2026-01-12 03:26:04

Starting from the 80,000-90,000 price range, large funds have been gradually accumulating BTC. Compared to the past when only institutions like Grayscale Fund participated, now American conglomerate-level capital is also stepping in, with an average holding cost sitting there—over 80,000. Do you think these big players would be foolish enough to let retail investors scoop up bargains at 40,000-50,000?

Looking at what has happened over the past two years, it becomes clear. At the beginning of 2025, everyone was shouting "bull market is here," only for a big dip to follow. By the end of 2025, the hype of a "crazy bull run" started again, and in early October, there was another sharp decline. What about the reliable old investors? Many had already exited by September. But most are still betting on a crazy bull at the end of the year, and the outcome is predictable.

The market plays this way—cycles are constantly evolving, and the rhythm keeps changing. But there's also a perspective worth considering: the super cycle might really be coming. Whether this logic holds up, time will tell. The key is, don’t cling to fixed bottom expectations anymore. The movements of institutions, changes in capital flow, and the evolution of cycles—these are the things worth paying attention to.

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OnchainDetectiveBing

· 3m ago

Over 80,000 yuan cost price just sitting there, and you're still hoping to pick up a bargain at 40,000-50,000? Wake up, brother. It's the same old spiel. I just want to ask—what's up with those guys who ran in September? Instead of guessing the bottom, it's better to focus on the funding situation—that's real skill. Institutional entry ≠ bottom has arrived. Don't get caught off guard again. Super cycle? Nice words, but it's better to see it happen before you start bragging.

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BanklessAtHeart

· 12h ago

Over 80,000 in costs sitting here, retail investors still dreaming of picking up bargains at 40,000-50,000. Wake up, everyone. It's called a game of strategy in nice terms, but in harsh terms, it's a game of harvesting the little guys. Following institutional moves is the right way; those who cling to the bottom expectations are out of luck.

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PanicSeller

· 12h ago

80,000 this level has long been locked by institutions; retail investors should dream about catching a bargain. --- Here comes the "super cycle" theory again. It was the same last year, and look what happened. --- The most outrageous thing is that some still believe in the myth of "fixed bottom." No wonder they got cut. --- The group that ran in September probably regrets it so much their intestines are turning green. --- Changes in liquidity are more important than anything else; everything else is nonsense. --- Cycle evolution? Basically, it's institutions harvesting profits. --- Big players have costs of over 80,000; do you think they'll let you get in at 40,000-50,000? That's a pipe dream. --- Seeing through this, there are really only three words: follow the institutions. --- The term "bull market" makes my ears calloused; the tricks are always the same.

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NFTArchaeologis

· 12h ago

Institutional costs are clear, while retail investors are still dreaming of 40,000-50,000... This logic is indeed ruthless.

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0xLuckbox

· 12h ago

Over 80,000 in costs are sitting there; retail investors still want to scoop up at 40,000-50,000? Wake up, brother. Stop waiting for the bottom; just watch the changes in liquidity. Those who ran in September have already made a killing; if you're still betting on a crazy bull at the end of the year, you really have to gamble. As for the super cycle, time will tell; anyway, I no longer hold onto the bottom expectation. When institutions jump in, it’s a different story; the rhythm has completely changed. The old game rules of low-position layout have been changed; you need to understand the new gameplay.

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