2026-01-06 02:00:17

#以太坊大户持仓变化 The regulatory doors for crypto ETFs are really opening

The latest data is in front of us: over 130 crypto ETF applications have been submitted to the U.S. Securities and Exchange Commission. What does this signify?

In simple terms, Wall Street is voting with its money. Leading institutions like Goldman Sachs and BlackRock are not acting without reason; what are they preparing for? — Allowing pension funds, mutual funds, and other traditional pools of capital to directly participate in digital asset investments through conventional stock accounts. What does this mean? The scale of incremental capital could be substantial, but it’s still hard to estimate precisely.

$BTC $ETH Mainstream targets are already on board, but the real highlights are ahead:

**1. A complete shift in asset positioning**
Once doubted, cryptocurrencies are now being incorporated into mainstream investment frameworks. This is no longer experimentation but institutional recognition.

**2. The potential for diversification and explosion in various sectors**
Layer 2 solutions, AI-related applications, DePIN infrastructure — these vertical sectors could all gain dedicated ETF tools. Once these products are implemented, the logic of value discovery will be fundamentally rewritten.

**3. Current practical signals**
On-chain data shows that large investors are positioning themselves; high-potential projects (core ecosystem assets) are already being quietly accumulated. Short-term market volatility may intensify, but the long-term capacity to absorb capital has been redefined.

The real question is not "whether to participate," but "when to enter" and "how to choose."

ETH0,53%

BTC0,29%

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SmartContractDiver

· 01-09 01:55

Wall Street's move is really fierce, pension funds are about to enter the market --- 130 applications? BlackRock and Goldman Sachs wouldn't joke about this, it's really happening this time --- Oh my, big players have long been lurking, and we're still asking whether to get in --- With the launch of L2 and DePIN ETFs, the sector is taking off immediately. Now is the time to get in, it's an IQ tax --- Short-term volatility is intensifying, but the long-term capacity to absorb is being redefined. Basically, it's wild fluctuations followed by a surge --- The key is how to choose. Picking the wrong project means that even with more funds coming in, it's all in vain --- High-potential projects are all under surveillance. When retail investors wake up, it's time for big players to harvest --- I don't believe you, every time you talk about "a complete transformation," but in the end, it's just harvesting the little guys --- When to get in is a good question. How about we try to bottom fish together? --- Estimating the scale of incremental funds? It could be huge or just lukewarm, either way, it might be off the charts

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FromMinerToFarmer

· 01-09 01:23

Wall Street's recent moves, to put it simply, are just legalizing the harvesting of retail investors before they cut the crop. --- 130 applications are piled up there, BlackRock and others have already paved the way for pension funds. What can we retail investors get out of it? --- Can small sectors like L2 and DePIN really stand out, or will they continue to be harvested by big institutions? --- Large investors are lying in wait, while we chase the highs. This game has never changed. --- It should have been like this a long time ago, but the cheap goods have probably been cleaned out already. --- Looking at the ETF matter, I can't help but think of the mining machine era—history really does repeat itself. --- The question of "when to enter" has been asked for three years, but we still haven't gotten in. --- The potential for sector breakout sounds promising, but I'm just worried it's another bubble after bubble.

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MidnightSnapHunter

· 01-08 22:57

Wall Street is really starting to get serious. This time it's not just testing the waters; large-scale chips are moving. If ETFs for Layer 2 and DePIN truly come to fruition, small-cap coins will take off. It's not too late to get on board now. Big players have long been laying low; retail investors need to learn how to read on-chain data. 130 applications... With Goldman Sachs and BlackRock in the lineup, pension funds are about to enter. This market is really about to change. This wave is definitely a confirmation of institutionalization; it's no longer just a fringe business. Projects that were laid out early are now skyrocketing, which is a bit frustrating... it's still too late. DePIN seems to have real potential; it all depends on whose product gets to market first. The real question is still what to choose and when to enter. Just knowing it's coming isn't enough.

