谢家印|11月 24, 2025 08:01
The total crypto market cap is back to $3.3 trillion! Bitcoin spot ETF saw a single-day net inflow of $456 million! The Fear & Greed Index has dropped to 10, hitting a 2-year low. 'Be greedy when others are fearful' seems to be coming true again! Looking back at the extreme fear in March-April, it was the best bottom-buying opportunity of 2025 (remember when BTC was $75K, and even Gracy mentioned it was time to buy the dip).
This year’s main themes haven’t changed:
✅ DATs (Trump family project) continue aggressive buying
✅ Weekly positive inflows into BTC+ETH ETFs
✅ Stablecoin market cap skyrocketing → Institutional long-term capital is quietly entering
After the 10/11 black swan event, market leverage has been wiped clean, and we’re now in the cleanest bottom zone. Small net inflows are just the appetizer; the real institutional bullets are yet to come. Recommendation: Start DCA into BTC and ETH spot (I’m personally still into BGB).
Key focus points: Daily BTC/ETH ETF net inflows, MicroStrategy’s continued accumulation, and the stablecoin total supply curve.
History proves that the 6-12 months following extreme fear always bring the craziest rallies. This time won’t be any different.
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