Wells Fargo's $383 million Bitcoin purchase may seem ordinary but hides a deeper meaning. CZ's insight hits the mark — retail investors panic selling while major US institutions quietly accumulate.

This is not an isolated case. Since the approval of Bitcoin spot ETFs, financial giants like BlackRock and Fidelity have been continuously buying. Now even traditional banks are getting involved directly. What does this reflect? The institutionalization process is deepening. Although individual purchase amounts are not considered heavy positions, this signal is worth noting — the most conservative traditional financial institutions are already treating Bitcoin as an asset allocation option.

What will happen next? A large amount of Bitcoin is locked in by institutions for long-term holdings, which directly intensifies the supply and demand imbalance and solidifies the bottom for prices. More importantly, this adds another strong piece of evidence for Bitcoin’s status as a legitimate asset class. Long-term capital such as pension funds and insurance funds may be watching and waiting for such signals.

Looking ahead, with institutions continuing to buy and the halving cycle overlapping in 2026, Bitcoin’s long-term prospects are solid from a fundamental perspective. Bitcoin will not replace gold but will erode gold’s monetary properties in the digital world. Ultimately, both will occupy their own positions in future investment portfolios. The market is currently shifting from skepticism to divergence, and the movements of smart money are still worth close attention.