Original author: shaofaye123, Foresight News

Just entering 2025, Bitcoin has once again broken through the $100,000 mark, and the market seems to be gradually warming up amidst fluctuations.

Around 10 PM on January 6, the price of BTC rose above $100,000, currently hovering around $102,000. ETH also quickly rebounded, breaking through $3,600. With continuous positive news, BTC has recorded seven consecutive days of gains on the daily chart, and the market seems to be gradually becoming optimistic. What has happened in the market?

Positive BTC Market Data

The Bitcoin spot ETF data is one of the important reference indicators for observing the inflow of off-exchange funds. Looking back at December, according to SoSoValue data, there was a continuous positive inflow in the first half of the month, while the second half performed disappointingly. Since entering January, Bitcoin ETF spot has once again achieved a net inflow, with its total net asset value currently reaching $111.46 billion, and the ETF net asset ratio (market value compared to Bitcoin's total market value) reaching 5.72%, with a historical cumulative net inflow of $35.91 billion.

Institutions Increasing BTC Holdings

On January 3, according to official news from MicroStrategy, it plans to raise $2 billion in the first quarter through the issuance of preferred stock to buy more BTC. This lays the foundation for increased BTC buying. According to Bitwise CEO Hunter Horsley, "According to HODL15Capital statistics, since last Monday, 11 listed companies have purchased more Bitcoin. In 2025, a large number of companies will join the Bitcoin standard. Michael Saylor has scripted a movement."

MicroStrategy has now purchased Bitcoin for nine consecutive weeks, and on January 6, it increased its holdings by approximately $101 million, acquiring 1,070 BTC at an average price of $94,004, bringing its total holdings to 447,470 BTC, with a total holding value of about $44.3 billion.

According to Bitcoin mining company MARA Digital, it will continue to increase its Bitcoin holdings on its balance sheet in 2025, with its current holdings at about 44,000 BTC, valued at over $4 billion. U.S. listed company KULR has currently increased its holdings by 213.43 BTC, bringing its total holdings to 430.61 BTC.

Japanese company Metaplanet plans to increase its Bitcoin holdings to 10,000 BTC in 2025 to expand its influence in Japan and the Bitcoin ecosystem.

According to Cointelegraph, El Salvador has also increased its holdings by 5 BTC since the new year, bringing its total holdings to 6,009 BTC, valued at approximately $595 million. Major institutions worldwide are increasing their BTC holdings, and the buying power for BTC is continuously increasing.

Trump Concept Memecoin Sees Price Surge, Altcoin Sector Continues to Warm Up

Since Trump's successful election campaign in early November, the market has experienced a month-long rally. In the early hours of January 7, the U.S. Congress officially confirmed Trump's election as president, with his inauguration imminent, and related crypto projects and tokens are once again receiving attention.

The Trump concept Memecoin TRUMP has seen a continuous rise for three days since January 4, with an increase of over 80%; Memecoins like MAGA and TRUMPCOIN have also seen nearly 100% increases, although they experienced some pullback yesterday. However, tokens held by its family project World Liberty Financial, such as LINK, AAVE, ENA, and COW, did not see significant increases.

Trump's crypto-friendly attitude is a major factor for the recent optimism in the market. However, according to a Reuters report, Angeles Investments Chief Investment Officer Michael Rosen stated that Trump's inauguration may also bring some surprises to the market, predicting that he will issue at least 25 executive orders on his first day in office, covering a range of issues from immigration to energy and cryptocurrency policy.

Currently, the sentiment in the crypto market has entered a relatively optimistic state, and the altcoin sector continues to recover. According to Alternative.me data, the cryptocurrency fear and greed index has gradually risen above 70 since January, reaching 78 today, indicating a shift to "extreme greed."

Compared to Bitcoin's rapid rise, the altcoin sector has seen mixed performance. In the 24-hour increase, the public chain sector SOL has once again broken through 220 USDT, achieving an increase, while AVAX has seen an increase of about 6%. Other public chains have stagnated, with SUI retreating to 5 USDT after reaching a new high, and TON fluctuating around 5.7 USDT.

