# 比特币机构配置与囤积

#比特币机构配置与囤积 Seeing Wood's recent discussion on institutional allocation, I felt a familiar sense. I experienced a similar scene during the 2013 cycle—back then, everyone was still debating whether Bitcoin was a bubble, and now institutions are rushing to allocate. History always seems to go in circles.
The flash crash of 1011 is actually a very good observation window. Bitcoin has the strongest liquidity, is sold off first, yet its decline is actually the smallest. I've seen this logic more than once. When retail investors panic, large funds often start building positions. In comparison, smal

#比特币机构配置与囤积 Seeing the crypto asset allocation data of publicly listed companies this week truly demonstrates what "institutional entry" looks like in practice!
From MicroStrategy continuing to invest an additional $960 million to increase its holdings to over 660,000 BTC, to Twenty One Capital revealing 43,500 BTC right at the time of going public—these are no longer scattered investment behaviors but a strategic approach where companies treat Bitcoin as a core asset. The most shocking part is that these companies are no longer satisfied with just Bitcoin; they are exploring assets with spec

#比特币机构配置与囤积 Seeing Strategy continuously buying Bitcoin for two consecutive weeks in December, accumulating over 20,000 coins, my first thought isn't "institutions are optimistic," but rather wondering—what game are they really playing behind the scenes?
Don't get me wrong, I'm not against institutional allocations. The problem is that every time I see news about such "massive increases in holdings," I recall a few lessons from my youth. Back then, there were always people claiming "follow the institutions to make money." And what happened? The big players had already accumulated before the n

#比特币机构配置与囤积 Strategy is also accumulating coins? Adding 10,645 more this week, this pace is suspicious! Institutions are quietly bottom-fishing, still pouring money at a price of 92k…😱
Cathie Wood directly addressed it: Bitcoin is the preferred choice for institutions, while other coins suffer a brutal crash. She's right; during the 1011 dip, Bitcoin had the strongest liquidity, but when it was hammered down, other coins fell even more, showing a clear hierarchy.
Key information coming 👇
- Strategy holds over 670,000 BTC, with an average cost of $74,972, currently buying at 92k… the price d

Last week, there was a noticeable change in the disclosure cycle of crypto assets by listed companies, which is worth paying attention to.
From a data perspective, several key signals are very clear: Strategy continued to increase its holdings with a single purchase of nearly $1 billion, acquiring 10,624 BTC, bringing the total holdings to around 660,000 BTC; Twenty One Capital disclosed a holding of 43,500 BTC on its first day of listing; many companies adjusted their treasury allocations at the end of the year. These developments reflect not only a bullish outlook on BTC prices but also a sh

#比特币机构配置与囤积 After reviewing this week's listed company allocation dynamics, it's quite interesting. Strategy is still aggressively accumulating, with over 6.6 million BTC, clearly treating Bitcoin as the main asset in corporate treasuries. Meanwhile, Twenty One Capital just listed and showcased 43,500 BTC; these institutions have long incorporated crypto assets into their financial statements.
The most noteworthy aspect is not just the numerical growth but the change in allocation logic—evolving from "all in Bitcoin" to a multi-layered portfolio of "BTC+ETH+FIL." Republic Technologies continu

#比特币机构配置与囤积 This week, I saw many listed companies adjusting their asset allocations, from Strategy continuously increasing their Bitcoin holdings to Twenty One Capital disclosing over 40,000 BTC on their first day, and some companies starting to allocate ETH and Filecoin—these actions are actually sending the same signal: institutions are demonstrating what "long-term mindset" truly means through concrete actions.
But what I want to emphasize is not how many coins they are allocating, but how they are doing it. Strategy's approach is quite interesting—using DCA (Dollar-Cost Averaging) to inc

#比特币机构配置与囤积 Seeing Cathie Wood's latest perspective, I suddenly understand why everyone is saying Bitcoin is the preferred entry point for institutions 🤔
I used to be confused about why not just buy Ethereum or Solana directly. Turns out, Bitcoin's liquidity and market position are just different — during the crash of 1011, Bitcoin also fell, but its resilience was much stronger than other coins. This means that if large institutions want to enter the market, it's indeed easier to start with Bitcoin, as the risk is more controllable.
There was also a detail that surprised me: those large fin

#比特币机构配置与囤积 Saylor is hinting at more accumulation again, this guy really treats Bitcoin as a lifelong career. From tracker information to the statement of "continuous hoarding," the logic is very clear—institutions are showing us what long-term optimism looks like through their actions.
Honestly, this kind of signal is also valuable for us retail investors. It’s not about telling you to buy BTC now, but about understanding the direction of market liquidity. Large institutions are accumulating, indicating they expect this cycle to last longer. In terms of airdrop strategies, it means: hot mon

#比特币机构配置与囤积 Seeing Strategy increase its holdings significantly for two consecutive weeks, accumulating over 10,000 Bitcoins in just one week, is truly a fascinating signal!
Imagine a large institution accelerating its deployment when the market is full of noise and skepticism. What does this indicate? It shows how firm their belief in the long-term value of Bitcoin is. From early December to now, in just two weeks, they have increased their holdings by over 20,000 Bitcoins, with total holdings surpassing 670,000—this is not casual retail trading; this is a genuine institution voting with rea