2026-01-05 20:20:35

Last week, the capital inflow into crypto investment products exceeded $1.31 billion, reaching a new high. Of this inflow, 97% went directly into Bitcoin, with almost all of the remaining small amount flowing into Ethereum. What can we infer from this data? The message from institutions is very clear—Bitcoin is currently the most favored asset.

What does this mean? In the short term, the main driver of the rally is likely to be Bitcoin leading the charge. Ethereum and other mainstream coins are more likely to follow suit.

However, looking at capital flows alone is not enough. Let’s see what the whales holding large positions are holding:

**Artificial Intelligence Sector**—TAO, PAAL, FET, XNA are all on the list.

**Rendering + Storage**—RNDR is also receiving attention.

**Public Chains and Layer1**—holders of INJ, KAS, AZERO, ROSE are quite numerous.

**DeFi and Interoperability**—KUJI, QNT, CHNG are all actively positioned.

**New Sector Exploration**—whales are also making small-scale moves into RWA attributes of RIO, the underlying technology positioning of TRIAS, and GambleFi directions of RLB.

From the choices made by institutions, the market focus in 2026 may still revolve around AI, public chain ecosystems, and interoperability protocols. Bitcoin’s strong position is unlikely to be shaken in the short term, but don’t overlook the medium- and long-term opportunities quietly accumulated by whales.

BTC-0,59%

ETH-1,16%

TAO-2%

PAAL-4,21%

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ser_we_are_ngmi

· 01-08 07:14

97% flows into Bitcoin, institutions are really all in this time, other coins can't even get a sip Whales are quietly accumulating AI and public chains, it seems they know something we don't Bitcoin is experiencing a short-term surge, but I still favor those neglected Layer1 projects, let's take a gamble Wait, do people really believe in those GambleFi projects? They dare to deploy in this sector too Institutions have plenty of money and are reckless; anyway, I'll keep an eye on TAO and INJ, following the big players is never wrong

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RiddleMaster

· 01-07 16:47

97% invested in Bitcoin... This wave from institutions is all in on coins, other tokens can't even get a sip --- Whales are still quietly accumulating AI and public chain projects, while retail investors are still chasing highs... the gap --- No, no, no, why is no one mentioning RNDR in the rendering track? Will 2026 really revolve around these sectors? --- Bitcoin leading the charge is almost a done deal, the question is when will Ethereum follow suit and move? --- Throwing 1.3 billion entirely into Bitcoin, is this telling us not to think crookedly, right? --- Looking at TAO, FET and other AI tokens holdings... whales are playing a completely different game --- It's again a concentration issue. What does 97% invested in Bitcoin tell us... risking everything in one place? --- For the public chains, should we look at INJ and KAS... since whales are accumulating them --- Short-term BTC dominance, long-term positioning in new sectors, this logic is clear... but executing it, anyone can fall into traps

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MelonField

· 01-05 20:46

97% went to BTC, with the remaining small amount divided among ETH, the gap is huge. Institutions really just want the king's move. I've already been accumulating that batch of AI coins like TAO, it seems whales have the same idea. This wave of momentum still feels like the old routine, in the short term BTC is the star, others are just following suit. However, I haven't paid much attention to the new tracks like RWA and GambleFi, let's wait and see what whales do next. $1.3 billion in the market, it feels like the market will stay hot for a while.

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SocialFiQueen

· 01-05 20:42

97% all flow into BTC, this is the market talking. Institutions only care about Bitcoin; everything else is just a supporting act. --- Whales are quietly accumulating AI and public chain projects, while we're still watching BTC rise and fall. The landscape is so different. --- It's great to say it's a long-term opportunity, but honestly, it's just gambling on small coins. I prefer to follow the mainstream for safety. --- Are AI coins like TAO and FET really worth paying attention to? Feels like all just hype and concept trading. --- Institutions are fully committed to BTC, clearly aware that short-term profits are guaranteed. Everything else is just betting on the story behind it. --- Whales are also testing the waters with new concepts like RWA and GambleFi, indicating even big players are uncertain. It might just be a trap to harvest retail investors. --- Ethereum has been marginalized again this time, quite a sigh. --- Many holders of public chain coins like INJ and KAS. Should I try to buy the dip? --- All 1.31 billion USD dumped into BTC. No wonder this market move is so fierce. --- Wait, 2026 is still early. Why rush now? Missing the right timing could lead to even bigger losses.

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SerumSquirrel

· 01-05 20:38

97% flows into Bitcoin, how boring is that? Just know the all-in mainstream coin routine. Whales are all lurking in AI and Layer 1, while retail investors are still chasing highs, which is really unfortunate. I've been eyeing interoperable projects like QNT and TAO for a long time. If I add more now, I might be laughing in 2026. BTC is the short-term king, but in the medium to long term, those small coins are the dark horses. It all depends on who dares to take the plunge. Institutions are really sneaky, publicly hyping Bitcoin while secretly accumulating chips in the AI track.

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