it's time to tell a good story. I've heard this tune too many times, but this time the institution's actions at the bottom are indeed a bit aggressive. Institutions never wait for market consensus to bottom out; the high liquidity of BTC actually makes it their hunting ground. I'm optimistic about the Layer2 development, but the claim that the ETH ecosystem is fully mature is a bit premature; we still need to wait. The prospects for SOL's consumer applications are good, but I'm just worried about another black swan event. The division of labor among the three driving forces makes sense, but when the wave truly starts, no one can tell for sure.

View OriginalReply0

ShortingEnthusiast

· 2025-12-16 01:02

Hmm... I've heard the idea of institutions building positions at the bottom quite a few times. Can this time be different? Is the good news fully released? Why do I still feel quite nervous... BTC's strong liquidity means it's being hammered hard, but that's just a nicer way to put it. The ETH Layer2 story is well told, but the real profit will go to whoever manages to come out first. As for SOL... the consumer-side hit product sounds great, but the risks are also significant. The three lines have clear roles, but in the end, it's still a gamble on who will turn the tide first. It's not that simple. I believe institutions are building positions at the low, but retail investors are the ones who end up holding the bag—that's an iron law. Calling it a bottom? I'll still keep some bullets for safety.

View OriginalReply0

SelfMadeRuggee

· 2025-12-16 01:00

Institutions are quietly accumulating at the bottom, while retail investors are still debating when to buy the dip—that's the gap. The Layer2 ecosystem is indeed somewhat developed, but I've heard the same arguments about SOL's consumer side too many times. Strong liquidity in BTC = easy to dump, don't be fooled by this statement. Three lines with clear division of labor? Then why do we still follow BTC's fluctuations?

View OriginalReply0

POAPlectionist

· 2025-12-16 00:54

The bottom discussion is back. Can we trust it this time? By the way, the matter of institutions building positions is indeed invisible; let's just assume they are not idle. BTC's large decline actually increases liquidity. The more I think about this logic, the more uncomfortable I feel... The description of ETH and SOL's division of labor is somewhat reasonable, but is it too idealistic for all three lines to move in sync?

View OriginalReply0