Now let's take a look at the BTC data, and you'll find good things. The purchasing power and purchasing trend of BTC are very strong. However, if risk aversion sentiment arises, the selling sentiment among BTC investors will be higher, especially since many investors bought BTC and ETH spot ETFs in large quantities due to the speculation around Trump's inauguration before last Friday.
By yesterday, it had already become the last speculative opportunity, and we can see that a large number of investors will take a risk-averse trend, particularly early profit-taking investors, such as those in GBTC or ETHE. It is evident that the main selling of ETH is in Mini ETFs, and BTC is similarly in Mini ETFs.
In the past 24 hours, Grayscale has reduced its holdings by a total of 2,285 BTC, of which 1,330 BTC were sold off from Mini ETFs. The last time such a large reduction occurred was in July, and indeed, before significant events, risk aversion remains the choice for many partners.
Like ETH, yesterday's data is completely different from today's, and now we need to see tomorrow's data. Will Trump's ascension today stimulate investors to FOMO again?