Interesting move is coming. In mid-December, a well-known investment firm's founder publicly stated that they chose to reduce their holdings when Tesla's stock price rose to a relatively high level, and a portion of the profits was diverted into crypto assets.

The underlying logic is actually not complicated—when one asset has already gained significantly, and another is exploring at the bottom, it's a good time to reallocate the portfolio. This "buy low and sell high" rebalancing approach has long been standard practice in traditional finance and is now applied to diversified portfolios including crypto assets.

It is worth noting that this reflects a quiet shift in institutional funds' attitude towards the crypto market. When leading investment institutions begin systematically increasing their exposure to crypto assets, it somewhat indicates that market participants are still optimistic about the medium-term prospects of this sector. What do you think of this big player’s operational logic?