主要论点: 1. 未来三年将是机构主导的大牛市,不再是散户驱动 2. Mass Adoption 通过自上而下的金融基础设施升级实现 3. 「散户为潮,机构为海。潮汐可退,海不会。」 关键数据: 1. 2024-2025 数字资产基金净流入 442 亿美元 2. ETF 持有 BTC 占总供应 5.7%-7.4% 3. 机构对 BTC/ETH 配置占比 67%,散户仅 33% 4. 机构需求 $976B vs 可售供应$12B = 80:1 供需比 投资启示: 1. 从情绪交易转向顺大资金交易 2. 从找百倍币转向找结构性长期赛道 3. 从做短期转向做跨周期 4. 关注 RWA、企业级基础设施、托管服务等万亿级赛道 Respect to @chelsonw_
1/12 散户已死,机构当立:看懂下一轮加密全球大牛市 先上结论:未来三年将是由机构主导的一轮大牛市,标志着Crypto和区块链技术正式进入华尔街资产负债表,Mass Adoption通过一场自上而下的金融基础设施升级实现。 这篇推文仅简要阐述,全文原文已发布在: #加密货币 #机构牛市 #RWA
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