The Ethereum ecosystem, including DeFi, re-staking, L2, and stablecoins, has also experienced short-term pullbacks, with EIGEN seeing a slight decline after three consecutive days of gains, LDO down about 3%, and ENA experiencing a significant pullback of around 10%. OP, ARB, and others have also seen slight declines after five consecutive days of gains.

CES 2025 Kicks Off, AI Concept Receives Positive News

The "Spring Festival of the Tech World," CES 2025 (International Consumer Electronics Show), will be held from January 7 to January 11 in Las Vegas, USA. During the exhibition, tech giants such as Nvidia, AMD, Toyota, and Samsung will showcase their latest products and strategic plans for consumers.

Against this backdrop, U.S. stocks have shown a strong upward trend on January 6, with the Dow Jones Industrial Average rising over 380 points at its peak, the Nasdaq rising 2% before pulling back, and the chip index rising over 4% at one point. The "Tech Seven Sisters" have all seen gains, with Meta in the metaverse up 4.23%, Nvidia up 3.43%, Google A up 2.65%, Amazon up 1.53%, Microsoft up 1.06%, Apple up 0.67%, and Tesla up 0.15%.

With Nvidia CEO Jensen Huang set to deliver a keynote speech on January 7, Nvidia's stock price has risen for three consecutive days, reaching a new high. According to market news, Huang may officially announce the new generation of GeForce RTX50 series graphics cards, including RTX5090, 5080, and 5060, during his speech.

In the crypto market, AI application coins are generally rising, and AI Memecoins continue to surge. WLD has seen a 24-hour increase of over 10%, RENDER has increased by 8%, and IOTA has risen by 6%. In the past 24 hours, except for a slight decline in VIRTUAL, ZEREBRO, FARTCOIN, and a few others, the rest have all seen increases. SWARMS is approaching a market value of $500 million, achieving an increase of over 80%. AI16Z has reached 2.25 USDT, with an increase of over 25%. GRIFFAIN, ARC, and others have all risen over 20%, and AIXBT has also rebounded above 0.55 USDT.

Analysts' Perspectives

In early February 2024, Markus Thielen, founder and research director of 10X Research, stated, "Bitcoin often rises by 11% around the Lunar New Year." Over the past nine years, traders who bought Bitcoin three days before the Lunar New Year and sold it ten days after have seen good returns. The 2025 Spring Festival falls on January 29, which is earlier than in previous years, making market performance worth looking forward to.

John Glover, Chief Investment Officer of Ledn, stated that Bitcoin may drop to $89,000 before rebounding, reaching $125,000 by the end of the first quarter, and potentially hitting $160,000 by the end of this year or early next year.

Bitfinex released a report stating, "We see the market remains strong. Although there may be a deeper correction in the first quarter of 2025, the bullish sentiment among miners and the overall tightening of supply indicate that Bitcoin has good upward potential in the medium term. The overall selling pressure from miners, long-term holders, and other groups has significantly eased. The supply entering circulation in the market has decreased, alleviating the impact of the recent correction."

Bernstein analysts released ten predictions for the crypto industry in 2025, stating, "The crypto industry will enter the 'Infinite Era,' with a Bitcoin price target of $200,000 in 2025, the stablecoin market size exceeding $50 billion, net inflows into spot Bitcoin ETFs exceeding $70 billion, and the integration of crypto and artificial intelligence further deepening."

However, some analysts have also expressed concerns about the market.

QCP stated, "We do not expect a large-scale short squeeze in the short term; the catalysts related to Trump may not appear until after the inauguration on January 20."

Arthur Hayes, co-founder of BitMEX, stated in his latest blog post "Sasa" that he believes the crypto market will peak in mid-March and then experience a severe correction. He advises investors to sell in the late first quarter and wait for improved liquidity conditions in the third quarter.

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