2026-01-11 11:10:34

#美国非农就业数据未达市场预期 Wells Fargo's move is quite significant—$383 million directly into Bitcoin. This is not an isolated incident; behind it, traditional finance is quietly changing its tune.

Since the opening of spot ETF gates, major players like BlackRock and Fidelity have been continuously accumulating. Now even the most conservative traditional banks have entered the market, sending a strong signal: Bitcoin is officially being regarded as a "legitimate asset" for allocation. Although the amount isn't a major share, what does it represent? It shows that those who once were the most skeptical are now placing bets.

The game has changed. Large institutions locking Bitcoin into long-term holdings will make market liquidity increasingly tight, providing a floor for prices. More interestingly, this adds another layer of legitimacy to Bitcoin—pension funds, insurance funds, and other cautious long-term capital are starting to lose sleep, and they might have to follow suit.

Looking ahead to 2026, with continuous institutional entry and the natural scarcity brought by the halving cycle, the fundamentals are quite solid. Bitcoin isn't here to kill gold; rather, in the context of the digital economy, it's gradually eroding its monetary attributes. The ultimate fate of these two assets might be coexistence within investment portfolios.

The current market is actually crossing a threshold: from initial collective skepticism to a clash of differing opinions. The direction of smart money is definitely worth watching.

BTC1,89%

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WhaleWatcher

· 01-11 21:41

The recent actions by FuGuo indeed caught many off guard, previously looked down upon but now secretly entering the market... When institutions truly jump on board, retail investors will have little say; as liquidity tightens, prices will speak for themselves. Talking about coexistence within a portfolio is just talk; the status of gold will eventually have to give way. Non-farm payroll data may be poor, but this is the real positive signal; most people just haven't seen it clearly yet. The key is for pension funds to follow suit; once those folks start moving, the market landscape will truly change.

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OffchainWinner

· 01-11 11:40

Bank of America has really entered the market? Now traditional finance is truly panicking. This move by institutions seems to be laying the groundwork for Bitcoin. Liquidity is becoming increasingly tight, which is actually a hidden risk for retail investors. If pension funds follow suit, that would be a real turning point. Whether the 2026 rally can arrive on schedule depends on how the halving cycle unfolds. The gold status is wavering; the asset allocation logic of the new era has truly changed. This smart money deployment is a wake-up call for ordinary investors. Coexisting in an investment portfolio? Sounds like a pretty good ending.

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P2ENotWorking

· 01-11 11:40

Wells Fargo finally can't hold on anymore; traditional finance is really starting to admit defeat. Institutional entry has locked in liquidity; this wave is indeed significant, and we need to keep an eye on it. Smart money is all rushing in, while we retail investors are still debating whether to buy the dip haha. Halving combined with institutional allocation, the fundamentals are really solid, now it's just a matter of who FOMO's first. If pension funds also follow suit, that would truly be game over, and Bitcoin would really become a "real asset." Gold says: I'm panicking; the encroachment in the digital age has just begun. This is probably the last stubbornness of traditional finance—being forced to enter the market while pretending not to want to.

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MysteriousZhang

· 01-11 11:39

Wells Fargo only just realized? I've been waiting forever... Liquidity is well explained, and the bottom support logic is indeed valid. Institutional entry is essentially a bet; once large funds lock in, retail investors really have no chance. Waiting for pension funds to join the fun—that's the real signal... The 2026 halving combined with institutional influx, the fundamentals are solid, so why wait so long again? The golden status is truly about to be challenged... but the process is slower than expected. Everyone says it's smart money, so why are so many still acting as bagholders? Liquidity crunch is a double-edged sword; it's friendly to long-term holders, but in the short term, it might just be a matter of getting cut... The idea of coexistence sounds comfortable, but funds have to choose sides—can they really coexist peacefully? I believe conservative institutions can't sleep well; perhaps even more conservative ones are still on the sidelines... How can we tell what the true trend is? The bottom was just a lonely support; before breaking new highs, all efforts are in vain.

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WhaleWatcher

· 01-11 11:37

Wells Fargo's move leaves no place for traditional finance to hide --- Now even pension funds are looking at Bitcoin, this is truly the trend of the times --- Liquidity is tightening, the hedging effect is indeed strong, and institutions are playing their cards well in this round --- With the 2026 halving combined with institutional buying, the fundamentals are taking on a different look --- People who once doubted it the most are now betting on it, this stark contrast really hits the point --- Bitcoin is gradually eroding the monetary properties of gold, this logic is quite interesting --- You have to keep a close eye on how smart money moves, or you'll easily be left in the dust --- Insurance funds are having trouble sleeping, haha, this also says something, right? --- Once spot ETFs open up, the landscape changes—this is irreversible --- Locking in liquidity with long-term holdings stabilizes the bottom price, and the mechanism is solid

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SigmaBrain

· 01-11 11:37

Wells Fargo finally couldn't hold back, traditional finance is really scared now Locking liquidity can indeed support the price Non-farm payroll data underperforms, yet institutions are quietly buying, how ironic Only when pension funds and insurance funds also can't sit still will the price truly take off The rhythm of smart money is indeed different

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HodlKumamon

· 01-11 11:21

Wealthy country's recent moves are indeed interesting, but after reviewing historical data, traditional financial "reversals" usually occur around price highs... Could this time also be a signal? Institutional locking can indeed provide support, but according to the Kelly formula, the current risk premium is actually quite low... Stay calm and steady with dollar-cost averaging. Non-farm payrolls didn't meet expectations, combined with this wave of entry... Feels like setting up for 2026. I'm a bit tempted but also a little hesitant(ﾉ◕ヮ◕)ﾉ Liquidity tightening sounds like a good thing, but we need to keep an eye on the actual holdings of institutions. Just watching the news might get you chopped... Data speaks the truth. Gold and Bitcoin coexist—this logic makes sense, but at this stage, we still need to watch the macro environment. The interest rate line hasn't been sorted out yet.

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