2025-12-18 20:28:18

Goldman Sachs's latest investor survey data is worth noting. According to their questionnaire feedback, nearly half of institutional investors hold an optimistic outlook for the stock market entering 2026 — specifically, 47% of respondents believe the S&P 500 will rise slightly, while another 14% are more optimistic, fully confident in the market’s future performance.

What does this data reflect? Overall, investors are gradually shifting from last year's cautious stance to a more confident position. While it cannot be said that the market has completely eliminated concerns about the economic outlook, the difference in proportions between "slightly optimistic" and "fully optimistic" essentially indicates a phenomenon: market expectations are quietly adjusting.

For those paying attention to global asset allocation, this optimistic signal from the traditional stock market often influences the sentiment fluctuations of the entire risk asset sector, including cryptocurrencies. In other words, when large capital re-gains confidence in the stock market, they often reassess the allocation value of other high-risk, high-reward assets.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

21 Likes

Reward
21
7
Repost
Share

Comment

0/400

GasGrillMaster

· 2025-12-21 20:18

I understand it this way - Goldman Sachs data is the signal, institutional investors are starting to reallocate, and it's time for the crypto world.

View OriginalReply0

SnapshotDayLaborer

· 2025-12-20 13:25

61% optimistic? This data doesn't seem as optimistic as expected, and nearly 40% are uncertain. Goldman Sachs' recent survey is hinting that funds are about to flow into risk assets, it's an unavoidable logic. Wait, 47% slightly up and 14% fully optimistic... The definitions of these two groups are way too different. Have the institutions really thought this through? The crypto market is about to take off. Once big funds re-evaluate their allocations, we will have a chance. This is a typical shift in sentiment. Last year, everyone was hesitant, but now they are starting to stir.

View OriginalReply0

FlatTax

· 2025-12-20 01:15

Goldman Sachs is painting another pie, still discussing the stock market outlook in 2026. When will crypto take off? Wait, 61% optimistic? How does this data directly imply that cryptocurrencies will rise? The logic seems a bit shaky. Can a real stock market recovery really boost the crypto world? History tells me it's not that simple. Institutional confidence alone isn't enough; we need to see real money flowing in. Everyone's optimistic, but I'm just worried it might be another prelude to a false boom.

View OriginalReply0

ApeWithNoFear

· 2025-12-18 20:58

Institutions are bullish together, is the crypto market about to take off? --- Goldman Sachs' data feels a bit conservative, only 61% optimistic? --- Wait, will large funds really flow out of the stock market into the crypto space? I haven't seen it. --- It's another Goldman Sachs survey, believe it or not series. --- So is it time to get on board now? Or another trap to lure in buyers? --- Traditional finance optimism ≠ crypto optimism, don't overthink it. --- Haha, the "confidence" of institutional investors is so different from how retail investors feel. --- Can we avoid another black swan event next year? --- The so-called capital rotation is just a zero-sum game, to put it nicely. --- The S&P 500 is slightly higher, is BTC about to turn the world upside down? I remain skeptical.

View OriginalReply0

TokenCreatorOP

· 2025-12-18 20:57

Goldman Sachs's 61% optimism... Basically, it's signaling to the crypto circle, understand? Large funds are re-optimistic about the stock market, our coins should have already taken off, why are they still falling? If this wave really starts, Hong Kong stocks and US stocks will lead the way, then we’ll have a chance. Where is the promised correlation of risk assets? It feels like only the stock market is enjoying. Let's wait and see, once institutional funds flow into risk assets, will they remember our crypto circle? From slight optimism to full optimism, this rhythm feels a bit familiar... We said the same two years ago. Rather than looking at Goldman Sachs's survey, it's better to see where the main funds are flowing.

View OriginalReply0

GoldDiggerDuck

· 2025-12-18 20:50

What do you think of Goldman Sachs' survey... 61% confidently say "market confidence is returning"? It feels like big institutions are always just promising retail investors a bright future. Major funds are about to move, I need to see if crypto can benefit from this... Wait, didn't they say something similar last year? Just a cycle. If the stock market rises, can the crypto world really follow? I remember there were more times when the opposite happened.

View OriginalReply0

APY_Chaser

· 2025-12-18 20:33

Goldman Sachs' latest data is really impressive. With 61% optimistic, just jump on board—this is the attitude big funds should have. The signal for institutions to start bottom-fishing has arrived. Crypto circles can't help but get excited, right? Wait, are they saying "slightly higher"? Could this be an indirect hint that things aren't as optimistic as they seem? Betting on 2026 now—these fund managers really dare to gamble. When risk assets are re-evaluated, someone will always remember our crypto presence. But this time, will it be our turn...

View OriginalReply0