2025-12-26 01:20:54

The traditional "show" at the end of the year is happening again. Due to tax considerations, institutions are starting to massively liquidate losing positions. Those smaller coins with larger declines are being ruthlessly sold off first, and the released funds are flowing into Bitcoin. You will notice that Bitcoin's market share surges in the short term; this familiar pattern repeats every year.

But think carefully, behind this extreme compression actually lies opportunity. History does not simply repeat itself, but it always follows the same rhyme. Before the big rebounds in 2019 and 2023, the market experienced similar "silence"—a phase where funds are accumulating, not true despair in a bear market.

The Federal Reserve's liquidity gate has already opened, but it takes time for funds to flow into the crypto space. From improved liquidity, stabilization of Bitcoin, to altcoin rotation and takeoff, this logical chain has never failed. The current suppression is more like the calm before the storm.

When the year-end selling pressure bottoms out, the market completes its shakeout, and liquidity is truly transmitted, the 2026 market script may be quietly brewing. Are you in fear or greed right now? Which coins have you bottomed out on? Feel free to share your story in the comments.

BTC1.36%

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CoffeeNFTrader

· 5h ago

Here we go again, the same routine at the end of every year. Institutions finish harvesting and then start storytelling; only when the rotation happens do they regret not holding more. Forget it, I’ll just keep dollar-cost averaging into small coins anyway, since Bitcoin isn’t really interesting. Every year they talk about liquidity transmission, but why does my crypto always drop to the bottom first? This time is different, really different... How many times do I have to say it? That’s right, but I’ve already run out of bullets. I’m tired of hearing that history rhymes; the problem is my stop-loss orders have already been triggered. 2026 market? I just want to know if we can turn around by January next year. Waiting for the shakeout to complete, but this time Bitcoin still seems a bit hard to stabilize.

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consensus_failure

· 5h ago

Year-end harvesting drama, always the same routine, institutions really have a lot of imagination When the institutions start bottoming out small coins during the tax season, I knew it was time to buy the dip That's right, the calm before the storm often signals takeoff, see you in 2026 Bitcoin's support is really solid, when will liquidity arrive, I can't wait I agree with the saying that history rhymes, but is this really different? Feels surreal Small coins have been crushed pretty hard, I hesitate a bit to buy at the low Those still in fear are the ones trapped at high levels last year, no more words, just buy the dip I've been hearing this liquidity transmission theory for five years, when will it actually work? Shanzhai coins flying in rotation? Now I don't even dare to look at my small coins Ningjing my ass, falling every day, how is this called Ningjing? It should be called torture

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SerumDegen

· 6h ago

nah this tax-loss harvesting narrative is such copium... watched this exact play three times, and yeah the liquidity chain *should* hold but like, we're still waiting for fed cuts to actually matter lol

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BearMarketGardener

· 6h ago

Is this routine again? Every year at the end of the year, it's all stories. I just don't believe it anymore. First, I need to clear out the trash coins I hold. Wait, you said liquidity will transmit... So what should I buy at the bottom now? I've heard this logic too many times. That wave in 2019 indeed made money, but it hasn't been validated since then. It feels a bit虚假. Is this the calm before the storm? Probably not, the storm might still be coming. Bitcoin is full, and all other coins will have to go hungry. I've seen many year-end clearances like this. Small-cap coins have really been hammered through. It's called accumulation in a nice way, but honestly, it's just still cutting leeks. Waiting for 2026? I feel like I'm just comforting myself. Institutional sell-offs are real, but aren't retail investors still the ones bottom-fishing...

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