#机构采用与配置 Seeing this wave of analyst predictions, I need to calmly pour some cold water. $1.7 million in three months? Sounds tempting, but this is a classic example of the "institutional adoption narrative" being used as a storytelling device.

I've had too many falls in this market. Repeating historical patterns, RSI oversold rebounds, ETF capital inflows... These points all sound correct, but the problem is—before each market move, analysts always say "this time is different." And what’s the result? Those chasing predictions end up as bagholders.

What’s truly worth paying attention to is the logic in the second half: tokenization and institutional adoption becoming the price drivers. This is a long-term signal, but the key is to distinguish—institutional entry does not mean a short-term surge. Their approach is strategic and phased, not the straight-line rally retail investors imagine.

My experience is that whenever the "big good news is coming" sounds loudest, you should be more cautious. Because when the news is most abundant, it’s often when the big players start accumulating or distributing. Instead of fixating on three-month predictions, ask yourself a few questions: Has the fundamental of the held projects changed? Is the risk exposure manageable? Can you withstand this prediction falling short?

The secret to surviving on-chain for a long time is not chasing high predictions, but staying clear-headed in a restless market.