Another day of double extremes in trading. Bitcoin suddenly dropped to the 86,000 support level, Ethereum fell below 3,000, and almost all mainstream coins are performing a dive. Watching the accounts turn green, many retail investors have already started to cut losses and exit. But do you know? The chips you threw out are being grabbed one by one by the big players on Wall Street.

Let's first see how fierce this decline has been:

Bitcoin is currently at $86,117, down more than 4% in 10 hours, and the $85,000 support level has already been broken. Ethereum's performance is even worse, dropping to $2,945, a decline of 4.56%, with technical indicators showing severe overselling. BNB has also not been spared, with its price at $851 still trending downward.

But here is where the story takes a turn—the retail investors fleeing in panic, what are the real actions of the institutions?

Let's look at what the big players are doing. Brazil’s largest asset management company Itaú officially stated that their investment portfolios must allocate 1-3% in Bitcoin. MicroStrategy? They directly poured in $980 million, buying 10,645 Bitcoin in one go. Even wallet apps like MetaMask announced support for Bitcoin transfers, officially integrating Bitcoin into the trillion-dollar DeFi ecosystem.

Ethereum's situation is also interesting. On the surface, it seems bearish: the Fusaka upgrade had issues, leading to selling pressure of 283 ETH. But on the other hand, JPMorgan issued a money market fund on the Ethereum chain, with an initial scale of $100 million. This is traditional financial giants backing with real money. Last week, Ethereum spot ETFs saw a weekly net inflow of $209 million, with one institution—BlackRock—accounting for $139 million. What is this? It’s quietly building positions while others are bearish.

BNB is even more intriguing. The Pakistani government plans to tokenize $2 billion of state assets, with BNB Chain likely being the first choice for the ecosystem. Moreover, the tokenization of US debt on BNB Chain has already surpassed $500 million, ranking second among similar projects. What is this? It’s real-world application scenarios with real gold and silver.

So, the choice in front of us is quite clear now. This sharp decline was driven by rising macro risk aversion and a few technical surprises causing panic. But looking at the long arc of history, this is the eternal cycle: retail investors sell in fear, while institutions buy the dips at the most fearful moments.

MicroStrategy is buying, BlackRock is buying, JPMorgan is buying. Even major financial hubs like Brazil are calling for Bitcoin allocations. If you’re still hesitating about whether to buy the dip, you need to ask your conscience. History has always been arranged this way—those who understand buy during others’ panic, and those who don’t understand only regret when others are greedy.