#比特币机构配置与囤积 Institutions are countering FUD by aggressively buying Bitcoin for two consecutive weeks. The logic behind this behavior is worth analyzing. From early December to now, Strategy has accumulated over 21,000 more coins, with an average cost basis between 90k and 92k, while its historical holding cost is only 75k. What does this indicate? It shows that even at high levels, institutions remain optimistic about the future market and are voting with real money.

Key data: holding 671k BTC with a cost basis of $50.3 billion, which is standard for deep participants. Every market panic is their opportunity to build positions. Compared to the same period last year, their current accumulation rate is noticeably more aggressive.

Where are our retail investors' opportunities? Institutional movements usually lead the market by 2-4 weeks. They are accumulating; our job is to follow their rhythm and position accordingly. There may still be short-term volatility, but if we extend the timeline to Q1 next year, these cost levels have already proven to be the last chance to get on board.

Airdrop projects are still running in the market. Don't just focus on short-term gains. Take advantage of market adjustments to complete interaction tasks. When the rebound occurs, the premium space of new tokens will be the real source of profit. Institutions are quietly accumulating, and we need to be in position before they make their moves.