2026-01-14 01:26:30

The recent crypto market is quite interesting. On one side, institutions are quietly positioning themselves, while on the other side, macro policies are creating volatility. The overall situation feels like a game of multi-party chess.

Starting with the most direct data. After completing its acquisition, asset management firm Strive's Bitcoin holdings have reached 12,798 coins. This scale has surpassed many traditional giants' holdings, making it a "whale-level" player in the industry. Even more interesting is their business logic — generating cash flow from healthcare operations to pay off debt, then focusing their main efforts on Bitcoin. This "industry + crypto assets" dual-track model, in simple terms, is using traditional business to support digital asset allocation, representing a typical institutional entry move.

Traditional finance can't sit still either. Franklin Templeton has directly upgraded two of its money market funds. One focuses on short-term US Treasury bonds to serve as reserve assets for compliant stablecoins; the other is more aggressive, moving shares onto the blockchain. The significance of this move is clear — enabling institutional investors familiar with traditional finance logic to participate in the blockchain ecosystem using existing methods. JPMorgan had a similar layout before, and Franklin Templeton's follow-up to this indicates that the infrastructure for traditional capital to enter Web3 is gradually improving.

The macro-level uncertainties stem from Federal Reserve policy expectations. Trump has recently been making frequent statements, hinting that the Fed chair appointment will be finalized soon, while openly criticizing the current chair as "mentally rigid."

BTC-0,55%

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.

22 Likes

Reward
22
10
Repost
Share

Comment

0/400

StakeWhisperer

· 22h ago

Institutions are疯狂抄底, retail investors are still纠结买不买, the gap is getting bigger and bigger. Traditional finance finally can't sit still, what does it mean? It's time to get on board. Strive's操作 is truly绝, medical business反哺 Bitcoin配置, this is long-termism. The Federal Reserve's mess比币价波动还要命啊, let's wait and see how Trump搞. Franklin D. Roosevelt搬基金上链, feels like a step closer to large-scale入场. Basically, it's the bulls争夺定价权, we just need to看清楚谁手里的筹码更多. This situation is越来越像 traditional finance and crypto正面对垒了, quite interesting.

View OriginalReply0

AirdropHuntress

· 01-15 14:09

Strive's operation is indeed worth pondering, but the key still depends on whether the medical business can steadily generate cash flow; otherwise, it's just another capital story. Franklin Templeton's move to the blockchain—how well the tokenomics is designed hasn't been deeply analyzed yet. It's recommended to pay attention to the compliance logical loopholes behind this. Trump's remarks are creating a rhythm; don't be hijacked by macro expectations. Historical data shows that such times are often good opportunities for institutions to scoop up retail investors. Strive holds 12,798 BTC; it all depends on where this money comes from and whether the background is clear, otherwise it's just another PPT whale. Traditional finance is indeed improving infrastructure as they enter, but be cautious—behind every "big institution entering" narrative, there's often a liquidity trap.

View OriginalReply0

PoetryOnChain

· 01-15 13:06

Institutions are really playing chess, while we are just watching the show, feeling a bit speechless. Traditional finance has moved onto the chain, and there's really no turning back now. Trump's mouth is more volatile than the crypto prices. Strive's move this time is truly brilliant; backing Bitcoin with healthcare, funny but also quite clever. Franklin D. Roosevelt and Dutton are jumping in, what does that mean? Those who want to make money are here. Why am I still eating dirt? This situation is ridiculous, retail investors watching whales dance. Even the Federal Reserve chair's personnel changes can influence crypto prices, it's truly incredible. The dual-track model sounds high-end, but ultimately it's just money making money. Do you think this time it's another trap set by institutions?

View OriginalReply0

LiquidationHunter

· 01-14 01:56

The tricks used by institutions are getting more and more sophisticated, and now they've really pissed off traditional finance.

View OriginalReply0

ColdWalletAnxiety

· 01-14 01:56

Institutions are getting more aggressive with their布局, but to be honest, I still can't understand how Franklin Templeton's combination punch will be implemented. Is it really a good thing for traditional finance to come in? Will December see a direct takeoff? Strive is directly launching a dual track of healthcare + Bitcoin, which is a bit of a bold move. However, the Fed is starting to stir again, and it seems like it's time to get off.

View OriginalReply0

EntryPositionAnalyst

· 01-14 01:56

Institutional deployment this time is correct, but to be honest, the policies are still a mystery. Trump's mouth opened up and became enlightened.

View OriginalReply0

SchrodingerWallet

· 01-14 01:56

I'm not worried about institutions buying Bitcoin; I'm worried about when they'll dump it. Traditional giants are entering one after another, which sounds impressive, but isn't this just preparing for the later players to cut the leeks... Franklin D. Roosevelt playing this game, what does it mean? Isn't it just traditional finance realizing it's being marginalized and now having to kneel and enter the circle? Trump constantly bluffs about the Federal Reserve, which is the real black swan—much more interesting than institutional holdings. The dual-track mode sounds sophisticated, but it's the same old story: using money earned from traditional businesses to gamble on digital assets, a great way to transfer risk. I just want to know if these institutions' 12,798 BTC want to share some with me.

View OriginalReply0

PumpDoctrine

· 01-14 01:56

Institutional deployment doesn't lie, but the policy shift is so rapid that it catches people off guard.

View OriginalReply0

TestnetScholar

· 01-14 01:56

Institutions quietly accumulate coins, while retail investors are still debating whether to buy or not. This gap is becoming evident. Strive's move is quite aggressive; reinvesting medical cash flow into Bitcoin allocation—this idea is truly brilliant. Franklin D. Roosevelt directly moved the fund onto the blockchain? Traditional finance really can't sit still anymore. There are more uncertainties in policy here; Trump's words make the Federal Reserve uneasy, and BTC is about to dance again. Who would have thought of the dual-track system before? Now institutions are playing it smoothly. Strive holds 12,798 coins, and I'm still calculating my own tiny share. Franklin D. Roosevelt is really betting on the future of the chain; otherwise, it wouldn't be so aggressive. Macro policies are causing trouble, but institutions are quietly positioning themselves. Isn't this the hallmark of a smart move? The connection point between traditional finance and crypto has finally been found. Infrastructure is well-developed; it's just missing that final step. Every time Trump speaks, the coin price fluctuates. I've even learned to follow his rhythm.

View OriginalReply0

TommyTeacher

· 01-14 01:53

Institutions are buying the dip in Bitcoin, and traditional finance is jumping on the bandwagon. This wave is indeed interesting. It feels like the real game has just begun.

View OriginalReply0