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بلاك روك تستحوذ الآن على 3.5% من إجمالي معروض البيتكوين المتداول! 🏢 السوق ينتقل من أيدي الأفراد إلى المؤسسات الكبرى. تحركات العملاق الأسود هي البوصلة القادمة للسعر. راقبوا تدفقات الـ ETF هذا الأسبوع.
#BlackRock #BTC #etf
#BlackRock #BTC #etf
ترجمة
🚨 ETH ETF OUTFLOWS HIT $187M THIS WEEK
Ethereum ETFs recorded $187 MILLION in net outflows this week, with BlackRock leading the selling.$SUI
🧠 By the numbers:
• Total outflows: $187M
• BlackRock ETH sold: $69.42M
• Broad-based selling across ETH ETF products
📌 What’s driving it:
• Short-term risk-off positioning
• Portfolio rebalancing into year-end$NEAR
• Ongoing volatility in ETH price action
⚖️ Why this matters:
• ETF flows directly impact spot market demand
• Sustained outflows can pressure near-term price
• Highlights caution even among institutional holders
🌐 Big picture:
Institutions are trimming ETH exposure — for now — while waiting for clearer macro and market signals.
📊 Takeaway:$BNB
$187M out.
ETH faces near-term pressure, not a structural exit.
#WriteToEarnUpgrade #etf #ZeusInCrypto
Ethereum ETFs recorded $187 MILLION in net outflows this week, with BlackRock leading the selling.$SUI
🧠 By the numbers:
• Total outflows: $187M
• BlackRock ETH sold: $69.42M
• Broad-based selling across ETH ETF products
📌 What’s driving it:
• Short-term risk-off positioning
• Portfolio rebalancing into year-end$NEAR
• Ongoing volatility in ETH price action
⚖️ Why this matters:
• ETF flows directly impact spot market demand
• Sustained outflows can pressure near-term price
• Highlights caution even among institutional holders
🌐 Big picture:
Institutions are trimming ETH exposure — for now — while waiting for clearer macro and market signals.
📊 Takeaway:$BNB
$187M out.
ETH faces near-term pressure, not a structural exit.
#WriteToEarnUpgrade #etf #ZeusInCrypto
786mjk:
goodjob
ترجمة
🔥 Crypto ETFs Took Over 2025 — Is 2026 the Year Capital EXPLODES Beyond Bitcoin & ETH? 🔥
2025 will be remembered as the year crypto ETFs flipped the switch — turning digital assets from a niche bet into a core Wall Street product.
But the real question is 👇
👉 Was 2025 just the warm-up for an even bigger 2026?
🚪 1️⃣ 2025 Opened the Floodgates
Crypto ETFs became the official bridge between traditional finance and on-chain assets. Institutions no longer needed wallets, keys, or custody solutions — just clean exposure through regulated products.
💼 Pension funds
🏦 Wealth managers
📊 Asset allocators
All entered at scale.
💎 2️⃣ Bitcoin & Ethereum Won Phase One
BTC and ETH ETFs became the foundation of institutional crypto exposure.
Not speculation. Not hype.
👉 Infrastructure-grade assets for serious portfolios.
Crypto crossed the line from “trade” to asset class.
⚡ 3️⃣ Rotation Began: XRP & Solana Step In
As BTC and ETH matured, capital started rotating. Institutions asked:
🧠 “What’s next after the majors?”
📈 “Where is growth, not just exposure?”
That’s where XRP and Solana ETFs gained traction — higher beta, faster narratives, new use cases.
🌊 4️⃣ ETF Flows Now Shape Sentiment
ETF inflows and outflows now drive market psychology.
🔄 Tactical rotations in BTC & ETH
🟢 Strength in altcoin ETFs
📊 Smarter capital, quieter hype
This is no longer retail FOMO — it’s portfolio construction.
🌍 5️⃣ Crypto Is Now Macro-Connected
With ETFs, crypto became linked to interest rates, risk cycles, and traditional allocation models.
Crypto didn’t lose relevance — it gained context.
🔥 What Happens in 2026?
🧩 More altcoin ETFs
📦 Thematic & basket products
🏗️ Tokenized funds & RWAs
⚙️ On-chain settlement
🌐 Regulatory alignment
🚨 Bottom Line
2025 proved crypto ETFs work.
2026 will decide where the next wave of capital flows.
💬 What do YOU think institutions buy after BTC & ETH? #etf
$BTC
$ETH
$XRP
2025 will be remembered as the year crypto ETFs flipped the switch — turning digital assets from a niche bet into a core Wall Street product.
But the real question is 👇
👉 Was 2025 just the warm-up for an even bigger 2026?
🚪 1️⃣ 2025 Opened the Floodgates
Crypto ETFs became the official bridge between traditional finance and on-chain assets. Institutions no longer needed wallets, keys, or custody solutions — just clean exposure through regulated products.
💼 Pension funds
🏦 Wealth managers
📊 Asset allocators
All entered at scale.
💎 2️⃣ Bitcoin & Ethereum Won Phase One
BTC and ETH ETFs became the foundation of institutional crypto exposure.
Not speculation. Not hype.
👉 Infrastructure-grade assets for serious portfolios.
Crypto crossed the line from “trade” to asset class.
⚡ 3️⃣ Rotation Began: XRP & Solana Step In
As BTC and ETH matured, capital started rotating. Institutions asked:
🧠 “What’s next after the majors?”
📈 “Where is growth, not just exposure?”
That’s where XRP and Solana ETFs gained traction — higher beta, faster narratives, new use cases.
🌊 4️⃣ ETF Flows Now Shape Sentiment
ETF inflows and outflows now drive market psychology.
🔄 Tactical rotations in BTC & ETH
🟢 Strength in altcoin ETFs
📊 Smarter capital, quieter hype
This is no longer retail FOMO — it’s portfolio construction.
🌍 5️⃣ Crypto Is Now Macro-Connected
With ETFs, crypto became linked to interest rates, risk cycles, and traditional allocation models.
