#比特币机构配置与囤积 Seeing Cathie Wood's latest viewpoint, I have summarized a key piece of information: institutions are entering the market on a large scale, and Bitcoin has become their preferred entry point.

What does this mean for retail investors? **A bottom signal is forming**. During the flash crash on 1011, BTC liquidity was at its strongest, indicating that large funds had already started accumulating at that stage. As market sentiment gradually recovers, if giants like Morgan Stanley and Bank of America officially allocate Bitcoin through ETFs, it will directly trigger the next wave of incremental capital inflows.

My advice is straightforward—don't just focus on the illusory gains from airdrop projects. In the current cycle, seize the opportunity to allocate to mainstream coins (BTC, ETH, SOL), participate in their ecosystem interactions and governance activities, which involve the lowest costs but offer the highest certainty of returns. Ethereum, as institutional-grade infrastructure, and Solana, with its potential for consumer-facing applications, are the ecosystems most likely to concentrate airdrops in the future.

While the market bottom signal is still present, shift your interaction focus from small-cap coins to larger ecosystems. This way, you can both maximize airdrop opportunities and capitalize on the upward cycle driven by institutional allocations.