2025-12-16 03:11:00

#加密生态动态追踪 New York State Retirement Fund recently increased its Bitcoin-related asset holdings to the $50 million level, and now they are targeting companies that offer Bitcoin financial solutions (ticker MSTR).

This move by institutions is quite interesting; large funds are starting to take this seriously, but the market is still falling😩 What's going on?

Current performance of mainstream coins:
$ETH
$BNB
$ZEC

It still seems to be that old story: institutions are entering, but short-term gains and losses still depend on market sentiment. The battle between capital flow and policy expectations continues. Can this correction reveal a bottom? What are your thoughts?

BTC-2,55%

ETH-3,73%

BNB-1,91%

ZEC-6,12%

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CoffeeOnChain

· 2025-12-19 00:35

Institutions are entering the market to buy MSTR, and this move is quite interesting, but I think the bulls still need to wait a bit longer. Those who enter now will have to endure a dip. --- The New York State pension fund really dares to make a move. 50 million may not be a lot or too little, it all depends on whether others follow. --- No one can say where the bottom is. Anyway, I’m waiting for ETH to break a clear support level before considering. --- It’s always like this—after institutions set up their positions, the market drops. This rhythm is truly ruthless. --- MSTR is basically an agent for Bitcoin; it’s not even better than just buying spot Bitcoin directly. --- The liquidity situation hasn’t loosened yet, and there’s no policy signal. It’s too early to talk about the bottom now.

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LiquidityNinja

· 2025-12-17 12:25

Institutions are疯狂囤币, retail investors are still cutting losses, this contrast is incredible --- MSTR's approach is still the same old story, just a veneer of value investing --- Basically, big players are building positions, and we retail investors are responsible for taking the hit --- 50 million? This position is a drop in the bucket for a New York State fund, don't be fooled --- Where exactly is the bottom? I've been asking this question for half a year --- Institutional entry is a good thing, but the real game has just begun --- Do you think now is the time to buy for a bottom or to catch the middle? I really can't figure it out --- MSTR is quietly making a fortune, while we're still watching the gains get trapped, the gap

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StrawberryIce

· 2025-12-16 03:41

Why is MSTR still falling after institutions bought the dip? This pace is a bit hard to keep up with.

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MevTears

· 2025-12-16 03:32

Institutions are accumulating MSTR at the bottom, while retail investors are still digging below the floor... --- 50 million is nothing; the real test is whether market confidence can return. --- This is ridiculous. Even with big funds entering, the coin still drops. Feels like there's an insider. --- Wait, where is the bottom? I bet I haven't bought in yet. --- MSTR's move is indeed clever, but in the short term, it's all about sentiment. Institutions can't save the current market.

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NullWhisperer

· 2025-12-16 03:12

tbh the disconnect between institutional capital flowing in and price action dumping is actually a fascinating edge case—what's the vector here, timing misalignment or something more... structurally exploitable? curious

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