2026-01-05 06:27:28

The panic index this morning refreshed at 26, slightly up by 1 point compared to yesterday. Voices in the community are once again shouting "The market is doomed," but if you carefully analyze on-chain data, you'll find that this is not the phase to panic—rather, it's a good time to quietly pick up bargains.

Simply put, the conclusion: this rebound is not a trap of pie-in-the-sky hopes, but a genuine market self-repair after sentiment hits bottom.

Why? Data speaks.

On-chain large transfer tracking over the past two days shows that multiple major addresses have been continuously entering the market within the $25,000 to $26,000 range to buy Bitcoin. The net outflow from exchanges is also increasing—this is not something retail investors can do. Institutions are moving.

Looking at the internal structure of the panic index, although the overall number still indicates "fear," breaking it down reveals that the volatility weight has already significantly recovered, meaning the momentum for a sharp decline has basically exhausted. Conversely, social media activity is trending upward, and the FOMO signs are slowly fermenting.

Market news is also cooperating. Recently, expectations for ETF approvals have been repeatedly hyped, and every time prices dip, quick buyers step in—this indirectly reflects that institutional support is much more resilient than most people think.

Of course, many people are scared after being hammered last year, and seeing the word "panic" reflexively makes them want to run. But true skilled traders rely on contrarian instincts: the more the market is highly consensus, the more accurate the contrarian signals.

If you need some operational references:

First, don’t chase MEME coins. The most vigorous rebound wave has already passed.

Second, focus on ladder-style dollar-cost averaging into Bitcoin and Ethereum. Place several orders around $25,000, letting time be your friend.

Third, keep about 30% of your position flexible. When the panic index climbs back above 40, then decide whether to add more.

This is a pattern I have repeatedly verified across multiple market cycles: bull markets break ground in despair, grow stronger amid doubt, and bow out in madness. Right now, we are in the first stage—despair is turning into opportunity.

Looking back in two weeks, whether these observations hold water will be answered by yourself.

BTC-1,54%

ETH-2,95%

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MidnightSeller

· 6h ago

Institutions are sweeping for筹码 while retail investors are still shouting that it's the end. Truly remarkable. --- What’s panic 26? I saw scenes with over 50 last year, now it’s basically free. --- Wait, are the big players buying up between 2.5 and 2.6K? Then I need to lower my orders. --- Honestly, every time I see this kind of analysis, I think of the lessons learned from being trapped last year, but the logic does hold up. --- Don’t chase MEME—this advice is spot on. Those things will just rebound and be over. --- I just want to know if this guy will come back in two weeks to review his observations. That’s the real test of logic. --- The bull market is breaking through in despair, noted, and I’ve learned a new trick. --- Institutional support is resilient? Looking at the exchange’s net outflow, it does seem a bit different. --- I’ve been using the dollar-cost averaging method for a long time. The key is to stay calm—most people can’t hold on until that moment. --- The volatility weight recovery of the panic index is a bit interesting; it’s not like typical order shouting analysis.

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GraphGuru

· 20h ago

Big players are sweeping up, institutions are supporting the bottom, and retail investors are still shouting that it's the end... the gap is really huge. No doubt about it, last year's heavy hits make us more afraid now, but this reverse thinking approach has indeed proven repeatedly effective. Stop chasing MEME tokens, that wave has already passed, sticking to BTC and ETH is more reliable. Dollar-cost averaging, time is on our side. Buy in several batches around 25,000, anyway it's idle money. The panic index is more interesting when broken down; the overall numbers are frightening, but the momentum has actually already dried up. See the real situation in two weeks; looking back at this level, it’s definitely the time last people will regret selling. Institutional power is indeed resilient; they scoop up assets so quickly every time, while we are still hesitating. The atmosphere has changed, FOMO is starting to ferment, and the market is not as hopeless as imagined.

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SignatureDenied

· 01-05 06:57

The signals of institutional sweeping are so obvious, yet they're still shouting bankruptcy. Truly, I was traumatized last year.

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ChainProspector

· 01-05 06:50

Large investors are sweeping up, this is the real signal, don't listen to those who keep shouting the market is doomed Institutional support is much stronger than we imagined; the 26 panic index is actually the entry point Dollar-cost averaging into BTC is more reliable than chasing MEME coins; we'll see in two weeks Another round of despair turning into opportunity, the old routine but someone always falls for it On-chain data never lies; while retail investors keep shouting bankruptcy, I've already started accumulating at the bottom

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PortfolioAlert

· 01-05 06:50

Institutions are quietly accumulating, while retail investors are shouting "game over" here—this gap is truly remarkable. This time is different; the data is right there. Dollar-cost averaging into BTC is the way to go; that meme wave has indeed passed. Last year’s crash was frightening, but this is an opportunity. Panic 26 is really no big deal; just wait and see.

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Layer3Dreamer

· 01-05 06:50

theoretically speaking, the fear index decomposition here is actually revealing something deeper about cross-chain sentiment aggregation... if we model panic as a recursive state verification problem, the institutional accumulation at 25-26k almost resembles a zk-proof commitment phase. ngl the on-chain data bridging mechanics are chef's kiss rn.

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GateUser-cff9c776

· 01-05 06:34

Honestly, this is Schrödinger's bull market. The fear index is at 26, and people still shouting "it's over" really should learn how to read candlestick charts. Looking at the supply and demand curve, this wave of institutional accumulation is exactly the same logic as traditional art bottom-fishing. The more desperate the market, the more valuable it becomes. It's understandable if you're afraid of being wiped out last year, but if you can't see through the cyclical pattern of "despair equals opportunity," then you really need to reflect. Don't ask me if I went all in or not. I just think the aesthetic value at this position is underestimated by the market. The $25,000 Bitcoin is the final clearance sale in this round. The fear index can't deceive people; on-chain transfers by large holders tell the real story. These details are a hundred times more valuable than the community’s screams.

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