#机构比特币持仓策略 I want to share an observation with everyone after seeing the news that BitMine is increasing its holdings of ETH despite the market downturn—the strategic logic behind this is worth pondering.

Institutions are operating in the opposite direction when market sentiment is pessimistic, increasing their holdings by 156%. What does this indicate? It indicates that they are betting real money on the subsequent market trends. Over the course of Friday and Saturday, they spent $199 million to buy ETH, and their holdings are now approaching the 5% target. This kind of operational rhythm usually signifies that they see opportunities in the coming months.

Key data you need to remember – the spot ETF has seen continuous net outflows, while "smart money" is actually increasing short positions. This precisely indicates a significant divergence in the market, with institutions and short-term traders betting in completely opposite directions. The technical benefits brought by the Fusaka upgrade and the expectations of interest rate cuts from the Federal Reserve are catalysts that institutions are considering.

For meme coin enthusiasts, this signal is very important: institutional holding attitudes usually lead market sentiment by 2-4 weeks. Their accumulation at the lows often means that there will be many new projects and interaction opportunities released shortly after. There's no need to chase highs; during this window period, pay more attention to newly launched airdrop projects, complete basic interactions, and prepare for subsequent liquidity events.

Institutions are placing their bets, and what we need to do is keep up with the rhythm and lay the groundwork for interaction at the lowest cost.