2026-01-01 09:20:10

CoinFund Managing Partner Chris Perkins believes that as the policy framework becomes clearer, institutional capital is becoming a key force driving the development of the crypto market. The current landscape is already quite clear: Ethereum dominates the settlement layer, Solana has become the main platform for transaction execution, and the application progress of tokenized assets and stablecoins is accelerating.

He has systematically reviewed the development paths of mainstream asset classes over 25 years, and is extremely optimistic about the market prospects for 26 years. Institutional deployment in the crypto ecosystem is no longer in the testing phase but a clear strategic choice. The market's structural opportunities are gradually emerging.

ETH0,23%

SOL-0,3%

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FUD_Whisperer

· 7h ago

Institutional entry is really the trend, but I want to see how long this wave of market can last. The division of labor between ETH and SOL is correct, but it depends on policy trends—don't get hit by another round of shocks. If stablecoins really take off, exchanges will be laughing their heads off. 26 years of such optimistic prospects? Be careful not to get caught in a trap; this kind of talk is heard every year. The price of a clear policy framework is stricter regulation; when institutions arrive, retail investors should hide.

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ApeWithAPlan

· 7h ago

Institutions are really entering the market, but this wave seems to be another version of the previous two rounds... It’s not certain whether ETH or SOL will dominate the market. --- Sixteen years ago, the outlook was extremely bullish, but taking a gamble isn’t impossible. --- Is the testing phase over? Then why hasn’t my position taken off yet? --- Accelerating stablecoins? Alright, maybe this time it’s truly different. --- The idea that the clearing and settlement layer will lead... feels like a new story every year. --- Institutional capital is indeed driving the market, but are retail investors still the ones getting cut? Haha. --- Only when the policy framework is clear do they dare to act. These institutions are really cautious. --- Sixteen years ago, the outlook was "extremely optimistic," but I don’t know why I find that hard to believe. --- Ethereum remains unchallenged as the dominant player, but can SOL hold up in this wave?

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LiquidityNinja

· 7h ago

Institutional entry has been talked about for years, is it really happening this time? The division of labor between ETH and SOL is quite interesting, but when it comes to stablecoins, it still feels a bit chaotic.

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AirdropF5Bro

· 7h ago

I've been saying that institutional involvement was just waiting for the policy to be finalized. ETH handles settlement, SOL handles execution, the division of labor is so clear, it really feels like it's about to take off.

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SatoshiHeir

· 7h ago

It should be pointed out that this set of arguments is fundamentally flawed at the white paper level—promoting market development through institutional capital? According to on-chain data analysis, retail holdings still determine price fluctuations; don't be fooled by Wall Street's narrative. --- Another argument that吹成机构入场救世主的论调。我翻过所有历史文献，2017年就有人这么说过，最后怎么样？还是得回归技术本源。 --- Laughing, Solana成为交易承载者？再看看它的宕机历史吧，毋庸置疑性能不如ETL2的现实。 --- Everyone listen to me: true structural opportunities have never been in narratives, but in those cold chain data that no one pays attention to. --- Being optimistic about 26 years to "extreme," using such absolute wording, is clearly a typical symptom of fiat thinking. --- Let's return to the original thinking of Satoshi Nakamoto's white paper: decentralization of power, not institutional centralization. This so-called strategic choice is essentially a compromise of the original intention. --- Is the acceleration of stablecoins progress? Based on the following arguments, they are now substitutes for central bank digital currencies. Is this really what we want?

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SignatureVerifier

· 7h ago

eth as settlement layer, sol for execution... sounds clean on paper tbh. but like, where's the actual validation here? institutionals moving in is one thing, but insufficient due diligence on layer separation risks feels glossed over ngl

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