Here's an interesting set of data. This week, the US Bitcoin spot ETF data was released, with a net inflow close to $287 million. Among the actions of major institutions, the most noteworthy is that large asset management firms and traditional capital are participating at a significantly increased level—these funds are genuinely allocating exposure to Bitcoin.

Looking specifically at products issued by a leading asset management company, the weekly fund absorption exceeds $214 million. This scale indicates several things: traditional financial institutions are no longer viewing Bitcoin as a speculative asset but are genuinely integrating it into their portfolio allocations. Although some of Grayscale's products experienced temporary outflows, the overall ecosystem still shows a net inflow—this isn't market abandonment; rather, it's capital reallocating among different instruments to find the most suitable vehicle.

However, it’s important to stay alert. Some emerging ETF products are experiencing outflows, which precisely highlights internal market differentiation. Even within the overall upward trend, the attitude of incremental funds remains cautious, with a preference for leading and highly liquid products. Blind optimism can easily lead to pitfalls. Weekly data can reflect short-term trends but cannot predict long-term movements.

Here are some practical tips: First, treat these fund flow data as a window into institutional movements—this is much more reliable than following rumors. Second, diversify your asset allocation; spot ETF-related assets can serve as a stable foundation for digital asset portfolios but should not be your sole focus. Third, and most importantly—risk management must be thorough. Set stop-loss points in advance to counter greed and overconfidence. The market will ultimately reward those who are patient and cautious.

The overall trend provides guidance, but greed is never a friend. Find the right rhythm, keep a steady mindset, and this is how you can go further.