2026-01-02 08:22:59

Wall Street's moves are becoming increasingly blatant. The recently disclosed 13F filings reveal a $1.7 billion Bitcoin ETF position, which speaks volumes. Whether this number is final or not, the signal itself is very clear — the world's top-tier capital is voting with its feet.

At the same time, another event is unfolding. The Federal Reserve injected $105 billion in liquidity in a single day. On the surface, it appears to be the largest single-day injection since the pandemic, but deeper down, it reveals a continued easing policy extending into Q2 2026. This is not short-term emergency measures but a systemic policy tilt.

Why are these two events happening simultaneously? Because the rules are changing.

First, the gates for institutions are truly opening. Large funds like pension funds, insurance companies, and sovereign wealth funds are now seeing signals to enter. They won't follow the retail crowd blindly, but once they decide to act, hundreds of billions of dollars are moving.

Second, liquidity continues to be released. Over $150 billion in reserves have entered the market, creating strong bottom support for assets like Bitcoin and Ethereum, which are sensitive to capital flows.

Third, the pricing power is shifting. Once large whales lock in their positions, volatility naturally converges, and the long-term upward trend is solidified by massive institutional capital.

If you're still fixated on short-term ups and downs, you might be missing the bigger picture. Focus should be on core assets like Bitcoin and Ethereum, as well as compliant ETF tracks. Keep a close eye on the net capital inflow into Bitcoin ETFs and every move in the Federal Reserve's reverse repurchase operations.

The January FOMC meeting is particularly worth noting. If the dot plot begins to tilt dovishly, the $95,000 resistance level could be broken through directly.

By 2026, the main players in the crypto market will have changed. It will no longer be retail and small funds, but a truly institutional-led era. The new rules are already laid out; the question is, how are you prepared to respond?

BTC1.71%

ETH4.36%

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AlphaLeaker

· 12h ago

Damn, Wall Street's 1.7 billion is directly on the table? The game rules have really changed. Institutional entry is not a small-scale affair; once it starts, it's hundreds of billions level, retail investors can't keep up. The January candlestick chart is the real weather vane; at 95,000, it probably can't hold. With liquidity being released so wildly, it was obvious long ago; obsessing over short-term rises and falls is just self-deception. ETF net inflow data is what we should be watching now; everything else is noise. The rules have changed, the players have also changed; are you choosing to follow or to exit? By 2026, strategies without institutional capital backing will have already been eliminated. Wall Street is secretly telling us something; it's up to you whether you listen or not. Every step of reverse repurchase hints that the Federal Reserve's intentions are not that complicated; the money is coming down. The big players have already locked in positions on Bitcoin and Ethereum.

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BlockchainTherapist

· 12h ago

Wall Street is really not holding back this time, directly jumping in This is how institutions operate; a move can involve hundreds of billions, and retail investors simply can't handle this scale Long-term optimism is good, but we also need to watch out for short-term pitfalls Good capital flow means good, ample liquidity can really support the market See you in 2026, by then who will still remember the current points of hesitation The big players have locked in their positions, and we're just following along This wave definitely feels different; the rhythm of institutions is steady

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CoinBasedThinking

· 12h ago

The bottom-fishing timetable is set, now it depends on whether you're willing to get on board. When institutions come in, retail investors have to step aside—that's an ironclad rule. 1.7 billion is just the appetizer; the real big chunk is yet to come. The Federal Reserve's recent moves are clearly paving the way for the crypto market. I just want to know how high it will go after breaking through 95,000.

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