Crypto didn’t lose relevance — it gained context.
🔥 What Happens in 2026?
🧩 More altcoin ETFs
📦 Thematic & basket products
🏗️ Tokenized funds & RWAs
⚙️ On-chain settlement
🌐 Regulatory alignment
🚨 Bottom Line
2025 proved crypto ETFs work.
2026 will decide where the next wave of capital flows.
💬 What do YOU think institutions buy after BTC & ETH? #etf
$BTC
$ETH
$XRP
🚨 تدفقات خارجة قوية من صناديق بيتكوين الفورية (ETF)
خلال أسبوع الكريسماس، شهدت صناديق Spot Bitcoin ETF سحوبات كبيرة تجاوزت 782 مليون دولار، مع أكبر خروج يومي يوم الجمعة بقيمة 276 مليون دولار.
صندوق IBIT التابع لـ BlackRock قاد الخسائر، يليه FBTC من Fidelity، بينما واصل GBTC نزيفه بشكل أبطأ.
إجمالي الأصول انخفض إلى 113.5 مليار دولار بعد أن تجاوز 120 مليارًا سابقًا، رغم ثبات سعر BTC قرب 87 ألف.
هذه سادس جلسة خروج متتالية، وإشارة واضحة على تباطؤ الطلب المؤسسي حسب Glassnode، مع تشديد السيولة في السوق.
📉 الخلاصة: المؤسسات تهدئ الوتيرة والتقلبات قد تستمر.
$STORJ $ZEC
#etf
#BTC
#bitcoin
#CryptoNews
خلال أسبوع الكريسماس، شهدت صناديق Spot Bitcoin ETF سحوبات كبيرة تجاوزت 782 مليون دولار، مع أكبر خروج يومي يوم الجمعة بقيمة 276 مليون دولار.
صندوق IBIT التابع لـ BlackRock قاد الخسائر، يليه FBTC من Fidelity، بينما واصل GBTC نزيفه بشكل أبطأ.
إجمالي الأصول انخفض إلى 113.5 مليار دولار بعد أن تجاوز 120 مليارًا سابقًا، رغم ثبات سعر BTC قرب 87 ألف.
هذه سادس جلسة خروج متتالية، وإشارة واضحة على تباطؤ الطلب المؤسسي حسب Glassnode، مع تشديد السيولة في السوق.
📉 الخلاصة: المؤسسات تهدئ الوتيرة والتقلبات قد تستمر.
$STORJ $ZEC
#etf
#BTC
#bitcoin
#CryptoNews
ترجمة
Crypto Weekly Roundup🚀
Key highlights from Cointelegraph's Hodler's Digest:
*Regulatory Optimism in the US: David Sacks calls new CFTC Chair Michael Selig & incoming SEC's Paul Atkins a "dream team" for crypto! Clear guidelines incoming? This could be huge for adoption.
*Bitcoin's Real Peak: Galaxy's Alex Thorn points out BTC hit $126K nominal... but inflation-adjusted to 2020 dollars? Only ~$99.8K. Food for thought on "all-time highs."📉💭
*ETF Outflows Continue: Glassnode data shows sustained Bitcoin & Ether ETF exits since Nov, with $782M outflow over Christmas week. Institutions taking a holiday break?❄️
Mixed signals as we close 2025 – regulatory wins vs. market caution.
What do you think 2026 holds for crypto? Bullish on regs or worried about flows?
$BTC $ETH
#CryptoNews #etf #BTC #ETH #CryptoMarketMoves
Key highlights from Cointelegraph's Hodler's Digest:
*Regulatory Optimism in the US: David Sacks calls new CFTC Chair Michael Selig & incoming SEC's Paul Atkins a "dream team" for crypto! Clear guidelines incoming? This could be huge for adoption.
*Bitcoin's Real Peak: Galaxy's Alex Thorn points out BTC hit $126K nominal... but inflation-adjusted to 2020 dollars? Only ~$99.8K. Food for thought on "all-time highs."📉💭
*ETF Outflows Continue: Glassnode data shows sustained Bitcoin & Ether ETF exits since Nov, with $782M outflow over Christmas week. Institutions taking a holiday break?❄️
Mixed signals as we close 2025 – regulatory wins vs. market caution.
What do you think 2026 holds for crypto? Bullish on regs or worried about flows?
$BTC $ETH
#CryptoNews #etf #BTC #ETH #CryptoMarketMoves
ترجمة
🚨 Breaking: Bitcoin spot ETFs saw a net outflow of $782 million during the trading week from December 22 to December 26 where as Ethereum spot ETFs saw $102 million outflows in the same period. 🔴
#etf
#etf
ترجمة
Year-End Rebalancing: Why Investors Pulled $782M from Bitcoin ETFs This Week 🏦⚖️
Here is a breakdown of what’s happening with Bitcoin ETFs this week:
📉 The "Santa Slump" for ETFs
Spot Bitcoin ETFs had a bit of a rough holiday, seeing $782 million in total outflows during Christmas week. This marks a 6-day losing streak—the longest we’ve seen since early autumn.
The Big Sellers: BlackRock’s IBIT saw about $193 million leave, and Fidelity’s FBTC followed with $74 million in withdrawals on Friday alone.
Total Assets: The total value held in these ETFs has dipped to around $113.5 billion, down from the $120 billion+ peaks we saw earlier this month. 🏦
🧐 Why the Cold Feet?
Don't panic! Analysts say this isn't a sign that people are "giving up" on Bitcoin. Instead, it’s mostly:
Holiday Housekeeping: Investors are likely adjusting their portfolios for the end of the year and locking in profits. 🗓️
Quiet Markets: With many trading desks closed for the holidays, there’s less "buying" to balance out the "selling."
