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

ambcrypto發佈於 2026-02-26更新於 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.

你可能也喜歡

《夏季拉锯战》仍在继续:突破67000美元将是比特币上涨的起点

比特币价格在8月1日跌至62,217美元,延续了自6月5日开始的盘整格局。目前比特币被困在58,000至67,000美元的区间内,市场参与者对下一步走向存在分歧。 技术分析显示关键价位在60,000美元和67,000美元。交易员Crypto Candy认为,只要价格低于66,000美元,就可能跌向60,000美元或更低。投资者Jelle则将当前市场比作“夏季拉锯战”,坚持定期买入的平均成本策略。 上行突破的关键在于能否站稳67,000美元以上。交易员Daan Crypto Trades认为,若无法突破此位,市场可能继续盘整。交易员Roman则预测,若伴随足够交易量有效突破67,000美元,价格可能快速上涨至70,000-80,000美元区间。 宏观分析师Gert van Lagen从更长周期观察,认为比特币正在测试一个持续七年之久的“杯柄形态”的颈线位,市场恐惧情绪在盘整中逐渐消退。他强调,长期持有者仍未出现投降迹象,NUPL指标显示他们远未进入抛售区域。 总而言之,市场共识是比特币正处于积累阶段,60,000美元和67,000美元是关键水平,对任一水平的突破都将决定资产的下一个方向。当前围绕67,000美元的博弈,也反映出短期持有者盈亏平衡点附近的心理压力。近期价格在利好新闻后迅速回落,表明市场叙事尚未转化为持续的资本流入,能否构建更稳固的上涨基础仍有待观察。

cryptonews.ru52 分鐘前

《夏季拉锯战》仍在继续:突破67000美元将是比特币上涨的起点

cryptonews.ru52 分鐘前

股票跌得比加密货币还狠,钱去了哪?

7月底,韩国Kospi指数罕见连续两天触发熔断,全球半导体股集体暴跌。SK海力士业绩虽创纪录但不及预期,股价重挫,其两倍做多杠杆ETF市值更蒸发超万亿港元。与此同时,比特币却从低点反弹约15%,呈现“股票跌出币圈样,比特币装死躺赢”的反常局面。 此次暴跌并非全市场恐慌,而是对前期最拥挤交易(如AI半导体)的精准去杠杆。催化剂包括不及预期的财报、中国存储芯片扩产带来的竞争压力,以及日元套息交易平仓带来的流动性压力。分析认为,产业逻辑未死,死的是过高的杠杆。 那么,从股市流出的资金是否流入了比特币?答案是否定的。比特币的相对抗跌,是因为它在5月至6月已提前经历大幅调整,美国现货比特币ETF曾出现历史性资金外流。真正的避险资金流向了黄金。数据显示,比特币与黄金的相关性已降至极低水平,“数字黄金”叙事在此次危机中暂时失效。机构将两者视为不同资产:黄金用于避险,比特币用于博弈高波动回报。 资金未来的流向取决于三个条件:全球流动性压力缓解、美联储在不引发衰退的前提下降息,以及美国CLARITY加密法案的最终落地。当前,比特币与纳斯达克指数的走势正在脱钩,其价格更依赖全球流动性而非单一科技股盈利。这种低相关性可能使其在未来成为机构资产配置中分散风险的选择。尽管当前并非避风港,但比特币已提前出清,为未来资本重新配置占据了有利位置。

marsbit1 小時前

股票跌得比加密货币还狠,钱去了哪?

marsbit1 小時前

交易

現貨
活动图片