The vision of news about one of the major institutions increasing its holdings by $10 billion in ETH, only brought one phrase to my mind: retail investors will return to raise funds again.

Over the past three months, I discovered a very painful rule — when this institution appears publicly and announces an increase in its holdings, the ETH price questions itself, and it may drop even further. But this time? Many still hear the word "increase" and continue buying at the $2,940 level directly.
Why am I not very excited? After reviewing the network data, I understood: this institution started accumulating since early November when ETH was at $3,400, and so far has bought 580,000 ETH units, invested $1.72 billion, with an average purchase cost of $3,208. Now, the $2,940 price results in a paper loss of $141 million. And the harshest part? They used leverage — borrowed 8.87 billion USDT from a lending contract, nearly double the leverage.
Many people see this and put all their money in, but one thing must be clarified: institutional increases do not necessarily mean the market is at the bottom.
What’s the difference? Institutions can bear losses, retail investors cannot. The management of this institution exceeds $10 billion, and only 17% of the ETH they own is from this increase. Even if ETH drops by 50%, their accounts will lose 8.5%. But retail investors? With all their capital or with leverage, if ETH drops by 20%, their accounts could be wiped out completely.
Another very painful point: institutions play the waiting game, while retail investors play the fast-food game.
They build their positions over two months, while investors read one tweet and buy immediately, and the next day when the price drops to $2,800, they start to panic. Institutions calculate cycles, and investors wait for tomorrow’s rise — that’s the fundamental difference.
I must say something uncomfortable: institutional increases are sometimes just marketing.
Historically, stories of major collapses in the crypto market and project crashes have taught us that what you see as buying at the bottom is often just a time they need liquidity.
Simply put: the positive news you see may be a signal for them to let you in.
Ask yourself three realistic questions: Are these funds really unused funds? Can you watch them drop another 30% without worry? Do you have the patience to wait 3 to 6 months? If the answer is no, don’t make a decision.
And if you decide to participate, don’t imitate institutional conclusions, learn from their methods. For example, if you have 100,000 SAR to buy ETH, don’t buy it all at once, buy 30% at the current price, and if it drops 10%, buy another 30%, and keep 40% for the final stage.
Finally, you must have a minimum limit: if you bought at $2,940, and the price starts dropping to $2,500, exit the market. Misjudging is not a flaw; preserving capital is the real skill, and wait for the real bottom.
And remember this last phrase: institutional increases are an offer from their side, not a reference for you. Your task is not to participate in this offer, but to stay alive to see the next round.$PIPPIN ‌#pipp