#比特币机构配置与囤积 Seeing Strategy buy Bitcoin aggressively for two consecutive weeks, my first reaction is—the money from institutions really has nowhere to go. From early December to now, they have accumulated a total of 21,269 coins, spending nearly $1.94 billion. This pace is definitely not a joke.

The most interesting thing is that although the price has risen from 90,615 to 92,098, they continue to add more. What does this mean? It indicates that large funds do not care about short-term fluctuations; they are calculating long-term allocations of 5 or 10 years. Look at the average cost of $74,972; now buying at 92,098, they are still firmly buying—this is the confidence of institutions.

For us retail traders, this is actually a signal: when big institutions are疯狂囤货, the market's fundamental logic remains healthy. Instead of worrying about price volatility, it’s better to focus on engaging with new projects and accumulating airdrop eligibility. Institutions play the long-term allocation game, and we play the engagement and airdrop game—both strategies are not mutually exclusive.

A simple summary: when institutions are buying, it indicates the direction is correct; what you need to do is increase engagement and collect more airdrops during this phase, so that when the next cycle comes, your holdings won’t be less than those of the institutions.