2026-01-22 21:00:59

Looking at the recent mainstream BTC ETFs can help understand what institutions are doing. BlackRock's IBIT, Fidelity's FBTC, and Grayscale's GBTC, these heavyweight players' movements often reflect the true attitude of large funds.

Based on data after January 30th, there has been a clear adjustment in buying and selling by institutions—simply put, some are increasing their positions while others are reducing theirs. This kind of yin and yang situation is quite common in the crypto market and should not be a reason for panic.

Rather than guessing the short-term operations of institutions, it's better to look at the overall trend. Breaking through the $100,000 psychological barrier for BTC is not a distant dream from both fundamental and capital flow perspectives. Since institutions are still frequently adjusting their positions in this space, it only shows one thing—they believe the story is not over yet.

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GateUser-cff9c776

· 17h ago

Institutions' recent moves, to put it simply, are like performing Schrödinger's bull market... Some are adding positions while others are reducing holdings. It may seem contradictory, but in reality, they are just leaving room for imagination. According to the supply and demand curve, as long as there are still people frequently adjusting their positions, it indicates that this narrative is far from being exhausted.

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BearWhisperGod

· 17h ago

Institutional accumulation and reduction—who can't see through this dance? The key is to watch whether they are experiencing net inflow or net outflow. Don't be fooled by appearances. Is $100,000 really that close? I feel like it still needs some adjustment. To be honest, this round of institutional actions are indeed cautious; there's no longer the previous enthusiasm for aggressive accumulation. Wait, Grayscale is still bleeding; isn't that a sign that the story isn't over yet? If they are withdrawing, it just means they are not optimistic about the future. Stop making up reasons, brother.

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StableGeniusDegen

· 17h ago

What does it mean when institutions frequently adjust their positions? Aren't they all optimistic about the future market? They've long been planning the story of $100,000, and it’s not over yet.

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ShitcoinConnoisseur

· 17h ago

The grayscale wave of reduction really can't hold anymore haha, but on the other hand, IBIT and FBTC are still having meals, indicating that the big players haven't run yet. Frequent portfolio adjustments by institutions are the best signal; stagnant water is actually the danger. Ten thousand dollars is not that far away, it will definitely happen before the end of the year.

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BlockchainBard

· 17h ago

Institutional rebalancing is very normal. BlackRock and Grayscale are adding and reducing respectively, which shows the market is still alive.

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ContractTester

· 17h ago

BlackRock's move is really teaching a lesson to later entrants; institutions thrive on this kind of well-paced rhythm.

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