The market is currently in a state of extreme panic, but in the long term, mainstream coins (such as BTC and ETH) still demonstrate strong strategic value and institutional allocation enthusiasm. The overall landscape is experiencing differentiation and adjustment, with short-term volatility intensifying. However, from a macro and capital perspective, the industry’s growth story is far from over.

Bitcoin (BTC) current price: 89,628 USDT, 24-hour increase of 0.21%, high of 91,222 USDT in the past 24 hours, low of 88,566 USDT, trading volume 9,730 BTC
Ethereum (ETH) current price: 2,959 USDT, 24-hour increase of 0.6%, high of 3,019 USDT in the past 24 hours, low of 2,892 USDT, trading volume 135,565 ETH
Crypto market fear and greed index: 25 (Extreme Fear)
Institutional holdings: A total of 1.17 million BTC held by 192 listed companies worldwide, ETF net inflows exceeding $6 billion (long-term)
BTC is consolidating sideways in the short term, RSI in the oversold zone, MACD dead cross, bullish and bearish momentum weakening, volume-price relationship indicates capital is on the sidelines, with a risk of continued short-term oscillation.

ETH is also consolidating sideways, technical indicators are weak, and buy/sell signals are not yet clear.

Institutional funds continue to flow in, with a clear long-term allocation trend. The US is pushing forward with strategic reserve legislation, promoting expansion of Bitcoin spot ETFs, showing strong capital recognition.
Ethereum ecosystem expansion accelerates, with major institutions deploying more innovative products on-chain. $400 billion in assets have already been tokenized on Ethereum.

Recent ETF (such as Bitcoin, Ethereum) capital flows show some outflows, but overall long-term net inflows persist, with market “confidence” intertwined with “short-term exits.”
On social sentiment, bullish KOLs (opinion leaders) still dominate, but bearish voices are increasing.

Regulatory policies are becoming clearer (e.g., US clear legislation, yen foreign exchange intervention), laying a foundation for large capital inflows in the future. Technological innovation (such as Ethereum’s post-quantum security team establishment) demonstrates the sector’s strong self-evolution capability.

🤖 Investment Advice
Long-term perspective: Core mainstream coins (BTC, ETH) still hold industry “anchor” value. It is recommended to invest gradually, focus on high-quality asset positions, and avoid heavy, aggressive allocations.
Short-term operation: The market is extremely panicked. If there is capital allocation demand, participate cautiously. Consider setting staggered buy-ins and stop-losses, and add positions once the trend becomes clearer.
Allocation strategy: Prioritize stable mainstream coins + some leading ecological projects. Aggressive investors can participate moderately in promising new tracks, but should be prepared for volatility.

⚠ Risk Warning
The market is in a panic zone. Under emotional interference, price fluctuations can be amplified. It is recommended to strictly control positions and avoid high leverage trading.
The industry’s phased adjustment is not over. Capital outflows and regulatory news may cause ongoing volatility. Make sure to conduct thorough risk assessments before any decision.
Crypto assets are highly volatile and may face price corrections at any time. Do not invest blindly; leave enough safety margins!