2026-01-11 11:27:11

Many traders are still holding on to the belief of a 40% retracement, but in fact, the market's gameplay has already changed. This time is truly different, and it can be explained from two dimensions.

First, let's look at regulation. At the beginning of 2026, the SEC made a major turnaround—transforming from a challenger into a teammate. After Paul Atkins took office, he directly removed the "key scrutiny" label on cryptocurrencies. The previous crackdown approach has become a thing of the past. The CLARITY Act further clarified how digital assets are classified, finally defining clear compliance boundaries.

As a result, large funds like pension funds and sovereign wealth funds have started to move. They increased their allocations from 1% directly to 5%. Such a level of capital entering the market is irreversible. The market's floor is rising higher and higher, and small adjustments are quickly absorbed by institutional buying.

Now, let's look at the technological side—AI Agents have completely rewritten the way on-chain activities are conducted. By 2026, over 60% of active addresses on the chain are no longer operated by humans, but by AI agents. They tirelessly mine, hedge, and operate seamlessly 24/7. The inefficient parts of the market are being filled one by one by AI, and liquidity efficiency has skyrocketed.

These two forces combined mean: the market structure has been upgraded. The old routines of large retracements are no longer effective, no matter how they are applied this time.

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SchrodingerGas

· 12h ago

Hmm... 60% of on-chain addresses are AI. Where does this data come from? Is there on-chain evidence?

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SoliditySurvivor

· 01-12 18:19

Institutional entry + AI takeover, this combination is indeed powerful. But I still think we need to see the real market feedback, don't rely too much on linear projections. Wait, 60% of addresses are AI? Then retail traders' bargaining space is really getting smaller. Paul Atkins' recent moves have definitely changed the flavor; the 5% allocation in pensions is no small matter, but it's still too early to say "there's no turning back." When the old tricks don't work, find new ones. Anyway, I've been used to playing this game for so many years. The problem is, AI efficiency has skyrocketed, what opportunities can we still catch?

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ShitcoinArbitrageur

· 01-12 00:50

Bro, this logic sounds pretty smooth, but I still feel like it's just a pie in the sky. Wait, 60% of the addresses are operated by AI? Then what are we retail investors even playing for...

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ShibaMillionairen't

· 01-11 11:57

Bro is right, but I still think that the institutional entry wave will repeatedly test the bottom line... Don't let there be another round of flash crashes later.

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DeFiVeteran

· 01-11 11:57

Hey, the institutional entry is indeed fierce, but I'm still a bit confused about AI Agent accounting for 60%... Where does this data come from? --- Wait, is the 40% retracement really dead? I feel like it's just a new trick... --- SEC has really reversed, huh? This time it's not fishing, right? --- Pension funds jumping to 5%, if it retraces, it will be too exciting, huh? --- AI operates seamlessly 24 hours a day, then what are retail investors playing... only able to get order filled? --- Sounds good, but actually it's a game between big players and AI. Let's just watch the fun. --- Is the CLARITY Act really that clear? I think there will definitely be pitfalls later. --- The idea of liquidity efficiency taking off sounds great, but for us, it just means reduced slippage... nothing else. --- I believe in the market structure upgrade, but who can guarantee it won't suddenly reverse?

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ForumLurker

· 01-11 11:57

Wait, 60% of on-chain addresses are run by AI? How crazy is that... Are people still making money through manual trading?

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GasWhisperer

· 01-11 11:45

nah the 40% pullback thesis getting liquidated in real time... mempool patterns already shifting tho, watching fee waves like they're price action themselves

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CompoundPersonality

· 01-11 11:44

What is "blood transfusion"? It means the big institutions have really arrived, not just testing the waters... AI Agents account for 60%... Do you still think this is the market we play in? Those who are stubbornly holding onto the 40% retracement are definitely panicking now. When the rules change, you have to change your strategy.

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OffchainOracle

· 01-11 11:44

Alright, if institutions really come in, the liquidity bottom will be solidified. I just don't know if the 60% of AI Agent counts as a new alias for the whales.

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quiet_lurker

· 01-11 11:41

Sounds like yet another new narrative, but honestly, I still don't quite believe it... Have institutions really entered the market, or is it just the story of certain individuals? AI automated trading accounts for 60%, so do retail investors still have a chance... Let's wait and see, no need to rush to get on board.

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