Price Stability: Even with all this moving money, Bitcoin’s price has stayed surprisingly steady, hanging out around the $87,000 mark. ⚖️
🚀 Looking Ahead to 2026
Experts believe the "January Effect" could kick in soon. Once the holidays are over and the "Gone Fishing" signs come down:
Institutional Return: Big banks and professional traders are expected to re-engage in early January. 💼
Rate Cut Hype: Markets are already betting on Federal Reserve rate cuts in 2026, which usually makes "risk" assets like Bitcoin look a lot more attractive. 📉📉
The Bottom Line: It’s a classic case of holiday-season "tactical" moves. The long-term demand for Bitcoin still looks solid, and all eyes are on January for a potential rebound! 📈✨
$BTC $ETH #etf
Here is a breakdown of what’s happening with Bitcoin ETFs this week:
📉 The "Santa Slump" for ETFs
Spot Bitcoin ETFs had a bit of a rough holiday, seeing $782 million in total outflows during Christmas week. This marks a 6-day losing streak—the longest we’ve seen since early autumn.
The Big Sellers: BlackRock’s IBIT saw about $193 million leave, and Fidelity’s FBTC followed with $74 million in withdrawals on Friday alone.
Total Assets: The total value held in these ETFs has dipped to around $113.5 billion, down from the $120 billion+ peaks we saw earlier this month. 🏦
🧐 Why the Cold Feet?
Don't panic! Analysts say this isn't a sign that people are "giving up" on Bitcoin. Instead, it’s mostly:
Holiday Housekeeping: Investors are likely adjusting their portfolios for the end of the year and locking in profits. 🗓️
Quiet Markets: With many trading desks closed for the holidays, there’s less "buying" to balance out the "selling."
Price Stability: Even with all this moving money, Bitcoin’s price has stayed surprisingly steady, hanging out around the $87,000 mark. ⚖️
🚀 Looking Ahead to 2026
Experts believe the "January Effect" could kick in soon. Once the holidays are over and the "Gone Fishing" signs come down:
Institutional Return: Big banks and professional traders are expected to re-engage in early January. 💼
Rate Cut Hype: Markets are already betting on Federal Reserve rate cuts in 2026, which usually makes "risk" assets like Bitcoin look a lot more attractive. 📉📉
The Bottom Line: It’s a classic case of holiday-season "tactical" moves. The long-term demand for Bitcoin still looks solid, and all eyes are on January for a potential rebound! 📈✨
$BTC $ETH #etf
ترجمة
BlackRock (a huge investment company) pulled out about $627 million from their Ethereum ETF this December. Overall, Ethereum ETFs have seen around $800-900 million leaving this month.
But here's why it's probably not a big red flag:
.It's the end of the year, and big investors often do something called "tax loss harvesting".
.Basically, if Ethereum's price is lower than when they bought it, they sell some to claim a "loss" on taxes.
.This helps reduce taxes on their other big wins (like stocks or Bitcoin). It's a smart money move, not because they hate Ethereum forever.
.These ETFs are still super new (launched in 2025), and they've brought in over $10 billion in total money from investors since starting.
.That's a ton of interest from big institutions!
This kind of selling happens every December in markets – it's seasonal, like holiday cleanup.
Ethereum is still strong long-term with all its tech upgrades and real-world use. Short-term dips like this often lead to buys later. Hold steady if you're in it for the big picture!
#BlackRock
#etf
#ETH
#ETHETFS
#SECxCFTCCryptoCollab
$ETH
$SUI
$S
But here's why it's probably not a big red flag:
.It's the end of the year, and big investors often do something called "tax loss harvesting".
.Basically, if Ethereum's price is lower than when they bought it, they sell some to claim a "loss" on taxes.
.This helps reduce taxes on their other big wins (like stocks or Bitcoin). It's a smart money move, not because they hate Ethereum forever.
.These ETFs are still super new (launched in 2025), and they've brought in over $10 billion in total money from investors since starting.
.That's a ton of interest from big institutions!
This kind of selling happens every December in markets – it's seasonal, like holiday cleanup.
Ethereum is still strong long-term with all its tech upgrades and real-world use. Short-term dips like this often lead to buys later. Hold steady if you're in it for the big picture!
#BlackRock
#etf
#ETH
#ETHETFS
#SECxCFTCCryptoCollab
$ETH
$SUI
$S
ترجمة
Christmas Holiday Exodus Sees Spot Bitcoin ETF Outflows of $782 Million.
U.S. Spot Bitcoin ETFs Hit Massive Holiday Outflows Data as of December 29 shows U.S.
listed spot Bitcoin ETFs recorded massive outflows during the Christmas period, with cumulative net outflows totaling approximately $782 million. Friday’s single-day net outflow hit $276 million the highest of the holiday season.
Specifically: - BlackRock’s BITO posted nearly $193 million in outflows on the day.Fidelity’s FBTC saw around $74 million leave. Grayscale’s GBTC faced modest but ongoing redemptions. As a result, total assets under management (AUM) for spot Bitcoin ETFs dropped to roughly $113.5 billion, falling below the $120 billion mark set earlier in December.
Notably, Bitcoin’s price held steady around $87,000 despite the outflows, indicating the withdrawals were more likely driven by year-end asset rebalancing and reduced holiday liquidity not market panic. Analysts add this marks the sixth straight trading day of net outflows for the ETFs, with total outflows topping $1.1 billion the longest outflow streak of the year. Institutional professionals, however, note holiday outflows are not unusual; as trading resumes in January, institutional capital may flow back, making ETF flow trends more meaningful.#TrendingTopic #etf #BTC #BTC走势分析 #BTC☀ $BTC
U.S. Spot Bitcoin ETFs Hit Massive Holiday Outflows Data as of December 29 shows U.S.
listed spot Bitcoin ETFs recorded massive outflows during the Christmas period, with cumulative net outflows totaling approximately $782 million. Friday’s single-day net outflow hit $276 million the highest of the holiday season.
