# 机构采用

#机构采用 Seeing the reports from Bitfinex and Cantor Fitzgerald, what flashes through my mind is the scene after the 2017 bull run. Back then, institutions were still on the sidelines, retail investors were frantically chasing highs, and it ended in a complete mess. Today’s situation is completely reversed.
Bitfinex predicts that the ETF market size will double to $400 billion by 2026, reflecting that institutional participants have already become the dominant force in the market. What’s more interesting about Cantor Fitzgerald is—they forecast a potential new winter but also emphasize that inst

#机构采用 This news excites me immensely! Russia's second-largest bank, Sberbank, is issuing Bitcoin-backed loans to mining companies. While this may seem like just a transaction, it is actually a key signal that traditional finance is opening its doors to the Web3 world.
Imagine, in the past, Bitcoin was seen as a flood monster, and banks kept their distance. Now? Traditional financial institutions are starting to use Bitcoin as collateral and even building their own crypto custody products to manage digital assets. What does this mean? It indicates that institutions have shifted from spectators

#机构采用 Seeing news of continuous institutional capital inflows, my first reaction is not excitement but increased caution. ETF size doubling to 400 billion, ongoing growth of institutions—these numbers look great, but the hidden risks behind them are often overlooked.
Remember the last bull market? When retail investors were FOMO chasing highs, institutions had already been deploying. This time, institutions have become the dominant force in the market, and the landscape has changed. Cantor’s analysis hits the nail on the head: the gap between price performance and the actual progress of proje

#机构采用 The wave of crypto IPOs in 2026 is coming, and this time it's not just hype—names like Kraken, Consensys, and BitGo are backed by real infrastructure. Looking closely, these six major projects have a total valuation of over 35 billion, what does that indicate? Institutions are voting with their feet.
The most interesting part is that projects focused on secure custody like BitGo and Ledger are going public, which reflects a clear signal: the first threshold for large capital to enter is compliance and security. I’ve previously followed a few institutional traders; their logic for enteri

#机构采用 Recently, I saw a research report from Coinbase mentioning the rise of dedicated blockchain networks. I was a bit confused but also found it quite interesting. 🤔
To put it simply, it’s like large institutions don’t want to put their operations on other people’s platforms for fear of losing control, so they start building their own dedicated chains. For example, Circle’s Arc platform is specifically designed for institutional USDC applications, while Stripe and Paradigm’s Tempo network aim to create institutional-grade payment solutions… These all sound very high-end.
But what impressed

#机构采用 Seeing this report from Coinbase, I believe the direction of crypto infrastructure this year is already very clear — the era of dedicated chains has truly arrived.
Previously, everyone wanted to build on general-purpose chains like Ethereum and Solana, but now institutions are starting to get serious, building their own dedicated blockchains. Circle’s Arc, Stripe’s Tempo, Canton Network — these are all customized solutions tailored to institutional needs. The core logic is simple: large institutions don’t want to hand over their core business to platforms controlled by competitors; data

#机构采用 Seeing institutional funds continuously flowing into the crypto market, I am reminded of a phenomenon that is often overlooked.
The ETF size may double to $400 billion, which is indeed exciting, but what I care more about is the structural change behind it—institutions are gradually replacing retail investors as the main market participants. This not only changes the nature of price volatility but also profoundly alters the way risk is distributed.
Interestingly, even if a new round of adjustment pressure may appear in forecasts, the growth adopted by institutions has not stagnated. Wha

#机构采用 Wow, institutions are really quietly accumulating! Bitfinex says the ETF size will double to $400 billion by the end of 2026. What does this mean? 💰 Major players in the crypto world have already started their布局.
Although Cantor Fitzgerald is bearish on the so-called "crypto winter," they also say that institutional adoption is continuing to grow and that the era of retail investors is over... This is basically saying that the wealthy are rushing forward blindly. Real progress in DeFi, asset tokenization, and infrastructure has long surpassed price performance.
In simple terms: big ins

#机构采用 Seeing signals that institutions are all positioning in spot markets, I have to remind everyone of an overlooked detail—does the argument about this wave being the "best investment zone" sound familiar?
I used to be fooled by similar claims. Back then, there were always big influencers saying, "Now is the bottom; just endure the volatility and you can make a few thousand dollars." But what happened? The volatility wasn't endured, and a few hundred dollars of drawdown directly turned into thousands of dollars of loss. I later realized that when everyone is talking about "big benefits nex

#机构采用 Seeing Saylor hinting at increased holdings again, Galaxy announcing a $250,000 target price, and IOSG setting the tone for a "institutional accumulation phase" rather than a bull market top—this scene, I have seen it in history.
At the end of 2016, institutional entry was still a novelty. Back then, retail investors were still glued to their screens day and night on exchanges, while institutions were quietly positioning themselves, with almost no one understanding their patience. The current scene is a mirror image, only scaled up with greater certainty.
Key data speaks volumes: $25 bi