Major banks are rushing to adopt Bitcoin, and the crypto market is experiencing a subtle shift in power.

On January 10, 2026, a major announcement was made: Wells Fargo spent $383 million to build a Bitcoin position, followed closely by Bank of America, which decisively increased its holdings at the market bottom. This is not just a simple investment decision, but a public endorsement of the value of crypto assets by traditional financial institutions.

Interestingly, retail investors are panicking and selling off at this time. This contrast clearly illustrates the situation—the market is diverging. Small investors are scared out by short-term volatility, while large institutions see through the noise and recognize the direction. The allocation value of Bitcoin as an alternative asset has long been accounted for by institutions.

As the US financial system continues to enter the crypto space, the entire game is changing. Cryptocurrencies are no longer fringe assets but are gradually being integrated into the mainstream financial ecosystem. Liquidity is concentrating among institutions, and the power to set prices is shifting accordingly. This process may take time, but the trend is already clear.

Short-term volatility can never change the long-term trajectory. When traditional finance begins to bet on it, the market bottom has already been touched by some. The status of mainstream assets like BTC and ETH will only become more important in the global financial landscape.