Specifically: - BlackRock’s BITO posted nearly $193 million in outflows on the day.Fidelity’s FBTC saw around $74 million leave. Grayscale’s GBTC faced modest but ongoing redemptions. As a result, total assets under management (AUM) for spot Bitcoin ETFs dropped to roughly $113.5 billion, falling below the $120 billion mark set earlier in December.
Notably, Bitcoin’s price held steady around $87,000 despite the outflows, indicating the withdrawals were more likely driven by year-end asset rebalancing and reduced holiday liquidity not market panic. Analysts add this marks the sixth straight trading day of net outflows for the ETFs, with total outflows topping $1.1 billion the longest outflow streak of the year. Institutional professionals, however, note holiday outflows are not unusual; as trading resumes in January, institutional capital may flow back, making ETF flow trends more meaningful.#TrendingTopic #etf #BTC #BTC走势分析 #BTC☀ $BTC
ترجمة
$BTC — Institutional Pressure Hits, But Don’t Panic
Last week saw $624M outflow from Bitcoin Spot ETFs, but the story isn’t bearish as it seems.
IBIT (BlackRock) drove ~$417M of the outflow.
GBTC had minimal impact — a clear shift in institutional influence.
This wasn’t panic selling — it’s year-end rebalancing and profit-taking.
Key Takeaway: Institutional activity is now a sentiment gauge, not a signal of conviction loss. Volatility spikes when IBIT moves, stabilizes when funds reset — price often follows.
Watch flows, not fear.
#bitcoin #BTC #etf
Last week saw $624M outflow from Bitcoin Spot ETFs, but the story isn’t bearish as it seems.
IBIT (BlackRock) drove ~$417M of the outflow.
GBTC had minimal impact — a clear shift in institutional influence.
This wasn’t panic selling — it’s year-end rebalancing and profit-taking.
Key Takeaway: Institutional activity is now a sentiment gauge, not a signal of conviction loss. Volatility spikes when IBIT moves, stabilizes when funds reset — price often follows.
Watch flows, not fear.
#bitcoin #BTC #etf
ترجمة
ETF KHÔNG KHIẾN BITCOIN YẾU – CHÚNG ĐANG HẤP THỤ ÂM THẦM
Nhiều người nhìn vào giá $BTC đi ngang rồi kết luận: ETF không còn tác dụng.
Nhưng dữ liệu cho thấy điều ngược lại.
Dòng tiền ETF vẫn vào đều, phù hợp với quy mô AUM hiện tại. Không có cú bùng nổ, cũng không có dấu hiệu rút vốn hàng loạt. Nhu cầu tổ chức chưa biến mất, dù giá đã điều chỉnh từ đỉnh.
Điểm thay đổi nằm ở phản ứng giá
Bitcoin hiện giao dịch rất sát “giá trị hợp lý” do ETF dẫn dắt và nằm trọn trong biên độ biến động bình thường. Điều này cho thấy đây không phải bán tháo, cũng không phải hưng phấn đầu cơ.
👉 Khi dòng tiền ổn định nhưng giá không mở rộng, thường chỉ có một lời giải:
Nguồn cung đang được hấp thụ dần dần.
Vốn đang vào, giá trị hợp lý tăng lên theo thời gian, nhưng thanh khoản thị trường chưa đủ rộng để đẩy giá bật mạnh. Kết quả là một giai đoạn tích lũy “chán nản”, nơi giá trông rất buồn ngủ nhưng cấu trúc lại cực kỳ lành mạnh.
Lịch sử thị trường cho thấy:
📌 Giá nhàm chán + cấu trúc khỏe thường xuất hiện ngay trước khi xu hướng mới hình thành.
Không ồn ào. Không FOMO. Nhưng nền móng đang được xây.
#etf #MarketStructureShift
Nhiều người nhìn vào giá $BTC đi ngang rồi kết luận: ETF không còn tác dụng.
Nhưng dữ liệu cho thấy điều ngược lại.
Dòng tiền ETF vẫn vào đều, phù hợp với quy mô AUM hiện tại. Không có cú bùng nổ, cũng không có dấu hiệu rút vốn hàng loạt. Nhu cầu tổ chức chưa biến mất, dù giá đã điều chỉnh từ đỉnh.
Điểm thay đổi nằm ở phản ứng giá
Bitcoin hiện giao dịch rất sát “giá trị hợp lý” do ETF dẫn dắt và nằm trọn trong biên độ biến động bình thường. Điều này cho thấy đây không phải bán tháo, cũng không phải hưng phấn đầu cơ.
👉 Khi dòng tiền ổn định nhưng giá không mở rộng, thường chỉ có một lời giải:
Nguồn cung đang được hấp thụ dần dần.
Vốn đang vào, giá trị hợp lý tăng lên theo thời gian, nhưng thanh khoản thị trường chưa đủ rộng để đẩy giá bật mạnh. Kết quả là một giai đoạn tích lũy “chán nản”, nơi giá trông rất buồn ngủ nhưng cấu trúc lại cực kỳ lành mạnh.
Lịch sử thị trường cho thấy:
📌 Giá nhàm chán + cấu trúc khỏe thường xuất hiện ngay trước khi xu hướng mới hình thành.
Không ồn ào. Không FOMO. Nhưng nền móng đang được xây.
#etf #MarketStructureShift
ترجمة
🔍 Усі говорять про відтік з Bitcoin ETF. Але є нюанс.
За останні дні з Bitcoin ETF у США вийшло ~$800+ млн — і ринок одразу почав панікувати.
Та якщо подивитись ширше, картина зовсім інша 👇
📊 Факт: у 2025 році глобальні крипто-ETF та ETP залучили понад $46 млрд.
Тобто гроші не йдуть з крипти — вони перетікають.
💡 Що реально відбувається:
— інститути перерозподіляють капітал між фондами
— частина коштів переходить з США в Європу
— оптимізація комісій, а не вихід з ринку
⚠️ Заголовки кричать «відтік»,
але довгостроковий тренд усе ще позитивний.
📉 Bitcoin зараз у фазі консолідації — і це нормально,
коли великі гравці перекладають позиції, а не тікають.
