Recently, I was looking at on-chain data and almost dropped my water cup—the same Wall Street veterans who usually haggle over transaction fee scraps are now engaging in collective action on Bitcoin!

In just 10 days, four financial giants with a combined $20 trillion under management made consecutive moves. Their coordination surpasses even their joint efforts during the financial crisis. No exaggeration, this looks exactly like a carefully orchestrated “strategic positioning.”

Let me break down who these four players are: there are conservatives who once called BTC a speculative bubble but have now turned around and spent $150 million on compliant products; there are also pension fund behemoths managing trillions who’ve directly added Bitcoin to their “inflation-hedge asset portfolios.” Don’t think they’ve suddenly seen the light—these people calculate ROI even when they drink water; this is absolutely the result of meticulous planning.

Having watched the crypto market for so many years, I can confidently say this isn’t some prelude to fleecing retail investors—it’s a real, high-stakes strategic deployment. The core logic boils down to three points. Understand these, and you’ll see clearer than most retail investors:

**Regulation is finally loosening up.**
Previously, institutions wanting to touch BTC were most afraid of sudden policy reversals. But now? The US SEC has handed regulatory authority to the CFTC, spot ETFs have attracted $65 billion in a year, and even tax rules have changed—unrealized gains on BTC holdings aren’t taxed. It’s like putting a legal bridle on a wild horse. What was once done in secret can now be proudly listed on balance sheets. How could they not flood in?

**Traditional asset returns are just too weak.**
If annualized stock returns hit 8%, that’s already a blessing; bonds are even lower. The scale of assets institutions manage is just too large—traditional channels can’t satisfy their needs. For them, BTC isn’t a speculative tool anymore; it’s a real “allocation necessity”—it hedges against inflation and its volatility can boost portfolio returns.

**The third point of logic**—to be honest, at this moment, the biggest risk for institutions is not entering the market.