2026-01-11 08:02:39

#以太坊大户持仓变化 2026, is Bitcoin really entering the mainstream?

Recently, there's an interesting observation: the attitude of traditional financial institutions is undergoing a clear shift. From previously watching passively to now openly optimistic, this change isn't just emotional fluctuation but real institutional transformation brewing behind the scenes.

What's the key? Clarification of regulations. The legislation for crypto market structure (Clarity Act) is imminent. Once the boundaries of regulation are truly defined, large funds like pension funds and insurance funds will dare to enter. It's not that they don't want to, but previously the risks were too unclear. Once rules are set, compliance and risk management costs will decrease.

Then there's the macroeconomic change. The interest rate cut cycle is coming. What does improved liquidity mean? Reinvestment opportunities for risk assets. Bitcoin, as a non-sovereign scarce asset, is often the first choice in this environment—it doesn't depend on any central bank and benefits most from improved liquidity.

Don't forget the power of spot ETFs. This thing directly lowers the entry barrier, allowing traditional funds to hold BTC in the most familiar way. From a fringe asset to a standardized allocation option—how big is this shift? Think about how gold transformed from a commodity into an asset.

The shift on Wall Street itself is signaling—moving from cautiousness to public statements, which definitely isn't just wishful thinking. By 2026, Bitcoin might truly shift from an "alternative investment" to a "must-have asset."

ETH0,67%

BTC1,63%

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MetaverseLandlord

· 12h ago

Spot ETF has indeed changed the game, but the real turning point depends on whether regulation can truly be implemented... It's no use being optimistic when the risks are still unclear.

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MetaverseMortgage

· 15h ago

The moment the regulatory boots land, the rules of the game will change... The entry of pension funds will truly be a watershed moment.

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DaisyUnicorn

· 01-11 08:32

The moment regulations become clear, pensions will bloom like daisies... This move on Wall Street really had me sitting on the edge of my seat.

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TommyTeacher

· 01-11 08:32

Bro, the logic makes sense, but I think the real turning point depends on how the Federal Reserve plays it. Rate cuts are just the appetizer; the key is whether institutions really dare to get on board.

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gas_fee_therapist

· 01-11 08:30

These Wall Street folks finally can't sit still anymore, indicating that something is indeed happening... However, if the Clarity Act truly gets implemented, it could really be a watershed moment.

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LoneValidator

· 01-11 08:28

Once regulation is implemented, pension funds will flock in. I believe this logic... But this wave of spot ETFs really is a game changer.

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BlockchainBard

· 01-11 08:24

Once regulation becomes clear, even the aunties will start to buy the dip; this thing is almost certain.

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CodeAuditQueen

· 01-11 08:21

The regulatory framework is indeed clear, but there are flaws in the underlying logic—ETFs themselves are centralized custodianship, transferring risk to exchanges and custodians, which undermines the true advantages of decentralization. When large funds come in, it could actually amplify systemic risk. Don't just focus on the superficial liquidity improvements.

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