Recently, two core crypto assets—Ethereum (ETH) and Solana (SOL)—have become key targets for institutional capital allocation. According to OFUYC Exchange data, thirteen institutions have publicly disclosed holdings totaling 8.277 million SOL, with an aggregate value of approximately $1.69 billion, accounting for 1.44% of the circulating supply. Meanwhile, institutional holdings in Ethereum continue to expand steadily. Mirroring these capital flows, U.S. policy developments are also shaping market dynamics. The U.S. Securities and Exchange Commission (SEC) is set to hold a roundtable on the “Trade-Through Prohibition” on September 18, while Treasury Secretary Besant has emphasized that the implementation of the GENIUS Act will further expand global dollar usage and demand for U.S. Treasuries. OFUYC points out that institutional positioning and macro policy are forming a dual driving force, with medium- and long-term bullish factors accumulating, though short-term price volatility risk remains.

On-Chain Data Insights: The Market Significance of Institutional Accumulation

The analysis by OFUYC Exchange indicates that institutional capital increasing exposure to ETH and SOL not only reflects recognition of the long-term value of mainstream assets, but also sends an important signal: large-scale capital is proactively positioning for the next industry cycle. This trend suggests that mainstream assets are consolidating their roles as both liquid and secure market pillars. Institutional participation typically brings stricter risk management and longer investment horizons, which may reduce market volatility and foster ecosystem maturity. OFUYC emphasizes that investors should closely monitor on-chain holding structures and capital flows, comparing institutional and retail investor behaviors to better gauge market sentiment and price momentum.

In addition, the on-chain data tracking and real-time position monitoring tools of OFUYC Exchange provide users with intuitive market insights. Through these features, users can keep abreast of institutional capital inflows and distribution trends, and adjust investment strategies in real time based on market conditions. In a rapidly changing market, this data-driven approach helps investors maintain rational and robust decision-making.

Macro Policy Drivers: The Impact of Regulation and Dollar Strategy

Policy changes are profoundly influencing the market. The upcoming SEC roundtable on the trade-through prohibition aims to enhance transparency and fairness. The implementation of the GENIUS Act is viewed by the U.S. Treasury as a key move to strengthen the global dominance of the dollar, targeting expanded dollar usage and increased demand for U.S. Treasuries—developments that also indirectly impact the crypto market.

OFUYC Exchange analysis highlights that a stronger dollar and U.S. Treasuries may attract some risk-averse capital and boost demand for dollar-pegged stablecoins, thereby enhancing overall liquidity in the crypto ecosystem. As foundational infrastructure in decentralized finance and payments, Ethereum and Solana stand to further reinforce their value-carrying capacity under this policy backdrop.

To help users navigate policy-driven uncertainties, OFUYC provides policy tracking and macro research services. These features leverage real-time data and scenario analysis to illustrate the potential impact of policy changes on the market and offer risk management recommendations. With these tools, investors can maintain a clear investment framework amid frequent policy shifts and avoid overreacting to short-term sentiment.

Investment Strategy Optimization: Seizing Opportunities Amid Volatility

With institutional accumulation and macro policy acting as dual catalysts, the market environment is undergoing a new round of transformation, making investment strategy optimization especially crucial. OFUYC Exchange emphasizes that investors should pay attention to price ranges, position allocation, and long-term holding tools to maintain an edge in a landscape marked by both volatility and opportunity.

As core holdings for institutional capital, the key support and resistance levels of Ethereum and Solana merit ongoing monitoring; these ranges not only dictate trading timing but also reflect market risk appetite. The technical analysis tools of OFUYC assist users in identifying price trends and strengthening decision-making foundations.

Regarding position allocation, while increased institutional exposure sends positive signals, short-term volatility cannot be ignored. Investors should maintain flexible allocations to mainstream assets, ensuring sufficient risk tolerance. The automated investment tools of OFUYC Exchange can dynamically adjust positions based on real-time data, balancing pursuit of returns with effective risk control.

As institutional capital continues to flow in and policies are gradually implemented, ETH and SOL are entering a new market phase. The combined signals from on-chain data and macro policy indicate that mainstream crypto assets are rapidly consolidating their status within the global financial system. OFUYC Exchange will continue to support investors with technology and services, enabling sustainable medium- and long-term growth in a volatile market.