2026-01-10 06:30:46

The beginning of 2026 has already shown signs; behind this round of market movement, it's not just sentiment at play.

Looking at the fundamentals, it's clear that the crypto market is building confidence. The MSCI adjustment wave didn't cause a sell-off; instead, MSTR has risen nearly 10% this year, enough to show that institutional investors are still increasing their positions. The implementation of regulatory frameworks, the advancement of stablecoins, and the gradual rollout of BTC strategic reserves are not just theoretical plans—they pose a key question: Will the US government actually start buying coins?

Reflecting on 2025, BTC prices did indeed pull back by 6.3%, and there were voices of pessimism, but the "GENIUS Act" and strategic reserve policies provided support, gradually building trust among institutions. ETFs are still volatile, and the psychological barrier of $100,000 remains difficult to break for now, but the direction is already clear.

Here's an interesting comparison—gold surged 65% in 2025, reaching a new all-time high. If the narrative of "digital gold" is truly valid, then the possibility of the US government increasing its BTC holdings in 2026 is no longer so distant. This is no longer just talk; it’s a reasonable expectation.

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Degen4Breakfast

· 01-10 06:57

Institutions are frantically accumulating, is the US government really about to get involved? MSTR has already risen by 10%. This wave's fundamentals are indeed different.

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DegenTherapist

· 01-10 06:52

Institutions are still increasing their positions, which shows they are the true believers. If the US government really steps in, that will be a real story. Gold has already risen 65%, so why can't BTC catch up? We still need to wait for 100,000, but the direction is indeed correct. The GENIUS bill's move this time feels a bit significant. Honestly, compared to the superficial emotional side, fundamentals are the real key. The day the US government actually buys coins will be a historic moment.

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ForkThisDAO

· 01-10 06:52

Institutions are increasing their holdings, which shows they've already made their bets. Are we retail investors going to follow or not?

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BearMarketMonk

· 01-10 06:50

Institutions are still quietly increasing their positions, this is the core... Gold has already risen 65%, why shouldn't BTC deserve it?

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MEVHunter

· 01-10 06:49

Gold has increased by 65% without a market crash, and institutions on the Bitcoin side are still quietly adding positions. This logic doesn't hold up... The real arbitrage opportunity lies in the price difference caused by policy expectations. Once the US government actually starts building positions, the gas war in the mempool will truly begin.

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SerLiquidated

· 01-10 06:43

Policy support + institutional continuous accumulation, this time really different When the US government starts buying coins, retail investors will truly win Gold has risen 65%, what more is there to the BTC narrative? Just waiting Once the 100,000 mark is broken, there will be no ceiling; just hold on The 10% increase in MSTR indicates that smart money has known what’s going on for a long time

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