Global fund managers withdraw cash en masse: cash ratios hit new lows, and risk assets welcome a wave of capital

2025-12-16 11:12:12

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【CoinPush】Global fund managers are accelerating asset reallocation. The latest data shows that the cash holdings of global fund managers have fallen to a historic low of 3.3% (the previous was 3.7%), what does this mean? It indicates that institutional funds are on the sidelines, watching and waiting.

Meanwhile, the allocation to stocks and commodities has risen to a new high since February 2022. Money hasn’t disappeared; it has shifted from “hedging” to “risk-taking”—flowing directly from cash reserves into risk assets like stocks and commodities.

This signal is very important. When institutions are willing to reduce cash reserves and shift toward risk assets, it often indicates that market expectations are beginning to improve. The rise in commodity allocations is especially noteworthy, typically reflecting inflation expectations or a warming market sentiment. For the cryptocurrency market, this increased risk appetite often presents opportunities for incremental capital inflows.

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BoredApeResistance

· 12-19 08:53

Cash has fallen to 3.3%, this is a bet on the future. Institutions are starting to go all-in on risk assets. Money is flowing into stocks and commodities. How can cryptocurrencies be neglected? The next wave will definitely be ours. This is true risk-on. In the long run, being bearish on cash is essentially being bearish on the dollar. I've already HODL'ed.

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down_only_larry

· 12-19 07:56

Cash has been withdrawn, now it's really time to take a gamble Institutions are accumulating spot assets at a good pace, let the bullets fly for a while They're starting to tell stories again, just like last time Oh, big funds are moving on the news, we need to keep up with the rhythm The data looks impressive, but are risk assets really about to take off? Money is flowing into commodity futures, what does that imply, is inflation making a comeback? Is this time different? They said the same last time, haha Wait, institutions are all holding cash, who will take the other side? 3.3% is really low, but I still don't understand Large cash withdrawals = either make big money or suffer big losses

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MetaDreamer

· 12-16 11:41

Institutions are frantically buying the dip. Is this really going to take off this time?

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CountdownToBroke

· 12-16 11:39

There's a mole inside; stop-losses and such are all pointless.

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AirdropHunterKing

· 12-16 11:39

Oh no, the cash ratio has dropped to 3.3%? These institutions finally can't sit still anymore. It looks like they're really starting to harvest profits. I'm just waiting for this wave of incremental funds to flow into the crypto market.

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pvt_key_collector

· 12-16 11:33

Money is flowing from the cash pool into risk assets. I understand this rhythm; institutions are placing their bets. Exit and watch? Nonsense, it's clearly the prelude to bottom-fishing. 3.3% vs 3.7%, they look similar, but this means billions are being reallocated. BTC is about to have a feast. Really, every time I see such data adjustments, I know someone is about to get hit, and someone is about to take off. Commodities rise, stocks rise, cash falls... Only crypto is still stagnant. Isn't this obvious waiting for institutions to take over? Institutions are not fools. The fact that money is pouring into risk assets shows they feel it's stable. And us? We're still debating whether to buy or not.

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TrustlessMaximalist

· 12-16 11:26

Institutions are buying the dip, and the idea of waiting on the sidelines is a bit funny—it's clearly a frantic deployment. Wait, are commodities also rising? Then inflation really hasn't fully come down yet. How much of a share crypto can get still depends on what happens next; don't be too optimistic.

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