2025-12-27 06:27:17

This round of the altcoin market is mostly a bloodbath for institutions. Especially those heavily invested in the AI track and GameFi, suffering the worst losses. Seeing how strong gold performance is, traditional funds are withdrawing to safe-haven assets, and even institutional holdings of BTC are clearly declining.

An interesting divergence has emerged—real funds are deeply trapped, while retail investors are still frantically buying in. Institutions are quietly reducing their positions, but retail investors are still adding. This is a typical rookie track.

The fierce rise of gold indicates that investors' confidence in risk assets is beginning to waver. BTC is now caught in a particularly awkward position, neither belonging to safe-haven assets nor becoming a high-growth asset. Being squeezed from both sides, the selling pressure will only grow heavier.

BTC0,55%

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SatoshiChallenger

· 17h ago

Data shows institutions are fleeing, retail investors are still catching the train, we've seen this cycle too many times before. Ironically, everyone says they see through the market, but it's still the same group getting cut. BTC is really in a dilemma now, it can't fly up nor fall down, just being squeezed. What does the surge in gold indicate? It shows that the big investors are really scared. I'm not trying to be provocative; history will repeat itself, just with different actors. This time is somewhat similar to the confidence crisis during the 2008 subprime mortgage crisis, just with a different crypto shell. In simple terms, risk assets are out of favor, safe-haven assets are in demand, and BTC is the most awkward.

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governance_lurker

· 17h ago

It's the old trick of institutions running away and retail investors taking the hit again. That batch of GameFi projects really dares to throw money around. When gold takes off, BTC should be panicking. Being caught in the middle is really uncomfortable. Institutions have already quietly withdrawn, while retail investors are still adding positions. I've seen this script too many times. The most awkward thing about BTC is right here—it’s nothing, it can’t be anything. Wait, will this round fall even worse than the last?

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DegenDreamer

· 17h ago

Institutions are all running, retail investors are still rushing, this is the usual operation in the crypto circle. --- Gold is so strong, BTC caught in the middle is really awkward. --- Another round of chopping the leeks, those AI projects are indeed completely exploded. --- Wait, what’s the current situation for those heavily invested in GameFi? I haven’t been paying attention at all. --- Institutions quietly reducing their positions while retail investors keep adding, this show is so familiar. --- BTC is caught between a rock and a hard place, it’s obvious this situation is not right. --- Altcoins are truly collapsing across the board, none of them can escape. --- Gold is grabbing the spotlight, traditional funds are withdrawing, the crypto market is really cooling off. --- Retail investors are still taking the hit while institutions have already run away, this routine never changes. --- Now buying BTC is purely a tantrum, there’s no growth logic at all.

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