#比特币价格走势 Seeing the latest capital flow data, three consecutive weeks of moderate inflows suggest that market sentiment is gradually recovering. The net inflow of $864 million may seem substantial, but I want to remind everyone of a detail: Bitcoin's inflow scale this year ($27.7 billion) has significantly contracted compared to the same period last year, reflecting that market participants are becoming more cautious.

This is actually a good thing. When hot money retreats, what remains are often long-term allocations made with careful consideration. The US market leading globally (with $796 million inflow) indicates that institutional investors are continuing their positions, but their pace has clearly slowed — a sign of rationality.

Regarding asset allocation, my simple view is: don’t be fooled by weekly inflow data. The key is to clarify your position limits and build a long-term mindset. Bitcoin’s lagging performance, the growth in Ethereum inflows, and the differentiation among various projects all send a signal — the market is re-pricing, and risks and opportunities often coexist in this process.

The important thing is not to chase hot topics, but to maintain your bottom line amid volatility. Safe asset allocation is always within the range of risks you can bear.