2025-12-29 10:21:38

This week's crypto market sentiment is a bit subdued. The Fear & Greed Index has dropped to 25, which is a sign of extreme fear—investor sentiment can be imagined.

From a capital perspective, the pressure is even more evident. Bitcoin spot ETFs saw a net outflow of $782 million last week, with BlackRock's IBIT product alone accounting for $435 million of that outflow, leading among all products. Ethereum spot ETFs also faced difficulties, with a net outflow of $102 million, and BlackRock's ETHA experienced a net outflow of $69.42 million. Major institutions are quietly exiting, and this signal should not be ignored.

But from another angle, the market is also brewing for change. Analysis from 10x Research indicates that BTC and ETH may be at a critical point of trend reversal. Meanwhile, the whale community for ETH shows interesting behavior—they haven't given up, but instead have reached a consensus support at the $2700 level. This suggests that large holders are still positioning themselves.

On the macro level, the Bank of Japan maintains a steady pace of interest rate hikes, which will have a sustained impact on global liquidity. More notably, dedicated blockchain networks are rapidly emerging, reshaping the competitive landscape of the entire crypto infrastructure—this is a signal of fundamental change.

The global cryptocurrency holding rate rankings for 2025 have also shifted, with the UAE leading at 31%, reflecting regional differences in acceptance of crypto assets.

However, risks are also accumulating. In terms of security, the latest variant of NPM supply chain attacks, "Shai-Hulud3.0," has appeared, and practitioners should be especially vigilant. Additionally, most crypto treasury companies are not optimistic about the outlook before 2026, and even flagship DAT projects may face crises.

The consensus among five leading VCs is that in 2026, investors will shift toward long-term visions of 5 to 10 years— the era of short-term speculation is coming to an end. UK financial institutions are also preparing a crypto regulatory framework for 2026, with the regulation of stablecoins and their integration with payment functions becoming core topics.

Overall, although the market is under short-term pressure, structural changes are driving industry evolution. Panic often contains opportunities, and the key is to identify which ones are truly of long-term value.

BTC-0.44%

ETH-0.74%

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LoneValidator

· 4h ago

Here it comes again. Isn't this wave of sharp decline just big institutions clearing out their positions? With BlackRock IBIT flowing out so much... why are some still asking where the bottom is? --- Whales are holding firm at 2700. I believe this signal; they wouldn't be buying in without reason. --- Nice words, talking about structural changes... I just want to know when we can turn around. --- 31% holding rate in the UAE? That data is incredible. Why are we in Asia so conservative? --- Is there an opportunity in panic? Well, we need to survive to see that day. For now, just stay alive. --- That new variant in the supply chain really can't be contained anymore; we need to be cautious. --- I agree with the long-term vision, but we need to endure this wave first.

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retroactive_airdrop

· 4h ago

The big whale is holding firm at 2700, this is not a coincidence... BlackRock is running, but smart money is lurking --- The index 25 is really hopeless, but I'm actually getting a bit tempted --- It's another so-called "critical point," this term makes me numb, but the long-termism in 2026 is indeed correct --- Is the Bank of Japan's rate hike stabilization? Is this even a positive signal? My mind is a bit overwhelmed --- UAE's 31% holding ratio directly surpasses others, when will our regulators be as straightforward --- NPM has a new vulnerability again... Do they have to mess around so much? What are security audits even for? --- Short-term dumping, long-term value... How many times can this set of words fool me, but I still have to believe

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OnlyUpOnly

· 4h ago

BlackRock is selling off, whales are building positions, the gap is huge --- The index has fallen to 25, what kind of fundamental change is that? Let's survive this wave first --- Is the $2700 support real or just a trap? I’m curious to see the on-chain data --- Panic and greed at 25 and whales are positioning, this contradiction is a bit interesting --- Short-term hype is over? Wake up, retail investors are still losing money --- The real point is that major institutions are quietly exiting, don’t be fooled by long-term value --- 31% holding rate in the UAE, what about us? --- Shai-Hulud3.0, this variant sounds really annoying --- Structural changes sound impressive, but I just want to know where the bottom is

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MemeKingNFT

· 5h ago

Large institutions are quietly exiting. I see through this wave clearly. Back in the NFT peak, I also experienced this rhythm... Now I find the 2700 consensus support a bit interesting, it depends on whether the whales are genuinely positioning or just harvesting the retail investors again.

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