The New Year has just passed, and the crypto world has sounded an alarm.

On January 2nd, during the trading day, the global spot ETF net inflow exceeded $7.1 billion. Don't underestimate this number—it's not some fairy tale. Once a trend forms in the financial markets, the inertia can far exceed expectations.

Looking at the inflow rankings makes this clear. VOO still holds the top spot, this veteran fund tracking the S&P 500 continues to attract funds, which is no surprise. But what’s truly intriguing is the tenth position—the BlackRock Bitcoin Spot ETF, which gained $287 million in a single day.

Think about what this means. The fact that a Bitcoin ETF can break into the top ten amid the dominance of traditional financial giants is enough to illustrate the point. Major institutions have already changed their stance: digital currencies are no longer "non-mainstream assets," but have become a standard part of asset allocation.

What seems like a chaotic market actually has a clear direction. Although the data is still in its early stages and various opinions exist, the overall market trend has been set. Institutions are frantically buying, while retail investors are still hesitating. This expectation gap is the biggest opportunity ahead.

To put it simply, it’s not about whether prices can go up, but whether you have the courage to hold steady.

Looking ahead, in 2026, this approach is likely to continue: institutions push prices higher, retail investors enter to catch the last wave, and the real winners are those who saw through all this at the beginning of the year and held their positions tightly.