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GateUser-75ee51e7

· 01-06 02:30

Wall Street is already betting, this wave is really different --- 130 ETF applications? Both BlackRock and Goldman Sachs are here, what does that mean? Retail investors should wake up --- I've been saying that Layer 2 is the main course all along, now it seems we need to quickly lay in wait --- Big players are positioning themselves, this information is a bit sensitive, should we follow along --- The issue isn't whether to enter or not, but why not cut losses after entering haha --- The institutionalization confirmation is excellent, finally it's not an underground market --- 130 ETF applications, traditional funds are really coming in, this is the true start of a bull market --- I just want to know how high this round will go, what are the big players doing? --- It was really great to buy in the morning, is it a bit late to enter now, everyone? --- DePIN and AI tracks really haven't been hyped much, feels like the opportunity is here --- Short-term volatility is indeed increasing, my account has recently taken a pretty heavy hit

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GasWaster

· 01-06 02:26

ngl the real question is timing the gas fees when this money finally floods in... rip my failed txs

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PermabullPete

· 01-06 02:25

Wall Street's recent moves are really sending us signals; those who lay in wait are the true winners. When BlackRock and Goldman Sachs act, pension funds follow suit—how terrifying must that influx of capital be? Once the Layer2 and DePIN ETFs are launched, the secondary market will go crazy. It’s about time—no more hiding and playing with coins. This time, it’s truly institutionalized confirmation, not just air. Now it’s all about who can grab the right position; there will be turbulence in the short term, but long-term stability is assured. Major players have already started to lay in wait; I need to keep up with the rhythm. Wait, could this be just hype again? But money doesn’t lie; with so many ETF applications, there must be something real.

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liquidation_surfer

· 01-06 02:24

Wall Street is really about to enter the market, this time it's not the rhythm of cutting leeks As soon as I saw BlackRock's move, I knew the tide was turning; 130 applications are just the beginning L2 and AI tracks are about to take off, early movers are laughing to death Short-term volatility is high, but the capacity is already different... it's time to consider when to get on board Big players are already deploying in advance, and we're still debating whether to enter... really just a step behind Once institutionalization is confirmed, the influx of funds can be truly terrifying, beyond imagination This wave is really different, it's not hype, it's a genuine systemic change I'm waiting for a low point... but it seems the low point isn't that low anymore Pensions are coming, everyone, and the game rules have completely changed

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NoStopLossNut

· 01-06 02:19

Large investors are lurking, while we're still watching the excitement. If we wait for the ETF to officially launch, we might just be left in the dust. --- 130 applications—this number is a bit crazy. Wall Street is really serious. --- Layer 2 and DePIN ETFs? Those are the real wealth secrets; BTC and ETH are just the appetizers. --- The question is when to enter, but I haven't even decided which track to choose. --- On-chain big players are hoarding, and I'm still debating whether to go all in or not. --- Regulatory doors are opening. Should small investors start bottom-fishing now, or wait a bit longer? --- I believe in the diversification explosion of tracks, but I'm afraid of choosing the wrong one and getting cut. --- Goldman Sachs and BlackRock are making moves, indicating this isn't just hype—it's becoming truly institutionalized. It's coming. --- Short-term volatility intensifies? That’s probably the last discount before we get on board.

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NullWhisperer

· 01-06 02:17

130 ETF apps? technically speaking, that's just the entrance fee. real question is whether these pipes can actually handle the flow without breaking something critical underneath.

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MysteriousZhang

· 01-06 02:04

Wall Street is really coming this time. Big players have long smelled the opportunity. --- The frequent moves by BlackRock indicate that money is truly about to enter the market. It all depends on whether we can buy the dip. --- 130 applications piled up there. This time, it's truly institutionalized, not just a game. --- Once the L2 and DePIN ETFs are launched, this will be the real influx of capital. It's not too late to get in now. --- The real question isn't whether to buy, but when the dedicated tools for L2 will be available. That will be the true opportunity. --- Big players are already laying low. What are we hesitating for? Are we waiting to get cut? --- Goldman Sachs and BlackRock won't make moves without reason. The current volatility is just a shakeout; long-term stability is assured. --- Ultimately, it's about timing. Before the L2 and AI sector ETFs are launched, now is the window to position ourselves.

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