Christmas has just passed, and the market experienced a significant fluctuation. The record-breaking $23 billion options settlement last night caused intense volatility in the major indices. By December 27th, after the dust settled, we finally saw the true intentions of the main capital flows.

Many people were quite frightened by this short-term downward pressure, but there's really no need to be. These last few days of the year are better seen as a golden window for rebalancing assets rather than a period of panic. Interestingly, although Meme and AI sectors performed poorly throughout the year, RWA (Real World Asset Tokenization) has been quietly absorbing market liquidity, and data suggests this could be the most certain growth trend by 2026.

Looking at BTC's current movement makes this clear. The price has been oscillating between $87,000 and $89,000. While last night's options settlement released significant short-term pressure, the critical support levels were not broken. What does this indicate? Institutional funds (including players like BlackRock and Fidelity) are aggressively accumulating at this level. If BTC can hold above $88,500, the year-end rally could easily push toward the $100,000 mark.

In contrast, Ethereum is still struggling around $2,900, appearing quite weak. But on-chain data tells a different story. The total locked value in RWA sectors (such as Ondo, MakerDAO ecosystems) has hit new highs. Full data for 2025 has already been released, and RWA is the only sector outperforming the broader market, with an average increase of over 180%. What does this mean? As the underlying settlement layer for RWA, ETH at its current low prices presents a good opportunity to build positions.

The lessons from the past year are worth deep reflection. Most of the funds rushing into Meme and AI altcoins have become casualties. Now, market money is flowing back into rational assets—shifting from aircoins to those that generate real returns. If you still hold trapped garbage coins, this rebound could be your last chance to escape—don't miss it.

The upcoming strategic advice is also clear. The clock for 2026 is about to strike, and this is a time for defensive counterattacks.

If you are a spot holder, just hold onto BTC and ETH; don’t be scared by the year-end volatility. More aggressive investors can consider gradually building positions in leading RWA projects during the late-year pullback, focusing on the top five market cap targets. The principle for avoiding traps is simple: steer clear of old coins with no liquidity.

Only a few days remain until 2026. Can BTC break through $95,000 before New Year’s? The answer may depend on whether this critical support level can hold.