There’s a pretty obvious trend this year—MicroStrategy is aggressively scooping up 200,000 Bitcoins, and on the Bitmine side, they’re preparing to take up 5% of the Ethereum holdings, with over $800 million in cash waiting to enter the market.

Why are institutions focusing on these two? Honestly, no matter how much Bitcoin and Ethereum adjust, they’re not going to get slashed over and over like those altcoins. But there’s a risk with Ethereum that needs attention—it can be minted infinitely. I did a rough calculation before, and Ethereum’s annual issuance is about $3 to $5 billion. This new supply has to be gradually absorbed by the market, which is a lot of pressure. Bitcoin doesn’t have this problem; its supply cap is set in stone.

As for the recent market trend? It’s still the same old sideways consolidation. Unless something unexpected happens next week, Bitcoin might test the $96K to $98K range. But don’t just focus on the upside—the market can turn on a dime because of some sudden news. Be mentally prepared so you don’t panic when things shift.