2025-12-25 07:28:59

The cryptocurrency market today demonstrated impressive resilience. Although participation from large institutional funds has declined, trading activity has instead increased against the trend, indicating that retail investors and small to medium-sized funds are quietly returning to the market. The most obvious feature of the current market is the frequent switching of funds between different sectors, presenting a typical rotation pattern—multiple main themes coexist, but their rhythms are clearly out of sync.

The ecosystem token sector continues to lead the rally. After yesterday's surge, market opinions diverged on the subsequent trend, but the actual movement showed a split—some assets continued to push higher, while others began to flow back. Meanwhile, small-cap coins are also sporadically emerging, though lacking the explosive breakout that would signify a tear-up; more often, they are testing the waters with tentative rises.

Looking at the institutional allocation strategies, there is also a rotation and switch. AI-related concepts have suddenly become a focus for mainstream capital due to technological iteration news; meanwhile, the DeFi sector and infrastructure tokens are forming a clear seesaw effect, with funds frequently shifting between the two sides. The rotation within public chain ecosystems and Layer2-related sectors is also very frequent. Tokens related to storage and data concepts are suddenly surging amid the high prices of large overseas projects, boosting the market mid-session.

From a broader perspective, although the main themes remain clear, the speed of rotation is indeed accelerating. The core tokens and sectors held by institutional positions have shown considerable resilience. For new funds entering the market, it might be wise to consider deploying on dips once the adjustments are complete, as such a strategy can help better control risks.

Compared to historical market conditions, such strong performance in December is quite rare. This itself sends a positive signal—there is a high likelihood that the year-end rally will exceed expectations. Waiting until after New Year’s Day to chase the rally might expose investors to significant missed opportunities.

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BanklessAtHeart

· 3h ago

Retail investors are quietly bottoming out, I like this rhythm The rotation is too fast to keep up, AI just dumps information, DeFi and infrastructure are flipping back and forth, you need to be more alert This wave in December is indeed fierce, if you don't chase the year-end market, you'll really regret it Small coins are just traps, they seem to be taking off but lack momentum Institutions' resilience on core coins is indeed strong, showing they are not scared Buying on dips sounds simple, but actual execution is difficult. Who can accurately judge the right timing for adjustments? I've heard the term "missing out" ten times, I'm always afraid each time, but I still have to chase afterward

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GasFeeNightmare

· 3h ago

Retail investors are back in the game, huh? This wave of rotation is really fast... AI is up again, and then DeFi drops again? Feeling dizzy. AI is here to cut the leeks again. When will it be my turn to get my coins? December is so intense, maybe we'll take off for the New Year... But I'm still hesitant, waiting for a correction. Small-cap coins really have no strength this time. Who can see through the tentative surges? Institutional core coins are still resilient, no wonder my portfolio is gathering dust. Layer2 is starting to rotate again, this pace is really damn fast... Can't keep up. Missing out risk? I've already lost so much, no need to be afraid. Taking off for the New Year? I’ll believe it when I see it, just bought the dip. Retail investors coming back means they’re here to take the bag, a typical rotation to harvest. AI, DeFi, public chains... flipping back and forth, institutions are playing us.

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RektHunter

· 3h ago

The rotation is so fast that I can't keep up, it feels like retail investors have no chance to get on board. I don't understand this wave of momentum; what are the institutions flipping? AI, DeFi, Layer2 take turns rising—who the hell can catch up? December is so strong; will missing out on New Year's really mean missing the boat, or is it just another scheme to cut retail investors' gains? The divergence of ecosystem tokens is so serious; should we continue to push up or flow back? No one really knows. Are small-cap coins making a comeback? Tentative surges—believing in them is basically being naive. Are the institutional layouts clear? I think they're just manipulating retail investors. Dipping to buy sounds good, but who can tell me where the bottom is? Is the signal from the New Year’s launch reliable, or are we just going to get trapped until next year?

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defi_detective

· 4h ago

Retail investors are back in the game. This wave of rotation is really fast, it's a bit hard to keep up. --- The AI concept is once again a hot favorite. Every time there's a new trend, it's the same routine—funds are just flipping back and forth along these few lines. --- December is so aggressive, what are you waiting for? Missing the year-end rally means GG. --- Dipping to accumulate is indeed a safe strategy, but the question is, has the adjustment been done properly? Who can say for sure? --- DeFi and infrastructure are like a seesaw. It feels like I always pick the wrong side. --- Core tokens are resilient, but what about my small-cap tokens? Why is there no movement? --- Institutions are switching directions, while I'm still trying to bottom fish. The more I buy, the deeper I go—it's a bit hopeless.

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SelfCustodyBro

· 4h ago

Retail investors are starting to return to the market, and this time it's different. The rotation is so fast that those who can't keep up will get cut. AI is back again? Can we still chase this wave, brother? Wait for the correction to get in, don't chase high now and get cut. This performance in December... Will it directly take off during the New Year? Feeling a bit anxious for not getting in at the bottom. DeFi and infrastructure are on a seesaw, but it feels like all just tricks. Institutions are holding onto core coins tightly, and retail investors can only bet on rotation. This wave's pace is really ridiculously fast; the moment you set up, there's a pullback. Storage and data suddenly surge? We also need to keep an eye on major overseas projects. Feeling that missing out is more painful than taking a loss; should I go all-in before New Year's Day? Small coins are trying to rally, just missing a catalyst.

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SmartContractRebel

· 4h ago

It's true that retail investors are returning to the market, but I really can't keep up with this round of momentum. It feels like just as I start to react, the sector switches again. The AI concept has been hyped up again, with DeFi and infrastructure flipping back and forth. I think I understand it now, but I haven't figured out how to catch the right moments. December was strong, but I was completely out of the loop the whole time. The opportunity before New Year's really can't be missed, right? With such rapid rotation, small retail investors simply can't react in time. Talking about buying on dips sounds easy, but how do you judge when the adjustment is truly in place? AI, storage, Layer2—are we heading into a super cycle? It feels like both risks and opportunities are at their peak. I believe in the resilience of core cryptocurrencies. I'm just worried I didn't buy those coins early enough, and now I'm just a bystander. The year-end market rally started beyond expectations. How many times have we heard that? But this December's data really feels a bit different.

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