表面数据：2025 年资产表现 先看表面数据—— 2025 年资产表现。传统资产：白银 +130%，黄金 +66%，铜 +34%，纳斯达克 +20.7%，标普 500+16.2%。加密资产：BTC -5.4%，ETH -12%，主流山寨-35% 至-60%。看起来很惨？ 继续往下看。 但如果只看价格，你就错过了最重要的信号。BTC 虽然年度-5.4%，但期间曾创下 $126,080 历史新高。 更关键的是：在价格下跌的同时，发生了什么？BTC ETF 2025 年净流入 $250 亿美元，总 AUM 达 $1,140–1,200 亿，机构持仓占比 24%。有人在恐慌，有人在买入。 来源：市场资讯 （来源：吴说） 作者 | IOSG 联创 Jocy 这是一次市场结构的根本性转变，而大多数人还在用旧周期的逻辑看新时代。 2025 加密市场复盘，我们看到从散户投机到机构配置的范式转移，核心数据机构持仓 24%，散户退场 66%—— 2025 加密市场换手完成。忘掉四年周期吧，机构时代的加密市场有新规则！让我用数据和逻 辑拆解这个 " 最坏的一年 " 背后的真相。 第一个关键判断：市场主导权已经从散户转移到机构 20 ...

BlackRock ranked its spot $BTC ETF (Ticker: IBIT) as a top three investment theme for 2025 due to strong long-term institutional inflows ...

The crypto market similarly opened on December 18, following the day prior, amid fear and uncertainty, and Bitcoin has remained between $86,000 and $87,000. Market liquidity continues to thin heading into year-end, with the combined crypto market cap precariously above $3 trillion and at risk of losing this key level before 2025 ends. Surprisingly, memecoins have shown the most significant gains in recent days, with PIPPIN and TROLL posting overnight gains of +5% and +6%, respectively. These Pump.fun coi ...

NEW: U.S. spot $BTC ETFs saw $457.3M in net inflows Dec. 17, the largest one-day total since Nov. 11 ...

🔥 BULLISH: Cathie Wood’s Ark Invest bought another 550,404 of $ETH treasury company BitMine shares and 43,553 of its own $BTC ETF shares on Dec. 15. https://t.co/8b9s5QCMGv ...

RT CoinDesk Podcast Network (@CoinDeskPodcast)📊 Spot XRP ETFs have logged 30 straight days of net inflows since launching on Nov. 13, far outperforming BTC and ETH products.@jennsanasie brings you "Chart of the Day," presented by @cryptocom. https://t.co/jLm9eZR3Hj ...

Saulich Elena / Shutterstock.com Quick Read BTC volume down on heels of FOMC ETH shows strength at $3,300 If you’re thinking about retiring or know someone who is, there are three quick questions causing many Americans to realize they can retire earlier than expected. take 5 minutes to learn more here   The long awaited end of 2025 FOMC Meeting looms over markets, with BTC trading down slightly today at the $92k level. Since touching $94k yesterday, BTC has slowly ground down, but is seeing stro ...

Somewhat surprisingly, the BTC ETFs have only seen ~$52M in net inflows so far this weekEven with Vanguard giving the go aheadThat means the pump has come from somewhere else... https://t.co/tVvJpFp89r ...

The Morning Minute (12.3)Powered by @yeet⏰Top News:-Crypto majors pop 7-10% as Vanguard debuts crypto access; BTC at $92,900-Bank of America recommends up to 4% crypto allocation for wealth clients-Ethereum’s Fusaka upgrade set to debut today-Kalshi raises at $11B valuation; co-founder Luana becomes youngest female billionaire-Myriad partners with Trust Wallet for first ever in-wallet prediction market🌎 Macro Crypto and Memes-Crypto majors are very green up 6-10% after Vanguard’s crypto debut & news out of ...

🚨UPDATE: BANK OF AMERICA AUTHORIZES CRYPTO ALLOCATION FOR SELECTED CLIENTS, ADDS $BTC ETF COVERAGE STARTING JANUARY 2026 ...