2025-12-27 08:20:49

#比特币与黄金战争 Institutional entry signals are here. SUI has caught the attention of many, and recently, news of ETF applications has significantly increased institutional recognition—what does this mean? Simply put, large funds are starting to focus on this public chain.

Looking at ASTER, they have launched a buyback and burn mechanism, which is a typical deflationary expectation. Each large buyback reduces circulating supply, naturally supporting the price. This logic works well in a bear market, and its effects are even more apparent when the market is hot.

$ETH, $BNB, and $SOL—these top assets each have their own stories. Whether the ecosystem applications can expand, developer activity, and on-chain TVL growth—these are the key factors that will determine the future trend.

The relationship between Bitcoin and gold essentially reflects the shift in funds' hedging asset preferences. When traditional assets come under pressure, the role of cryptocurrencies as a hedge becomes more evident. Behind each chain and each coin, there is a continuous process of market pricing and revaluation.

BTC-0,24%

SUI0,02%

ASTER-1,11%

ETH-0,14%

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AltcoinMarathoner

· 12-27 09:04

honestly the sui etf move is just mile 20 energy... institutional flows are real but let's not get ahead of ourselves. tvl and developer activity will tell the actual story, not the hype cycle

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DAOTruant

· 12-27 08:50

Institutional approval means it will rise? I think it's uncertain; SUI's ETF hasn't even been implemented yet. ASTER's buyback and burn show some potential, but it depends on how much more they can invest later. That's how top chains are; no matter how hot the ecosystem gets, it can't really bloom.

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AllInAlice

· 12-27 08:49

Institutional recognition doesn't necessarily mean a rise? I don't think so; it depends on whether the ecosystem can truly support it. The SUI ETF application is indeed a signal, but don't overestimate it. ASTER's buyback and burn sounds great, but the question is whether liquidity is sufficient. Among the top three blockchains, who can perform best still needs to be seen over the next six months. The buyback mechanism is just a pretext for cutting leeks during a bull market. Whether SUI can attract institutional money this time is the key. If the on-chain ecosystem is weak, no amount of institutional recognition will help. Gold has little to do with Bitcoin; both are just hedging tools. The deflationary outlook sounds good, but the real support still depends on actual applications.

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GasFeeWhisperer

· 12-27 08:48

SUI's ETF this time is indeed interesting; institutional involvement makes a big difference. ASTER's burning mechanism is the old routine, but with current enthusiasm, it can definitely make a splash. BNB's chain ecosystem applications are the most extensive, no doubt. Gold being crushed is only a matter of time. Institutional recognition is a huge positive; the price will follow accordingly, no mistake.

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ExpectationFarmer

· 12-27 08:42

Institutional entry simply indicates what? While retail investors are still debating whether to buy or not, others have already completed their布局. The SUI ETF application is indeed a big deal, but don’t let short-term emotions lead you astray. ASTER’s buyback and coin-burning strategy looked impressive at first, but later it depends on whether the ecosystem can keep up. Honestly, the top three public chains now compete mainly on ecosystem density—whoever’s dApps can truly run smoothly will win. The old hedging logic with gold is outdated; Bitcoin is now more of a risk asset. Just wait and see, the real reshuffle has just begun. Recognition from institutions is one thing, but ultimately, it still depends on the actual activity on the chain; otherwise, it’s just hype. Why do I always feel that whenever big V talks about ETFs, retail investors are the ones expected to take the hit? The three leading chains—honestly, the competition is now very intense. SUI’s story is well told, but how far it can go still depends on the market. Every time there’s a large buyback, I wonder—shouldn’t this money be directly invested into the ecosystem? The deflationary expectation has been talked about for three years, but it seems to be losing effectiveness. The story of Bitcoin and gold has taken on a new role—now it’s about crypto assets setting the pricing power.

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SchrodingerAirdrop

· 12-27 08:35

Institutional entry is the final piece, and SUI has really taken off this time --- Buyback and burn sounds good, but it depends on whether the market can truly stabilize afterward --- The stories of ETH, BNB, and SOL are nothing new; TVL is the real indicator --- The gold comparison has been discussed for so long, but Bitcoin still remains more attractive --- The shift of large funds' focus is indeed a signal; it all depends on who can take over next --- The expectation of deflation remains just that—an expectation; the biggest concern is that no one is willing to step in --- Without a solid blockchain ecosystem, everything else is pointless; that's true

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