Recently, a set of data released by Matrixport is quite interesting: the Bitcoin balance in the exchange has been decreasing, but the price trend of the coin is diverging further and further from the balance curve.
What does this mean? Big funds are no longer playing with retail investors on the exchange; they have long moved to the OTC trading platform to quietly accumulate assets. The rules of the market have changed — now it is the institutions that call the shots, and retail investors can only watch the show.
However, that said, when these institutions with deep pockets are frantically buying, what exactly are they purchasing? Are they just attracted to the scarcity of the 21 million BTC? Or are they betting on something deeper in the digital age?
The answer might be more interesting than you think.
While a group of institutions quietly accumulates Bitcoin through OTC, another group of equally savvy capital has set its sights on a new target: AI computing power. This is the real reason why projects like GAIB have exploded in popularity.
The story of Bitcoin is "digital gold," relying on consensus and scarcity. However, GAIB plays by a different set of logic - tokenizing those money-burning GPU clusters in the real world, turning them into a tradable asset called AID. Holding it means you own a "share of the printing press" in the AI era.
Why is this model worth paying attention to? Because it is backed by real cash flow. The global demand for AI computing power is skyrocketing at over 30% per year, and this is not just a made-up figure. GAIB uses on-chain technology to allow ordinary investors to share in the profits, just like buying stocks, sharing the actual earnings generated by these "AI power plants."
Institutions are hoarding BTC, smart money is positioning in hash power. Which side are you on?
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NonFungibleDegen
· 6h ago
ngl the exchange wallet drain + price divergence thing is actually hitting different... institutions fr fr leaving us plebs in the dust with their OTC plays 💀
Reply0
GasBankrupter
· 6h ago
Wait, are the big funds all running off-exchange? Then are retail investors still playing people for suckers in the exchange? Damn, isn't this just suckers cutting themselves?
View OriginalReply0
SeasonedInvestor
· 6h ago
The balance of Bitcoin on the exchange plummeted, but the price of coins remained unchanged. This operation is indeed quite remarkable; it feels like institutions are playing with a black box.
The computing power sector is hot, but this "printing machine equity" talk is really overhyped. It feels like another FOMO trap.
I still insist on holding Bitcoin; at least this thing has consensus as a bottom line. No matter how amazing the computing power concept is, it's still hard to realize.
Everyone says smart money is laying out computing power, but in the end, a bunch of retail investors follow suit to catch a falling knife. This is the real game, isn't it?
Recently, a set of data released by Matrixport is quite interesting: the Bitcoin balance in the exchange has been decreasing, but the price trend of the coin is diverging further and further from the balance curve.
What does this mean? Big funds are no longer playing with retail investors on the exchange; they have long moved to the OTC trading platform to quietly accumulate assets. The rules of the market have changed — now it is the institutions that call the shots, and retail investors can only watch the show.
However, that said, when these institutions with deep pockets are frantically buying, what exactly are they purchasing? Are they just attracted to the scarcity of the 21 million BTC? Or are they betting on something deeper in the digital age?
The answer might be more interesting than you think.
While a group of institutions quietly accumulates Bitcoin through OTC, another group of equally savvy capital has set its sights on a new target: AI computing power. This is the real reason why projects like GAIB have exploded in popularity.
The story of Bitcoin is "digital gold," relying on consensus and scarcity. However, GAIB plays by a different set of logic - tokenizing those money-burning GPU clusters in the real world, turning them into a tradable asset called AID. Holding it means you own a "share of the printing press" in the AI era.
Why is this model worth paying attention to? Because it is backed by real cash flow. The global demand for AI computing power is skyrocketing at over 30% per year, and this is not just a made-up figure. GAIB uses on-chain technology to allow ordinary investors to share in the profits, just like buying stocks, sharing the actual earnings generated by these "AI power plants."
Institutions are hoarding BTC, smart money is positioning in hash power. Which side are you on?