2025-12-25 19:22:39

During the Christmas holiday, Bitcoin fell below $88,000 on Christmas Eve, with a daily decline of less than 1%. Behind the seeming calm, the world's leading asset management giants are quietly making moves.

I checked the blockchain explorer. Interestingly, retail investors are withdrawing one after another, and trading has become sluggish. When the daily trading volume drops to $100 billion, a top global asset management firm’s Bitcoin ETF holdings remain completely unchanged. It’s as if this dip isn’t a big deal to them.

The entire crypto market is indeed shrinking — the total market cap has slid from its high to around $2.95 trillion. Meanwhile, traditional safe-haven assets like gold are breaking out, reaching a historic high of $4,500 per ounce. The futures market also responded, with open interest decreasing by 1.5%.

This asset rotation seems to favor gold on the surface. But look at the actions of the institutions — they list Bitcoin ETFs as one of their top three investment priorities of the year, promoting them alongside short-term US bonds and leading US stocks. The signal is quite clear: Bitcoin has been elevated to the same strategic level as traditional safe-haven assets and blue-chip stocks.

The most interesting part is that these institutions could easily promote better-performing gold ETFs, but they chose a "contrarian move" — betting on Bitcoin. This is no coincidence; it’s a modern version of collecting chips on the market when fear is at its peak.

BTC0,79%

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TokenDustCollector

· 12-27 23:42

Retail investors cut losses, institutions scoop up the chips. It’s always like this. --- On Christmas Eve, a 1% drop causes panic? Institutions remain steady as a rock, what about us? --- I see gold breaking new highs, but institutions are quietly accumulating Bitcoin. I wonder why. --- With a trading volume of 100 billion, the bottom is in, yet big players remain unmoved. I’ve seen this show too many times. --- Asset management giants treat BTC as blue-chip stocks. Isn’t this a showdown? --- Those afraid of a drop will keep fearing; smart money has already laid out in the dark. --- Instead of watching gold rise, watch what institutions do. No more words, let’s follow their lead. --- The market shrank to 2.95 trillion, and fear sets in, but institutions are picking up bargains. The gap in outlooks is huge. --- Only true believers can withstand a 1% decline; the rest will be cut. --- This is the difference between gamblers and market makers.

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BTCWaveRider

· 12-27 16:48

Retail investors run away while institutions scoop up the bottom, this trick is played every year haha --- Still people panic when 88k drops like this? Institutions haven't moved at all --- When gold hits a new high, they are quietly accumulating Bitcoin. This tactic is pretty clever --- I just like to watch this kind of contrarian operation, when in fear, you should see clearly who is eating the meat --- 100 billion daily trading volume, indeed quiet, but the indifferent attitude of institutions speaks even more --- Asset management giants list BTC as one of the three key focuses and still pretend that the decline isn't important? Uh, this move is a bit obvious --- Every time the total market cap shrinks, it's a signal to get in. The institutions are well aware of this

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GateUser-9ad11037

· 12-27 05:21

Institutions are quietly accumulating coins, while retail investors are cutting losses and fleeing—what a gap...

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MEVHunterLucky

· 12-25 19:49

This round of institutional actions is indeed fierce. While retail investors panic and sell off, they are instead laying in wait. It's truly a feast of eating meat and drinking soup. Speaking of which, when gold hit a new high, I was still debating whether I should run. But then the institutions turned around and made BTC a strategic priority, and I felt like I was being educated. At the 88,000 level, it drops just like that. Many people are scared and cut their losses, but looking at the holdings data, the institutions haven't moved at all. The difference in mentality is really remarkable. To be honest, the fact that asset management giants are choosing to operate in the opposite direction and bet on BTC is not a coincidence; it's carefully calculated. I bet that after this dip, the price will still go up. Even with the market shrinking to 2.95 trillion, they are still holding on. Such resolve is something ordinary retail investors can't learn.

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SnapshotLaborer

· 12-25 19:46

Institutions are quietly accumulating coins at low prices, while retail investors are cutting losses. The gap is truly remarkable.

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MetaMaximalist

· 12-25 19:46

honestly the institutional accumulation thesis here is textbook adoption curve mechanics—they're positioning btc as *infrastructure* not speculation, which is the cultural convergence moment most plebs totally miss. the capital reallocation from gold to digital scarcity? that's network effects compounding in real time.

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UnluckyLemur

· 12-25 19:37

Retail investors are fleeing, institutions are hoarding. I've seen this script too many times; it's always like this.

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