Vanguard, BlackRock lead the ETF wave as market remains in ‘extreme fear’

ambcrypto发布于2026-02-26更新于2026-02-26

The crypto market is sending mixed signals right now. On the price charts, things look better. At press time, the total market value had risen by 3.36% and was back to around $2.26 trillion. However, among investors, confidence is still very low.

Despite the prices going up, the Crypto Fear and Greed Index is still stuck in “Extreme Fear.” This shows that many people are still worried after the recent ups and downs. Instead of feeling excited, they are afraid the recovery won’t last.

And yet, according to LunarCrush, financial firms have dominated social media conversations over the past 24 hours.

This surge in attention around major financial firms can be closely tied to the growing influence of ETFs in both traditional markets and crypto.

Vanguard and BlackRock steal the spotlight

At the top of the list was Vanguard with 11.73k mentions. Social media chatter around Vanguard spiked by 146%, pushing daily mentions to an all-time high of 13.4k.

The post noted,

“Engagements are up 481% from the daily average.”

This was mainly because of massive inflows into its S&P 500 ETF, VOO. With over $30 billion added this year alone, Vanguard has become a key entry point for investors seeking stability.

Close behind was BlackRock with 9.27k mentions, whose Bitcoin [BTC] ETF has become the main gateway for institutional money into crypto.

Additionally, other sentiments around BlackRock are also adding to the hype.

“BLK is the firm people either trust with their retirement or point to when explaining why corporations behave badly. Both crowds were loud today.”

JP Morgan Chase and Goldman Sachs trail behind

JPMorgan Chase has also gained attention with 8.2k mentions, as investors look for stability beyond crypto ETFs. Over 282+ spikes suggest fresh news, likely comments from CEO Jamie Dimon or new macro positioning, sparking renewed attention.

On the contrary, Goldman Sachs saw a noticeable drop in mentions, making it the only top-five firm losing social traction. This usually happens when market sentiment turns cautious.

Meanwhile, Andreessen Horowitz (a16z) stood out as the only venture capital firm among trillion-dollar institutions. Its steady discussion was likely tied to its AI and crypto investments, along with visibility from co-founder Marc Andreessen.

Other major firms like Apollo Global Management, Fidelity Investments, Galaxy Digital, Blackstone, Temasek Holdings, KKR, Pantera Capital, and Bridgewater Associates were also part of the broader conversation.

Notably, Jane Street and Third Point saw unusually large spikes in attention, likely driven by specific trading or regulatory developments. Finally, Pantera’s rise reflected sustained momentum in crypto-focused discussions.

Social sentiment may be driving investor sentiment

The aforementioned data should be read within context though. Just recently, Google Trends revealed that global searches for “crypto” were at their lowest level in over a year. In August 2025, interest was at its peak. However, at press time, it had dropped to just 25.

That’s not all either as the “Bitcoin going to zero” phrase reached its highest level ever in February too.

Simply put, while most people are rushing for the exits, the world’s biggest money managers are quietly settling in and preparing for the next phase.


Final Summary

  • “Extreme Fear” reflects emotional exhaustion among retail investors, not necessarily market collapse.
  • Social media data suggested that attention may be shifting away from tokens and towards the institutions controlling access.

你可能也喜欢

帕克·刘易斯解释为何比特币仍是最佳货币

知名比特币分析师帕克·刘易斯在访谈中批评了某些上市公司以“数字信贷”形式销售永续优先股的营销策略,认为这从根本上扭曲了比特币的本质。他指出,比特币在算法层面不具备法币收益性,承诺定期分红主要依赖牛市吸引新投资者来维持,风险极高。 刘易斯引用数据说明此类衍生品的巨大风险:全球信贷市场规模达300万亿美元,而永续优先股市场仅约1万亿美元,这表明机构有意规避这种无还款期限的资产,将风险转嫁给信息不足的散户。 针对“比特币波动性太大”的常见观点,他认为波动性是这一供应量严格受限的新资产被大规模采用过程中的自然数学结果。新人入场需出更高价从早期持有者手中购买,导致价格剧烈波动。他建议投资者直接持有比特币,这比投资MicroStrategy等公司发行的衍生品更安全。 投资者将焦点从直接持有加密货币转向公司衍生品,会忽视法币急速贬值的真正威胁。刘易斯以自创的“肋眼牛排指数”为例,指出其本地超市一款牛排价格从2020年的19.99美元涨至37.99美元,反映年化约12-13%的真实通胀,远超官方平滑后的CPI数据。 在全球通胀环境下,最明智、保守且安全的策略仍是直接持有比特币并完全掌控私钥。追逐加密货币国库股等公司工具的收益只会叠加隐性系统风险,而理解去中心化货币的本质才能有效保护财富免受宏观经济动荡影响。

cryptonews.ru16分钟前

帕克·刘易斯解释为何比特币仍是最佳货币

cryptonews.ru16分钟前

比特币为何在美联储强硬暂停后守住 64,000 美元关口

比特币在美联储暂停加息后维持在64,000美元附近,结束了7月的交易。市场对美联储维持利率不变的决定反应剧烈,但并未获得政策即将转向的明确信号。在此背景下,资金重新流入比特币现货ETF,加密货币总市值保持在2.29万亿美元左右,主要山寨币走势分化。 投资者目前处于观望状态。一方面,高利率和美联储的强硬立场抑制了风险偏好;另一方面,市场未出现恐慌性抛售、比特币ETF恢复资金净流入以及关键价位的韧性表明,数字资产市场尚未准备好大幅下跌。 **关键信息:** - 美联储维持利率在3.50%-3.75%,投票结果为9:3,三位委员支持加息。 - 比特币现货ETF净流入3210万美元,结束了连续流出;以太坊ETF则净流出约1865万美元。 - 比特币在63,000-66,000美元区间内盘整,63,000-63,500美元构成支撑,66,000美元是近期阻力。 - 以太坊价格在1,900美元附近承压,但其网络基本面(如质押意愿)保持稳定。 - 资金在主要加密货币间轮动,比特币重获机构青睐,Solana相关产品也有资金流入。 - 美国CLARITY Act法案审议被推迟至秋季,降低了其在2026年内通过的可能性。 技术层面,比特币能否在63,000美元上方保持稳固、以太坊能否守住1,860美元以及机构资金流入能否持续,被视为市场能否在2026年下半年构筑复苏基础的关键信号。

cryptonews.ru17分钟前

比特币为何在美联储强硬暂停后守住 64,000 美元关口

cryptonews.ru17分钟前

交易

现货
活动图片