2026-01-15 01:21:48

Recently, this wave of market activity has indeed been influenced by some unexpected movers.

From a macro perspective, one side is the market betting that the Federal Reserve may ease its policies, while the other side is the increased demand for safe-haven assets driven by rising global geopolitical tensions. An even more interesting phenomenon is that Bitcoin is now beginning to fluctuate in tandem with gold.

Many people regard Bitcoin as digital gold, but in reality, this safe-haven characteristic more often reflects a strategic tendency of institutional investors when allocating assets. Since the main driver behind this round of rally is primarily institutional capital entering the market, the key factor to watch is the buying enthusiasm for institutional products.

The simple logic is— as long as the capital flow from institutions does not shrink, this rebound at the beginning of the year can still have momentum. Conversely, it might just be a larger-scale technical rebound with no subsequent support.

BTC-0,71%

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ForkYouPayMe

· 01-18 00:14

Institutional funds withdraw, and this round of rebound directly fails --- Digital gold? It's all just stories; it still depends on whether big institutions are willing to keep pouring money in --- The logic isn't a problem; predicting institutional actions is just too difficult --- Federal Reserve easing + safe-haven demand, the dual drivers are indeed strong, but the question is how long can it last --- The key is to keep an eye on those large institutional orders; otherwise, it's all in vain --- That's right, but in actual operation, who can accurately grasp the flow of institutions? It's all guesswork --- So, a rebound without institutional funds is just false hope, and it will cool off sooner or later --- The rhythm of gold is interesting; it indicates that risk assets are really moving toward safe-haven assets --- How far this early-year rebound can go depends entirely on how those institutional folks are feeling

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ContractTearjerker

· 01-17 20:06

Institutional capital flow shrinks, and it's all over. Watching the show now.

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VirtualRichDream

· 01-17 12:32

Institutional funds are the real parents; retail investors follow the trend and buy, but everything they buy drops in value.

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SandwichDetector

· 01-15 01:51

If institutional funds are withdrawn, won't we just go back to square one?

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MidsommarWallet

· 01-15 01:51

If institutions pull out, we're doomed, no other logic.

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GateUser-e51e87c7

· 01-15 01:44

Once institutional funds withdraw, our current rebound will have to come to a halt.

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SmartContractPhobia

· 01-15 01:40

Once institutional funds withdraw, our current rally will immediately reveal its true nature. Don't cry then.

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BridgeTrustFund

· 01-15 01:29

If institutional funds are not withdrawn, we will continue to lie flat and earn.

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alpha_leaker

· 01-15 01:24

Institutional funds pulling out means it's over, to put it simply

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ZkSnarker

· 01-15 01:24

honestly the "digital gold" narrative is just institutions doing asset allocation theater... they literally just need somewhere to park risk when geopolitics gets spicy lol

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