2025-12-27 16:20:35

While most people are still asking "Is now the high point to buy," analyst Tom Lee has already provided a clear price target—Ethereum surging to $9,000 by early 2026, Bitcoin aiming for $200,000, and Ethereum's long-term goal reaching $20,000.

Behind this data is not just simple emotional hype, but an ongoing structural transformation.

The attitude of traditional finance has changed. The emergence of ETFs has altered the game—those institutional funds that once "dared not touch cryptocurrencies" are now passively allocated through ETF products, automatically buying daily. This is not short-term speculation but genuine long-term locking. Liquidity is no longer flowing into assets expected to double quickly but is quietly accumulating at the bottom, slowly draining retail investors' chips.

Why are Bitcoin and Ethereum key? Bitcoin is completing its upgrade to digital gold, while Ethereum has become the essential pathway for on-chain assets, ETF issuance, and stablecoin settlement. This is not just a story about a single chain but a deep rewrite of the global capital structure.

The most interesting part is—this cycle's protagonists have changed. Retail FOMO is no longer the driving force; instead, it's the allocation needs of pensions, insurance funds, and corporate balance sheets. They don't chase highs or trade intraday; they do one simple thing: monthly dollar-cost averaging, long-term holding, and waiting for decade-level returns.

This is the truly terrifying aspect of the "super cycle"—it's not the thrill of doubling in a day, but that when you look back, the price has quietly risen to heights you never imagined.

ETH0,32%

BTC0,41%

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SoliditySurvivor

· 20h ago

Institutions accumulate, retail investors get cut, I've seen this routine too many times Wait, 200,000 Bitcoin? Then I’d better sell my house quickly, haha It's just big players secretly building positions, and we're still debating high points and low points Damn, I wish I hadn't chased at the high... now I can only dollar-cost average and wait ten years What does the entry of institutions mean? It means we retail investors have no chance to double quickly anymore But on the other hand, this time is really different from the past; the participation of financial institutions has indeed increased I'm optimistic about the long term, but in the short term, can this wave of market trend pull back? I need to add to my position The institutions are eating the meat, we are drinking the soup, and we should thank them for not completely cutting us off Are dollar-cost averaging investors finally going to turn the tide and sing their song?

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WhaleStalker

· 20h ago

Institutional entry is really quietly accumulating, while retail investors are still debating high points and low points... This is the most ironic part.

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PaperHandsCriminal

· 20h ago

Oh no, here we go again with the story of institutions buying and buying. I just want to ask... are my small retail holdings really worth buying into? --- Wait, ETF automatically buying in? Then what about my manual sell? Is that automatically losing money? --- $200,000... feels like you're telling us a story again, just like last year --- I understand the structural shift, but I just don't get why I always operate in the opposite direction --- Institutions hold long-term, I hold short-term paper... how are these buy and sell actions even done? --- You're right, but I still ask myself at $9,000, "Is it too late to enter now?" --- The scariest part is, looking back, I've already fully sold three times --- So basically, I'm just too bad at this, not that the market is too difficult --- Ten-year returns? Bro, I can't handle ten minutes of that kind of fluctuation --- Institutions are stacking at the bottom, I'm trying to get out, is that what you call a two-way rush?

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