Recently, a phenomenon worth noting: a leading institutional fund is once again accumulating, having bought over 10,000 ETH in the short term, publicly claiming to be the "largest ETH holder in the industry." What does this reveal?

Let's look at two key pieces of information. First, the previously discussed main consensus zone around $2700 has now seen real capital entering to reinforce it, indicating that institutions have a high level of confidence in this price range. Second, their position allocation logic is very clear: heavily weighted in ETH and WLFI, complemented by balanced holdings in BTC, BCH, and BNB. This strategy targets the long-term cycle around 2026.

Why are they so confident? One sentence: a few hundred dollars of fluctuation is insignificant. This precisely shows that institutions are not looking at short-term market movements but are focusing on longer-term cyclical opportunities. Retail investors who keep getting shaken out by short-term volatility are actually looking too narrowly.

Holding spot assets is the way to go; the risks in the futures market are too uneven for ordinary people—facing the other side of the order book, institutions are setting traps, and the probability of losing is too high.

How to reference this? Use mainstream coins as stabilizers to maintain the basic position; if possible, allocate some potential projects to seek gains. The key is not to be fooled by bearish rhetoric—there are indeed too many exaggerated claims in the market.

Before a major market move arrives, smart money has already begun to position itself. Getting ahead to understand their moves is the real way to capitalize on information advantages.