#Strategy加仓BTC $DASH $ZEC $ZEN

🚀 Will Bitcoin usher in a new wave of opportunities with the liquidity restart in 2026?

Recently, the market has been debating a question—seeing inflation data trending downward (core CPI has already fallen to 2.6%), the Federal Reserve's situation isn't as easy as before. According to historical patterns, Q1 of 2026 is likely to see a combination of rate cuts and quantitative easing. Once the gates open, idle funds will naturally flow into alternative assets like BTC.

Interestingly, on the surface, Bitcoin ETF funds are heavily flowing out by the end of 2025, but what about behind the scenes? Institutional giants like MicroStrategy have been increasing their holdings since the beginning of the year—purchasing 11,000 BTC in a short period, worth about $1.1 billion.

💰 The "divergence" between institutions and retail investors is unfolding

We often see this phenomenon: while retail investors are cutting losses and exiting, the real funds are quietly positioning themselves. This divergence is usually not a false signal—it often indicates that the market has bottomed out. Short-term panic selling instead provides the best entry opportunities for long-term capital.

📊 What are on-chain data telling us?

Although some short-term indicators seem a bit weak, key models like the dynamic NVT are already flashing "historical undervaluation." Looking at it in the context of history, this resembles the accumulation phase before every past bear-to-bull transition. Short-term holders are "cutting losses," which actually opens new windows for strategic positioning.

🔥 Why is Q1 so critical?

Looking back at Bitcoin's historical performance, the average return in the first quarter exceeds 50%, often accompanied by a corrective rebound. If this year also sees the Federal Reserve's policy shift and continued institutional accumulation, a new rally could be brewing.

💎 Three factors are aligning

Macro liquidity shift, institutional capital buildup, on-chain value signals—all three are pointing in the same direction. The Bitcoin in 2026 may truly be at the start of a new cycle. The key is to stay attentive and not get confused by short-term volatility.