Behind the influx of massive funds, institutional strategies are shifting.

Recently, the market has shown a clear signal: institutions are no longer just buying passively but are beginning to participate deeply and utilize actively. According to data, the daily net inflow of BTC spot ETFs has surpassed the $700 million mark, while short positions are being continuously liquidated. BTC has successfully stabilized at $93,000 and is making a push toward $100,000 — this is not a rebound caused by emotional fluctuations, but a genuine trend advancement.

What’s even more noteworthy is the logical shift behind institutional movements. When large capital transitions from the "accumulation stage" to the "application stage," the market’s pricing logic is also being reshaped. The expansion of ETF scale, on-chain data resonance, and increased recognition of cryptocurrencies by traditional financial institutions are stacking together, changing the supply and demand dynamics of BTC and the entire crypto market.

From the end of 2024 to early 2025, this wave of institutional activity warrants ongoing observation.