🧠 Висновок:
Не дивись на 3–5 днів.
Дивись на рух грошей у масштабі року.
Ринок не вмирає.
Ринок перегруповується.
#bitcoin #etf #CryptoNews #BinanceSquare #BTC
За останні дні з Bitcoin ETF у США вийшло ~$800+ млн — і ринок одразу почав панікувати.
Та якщо подивитись ширше, картина зовсім інша 👇
📊 Факт: у 2025 році глобальні крипто-ETF та ETP залучили понад $46 млрд.
Тобто гроші не йдуть з крипти — вони перетікають.
💡 Що реально відбувається:
— інститути перерозподіляють капітал між фондами
— частина коштів переходить з США в Європу
— оптимізація комісій, а не вихід з ринку
⚠️ Заголовки кричать «відтік»,
але довгостроковий тренд усе ще позитивний.
📉 Bitcoin зараз у фазі консолідації — і це нормально,
коли великі гравці перекладають позиції, а не тікають.
🧠 Висновок:
Не дивись на 3–5 днів.
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#bitcoin #etf #CryptoNews #BinanceSquare #BTC
ترجمة
如果 BTC 跌到 6 万，你该害怕，还是感谢？
----2026，会是加密市场的“修复年”，而不是情绪年
如果你最近打开行情软件，会有一个非常强烈的体感：
市场不吵了。
Alternative 数据显示，加密货币恐慌与贪婪指数已经连续两周停留在 23（极度恐慌） 区间，12 月几乎整月都没有真正脱离低情绪带。
但真正值得警惕的，并不是恐慌本身，而是——
市场已经开始对下跌“无感”。
这往往不是行情结束的信号，而是结构切换的前兆。
⸻
一、情绪在极端，但分歧正在扩大
目前市场对 2026 的判断，出现了非常罕见的「两极化」。
看多派：
• PlanC 指出：比特币历史上从未出现连续两年年度级别下跌，2025 已承压，2026 更可能进入修复甚至反转周期；
• Bitwise CIO Matt Hougan 认为，ETF 带来的结构性资金改变了比特币的长期需求曲线，回调≠趋势反转。
看空派：
• 资深交易员 Peter Brandt 判断 2026 可能是一个「时间换空间」的低迷年；
• 富达全球宏观负责人 Jurrien Timmer 认为，比特币存在回落至 6–6.5 万美元 的现实可能。
注意一个细节：
👉 空头给出的并不是“崩盘价”，而是“可承受区间”。
这说明市场对“系统性风险”的担忧并不高，争论的焦点只剩一个：
2026 是震荡筑底，还是提前启动新周期？
⸻
二、ETF 改变的是“下限”，不是“情绪”
很多人还在用老周期的思维看 2026，但 ETF 的存在已经悄悄改写了游戏规则。
从链上和资金结构看，ETF 带来的变化有三点：
1. 抛压被结构性吸收
过去的恐慌主要来自散户踩踏，而现在一部分抛压直接被长期配置资金接走；
2. 价格对宏观更敏感，但对叙事更迟钝
比特币正在从“故事资产”向“宏观资产”过渡；
3. 底部被抬高，但爆发被拉平
大涨不再轻易出现，但深度崩盘的概率也同步下降。
这也是为什么，即便恐慌指数处于极端，市场却迟迟没有出现真正的“瀑布”。
⸻
三、如果跌到 6–6.5 万，意味着什么？
这是目前空头最集中的区间判断。
冷静拆解一下这个数字，它并不等于“坏消息”：
• 这个区间仍高于上一轮周期的重要成本区；
• 对 ETF 资金来说，这是可加仓区，不是逃离区；
• 对矿工和算力来说，并未触发系统性投降。
换句话说：
👉 这是一个“痛苦，但不致命”的价格区间。
而历史上，真正的大级别机会，往往出现在这种情绪极差、但结构未破的阶段。
⸻
四、2026 更像什么？一个“分化年”
与其问「牛不牛」，不如问：钱会往哪流。
2026 年更可能呈现出以下特征：
• 比特币震荡为主，承担“价值锚”角色；
• 高波动叙事减少，资金更偏向确定性赛道；
• 应用、现金流、合规相关方向跑赢纯情绪资产；
• 多数人感觉“没行情”，但少数人悄悄完成布局。
这不是散户友好的年份，却是职业投资者最喜欢的年份。
⸻
五、一句结论
2026 年未必是让你一夜翻倍的一年，但极有可能是决定你下一个周期位置的一年。
如果你此刻的情绪是：
• 怀疑；
• 犹豫；
• 不想再看盘；
那你正在经历的，可能不是熊市，而是市场的“重置阶段”。
#bitcoin #CryptoMarket #加密市场观察 #MarketCycles #etf
如果你最近打开行情软件，会有一个非常强烈的体感：
市场不吵了。
Alternative 数据显示，加密货币恐慌与贪婪指数已经连续两周停留在 23（极度恐慌） 区间，12 月几乎整月都没有真正脱离低情绪带。
但真正值得警惕的，并不是恐慌本身，而是——
市场已经开始对下跌“无感”。
这往往不是行情结束的信号，而是结构切换的前兆。
⸻
一、情绪在极端，但分歧正在扩大
目前市场对 2026 的判断，出现了非常罕见的「两极化」。
看多派：
• PlanC 指出：比特币历史上从未出现连续两年年度级别下跌，2025 已承压，2026 更可能进入修复甚至反转周期；
• Bitwise CIO Matt Hougan 认为，ETF 带来的结构性资金改变了比特币的长期需求曲线，回调≠趋势反转。
看空派：
• 资深交易员 Peter Brandt 判断 2026 可能是一个「时间换空间」的低迷年；
• 富达全球宏观负责人 Jurrien Timmer 认为，比特币存在回落至 6–6.5 万美元 的现实可能。
注意一个细节：
👉 空头给出的并不是“崩盘价”，而是“可承受区间”。
这说明市场对“系统性风险”的担忧并不高，争论的焦点只剩一个：
2026 是震荡筑底，还是提前启动新周期？
⸻
二、ETF 改变的是“下限”，不是“情绪”
很多人还在用老周期的思维看 2026，但 ETF 的存在已经悄悄改写了游戏规则。
从链上和资金结构看，ETF 带来的变化有三点：
1. 抛压被结构性吸收
过去的恐慌主要来自散户踩踏，而现在一部分抛压直接被长期配置资金接走；
2. 价格对宏观更敏感，但对叙事更迟钝
比特币正在从“故事资产”向“宏观资产”过渡；
3. 底部被抬高，但爆发被拉平
大涨不再轻易出现，但深度崩盘的概率也同步下降。
这也是为什么，即便恐慌指数处于极端，市场却迟迟没有出现真正的“瀑布”。
⸻
三、如果跌到 6–6.5 万，意味着什么？
这是目前空头最集中的区间判断。
冷静拆解一下这个数字，它并不等于“坏消息”：
• 这个区间仍高于上一轮周期的重要成本区；
• 对 ETF 资金来说，这是可加仓区，不是逃离区；
• 对矿工和算力来说，并未触发系统性投降。
换句话说：
👉 这是一个“痛苦，但不致命”的价格区间。
而历史上，真正的大级别机会，往往出现在这种情绪极差、但结构未破的阶段。
⸻
四、2026 更像什么？一个“分化年”
与其问「牛不牛」，不如问：钱会往哪流。
2026 年更可能呈现出以下特征：
• 比特币震荡为主，承担“价值锚”角色；
• 高波动叙事减少，资金更偏向确定性赛道；
• 应用、现金流、合规相关方向跑赢纯情绪资产；
• 多数人感觉“没行情”，但少数人悄悄完成布局。
这不是散户友好的年份，却是职业投资者最喜欢的年份。
⸻
五、一句结论
2026 年未必是让你一夜翻倍的一年，但极有可能是决定你下一个周期位置的一年。
如果你此刻的情绪是：
• 怀疑；
• 犹豫；
• 不想再看盘；
那你正在经历的，可能不是熊市，而是市场的“重置阶段”。
