#ETF与衍生品 Seeing Cathie Wood's latest insights, I thought of an important opportunity point — institutional entry is changing the market liquidity structure.

What does BTC's positioning as a global monetary system mean? After the ETF is officially approved, major traditional financial institutions (such as Morgan Stanley, Bank of America, Wells Fargo, etc.) will gradually deploy, bringing continuous capital inflows. On the derivatives level, the interaction of futures contracts and options will increase accordingly, providing new windows for arbitrage.

My suggestion is as follows: First, pay attention to the timing of these institutional ETF products going live, as there will usually be promotional activities and airdrops. Second, as a consumer-grade public chain, SOL may have more ecological projects releasing airdrops — because they need to build a user base. ETH, as an infrastructure layer, has stronger interaction demands for derivatives and DeFi projects, and these projects' airdrops typically require higher participation depth.

The key is to seize the rebound cycle after the market bottoms out. Large institutional entry is usually accompanied by ecological project financing and incentive plans. Now, early positioning in new project interactions on these public chains costs the least and yields the greatest returns.