Analyst: Institutional Spot Accumulation Coexists with Ongoing ETF Outflows, Crypto Market Stands at a Crossroads

According to Odaily, on-chain analyst Ai Yi posted on X that a certain exchange has converted $1 billion into bitcoin reserves, "E Lihua" invested $1 billion to purchase ethereum, and both MicroStrategy and Bitmine continue to buy BTC and ETH. Meanwhile, BTC ETF saw a net outflow of $1.822 billion in the past week, and ETH ETF saw a net outflow of $455 million in the past week. Can $2 billion or even more stop the decline in the crypto market? Precious metals are surging, geopolitical uncertainties are soaring, and 2026 is destined to be a year of major volatility.