#bitcoin #CryptoMarket #加密市场观察 #MarketCycles #etf
预言神币势不可挡:
知乎大神精准预言：2026十万倍中文币“势不可挡”！
ترجمة
Sonic Labs, the team behind the Sonic blockchain, has approved a plan to allocate up to $50 million worth of S tokens as seed capital for a potential U.S.-listed ETF.
The goal is to give $S exposure to institutional capital through traditional financial products. However, the plan was previously paused due to weak market conditions, low liquidity, and a sharp decline in the S token price, meaning no tokens have been issued so far.
To avoid supply dilution, Sonic will only consider moving forward once S trades above and stabilizes above $0.50. At that level, they would issue up to 100 million S tokens, instead of over 600 million if launched at current prices.
These tokens would be locked within the ETF, not sold on the open market, and used solely for legal structuring and initial liquidity—minimizing sell pressure and reassuring the community.
While an #etf is viewed as a long-term opportunity to attract institutional investors, it is not a short-term priority due to U.S. regulatory hurdles and institutional focus on major assets like Bitcoin and Ethereum. Sonic’s priority remains protecting S token value, activating the plan only when market conditions can absorb supply without price disruption. #SonicLabs
The goal is to give $S exposure to institutional capital through traditional financial products. However, the plan was previously paused due to weak market conditions, low liquidity, and a sharp decline in the S token price, meaning no tokens have been issued so far.
To avoid supply dilution, Sonic will only consider moving forward once S trades above and stabilizes above $0.50. At that level, they would issue up to 100 million S tokens, instead of over 600 million if launched at current prices.
These tokens would be locked within the ETF, not sold on the open market, and used solely for legal structuring and initial liquidity—minimizing sell pressure and reassuring the community.
While an #etf is viewed as a long-term opportunity to attract institutional investors, it is not a short-term priority due to U.S. regulatory hurdles and institutional focus on major assets like Bitcoin and Ethereum. Sonic’s priority remains protecting S token value, activating the plan only when market conditions can absorb supply without price disruption. #SonicLabs
عام صناديق الاستثمار المتداولة في العملات المشفرة 2025: يزدهر البيتكوين والإيثريوم بينما ينضم XRP
شهد عام 2025 تحولًا كبيرًا في سوق صناديق الاستثمار المتداولة (ETFs) للعملات المشفرة، حيث فتحت هيئة الأوراق المالية والبورصات الأمريكية (SEC) الباب أمام منتجات جديدة بعد تبني نهج تنظيمي أكثر مرونة، خاصة مع عودة الرئيس دونالد ترامب إلى السلطة في يناير. أصبحت صناديق البيتكوين والإيثريوم الأكثر نجاحًا، بينما انضمت عملات مثل XRP وSolana وDogecoin إلى القائمة في نهاية العام.
أداء صناديق البيتكوين المتداولة
منذ إطلاقها في يناير 2024، جمعت صناديق البيتكوين تدفقات صافية بلغت حوالي 57.7 مليار دولار حتى منتصف ديسمبر 2025. شهدت تدفقات يومية قوية، مثل 1.2 مليار دولار في أكتوبر عندما اقترب سعر البيتكوين من 126 ألف دولار، لكنها واجهت أيضًا انسحابات كبيرة في فترات الانخفاض، مثل 900 مليون دولار في نوفمبر. كان أبرز صندوق هو iShares Bitcoin Trust (IBIT) من BlackRock الذي جذب أكثر من 25 مليار دولار من التدفقات الجديدة خلال العام.
أداء صناديق الإيثريوم المتداولة
بدأت صناديق الإيثريوم في يوليو 2024، وجمعت تدفقات صافية تقدر بحوالي 12.6 مليار دولار حتى 15 ديسمبر 2025. سجلت تدفقات يومية كبيرة، مثل مليار دولار في أغسطس عند اقتراب سعر الإيثريوم من أعلى مستوى تاريخي قريب من 4950 دولار. رغم ذلك، واجهت بعض الفترات انسحابات بسبب تقلبات السوق.
