#大户持仓动态 The recent signals are quite interesting. The Bank of England has taken the lead in cutting interest rates, and Citigroup has immediately predicted that the Federal Reserve will cut rates at least three times next year—what does this mean? Major economies around the world are releasing liquidity, traditional financial gates are opening, and a large amount of capital is bound to seek new outlets.$ETH $BTC $SOL



At this point, the actions of institutions are very worth watching. Recently, a large wallet has bought 30,000 ETH in one go through institutional channels, which is not the behavior of retail investors. Meanwhile, the latest forecast from asset management firm Bitwise is very straightforward: the ETF's purchasing power will surpass Bitcoin's entire annual new supply, meaning that incremental buying might already be enough to absorb all newly mined coins.

What does this mean? When traditional funds enter on a large scale, crypto assets shift from fringe speculative instruments to formal asset allocation options. As an ecological hub, Ethereum naturally becomes the first beneficiary reservoir.

But here’s an interesting contrast. While institutions steadily allocate mainstream coins, some high-volatility assets are quietly stirring—such as certain sentiment-based MEME coins on Ethereum. Although extremely risky, during periods of abundant liquidity, they often become the first choice for short-term capital overflow.

So the question is: do you choose to follow institutional logic and steadily allocate mainstream value coins? Or do you use small positions to experience this high-volatility market? Both options make sense; it all depends on your risk appetite and holding period. Share your thoughts in the comments below.
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NFT_Therapy_Groupvip
· 12-18 17:11
The institutions' move this time is quite aggressive, directly pouring in 30,000 ETH. This pace is definitely bottom-fishing. --- Wait, is liquidity really coming in? Then I can still enjoy my MEME holdings a bit. --- The prediction that ETFs will absorb all new supply for the year sounds a bit far-fetched but I have to believe it. --- I agree with a steady allocation of mainstream coins, but playing with small amounts of meme tokens is really exciting. Let's see if I can exit completely unscathed. --- When the central bank started easing liquidity, capital began flowing into crypto. This pattern never gets old. --- If Bitwise's prediction really comes true, miners will probably be crying, haha. --- I just want to know if institutions will start banding together after this wave, and if retail investors still have a chance to jump on board. --- Eating 30,000 ETH in one go, that kind of mindset must be very steady. I would have already sold out. --- The volatility of meme coins during periods of abundant liquidity really hits home for me. Small positions are indeed a source of happiness.
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MevTearsvip
· 12-18 17:08
Institutions are accumulating 30,000 ETH in one go, this pace is a bit aggressive --- I think Bitwise's prediction is overly optimistic, it still depends on actual capital inflow --- I just want to know when this wave of liquidity will truly be released to retail investors --- MEME coins are indeed very risky, small positions are okay but don't go all in --- The expectation of central bank rate cuts is definitely a signal, but the crypto market always reacts prematurely --- It's correct that mainstream coins are stable, but missing out on MEME coins in this kind of market is really a loss --- I agree with the logic of ETH as a water reservoir, but it seems SOL's ecosystem is also quite active --- Institutional entry is a good thing, just worried that retail investors might get caught holding the bag
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GasFeeBarbecuevip
· 12-18 17:06
30,000 ETH bought in one go, this move... the institutions really don’t play fair During times of flooding liquidity, it’s still best to follow the smart money. Whether ETH will be stable this time is really hard to say I’ll just watch MEME coins; I don’t have the guts to touch such hot potatoes With such strong expectations of rate cuts, should I reduce my position a bit to hedge risks? Speaking of, Bitwise’s prediction is a bit harsh—being completely absorbed by new supply, does this logic hold? Is institutional entry a good sign? It still depends on the subsequent rhythm Instead of betting on MEME coins, it’s better to hold onto mainstream coins and keep a calm mindset Is this wave of liquidity really coming? Or is it just another script of cutting leeks?
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RunWhenCutvip
· 12-18 16:55
Buying 30,000 ETH in one go, I really can't hold it anymore. Now the institutions are truly here. I can understand institutions supporting mainstream coins, but MEME coins are indeed risky to an absurd degree. Small retail investors should not follow blindly. During the interest rate cut cycle, liquidity is flooding in, and funds definitely need to find new outlets. But it's better not to be cut into chives. The logic that ETF purchasing power absorbs new supply is plausible, but the price may not necessarily go up accordingly. I'm still inclined to hold onto mainstream coins. The high volatility part is just a gamble.
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ChainMemeDealervip
· 12-18 16:48
Institutional players eat pie charts, retail investors eat breadcrumbs... This is the reality, isn't it? --- Wait, buying 30,000 ETH in one go? Is this hinting at some signal? --- When liquidity loosens, just rush into coins. Traditional finance really has no tricks left. --- The MEME coin sector is indeed tempting, but I’m still hesitant... the risk is too high. --- So now, should I go all-in or wait and see, everyone? --- If institutions are backing mainstream coins, let’s just join the feast; can't play the MEME game. --- A cycle of rate cuts + institutional entry—this combo punch is pretty fierce. --- Bitwise says ETF buying exceeds new supply... Is this data reliable? --- I just want to know if buying ETH now is cheap or not. --- High-volatility assets are stirring, but my principal can't handle the turbulence. --- The central bank is printing money; how can the crypto market not rise? --- Playing with institutions or MEME—this really is a multiple-choice question.
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