76 billion dollars quietly enters the market; what you think is the top may just be the bottom in the eyes of the whales!

1. Who is buying crazily? — The behind-the-scenes driving force of capital inflow

Matrixport data shows that the market cap of USDT and USDC surged by 76 billion dollars, which is not retail behavior, but rather institutions, market makers, and state capital in the background:

Wall Street giants (BlackRock, Fidelity) enter the crypto market through stablecoins to avoid direct exposure to BTC holdings.

Asian capital (Hong Kong, Singapore) uses USDT/USDC to circumvent foreign exchange controls, accelerating the allocation of crypto assets.

Middle Eastern sovereign funds (Saudi Arabia, UAE) seek BTC to hedge against risks amid the depreciation of oil dollars.

Fuxiang interprets: This is not short-term speculation, but long-term capital layout! Stablecoins are the vanguard signal for 'institutional entry'; the real FOMO (fear of missing out) has not yet begun!


2. Where will the money flow? — Three major beneficiary tracks

First tier: Bitcoin (BTC) — institutional favorite

Spot ETFs continue to attract funds (BlackRock's IBIT position has exceeded 300,000 BTC).

Halving leads to supply tightening + stablecoin liquidity boost, 120,000 dollars is a conservative target.


Second tier: Ethereum (ETH) — king of staking + stablecoin settlement

USDC and USDT are issued in large quantities on the Ethereum chain, rising Gas fees = surging ETH demand.

ETH is replicating BTC's explosive trajectory.


Third tier: high liquidity altcoins (SOL, XRP, TON)

Stablecoin liquidity spillover will cause funds to flow from BTC/ETH to high market cap altcoins.

MEME coins (such as DOGE, PEPE) may explode again, proportional to risk!

3. When will it explode? — Key time nodes

Q3-Q4 2025 may be the craziest phase of the market, reasons:

U.S. crypto regulation will be significantly relaxed, attracting more funds into the market.

Expectations for Fed rate cuts are rising, and dollar depreciation is driving funds into the crypto market.

Ethereum hits a new high in three years, triggering global FOMO.

Warning: If you wait until ETH breaks 5000 dollars to enter, you may have already missed the best opportunity!


4. Fuxiang's prediction: Best investment strategy in 2025

Short-term (1-3 months):

Buy BTC and ETH spot on dips; institutional funds are still flowing in.

Pay attention to the speed of stablecoin issuance; USDT market cap exceeding 200 billion = signal of bull market acceleration.

Medium-term (6-12 months):

Layout high market cap altcoins (SOL, XRP, TON), waiting for capital rotation.

Cautiously participate in MEME coins; high volatility is suitable for short-term speculation, but risks are enormous!

Long-term (over 1 year):

Hold BTC, ETH, ignore short-term volatility; 2026 may welcome a 'super cycle'.

Focus on RWA (real-world assets) track, such as Ondo, MKR, etc.


Ultimate conclusion: The bull market has started, but most people are still unaware! 76 billion dollars is just the beginning; the real madness is yet to come! Will you choose to layout in advance or wait to chase high when ETH reaches 5000 dollars? I am Fuxiang's prediction Old Chen, focusing on news dissection, specializing in critical point trading! Follow me for insights, don't be a latecomer! One strategy every day, grasp the main force's rhythm in advance!#BTC重返12万 #ETH突破4600