As of February 2025, the cryptocurrency market has shown a clear divergence between institutional and retail investor sentiment. Institutional investors are optimistic about the market outlook and are actively increasing their holdings of mainstream digital assets like Bitcoin and Ethereum. For example, the Wisconsin Investment Board more than doubled its shares in the iShares Bitcoin Trust ETF in Q4 2024, reaching 6 million shares. Meanwhile, retail investor sentiment has turned pessimistic....

As of February 2025, the cryptocurrency market has shown a clear divergence between institutional and retail investor sentiment. Institutional investors are optimistic about the market outlook and are actively increasing their holdings of mainstream digital assets like Bitcoin and Ethereum. For example, the Wisconsin Investment Board more than doubled its shares in the iShares Bitcoin Trust ETF in Q4 2024, reaching 6 million shares. Meanwhile, retail investor sentiment has turned pessimistic....

Based on different market perspectives and three time frames, the following four scenarios are most likely to unfold for Bitcoin：Scenario 1: No Catalyst and Gradual DeclineThe announcement of the U.S. Strategic Bitcoin Reserve is a milestone, but the actual capital inflow is modest. Without new catalysts, as market enthusiasm wanes and funds shift to other assets, a gradual sell-off may occur. Time Frame: 1-8 weeks Impact: Low to moderate, but prolonged Key Indicators: Declining ETF inflows, ...

Based on different market perspectives and three time frames, the following four scenarios are most likely to unfold for Bitcoin：Scenario 1: No Catalyst and Gradual DeclineThe announcement of the U.S. Strategic Bitcoin Reserve is a milestone, but the actual capital inflow is modest. Without new catalysts, as market enthusiasm wanes and funds shift to other assets, a gradual sell-off may occur. Time Frame: 1-8 weeks Impact: Low to moderate, but prolonged Key Indicators: Declining ETF inflows, ...