According to Woofun AI, GSR Asset Management Business Director Andy Bell confirmed that Bitcoin has established a new trading stage after breaking through the $80,000 mark, and the underlying structure has substantially changed.
Bitcoin price hit $81,272 on Monday, testing this key level for the first time since May. The US Bitcoin Spot ETF recorded a net inflow of nearly $2 billion over five consecutive trading days, confirming the return of institutional demand.
According to data compiled by Woofun AI, about 1.06 billion US dollars of positions were liquidated as prices rose, compounding the increase in option activity and perpetual contract financing rates, indicating that the rebound had a broad base of support.
GSR's Core3 strategy covers Bitcoin, Ethereum, and Solana, with Solana allocating 44% of the weight. Investors are turning their attention to blockchain networks that support tokenization technology and stablecoins. At the regulatory level, Andy Bell supports the US Clarification Act to clarify the responsibilities of the Securities and Exchange Commission and the Commodity Futures Trading Commission.
Furthermore, the macro background of the size of US debt of $40 trillion further fueled the focus on scarce assets.
Traditional investors hold Bitcoin indirectly through ETFs to diversify capital flows. Blockchain networks are being revalued because they carry payment and application functions. This is a key shift in the market's extension from a single currency attribute to infrastructure value following the entry of institutions.