#数字资产动态追踪 $BTC $ETH $PEPE

【Institutional Strategy Upgrade】The whales are at it again—$470 million spree buying Bitcoin and Ethereum

The on-chain data just came out, and the market is exploding again. A top global asset management firm just made a single purchase of $470 million, snapping up 3,948 BTC and 31,737 ETH in one go. This move is not just simple buying; frankly, it’s a declaration to the market—that crypto assets have now become a standard allocation for major traditional institutions.

Why is this so important? A few details make it clear:

**First, the portfolio allocation logic is very mature.** Bitcoin as digital gold, Ethereum as the infrastructure for on-chain finance—both are being simultaneously bet on. This indicates that institutions are no longer betting on a single coin but are deploying across the entire ecosystem.

**Second, this is a true bottom-fishing.** Investing $470 million during a dip, not following the trend to buy at high prices—that’s what we call "long-termism." The purchase prices are precisely around $90,000 for BTC and $3,200 for ETH, not random buys.

**Third, the policy environment is fully open.** Spot ETFs are now available, institutional custody solutions are complete, and all barriers for traditional capital to enter have been basically cleared.

**What about the data side?**

This institution currently holds over 700,000 BTC, a scale approaching some countries’ official reserves. Ethereum holdings are also rising in tandem, providing top-tier backing for the entire smart contract sector.

What does this mean? It means every price correction will become an opportunity for institutional accumulation. Circulating supply is being locked up at an accelerated pace, and the story of scarcity will grow stronger. The era dominated by retail sentiment is over; now, institutional allocations are driving the market direction.

**How to keep up with this pace?**

Stop thinking about catching the top or bottom—shift to regular, fixed-amount investing. Focus on the core portfolio of Bitcoin and Ethereum. Leave the small altcoin gambles to others. Also, pay attention to RWA, on-chain government bonds, and other institutional-related sectors; compliant DeFi is also worth watching.

When the largest asset management firms are voting with hundreds of billions of dollars into crypto assets, this is no longer speculation—it's a structural shift of global capital.