#比特币机构配置与囤积 Strategy, this move is quite interesting—adding 10,645 Bitcoin in a single week, with a total cost basis of $74,972, this approach is very familiar to me. Institutional accumulation at the bottom has never been subtle, especially after market crashes; they tend to add more.

Just by looking at Cathie Wood’s statements, you can sense the clues: Bitcoin has the strongest liquidity, is sold off first, and rebounds first. This is not a disadvantage; rather, it is the primary reason institutions prefer it for asset allocation—it represents an entry ticket to the new financial system. Whether traditional giants like Morgan Stanley and Bank of America follow up with ETF allocations will be the real trigger for the next market cycle.

From a copy-trading perspective, I am observing those large traders who keep increasing their positions—how quickly they lower their average cost and their pacing of adding positions are the best indicators of market bottoms. When institutions are still accumulating, retail investors are usually panicking. At this point, the position management skills of top copy-traders become especially critical. High risk-tolerance copy-traders can increase their share, while conservative ones should appropriately reduce their single trade size—key is not to be driven by emotions.

The patience of institutions has taught me one principle: true gains come not from guessing the bottom, but from steadfastly building positions at the bottom. This is the strategic logic worth revisiting.