Hey brothers, on January 15th when you opened your accounts, did you feel a bit overwhelmed? Bitcoin has been swinging over ten points up and down these days, some altcoins have simply flatlined and tanked, while others suddenly surged 30%-40%. It’s like a scene of "drought killing the dry, flood killing the wet." Many people ask me, "Is the market about to cool off?" Let me tell you, there's no need to panic.

This wave of volatility is actually the most standard "funds reset show" at the start of 2026. It’s not a market problem, but a routine that happens every January. In previous years, retail investors dominated, and January fluctuations were mostly "post-holiday aftereffects," but this year is different—institutional influence is getting stronger, making the scene even more intense. Coupled with macroeconomic factors and regulatory pressures, the volatility has been pushed to the limit.

The core reason is quite simple: institutions "refocus and return to work," causing a major shift in funds. From Christmas to New Year’s, Wall Street giants and large funds worth hundreds of billions basically took a half holiday, market trading was light, and prices mostly moved sideways. But starting from the second week of January, these big players all returned to their posts, holding huge capital and beginning to "rearrange their strategies."

Recent fund flow data shows that since January, compliant spot products have experienced continuous net inflows for several days, and the actions of institutional big players are much more obvious than in previous years. This is not a risk signal, but rather an opportunity—understanding the logic behind this allows you to find the rhythm amid chaos. The market is re-pricing itself; some are panicking, while others are quietly positioning themselves.