Institutions have 167 billion US dollars loaded; how far this bull market goes depends entirely on their expressions! These Wall Street wolves have truly entered with real money! Last month, crypto funds reached a historical high of 167 billion US dollars, equivalent to the entire GDP of Cambodia piled into the crypto world. But don't rush to shout 'bull market'—let Old Crow break it down:
Good news: Institutions carry the flag, retail investors benefit.
Clear protection: BlackRock and Fidelity have hoarded 63 billion in Bitcoin ETFs (accounting for 40%), buying every day, transforming Bitcoin from a 'CX toy' to a serious asset!
Deep defensive moat: Just Grayscale's GBTC alone has locked up 20 billion in assets. As long as these big players don't run away, it's hard for the market to collapse (if you don't believe it, think back to the collective inaction of institutions during the 519 crash).
Forced compliance: A few days ago, Coinbase's custody scale soared to 128 billion; institutions are forcing exchanges to dress in suits and ties, and I am no longer afraid of small exchanges running off at midnight!
Don't let the numbers blind you! Old Crow has personally experienced the three consecutive tricks of institutions cutting retail investors.
Before last year's Luna crash, a certain hedge fund exchanged UST for DAI a week in advance and opened a short position, making a fortune.
In April this year, when Bitcoin broke 70,000, the Chicago Exchange suddenly saw 30,000 short positions flood in, directly crashing it by 5,000—Wall Street's sickle is ten times faster than retail's!
Risk: Bullets can protect the market, but they can also blow heads off.
The lifeline is in others' hands: In May, ETF inflows plummeted by 75%, and Bitcoin immediately stagnated like a dead fish. When these people stop, it's a negative signal!
When US stocks sneeze, the crypto market catches a cold: In June, US tech stocks crashed, and Bitcoin fell 7% in one hour; institutional risk control robots are ruthless!
Regulatory blade hanging overhead: BlackRock just bought happily, and the SEC turned around to sue Binance—one day, if they shout 'US funds banned from investing in altcoins', the altcoin season will become a sacrificial altar!
Old Crow's practical strategy.
Hold core positions tightly in Bitcoin (institutional bullets mainly hit here, if it drops, they will cushion it).
New funds bet on 'institution-certified funds': Solana staking volume exceeds 80%, Jito governance token rises 40% this month (Wall Street loves to copy homework!).
Hedge tool ready: Coinbase stock price (COIN) and Bitcoin ETF correlation rate exceeds 90%. Opening a COIN short position during a big drop is a hundred times stronger than cutting losses!
Tonight at eight, Old Crow monitored a mysterious address buying 30 million dollars of Toncoin. Is it an institution laying the groundwork or a smokescreen? Click to follow, and the tracker screenshot will be sent directly to your group!
Remember the words of Old Crow: In a bull market, institutions lift the sedan; to escape the peak, watch them withdraw funds—this 167 billion is not the ceiling, it is the sword of Damocles!
