2026-01-12 20:21:15

Recently, a wave of interesting institutional movements has emerged in the crypto market. MSTR has been busy in this round, directly investing $1.25 billion to buy up 13,627 BTC, with an average transaction price of $91,519 per coin at the time. Calculated together, their total holdings have reached 687,410 coins, with an average cost basis of $75,353.

Speaking of which, this scale is quite formidable in the industry. Meanwhile, Bitmine's actions are also aggressive. They have been continuously expanding their ETH holdings, which have already surpassed 4.16 million coins, accounting for about 3.45% of the total network. What does this mean—institutions are truly voting with real money.

Even before HTML was fully implemented, it was revealed that the MAVAN staking network is set to launch in Q1. If this really happens, the market landscape could be reshuffled again. The voting result from Bitmine on January 15th is seen as a key indicator—everyone is waiting to see if this vote can give ETH a strong boost.

Overall, both are increasing their stakes, and this pace clearly indicates a bullish trend. Will BTC break new highs? Can ETH take advantage of the momentum to reverse the trend? Honestly, no one can say for sure, but the actions of these institutions already show their attitude. What do you think—who has more potential in this wave?

BTC-0,33%

ETH-1,09%

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MrDecoder

· 12h ago

Wow MSTR's move, pouring in 1.25 billion directly, they must be very optimistic Institutions are really voting, retail investors, let's just follow along 4.16 million ETH is quite a lot, but I feel BTC is more stable If MAVAN in Q1 really materializes, it will be interesting, and there will be another round of shakeout then Honestly, who knows, I'm just waiting to buy the dip

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MerkleMaid

· 12h ago

MSTR's move is really impressive, holding 6.87 million BTC, which shows how confident they are... By the way, Bitmine also has 4.16 million ETH and hasn't been idle, it seems like institutions are betting on a big cycle.

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BottomMisser

· 01-12 20:51

Oh my God, MSTR is starting to buy again. Their bold moves are really daring. It seems that big players are betting on a rise. Bitmine has 4.16 million ETH. This holding is indeed top-tier, but it feels overstated. Institutions are accumulating, retail investors are bottom-fishing. This old script still has to continue. Q1 launch again, Q1 launch again. Hearing it so many times that my ears are getting calloused. Let's wait until it actually lands. BTC hitting a new high? Are you cursing my short position, brother? I just want to know who is really driving the market and who is just following this wave. Don’t let it turn into another scythe harvest. There are over 870,000 BTC held by MSTR. If they dump, I’ll cry. Honestly, no matter how big the institutional moves are, they can't change the cycle. Don’t overthink it.

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ChainMemeDealer

· 01-12 20:51

MSTR's move is really impressive, directly investing 1.25 billion. This momentum is truly bullish. If institutions are so aggressive, what are retail investors still hesitating for? If ETH really turns around, holding 4.16 million tokens is no joke. Honestly, just looking at MSTR's cost basis shows that these institutions have been laying in wait for a long time. Whether the Q1 launch can actually materialize is the key; the landscape is likely to change significantly by then.

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MeltdownSurvivalist

· 01-12 20:50

MSTR's move is really aggressive, but I'm more concerned about whether there will be another round of sharp decline after this wave... When institutions start pouring money in, we should all be cautious.

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PhantomMiner

· 01-12 20:32

Institutions are really starting to buy the dip. The buying pace of MSTR looks quite comfortable. Damn, 4.16 million ETH, that ratio is a bit scary. If MAVAN really launches in Q1, the landscape will definitely change. But to be honest, who dares to predict the rise or fall now? I might as well just watch the fun. Will BTC hit a new high or ETH make a comeback? Anyway, it doesn't have much to do with me as a retail investor, haha.

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MEV_Whisperer

· 01-12 20:25

MSTR's move is indeed aggressive, throwing down 1.25 billion USD in one go. What are they betting on... Institutions are hoarding chips, while retail investors are still debating whether to get on board. LOL

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