#ETH走势分析 🔥 Shark Tank investor Kevin O'Leary's recent comments have caused a stir in the industry—he bluntly said: "The real big money is coming soon, but they only recognize $BTC and $ETH. The rest? Forget it."

These words sound harsh, but if you think about it, the logic does hold up.

What do institutional players want? Deep liquidity, regulatory frameworks, and long-term value support. Projects hyped up by narratives may excite retail investors, but when it comes to the risk control standards of pension funds and sovereign wealth funds? They can't even clear the first hurdle.

📊 There are already signs in the market:

MicroStrategy is still quietly buying Bitcoin, COINBASE stock is quietly rising, and Robinhood's crypto business data is impressive. More importantly, CITC’s government-backed trading platform has already gone live—which means the entry channel for traditional financial institutions is truly open.

To put it plainly, once the regulatory framework is in place and compliant channels are open, capital won't be scattered aimlessly. They'll choose assets that have been market-tested, are technologically mature, and have well-developed ecosystems. How many meet these criteria right now? You can count them on your fingers.

💭 This leads to another question:

If mainstream capital really enters on a large scale, will the market structure change completely? How much longer can community-driven calls and rotating hotspots last?

Anyway, O'Leary's stance is already very clear. You may disagree with his assessment, but you can't ignore the force he represents—those institutional players who control massive capital and care about risk-reward ratios.

How do you think things will play out next? Does your portfolio structure need adjustment? Feel free to share your thoughts.