2026-01-09 03:10:29

Looking at recent trends in the crypto world, interestingly, traditional institutional funds are continuously flowing in—this wave of $BTC spot ETF operations has directly established the market capitalization baseline. On the other side, after the Cancun upgrade, the Layer2 ecosystem for $ETH is booming, with various projects competing to improve user costs and experience.

Funding enthusiasm has shifted from meme projects to RWA, DePIN, and other sectors with tangible backing, and this change is noticeable. But frankly, the overall market liquidity seems to be driven by macro interest rate expectations, with every move closely watched by the Federal Reserve and the European Central Bank.

Additionally, attention should be paid to overvalued projects, as bubbles will eventually burst. Regulatory actions, especially in the US and Europe, are major factors influencing short-term sentiment and capital flows.

BTC-0,3%

ETH-0,15%

RWA-1,71%

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NFTPessimist

· 14h ago

Institutions started talking about a stable fundamental market as soon as they entered, wake up everyone, we haven't seen the top of this cycle yet. Wait, do people really believe in RWA? It just feels like a new gimmick to keep cutting. Sounds nice, but isn't it just a puppet dancing to the Federal Reserve's tune? Layer2 keeps rolling, how many chains have died in the process? Everyone has forgotten. When the bubble bursts, who will be the next to run and show off? Whenever regulatory rumors surface, people start cutting losses, and this time is no exception. Honestly, I remain bearish; no matter how much institutions try to siphon, they can't get enough.

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SerumDegen

· 01-10 11:18

ngl the whole "institutions pumping btc" narrative is getting tired... we're literally just watching whales trade the fed's expectations rn. layer2 fees might be lower but the real question is where's the actual utility beyond casino games? 🤔

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PonziWhisperer

· 01-09 03:36

Institutional entry indeed changes the game rules, but we still need to keep an eye on the Federal Reserve's actions. An hawkish statement can crush the market.

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LidoStakeAddict

· 01-09 03:27

Institutional entry is stable; the recent BTC spot ETF has directly rewritten the game rules. RWA and DePIN are the future, right? The era of meme coins is coming to an end. When the Federal Reserve speaks, the entire market trembles—this feels a bit frustrating. The bubble will burst sooner or later. Those still all-in on overvalued projects are quite brave. Layer2 is really heating up; after Cancun's upgrade, the ecosystem's explosion doesn't seem to be over yet. Honestly, trading based on macro expectations is a bit tiring; it's better to focus on solid fundamentals. Once regulatory measures come, you have to bow; short-term sentiment plays a major role.

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0xSleepDeprived

· 01-09 03:25

Institutional entry indeed changes the game rules, but to be honest, following the Fed's lead right now is too uncomfortable. --- I am optimistic about the RWA wave; at least it is backed by real assets, which is much more reliable than those air coins. --- After Cancun, the Layer 2 experience was indeed great, but with the intense Layer 2 arms race, how many will actually survive in the end? --- Once regulation comes into play, emotions collapse instantly. Why is it so fated? --- I don't know if the bubble will burst or not, but I’ve already been completely trapped. --- ETF inflows are real, but don’t be fooled by the surface prosperity. The macro environment is digging a deep pit.

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