الموافقات التنظيمية الرئيسية
في سبتمبر 2025، أقرت SEC معايير إدراج عامة لصناديق السلع المشفرة، مما سمح بإطلاق منتجات لأكثر من 12 عملة مشفرة دون الحاجة إلى قرارات فردية. تشمل هذه المعايير التداول في أسواق مراقبة، وجود عقود آجلة لمدة 6 أشهر على الأقل، أو دعم ETF موجود. ينتظر حاليًا الموافقة على أكثر من 126 طلب ETF إضافي، بما في ذلك منتجات DeFi وميم كوينز. كما أصدرت وزارة الخزانة ومصلحة الضرائب إرشادات في نوفمبر تدعم إدراج مكافآت الـ staking داخل الصناديق.
انضمام XRP وSolana وغيرهما
أُطلقت صناديق XRP وSolana المتداولة في نوفمبر 2025، في توقيت صعب بسبب الظروف الاقتصادية السلبية التي أدت إلى انخفاض الأسعار.
- حققت صناديق Solana تدفقات صافية حوالي 92 مليون دولار حتى منتصف ديسمبر، وكانت مميزة بتقديم جزء من مكافآت الـ staking للمستثمرين.
- جمعت صناديق XRP تدفقات أقوى بلغت حوالي 883 مليون دولار في الفترة نفسها، مما يعكس قوة مجتمعها.
- صناديق Dogecoin سجلت تدفقات متواضعة قدرها 2 مليون دولار.
وفقًا لخوان ليون من Bitwise، أثبتت هذه الصناديق وجود شهية قوية لدى المستثمرين خارج البيتكوين والإيثريوم، وأظهرت أن مجتمعات XRP وSolana أكبر وأقوى مما كان يُعتقد، مما يبشر بالخير لهذه النظم البيئية في عام 2026.
التأثير والتوقعات للمستقبل
ساهمت هذه الصناديق في زيادة الطلب المؤسساتي على العملات المشفرة، مع تركيز متزايد على المنتجات متعددة العملات والمؤشرات (مثل مؤشر Hashdex Nasdaq Crypto الذي يشمل Cardano وChainlink وStellar).
شهدت مؤسسات كبرى مثل Mubadala وHarvard وEmory استثمارات كبيرة في صناديق البيتكوين. يرى الخبراء أن هذا التحول نحو المستثمرين المؤسساتيين سيقلل التقلبات ويعزز الاستدامة طويلة الأمد للسوق.
في 2026، من المتوقع توسع أكبر في الصناديق المرتبطة بالـ staking والمؤشرات، مما يوفر تعرضًا واسعًا للمستثمرين دون الحاجة إلى اختيار عملات فردية.
بشكل عام، كان 2025 عامًا تاريخيًا لصناديق العملات المشفرة المتداولة، حيث تحولت من منتجات محدودة إلى أداة استثمارية مؤسساتية واسعة النطاق، مع بداية عصر جديد للعملات البديلة.
@Binance Square Official #etf
أداء صناديق البيتكوين المتداولة
منذ إطلاقها في يناير 2024، جمعت صناديق البيتكوين تدفقات صافية بلغت حوالي 57.7 مليار دولار حتى منتصف ديسمبر 2025. شهدت تدفقات يومية قوية، مثل 1.2 مليار دولار في أكتوبر عندما اقترب سعر البيتكوين من 126 ألف دولار، لكنها واجهت أيضًا انسحابات كبيرة في فترات الانخفاض، مثل 900 مليون دولار في نوفمبر. كان أبرز صندوق هو iShares Bitcoin Trust (IBIT) من BlackRock الذي جذب أكثر من 25 مليار دولار من التدفقات الجديدة خلال العام.
أداء صناديق الإيثريوم المتداولة
بدأت صناديق الإيثريوم في يوليو 2024، وجمعت تدفقات صافية تقدر بحوالي 12.6 مليار دولار حتى 15 ديسمبر 2025. سجلت تدفقات يومية كبيرة، مثل مليار دولار في أغسطس عند اقتراب سعر الإيثريوم من أعلى مستوى تاريخي قريب من 4950 دولار. رغم ذلك، واجهت بعض الفترات انسحابات بسبب تقلبات السوق.
الموافقات التنظيمية الرئيسية
في سبتمبر 2025، أقرت SEC معايير إدراج عامة لصناديق السلع المشفرة، مما سمح بإطلاق منتجات لأكثر من 12 عملة مشفرة دون الحاجة إلى قرارات فردية. تشمل هذه المعايير التداول في أسواق مراقبة، وجود عقود آجلة لمدة 6 أشهر على الأقل، أو دعم ETF موجود. ينتظر حاليًا الموافقة على أكثر من 126 طلب ETF إضافي، بما في ذلك منتجات DeFi وميم كوينز. كما أصدرت وزارة الخزانة ومصلحة الضرائب إرشادات في نوفمبر تدعم إدراج مكافآت الـ staking داخل الصناديق.
انضمام XRP وSolana وغيرهما
أُطلقت صناديق XRP وSolana المتداولة في نوفمبر 2025، في توقيت صعب بسبب الظروف الاقتصادية السلبية التي أدت إلى انخفاض الأسعار.
- حققت صناديق Solana تدفقات صافية حوالي 92 مليون دولار حتى منتصف ديسمبر، وكانت مميزة بتقديم جزء من مكافآت الـ staking للمستثمرين.
- جمعت صناديق XRP تدفقات أقوى بلغت حوالي 883 مليون دولار في الفترة نفسها، مما يعكس قوة مجتمعها.
- صناديق Dogecoin سجلت تدفقات متواضعة قدرها 2 مليون دولار.
