This week, the PPI, CPI, and unemployment data will be released one after another, marking a critical period for testing the inflation hedging function of cryptocurrencies.
Author: Deep Tide TechFlow
Yesterday's Market Dynamics
**Trump may issue an *executive order* on his first day in office, involving banking crypto operations and repealing controversial crypto accounting policies**
According to the Washington Post, sources indicate that Trump is expected to issue an executive order on his first day of presidency, addressing banking crypto operations and repealing a controversial cryptocurrency accounting policy that requires banks to account for digital assets as liabilities on their balance sheets. A source told the Washington Post, "The Trump team has made it clear that this is a priority." These upcoming executive measures target cryptocurrency regulation, aiming to protect crypto investors from what Trump calls the "Washington bureaucratic swamp."
Analyst: BTC typically sees a significant drop in January of the first year post-halving
Analyst Axel Bitblaze noted that although Bitcoin fell 10% in January, it usually experiences a drop of 25% to 30% in January following past halving cycles, subsequently rising by 130% and 2400% within the same year.
Bitblaze pointed out that if Bitcoin follows the pattern of the previous cycle, the price could exceed $200,000; conversely, if it follows the past cycle's decline pattern, the price could drop below $70,000.
**QCP Capital: This week’s *PPI*, **CPI, and unemployment data will be crucial for testing the inflation hedging function of cryptocurrencies
QCP Capital's latest analysis indicates that U.S. non-farm payroll data reached 256,000, far exceeding the expected 164,000, showing signs of an overheating economy. Market expectations for interest rate cuts have cooled, and concerns about inflation have been reignited by the potential reintroduction of tariff policies from the Trump era.
Despite macro pressures and ongoing Silk Road FUD, Bitcoin and Ethereum support levels have temporarily stabilized at $91,000 and $3,100, respectively. The volatility in the options market has gently declined, maintaining a slight bearish bias only before Trump's inauguration. This week’s PPI, CPI, and unemployment data will be released, and against the backdrop of a continuously warming U.S. economy, it will be a key period for testing the inflation hedging function of cryptocurrencies.
MicroStrategy increases its holdings by $243 million, acquiring 2,530 Bitcoins
MicroStrategy founder Michael Saylor announced that the company has acquired 2,530 Bitcoins at an average price of $95,972 each, totaling an investment of approximately $243 million. As of January 12, 2025, the company has accumulated a total of 450,000 Bitcoins, with a total investment of $28.2 billion and an average holding cost of $62,691. The company's Bitcoin yield from 2025 to date is 0.32%.
VanEck Research Director: Altcoins have recorded the worst performance ever in the post-election adjustment
VanEck's digital asset research director Matthew Sigel stated, "Is it too late to turn bearish now? Altcoins have recorded the worst performance ever in the post-election adjustment."
**GoPlus: GPS token will have its *TGE* on January 16, with airdrop details released on January 15**
Web3 cybersecurity company GoPlus announced that the GPS token will have its TGE on January 16, with detailed information regarding airdrop rules and eligibility standards to be released on January 15. All information related to the GPS token will be updated by the GoPlus Foundation.
**Wintermute Co-founder: When prices rise, market makers typically sell in CeFi and buy back in *DeFi*
Wintermute co-founder Yoann Turpin shared insights on price discovery and market neutrality. He pointed out that price discovery is the ongoing process by which the market seeks the true price of an asset, primarily occurring in CeFi and OTC markets in the crypto space, while being rare in DeFi, only appearing during token supply launches, such as on platforms like Pump.fun, where Wintermute did not participate due to the small scale of the tokens.
Market neutrality refers to participants not profiting from price fluctuations, a strategy that helps market makers maintain inventory balance. When prices rise, market makers typically sell in CeFi and buy back in DeFi; conversely, they buy in CeFi and sell in DeFi, ensuring that the prices paid by all market participants are roughly the same.
Turpin also stated that while supporting the DeFi ecosystem, significant improvements in user experience are needed to achieve more price discovery, prioritizing the onboarding of new users into the DeFi space.
**Bithumb announces the launch of the Zircuit (ZRC) *Korean Won* trading pair**
According to a Bithumb announcement, ZRC (Zircuit) will be launched on the Korean Won market on January 13, supporting Zircuit network deposits (other networks are not supported). Deposits and withdrawals will open within 2 hours of the announcement, and trading will begin at 4 PM (Korean time) on the same day.
Hey Anon launches the AUTOMATE framework, offering 2% tokens and $1 million USDC to incentivize developers
Hey Anon announced the release of AUTOMATE, a TypeScript framework for integrating DeFi protocols, aimed at becoming a blockchain abstraction layer for the fusion of DeFi and AI. The framework supports chains such as Arbitrum, Base, Avalanche, and Kava, with plans to add Solana support.
Key features:
• Strict toolchain: Prevents "phantom" errors in on-chain transactions through pattern-based deterministic logic.
• Broad support: Covers multiple L1 and L2 blockchains, with plans to support more protocols in the future.
• Developer incentives: A DAO proposal allocates 2% of unallocated $ANON tokens and $1 million USDC rewards, with developers able to apply for rewards of up to $420,000 by submitting new protocol integration PRs.
The GitHub repository will be made public after the voting ends, allowing developers to participate immediately in advancing the DeFi ecosystem.
Market Trends
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