#我的2026第一条帖

BlackRock's massive purchase of 30 billion, Bitcoin is swallowing Wall Street!
The turn of the financial giants is more intense than we imagined.
When I saw that BlackRock had withdrawn nearly $600 million worth of on-chain Bitcoin and Ethereum data from Coinbase within three days, I knew that the game rules had been completely changed.
This is no longer a tentative small-scale play, but the horn of the traditional financial giant fleet speeding toward the new crypto continent. The world's largest asset management company has voted with real money, and Bitcoin's asset status as "digital gold" has received hall-of-fame level endorsement.
And the wealth window of 2026 is being pushed open by these "old money" hands.
01 Whales entering the market, the institutional revolution of Bitcoin
BlackRock has accumulated over 662,500 Bitcoins through iShares Bitcoin Trust (IBIT), accounting for more than 3% of the total Bitcoin supply. At current prices, this asset is worth over $70 billion.
Let the numbers speak: IBIT reached $70 billion in assets under management in just 341 days, while SPDR Gold Shares (GLD) took over 1,600 trading days to achieve this. IBIT has become the fastest-growing ETF in history.
BlackRock's Bitcoin holdings now surpass many centralized exchanges. In terms of original holdings, only Satoshi Nakamoto's estimated 1.1 million Bitcoins exceed IBIT, and this lead is shrinking.
Why are traditional financial institutions suddenly so enthusiastic about Bitcoin?
BlackRock's internal argument is clear: accept Bitcoin's volatility in exchange for its potential upside. They see Bitcoin as a long-term bet on monetary evolution and digital asset infrastructure.
02 Not just BlackRock, traditional finance is making comprehensive moves
Following BlackRock's lead, other traditional financial institutions are also accelerating their entry.
Goldman Sachs and Morgan Stanley have already bought over $600 million worth of spot Bitcoin ETFs in the second quarter of this year. Even the Michigan State Pension Fund bought $6.6 million worth of Bitcoin spot ETFs in the second quarter.
Standard Chartered has taken the lead in launching comprehensive digital asset trading services for institutional clients, becoming the first global systemically important bank to offer spot delivery trading for Bitcoin and Ethereum.
This trend is driven by the anticipation of faster integration of cryptocurrencies with traditional finance. Banks are moving from "behind-the-scenes support" to "frontline participation," indicating that cryptocurrencies are gradually being accepted by the traditional financial system.
03 Three key strategies, how should ordinary investors respond?
In the face of this market transformation, what should we, as ordinary investors, do?
First, recognize the trend, follow the "whales" but maintain independent thinking
The entry of institutions like BlackRock means Bitcoin as an asset class has gained recognition from the traditional financial system. But this does not mean blindly following the trend.
Institutional investment in Bitcoin has macro considerations, including recognition of Bitcoin's scarcity design and positioning it as a substitute for dollar hegemony. Ordinary investors should understand these underlying logic rather than just chasing short-term price fluctuations.
Second, find "true consensus" amid the noise, focus on long-term value tracks
Besides Bitcoin, several tracks are worth paying attention to in 2026:
Real-world asset (RWA) tokenization: Starting in the second half of 2026, U.S. trust and clearing companies will custody and record tokenized securities on the blockchain.
AI and crypto integration: Decentralized AI (DeAI) is becoming a key solution to the computational bottleneck of centralized models.
Layer2 solutions: As platforms like Ethereum upgrade, Layer2 protocols that are closer to real trading activity are showing stronger profitability.
Third, replace "gambling" mentality with "layout" thinking and manage risks well
Bitcoin price movements reflect global liquidity and risk appetite. The performance of the crypto market in 2026 will mainly depend on the pace and scale of liquidity injections by major economies and the Federal Reserve's rate cuts.
In this uncertainty, it is recommended to adopt:
Periodic fixed investments: Do not try to guess market timing, but smooth volatility through regular investments.
Avoid high leverage: In the current high-volatility environment, high leverage carries great risk.
Pay attention to on-chain data: such as stablecoin reserves, exchange inflows and outflows, whale address movements, and other indicators.
04 2026 Market Outlook: Finding Opportunities in Constructive Volatility
For the 2026 market, I believe Bitcoin will perform as a "constructive oscillation." Although the upward trend may not be as aggressive as before, its bottom support has become more solid due to institutional capital accumulation.
As the U.S. may approve online prediction markets to serve its citizens, trading volume in prediction markets is expected to continue growing. Meanwhile, the trend of asset tokenization will accelerate in 2026.
The potential threat posed by quantum computing to financial security has attracted attention, and 2026 will become the inaugural year for the global migration to "post-quantum cryptography" (PQC). Security considerations will become even more important amid the institutional wave.
The future has arrived, but the distribution is uneven. As major exchanges like Nasdaq prepare to conduct on-chain trading of stocks, bonds, and other assets, on-chain global assets will become a new trend in 2026.
This is not the end, but the beginning of a new journey. The financial world is being reconstructed, and we are fortunate to witness all of this happening at the edge.