وفقًا لخوان ليون من Bitwise، أثبتت هذه الصناديق وجود شهية قوية لدى المستثمرين خارج البيتكوين والإيثريوم، وأظهرت أن مجتمعات XRP وSolana أكبر وأقوى مما كان يُعتقد، مما يبشر بالخير لهذه النظم البيئية في عام 2026.
التأثير والتوقعات للمستقبل
ساهمت هذه الصناديق في زيادة الطلب المؤسساتي على العملات المشفرة، مع تركيز متزايد على المنتجات متعددة العملات والمؤشرات (مثل مؤشر Hashdex Nasdaq Crypto الذي يشمل Cardano وChainlink وStellar).
شهدت مؤسسات كبرى مثل Mubadala وHarvard وEmory استثمارات كبيرة في صناديق البيتكوين. يرى الخبراء أن هذا التحول نحو المستثمرين المؤسساتيين سيقلل التقلبات ويعزز الاستدامة طويلة الأمد للسوق.
في 2026، من المتوقع توسع أكبر في الصناديق المرتبطة بالـ staking والمؤشرات، مما يوفر تعرضًا واسعًا للمستثمرين دون الحاجة إلى اختيار عملات فردية.
بشكل عام، كان 2025 عامًا تاريخيًا لصناديق العملات المشفرة المتداولة، حيث تحولت من منتجات محدودة إلى أداة استثمارية مؤسساتية واسعة النطاق، مع بداية عصر جديد للعملات البديلة.
@Binance Square Official #etf
ترجمة
On December 26, spot Bitcoin ETFs posted $276 million in net outflows, extending their losing streak to six straight days.
Meanwhile, spot Ethereum ETFs recorded $38.7 million in net outflows, marking a third consecutive day of withdrawals.
$BTC $ETH #etf
Meanwhile, spot Ethereum ETFs recorded $38.7 million in net outflows, marking a third consecutive day of withdrawals.
$BTC $ETH #etf
ترجمة
🟡 Gold Miners Explode Higher — NUGT Offers a Leveraged Play
Gold prices are surging and gold mining stocks are flying.
A new analysis highlights NUGT, a leveraged ETF, as a high-octane way to capitalize on the momentum in gold miners.
Gold miners benefit from rising gold prices, strong cash flow & earnings growth
NUGT targets 2× the daily performance of the Gold Miners Index
Bullish technical setup suggests further upside during this rally
NUGT can amplify gains during strong uptrends, but due to daily leverage reset, it’s best suited for short-term tactical trades, not long-term holding.
⚠️ Risk Note
High volatility = higher risk. Proper position sizing and risk management are essential.
#GoldMiners #NUGT #commodities #etf #MarketMomentum $PAXG $XAU
Gold prices are surging and gold mining stocks are flying.
A new analysis highlights NUGT, a leveraged ETF, as a high-octane way to capitalize on the momentum in gold miners.
Gold miners benefit from rising gold prices, strong cash flow & earnings growth
NUGT targets 2× the daily performance of the Gold Miners Index
Bullish technical setup suggests further upside during this rally
NUGT can amplify gains during strong uptrends, but due to daily leverage reset, it’s best suited for short-term tactical trades, not long-term holding.
⚠️ Risk Note
High volatility = higher risk. Proper position sizing and risk management are essential.
#GoldMiners #NUGT #commodities #etf #MarketMomentum $PAXG $XAU
ترجمة
#spot #etf #BTC
📉 Spot Bitcoin ETFs Lost $782 Million Over Christmas Week
This year’s holidays were accompanied by a “cooling” of institutional interest in cryptocurrencies. According to SoSoValue, net outflows from US BTC ETFs amounted to more than three quarters of a billion dollars.
Key figures:
• Total outflow: $782 million for the week.
• Friday’s anti-leaders: BlackRock (IBIT) lost $193 million, Fidelity (FBTC) — $74 million.
• Record: This is the 6th consecutive day when investors withdraw funds (the longest series since the beginning of autumn).
• Assets under management: Fell to $113.5 billion (versus $120 billion in early December).
Why is this happening?
Experts at Kronos Research call this “holiday positioning” and low liquidity. Investors are fixing profits or redistributing portfolios before the end of the year.
What's next?
Glassnode analysts are cautious: they see this as a sign of a general decline in demand among large players. However, there is hope for January: the expected easing of Fed policy in 2026 may reactivate capital inflows.
⚠️The price of $BTC is still relatively stable at around $87,000.
📉 Spot Bitcoin ETFs Lost $782 Million Over Christmas Week
This year’s holidays were accompanied by a “cooling” of institutional interest in cryptocurrencies. According to SoSoValue, net outflows from US BTC ETFs amounted to more than three quarters of a billion dollars.
Key figures:
• Total outflow: $782 million for the week.
• Friday’s anti-leaders: BlackRock (IBIT) lost $193 million, Fidelity (FBTC) — $74 million.
• Record: This is the 6th consecutive day when investors withdraw funds (the longest series since the beginning of autumn).
• Assets under management: Fell to $113.5 billion (versus $120 billion in early December).
Why is this happening?
Experts at Kronos Research call this “holiday positioning” and low liquidity. Investors are fixing profits or redistributing portfolios before the end of the year.
What's next?
Glassnode analysts are cautious: they see this as a sign of a general decline in demand among large players. However, there is hope for January: the expected easing of Fed policy in 2026 may reactivate capital inflows.
⚠️The price of $BTC is still relatively stable at around $87,000.
💸 خروج أموال من $BTC
& $ETH
ETFs مع نهاية السنة
هل هو تصريف مؤقت… أم إعادة تمركز قبل الحركة الكبرى؟ 🤔
#ETF #BitcoinETF #Ethereum #CryptoNews
& $ETH
ETFs مع نهاية السنة
هل هو تصريف مؤقت… أم إعادة تمركز قبل الحركة الكبرى؟ 🤔
#ETF #BitcoinETF #Ethereum #CryptoNews
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