2025-12-31 11:21:36

The Federal Reserve's recent tone has been somewhat pessimistic. Concerns about US stock valuations are growing louder among top officials, and this traditional financial market pressure is spreading. Interestingly, while Wall Street is sounding the alarm, major players in the crypto market are accelerating their deployment.

On-chain data reveals clear trends:

Institutions are increasing their holdings. On the Ethereum front, large holder Bitmine has been continuously accumulating, adding over 44,000 ETH just last week, with total holdings exceeding 4.1 million ETH. This sustained increase in positions indicates that institutions' medium- to long-term outlook on Ethereum remains unchanged.

Stablecoin flows hint at upcoming movements. Circle has injected over 7.25 billion USDC into the Solana ecosystem in the past month. These proactive liquidity deployments often signal imminent large transactions or a new phase of ecosystem development.

Traditional asset management is paving the way. Bitwise has submitted applications for 11 altcoin ETFs to US regulators, including assets like AAVE and UNI. From a product perspective, this suggests preparations for large-scale capital inflows.

Regulatory environment is softening. Even countries known for their conservative stance are beginning to adjust, with multiple exchanges supporting new crypto trading schemes and opening regulated channels for retail investors. This global acceptance trend is now hard to reverse.

Notably, the US spot Ethereum ETF recently reversed its previous outflow trend and showed net inflows. When these signals are connected, the direction becomes very clear.

ETH0,15%

SOL0,76%

USDC0,02%

AAVE-3,23%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

7 Likes

Reward
7
6
Repost
Share

Comment

0/400

LiquidityWizard

· 6h ago

Institutions are quietly eating up chips, while we're still debating whether to get on board... what a gap When Wall Street shouts "Wolf!", the money on the chain is already pouring into the SOL ecosystem. What does that mean? Bitwise has submitted 11 ETF applications for altcoins simultaneously. It feels like traditional finance is really about to make a move The Federal Reserve is anxious about US stock valuations, yet regulation has actually loosened... Isn't that quite ironic? ETH inflows are reappearing, and Bitmine is still aggressively buying. Are they trying to tell us a story? Honestly, the 7.25 billion USDC stacked in Solana stablecoins reveals quite a big ambition Looking at this series of operations, institutions are clearly much smarter than retail investors. We're still watching K-line charts Regulatory shifts combined with institutional deployment suggest the timetable is already set. The key is whether there's the courage to get on board US stocks are expected to fall, but major players in crypto are accelerating. This script is well written

View OriginalReply0

MissedAirdropAgain

· 6h ago

Wall Street is panicking, but on-chain data is whispering quietly. The sense of discrepancy is incredible. Institutions are frantically sweeping up tokens, and Bitwise has directly proposed 11 altcoin ETFs... It feels like the wave is really coming. Stablecoins are flowing into the Solana ecosystem. Isn't this telling us who to watch next? Could it be that big funds are secretly laying the groundwork while we're still debating whether to fall or not? The inflow of ETH has reversed, and this signal is clear enough. Traditional finance is retreating, crypto is advancing, and the opportunity to choose sides seems to be dwindling. Bitwise's move is definitely laying the groundwork for big players to scoop up bargains.

View OriginalReply0

SingleForYears

· 7h ago

When Wall Street is panicking, it's the perfect opportunity to buy the dip. The institutions have seen through it long ago. --- 4.1 million ETH, Bitmine's move is no joke. --- Massive inflow of stablecoins into Solana? This liquidity wave clearly indicates something big is about to happen. --- The Federal Reserve can shout all it wants, but funds have already taken sides in crypto. --- Relaxed regulations + institutional deployment + ETF paving the way—this combination I understand. --- Really, every time traditional finance encounters trouble, it's the prelude to crypto taking off. --- The signal of ETH flowing out and then back in is quite intense.

View OriginalReply0

0xSunnyDay

· 7h ago

When Wall Street is panicking, it's actually a celebration for crypto enthusiasts. This pattern is so familiar. Bitmine's move is really brilliant; they said add to their holdings of 4.1 million ETH and just did it, not caring about the Federal Reserve's stance haha. The real signal is the influx of stablecoins into Solana, more honest than any commentary.

View OriginalReply0

probably_nothing_anon

· 7h ago

Wall Street keeps shouting for help, but institutions are疯狂抄底, the contrast is too stark. Bitmine's holding of 4.1 million ETH is no joke. --- USDC is pouring 7.25 billion into Solana, clearly indicating major moves are coming. --- When the Federal Reserve is bearish on the stock market, Bitwise is paving the way for altcoin ETFs—two completely different worlds. --- Regulations are starting to loosen, what does that mean? What is coming will come sooner or later. --- Ethereum ETF is showing net inflows again? Yes, the sentiment has indeed shifted. --- Traditional finance is collapsing, but crypto is taking off—stories are always this magical. --- Big players are accumulating, stablecoins are flowing, ETFs are applying—if these three moves are happening, can we say something big is about to happen? --- US stock valuations are being criticized, but crypto is quietly gaining strength—it's spot on.

View OriginalReply0

WagmiWarrior

· 7h ago

When Wall Street is panicking, it's just the right time for us to jump in. I understand this rhythm. Institutions are buying up ETH, stablecoins are stacking Solana. Isn't this a signal for us? Regulations are also starting to loosen. This wave is really coming.

View OriginalReply0