2026-01-05 18:20:15

Last week, crypto investment products experienced a historic influx of funds—over $1.31 billion. The logic behind the numbers is quite clear: 97% of the incremental cash flow went directly into Bitcoin, with the remaining small portion mainly flowing into Ethereum. This is enough to demonstrate one point—the current tilt of institutional power is very obvious. Bitcoin's market position remains unshakable, and there is a high probability that it will be the first to initiate an upward move in the future.

Recently, the movements of whale wallets have also been quite interesting. Based on their holdings, they are clearly focusing on several major sectors:

**AI Chip Concept** is the hottest—TAO, FET, PAAL, XNA all have heavy holdings, indicating no one is bearish on the intelligentization direction. **Rendering and IoT** are also within their scope (RNDR, XNA), and these two years, the popularity has not diminished.

**DAG architecture** has attracted attention, with KAS and AZERO both holding positions. **DeFi ecosystem** has not been abandoned, with CHNG, KUJI, and WOO all showing traces.

Emerging sectors include **RWA (Real World Assets)** (RIO, PROPC), privacy computing (ROSE), interoperability solutions (QNT), gaming tracks (NAKA, GFAL), GambleFi (RLB), and supply chain traceability (MNW)—all vertical fields where some are already positioned.

Overall, institutional allocation strategies are diverse and exploratory, but BTC remains the cornerstone. Don't underestimate Bitcoin's role as the engine in this wave of market movement.

BTC0,52%

ETH0,55%

TAO1,09%

FET1,97%

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faded_wojak.eth

· 01-08 17:56

1.3 billion poured in, with 97% going to Bitcoin. What does this data indicate... Institutions are really not playing with small tokens. Whales are spreading out so widely, it feels like they're playing a big game. AI, DeFi, RWA—all are to be explored, but honestly, BTC still holds the market.

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DaisyUnicorn

· 01-08 02:01

This time, Bitcoin is really bleeding, with 97% of the funds pouring in... The whales' garden is becoming more and more lush, from AI to RWA, not missing a single one. But honestly, it still depends on whether the big flower of BTC can bloom first.

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BlockchainDecoder

· 01-06 01:35

According to research, the phenomenon where 97% of the $1.31 billion inflow directly goes to BTC reflects, from a game theory perspective, the risk aversion characteristic of institutions—however, this data itself requires further verification of the source's reliability, as there are disputes over the accuracy of on-chain data tracking. It is worth noting that the diversified allocation of whale wallets (AI, DAG, RWA, etc.) contrasts interestingly with their preference for BTC. This may imply a hypothesis: large holders' risk hedging strategies follow the diversification principle of the Kelly formula, but specific allocation ratios lack transparent on-chain evidence to support this. In summary, do not over-interpret weekly data—the volatility of the crypto market requires longer-term observation to draw robust conclusions.

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SilentObserver

· 01-05 18:49

1.31 billion entered the market, 97% directly heading to BTC? That means we already know the answer to what it indicates. Institutions are diversifying their allocation strategies, but I still only watch whether BTC can rally or not. Whales are all lurking in AI and DAG, but it feels like they are just supporting roles; Bitcoin is the real protagonist. If BTC can't break new highs in this round of the market, no matter how hot others get, it's all pointless. Thumbs up, at least someone has explained the logic clearly, much better than those calling signals.

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CrossChainBreather

· 01-05 18:44

1.3 billion directly heading to Bitcoin, this pace... institutions are really placing their bets. --- Whales are making moves, touching AI, RWA, DeFi—looks like they want to bet on all fronts. --- Bitcoin is still Bitcoin; no matter how many tricks, it can't escape this cycle. --- The heavy holdings in TAO and FET aren't a coincidence, right? No one dares to oppose the trend in smart technology. --- Wait, is there also an ambush in DAG architecture? When did this tech route become so popular? --- Instead of watching so many tracks, it's better to focus on Bitcoin's direction; everything else is just following the trend. --- 1.31 billion seems like a lot, but when truly spread across so many tokens... how much is left? --- Institutions are exploring, while retail investors are still debating which to buy. The gap is really quite big.

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FortuneTeller42

· 01-05 18:41

1.3 billion heavily invested in Bitcoin, now the institutions are really not pretending anymore, going all in on BTC...

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WalletDetective

· 01-05 18:38

1.31 billion straight to Bitcoin, this pace is a bit intense, institutions are really going all in on Bitcoin. Whales are deploying so scattered, it feels like betting on multiple paths, but in the end, it still depends on whether BTC can perform well. AI concepts like TAO and FET do attract money, but I always feel there's a bit of a bubble. Whether it will succeed depends on whether it can break out later. 97% flowing into Bitcoin shows that basically no one trusts other coins, haha. I’ve never really understood the DAG architecture theory. Can KAS keep up with this wave? The RWA sector has been hot recently, but is this really a genuine demand or just hype? We’ll have to see. The balanced allocation by institutions actually makes me a bit uneasy, it feels like they are diversifying risk or genuinely optimistic about these tracks.

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