2025-12-29 16:24:53

The market has shown interesting divergence. On one hand, institutions continue to buy Ethereum. According to on-chain data, Trend Research has recently increased its holdings by 11,520 ETH, totaling $34.93 million. This is not a single emotion-driven trade, but a coherent and well-thought-out allocation move. In other words, smart money is betting on ETH's long-term growth with concrete actions.

On the other hand, macro analysts' voices are somewhat different. Some research institutions predict that Bitcoin may face a correction pressure in 2026, with a moderate scenario dropping to $50,000, and in extreme cases, possibly testing $10,000. From the current price level, BTC has retreated about 30% from its all-time high, and market top divergences are beginning to emerge.

The underlying logic is quite clear: Bitcoin is more often viewed as a macroeconomic trading tool, while Ethereum is being regarded by institutions as a long-term asset allocation. The deeper the divergence, the closer the cycle turning point tends to be. The market always tells the truth; you just need to follow the capital flow.

ETH-3,33%

BTC-3,13%

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GasFeeDodger

· 11h ago

Institutions are accumulating ETH in this wave, and smart people have noticed. Following the capital flow is definitely the right move. I can't understand the prediction for BTC, whether it's 50,000 or 10,000; anyway, I will just hodl. The deeper the disagreement, the greater the opportunity. This statement is spot on. ETH this time is really interesting; I am bullish in the long term.

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BlockDetective

· 13h ago

Institutions are疯狂囤ETH, this signal is too clear, following smart money is the right move BTC dropping to 10,000? Nonsense, those macro analysts just love to scare people ETH is the real long-term asset, this time is different The best entry points are often when there are big disagreements, everyone can see that Follow the funds, don't listen to those trash talkers, on-chain data is the real truth

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MevSandwich

· 13h ago

Smart money is buying ETH, while dumb money is hesitating over whether BTC is 50,000 or 10,000. That's the market, haha. Following the funds is the right move; institutions' actions won't deceive you. Those extreme predictions about BTC are just for listening; when the time comes, they'll have a different story. This round of ETH allocation feels like someone is really in. Market divergence is an opportunity; see who can understand this round.

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CodeSmellHunter

· 13h ago

Smart money is all accumulating ETH, this signal won't deceive Institutions are buying ETH aggressively while bearish on BTC? Something's off, someone is about to take over Following the funds is always right, now it's just a matter of who can hold until the cycle inflection point The more obvious the divergence, the more it indicates the bottom is shifting—interesting Over 34 million invested in ETH... I just want to know if these institutions have seen something in advance again

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SandwichVictim

· 13h ago

Smart money is once again aggressively buying ETH. This pace feels off. Institutions are racing to secure territory, while retail investors are still debating how low BTC can drop. The gap is huge. Following the capital flow is never wrong, but the problem is we just can't keep up. Has BTC become a macro hedge tool? Then I might as well bottom fish ETH. Such a big divergence—what does it mean? The top is indeed coming soon.

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ETHmaxi_NoFilter

· 13h ago

What are smart money doing? Just look at on-chain data and you'll understand—much better than those who just talk big. Institutions are continuously increasing their ETH holdings, which shows they know what they're doing, unlike retail investors who are driven by emotions every day. Are you panicking when BTC drops 30%? Macro analysts make blind predictions, but I believe the most honest indicator is capital. Really, the greater the divergence, the closer we are to a turning point. This logic is incredibly clear. The future value of ETH has long been understood; it all depends on who can hold on until that day.

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ponzi_poet

· 13h ago

Institutions are疯狂抄底 ETH, what are we retail investors still hesitating for? BTC dropping to 10,000? Dream on, I'm tired of this macro analyst rhetoric. Follow the smart money, this time really is different. The flow of funds never lies, this statement hit me. ETH is being treated as a long-term asset by institutions, indicating that the cards have already been revealed.

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