1. Market Observation
Keywords: ETH, ETF, BTC
Recently, influenced by the strengthening of the US dollar and rising US Treasury yields, Bitcoin has significantly corrected from its peak of $102,000. The price briefly fell below $92,000, leading to a retracement of most gains since early 2025, and triggered $862.4 million in liquidations over the past two days. Despite this, large trading volumes still increased by 9%.
Market opinions are clearly divided: on one hand, veteran trader Tone Vays has chosen to "go fully long" on Bitcoin after the correction, optimistic about its future performance; on the other hand, some analysts believe that the Bitcoin bull market may be entering its later stages and is expected to end soon. Meanwhile, other cryptocurrencies, including Dogecoin and the emerging Ethereum token WallitlQ, have shown mixed performance but still exhibit explosive rebound potential.
It is noteworthy that the surge in open contracts indicates that market volatility may further intensify. At the same time, Bitcoin faces multiple challenges: the latest FOMC meeting minutes from the Federal Reserve suggest that the pace of interest rate cuts may slow, and developments in quantum technology also pose potential risks. However, market innovation continues to advance, with Bitstamp announcing the launch of Ripple's stablecoin RLUSD on the Ethereum network, reflecting the ongoing development of the cryptocurrency ecosystem. Additionally, Fidelity Digital Assets predicts that Bitcoin will achieve widespread adoption as early as 2025, injecting long-term confidence into the market.
2. Key Data (as of January 10, 12:10 HKT)
S&P 500: 5,918.25 points (Year-to-date +0.62%)
Nasdaq: 19,478.88 points (Year-to-date +0.87%)
10-Year US Treasury Yield: 4.685% (Year-to-date +10.40 basis points)
US Dollar Index: 109.291 (Year-to-date +0.68%)
Bitcoin: $93,667.48 (Year-to-date +0.04%), daily spot trading volume of $6.277 billion
Ethereum: $3,255.38 (Year-to-date -2.52%), daily spot trading volume of $2.9371 billion
3. ETF Flows (January 8 EST)
Bitcoin ETF: -$583 million
Ethereum ETF: -$159 million
4. Important Dates (HKT)
FOMC Meeting Minutes (January 9, 03:00 AM)
Non-Farm Payroll Data (January 10, 09:30 PM)
- Actual: To be announced / Previous: 227,000 / Expected: 150,000
Unemployment Rate (January 10, 09:30 PM)
- Actual: To be announced / Previous: 4.2% / Expected: 4.2%
5. Hot News
Former UK Prime Minister Truss Claims to be a Supporter of Bitcoin and Cryptocurrencies
Bithumb to Launch SONIC, SAFE, and AHT on the Korean Won Market
Tether CEO: Will Speak in May at AI Week in Italy, Introducing Tether's AI Strategy
Russia "Begins Selling" 1,032 Bitcoins Seized in a Fraud Case
Ethereum and Solana Staking No Longer Classified as Collective Investment Schemes in the UK
InfiniGods Plans to Launch Native Token GOD, 17% to be Allocated to NFT Holders
VanEck Executive: Block Expected to Become the First Company in the S&P 500 to Hold Bitcoin
Coinbase International to Launch AERO, BEAM, and DRIFT Perpetual Contracts
Fidelity's Spot Bitcoin and Ethereum ETFs Both Set Record Daily Net Outflows
Standard Chartered Obtains Luxembourg License to Provide Digital Asset Custody Services
BIO Protocol Expands to Solana Chain, Bridged by Wormhole
IMF Recommends Kenya Establish Clear Cryptocurrency Regulatory Framework
Kava Plans to Become DeAI Blockchain, AI Development Roadmap to be Announced in January
Analog Announces 1:100 Split for ANLOG Token
Binance to Launch Dar Open Network (D) Perpetual Contracts, Supporting Up to 75x Leverage
Avalon Labs to Conduct TGE in Early Q1: Total Supply Cap of 1 Billion AVL, 20% Allocated for Airdrop
Market News: US Justice Department Approves Sale of $6.5 Billion in Silk Road Bitcoin
Oklahoma Lawmaker Proposes Bitcoin Freedom Bill, Allowing Employees to Receive Salaries in Bitcoin
Supported by OSL - Hong Kong's largest over-the-counter trading platform, continuously providing regulated digital asset services to the market since 2018.
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