1. Market Observation
Keywords: ETH, XRP, BTC
From regulations to the market, Bitcoin is experiencing multiple favorable factors. On the regulatory front, SEC Chairman Gary Gensler has clearly stated that Bitcoin and Ethereum have never been classified as securities, providing important regulatory clarity for the market. On the policy side, Bitcoin advocate Anthony Pompliano has advised incoming President Trump on the long-term economic benefits of Bitcoin.
Institutional investment continues to increase, with Semler Scientific making a significant purchase of $23 million in Bitcoin, and Italy's largest bank, Intesa Sanpaolo SpA, also entering the market for the first time with a purchase of approximately €1 million. Although JPMorgan CEO Jamie Dimon remains skeptical, the bank's analysts believe that the success of a Bitcoin ETF is unlikely to be replicated by Solana and XRP.
In terms of market expectations, analyst MadWhale remains bullish, having previously accurately predicted a price level of $89,000. Standard Chartered's Geoffrey Kendrick stated that a drop in Bitcoin below $90,000 would be an "excellent" buying opportunity. Notably, despite price fluctuations, Bitcoin's overall volatility remains relatively low, and the "realized market value" of short-term holders continues to grow, indicating a robust market fundamental.
In terms of industry development, Bitcoin Magazine's educational outreach in Japan is progressing, aiming to reach one million users. Meanwhile, Bitwise's Chief Information Officer Matt Hougan emphasized a positive trend in corporate adoption. Overall, the cryptocurrency industry is expected to experience strong growth in 2025.
2. Key Data (as of January 15, 10:28 HKT)
S&P 500: 5,842.91 points (Year-to-date -0.66%)
Nasdaq: 19,044.39 points (Year-to-date -1.38%)
10-Year U.S. Treasury Yield: 4.769% (Year-to-date +19.30 basis points)
U.S. Dollar Index: 109.26 (Year-to-date +0.72%)
Bitcoin: $96,958 (Year-to-date +3.79%), daily spot trading volume of $19.37 billion
Ethereum: $3,300.76 (Year-to-date -1.31%), daily spot trading volume of $1.15 billion
3. ETF Flows (January 14 EST)
Bitcoin ETF: +$9.65 million
Ethereum ETF: +$1.15 million
4. Important Dates (Hong Kong Time)
Producer Price Index Month-on-Month (January 14, 21:30)
- Actual: 0.2% / Previous: 0.4% / Expected: 0.3%
Core Inflation Rate Year-on-Year (January 15, 21:30)
- Actual: To be announced / Previous: 4.2% / Expected: 4.2%
Inflation Rate Year-on-Year (January 15, 21:30)
- Actual: To be announced / Previous: 2.7% / Expected: 2.8%
Retail Sales Year-on-Year (January 16, 21:30)
- Actual: To be announced / Previous: 0.7% / Expected: 0.5%
5. Hot News
Story adds airdrop page domain, but the page is still in an unopened state
Solana applications lead the industry in Q4 revenue, reaching $751 million
South Korean authorities arrest President Yoon Suk-yeol
On-chain options protocol Derive has opened an airdrop query page
Spark Protocol will allocate $1.1 billion to Ethena's USDe and sUSDe tokens
U.S. SEC Chairman: SEC has never stated that Bitcoin and Ethereum are securities
Coinbase adds Toshi (TOSHI) to the coin listing roadmap
OpenAI appoints BlackRock executive Adebayo Ogunlesi to the board
Coinbase International will launch Sonic (S) perpetual contracts
Genius Group announces a $33 million share issuance to increase Bitcoin reserves
Avalon Labs has opened airdrop registration for its governance token AVL
Intesa Sanpaolo CEO: Our bank's purchase of Bitcoin is a test, and I personally do not hold Bitcoin
BLOCKLORDS launches AI Agent: Elisa Revard, bringing new strategic challenges
President of El Salvador plans to install a Bitcoin node in every household in the country
AIOS Foundation announces the destruction of 66.61% of tokens, AIOS surges 150% temporarily
Intesa Sanpaolo purchases 11 BTC, approximately €1 million
Google searches for "RedNote" in the U.S. are rising, TikTok users flock to Xiaohongshu
Insiders: China considers selling TikTok's U.S. business to Musk as an option to respond to the ban
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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