ChainCatcher news, K33 Research released the 2025 annual report on the crypto market, pointing out that although the fundamentals of Bitcoin have reached a historic high, its price performance is not on par with other major asset classes. The report shows that the U.S. government has established a strategic Bitcoin reserve, with national pension funds in Abu Dhabi and Luxembourg allocating 1-3% of their funds to invest in Bitcoin, and Harvard University making similar allocations in its substantial endowment fund. Meanwhile, since January 2024, over 20% of Bitcoin UTXOs that are more than two years old have been activated, indicating a large-scale sell-off by early holders. Analysts believe this is both a natural behavior of taking profits and a response to Bitcoin's gradual integration into the TradFi system. Despite the market undergoing adjustments, the report holds a “constructive bullish” view for 2026, suggesting that the divergence between current prices and fundamentals creates investment opportunities, especially in the context of a new U.S. government potentially adopting a more accommodative monetary policy.
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