#美国非农就业数据表现强劲 Will 2026 really be a big year? Recently, a分析 from Bitwise has been making waves — the four-year curse might be broken.

According to traditional logic, 2026 should be a year of adjustment. But based on current signs, the story might be different. What's the key change? The halving, interest rates, and technical factors, once the main players, are losing influence. What’s replacing them? Large-scale allocations by institutional funds.

The spot ETF in 2024 is just a crack opening. By 2026, this door might truly be swung wide open. Once giants like Morgan Stanley and Wells Fargo start their asset allocations, what scale of inflow will there be? In the past, it was ripples; now it could be a tsunami.

What are the deeper changes? Wall Street and Silicon Valley are beginning to team up. This is no longer a contest among retail investors but a dimensionality reduction of retail strategies by institutional algorithms. Your competitors are no longer just local traders, but top hedge funds.

So, how to respond?

First, break out of the "cyclical recurrence" mindset. Blindly counting on halving cycles is no longer enough. What truly matters is understanding where the funds are flowing, which direction regulations are heading, and how institutions are positioning themselves.

Second, adapt to the "high volatility era." Holding core positions is correct, but you must leave room for maneuver. Think through potential gains and pullbacks, and plan your exit and addition points accordingly.

Assets like $ETH will be the pioneers of this institutional entry wave. The key is to understand the rhythm of capital, not to be driven by emotions.

History often doesn’t repeat, but it rewards those who see through changes first. New routes are being charted, and those who find the direction first will reap the greatest benefits.