[Alliance DAO Co-Founder QwQiao: Won't Short L1 Tokens but Considers Them Not High-Quality Investments] Alliance DAO co-founder QwQiao stated on the X platform that they will not short L1 tokens but believe that L1 tokens are neither 'high-quality investments' nor 'terrible investments.' QwQiao mentioned that every asset currently held possesses a lasting competitive advantage and operates in fields with exponential growth. He previously pointed out that L1 tokens lack a moat, are prone to commoditization, and struggle to capture real value, suggesting that betting on the application layer might be the way forward.

[Binance Founder CZ Suggests Counteracting Extreme Market Sentiment] Binance founder CZ posted on the X platform, stating that selling during extreme greed and buying during extreme fear might be better, even though this perspective may not be popular.

[Investment Institutions Inject Nearly $25 Billion into Crypto Companies in 2025] In 2025, investment institutions have injected nearly $25 billion into crypto companies, marking an increase of over 150% compared to the previous year and exceeding market expectations. The main institutions participating in these transactions include Paradigm, Sequoia Capital, BlackRock, JPMorgan, and Goldman Sachs. According to DefiLlama data, centralized trading platforms ($4.4 billion in funding), prediction markets ($3.2 billion in funding), and DeFi platforms ($2.9 billion in funding) are the hottest sectors. Jordan Knecht, Head of Institutional Strategy at GlobalStake, stated that projects attracting capital need to demonstrate regulatory transparency, operational resilience, and compatibility with traditional financial institution standards. Charles Chong, Vice President of Strategy at BlockSpaceForce, believes that funds are flowing toward mature companies supported by revenue and economic models, with financing activities focusing more on fundamentals. Georgii Verbitskii, founder of TYMIO, pointed out that the crypto market is following the patterns of technological cycles, with capital prioritizing the development of underlying infrastructure.

[Zhao Changpeng Suggests Acting Counter to Market Greed and Fear Peaks] Zhao Changpeng tweeted that it is best to sell when market greed reaches its peak and buy when market fear reaches its peak.

[Ethereum Whale Deposits 18,000 ETH to Bitstamp, Total Profit Approximately $270 Million] According to data from Lookonchain, an early Ethereum investor (OG) deposited 18,000 ETH to Bitstamp 8 hours ago, valued at approximately $54.78 million. Since 2017, this investor has purchased 154,076 ETH at an average price of $517 per ETH, with a total value of approximately $79.7 million. They have sold 87,824 ETH at an average price of $1,694 per ETH, cashing out approximately $148.8 million. Currently, they still hold 66,252 ETH, valued at approximately $201 million, with a total profit of approximately $270 million.