1. Market Observation
Keywords: ETH, XRP, BTC
From regulation to the market, Bitcoin is seeing multiple positive factors. On the regulatory front, SEC Chairman Gary Gensler clearly stated that Bitcoin and Ethereum have never been classified as securities, providing important regulatory clarity for the market. At the policy level, Bitcoin advocate Anthony Pompliano has provided advice to President-elect Trump on the long-term economic benefits of Bitcoin.
Institutional investment continues to increase, with Semler Scientific making a large purchase of $23 million in Bitcoin, and Italy's largest bank Intesa Sanpaolo SpA also making its first foray, purchasing around €1 million. Although JPMorgan CEO Jamie Dimon remains skeptical, the bank's analysts believe that the success of a Bitcoin ETF is difficult to replicate for Solana and XRP.
In terms of market expectations, analyst MadWhale remains bullish, having previously accurately predicted a price of $89,000. Standard Chartered's Geoffrey Kendrick stated that a drop in Bitcoin below $90,000 would be an "excellent" buying opportunity. It is worth noting that despite price volatility, Bitcoin's overall volatility has remained relatively low, and the "realized market value" of short-term holders is still growing, indicating a healthy market fundamentals.
In terms of industry development, the Bitcoin magazine's educational efforts in Japan are progressing, with the goal of reaching one million users. At the same time, Bitwise's Chief Information Officer Matt Hougan emphasized the positive trend of corporate adoption. Overall, the cryptocurrency industry is expected to see strong growth in 2025.
2. Key Data (as of January 15, 10:28 HKT)
S&P 500: 5,842.91 (-0.66% YTD)
Nasdaq: 19,044.39 (-1.38% YTD)
10-year US Treasury Yield: 4.769% (+19.30 bps YTD)
US Dollar Index: 109.26 (+0.72% YTD)
Bitcoin: $96,958 (+3.79% YTD), Daily Spot Volume: $19.37 billion
Ethereum: $3,300.76 (-1.31% YTD), Daily Spot Volume: $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 MoM (January 14, 21:30)
Actual: 0.2% / Prior: 0.4% / Expected: 0.3%
Core CPI YoY (January 15, 21:30)
Actual: TBD / Prior: 4.2% / Expected: 4.2%
CPI YoY (January 15, 21:30)
Actual: TBD / Prior: 2.7% / Expected: 2.8%
Retail Sales YoY (January 16, 21:30)
Actual: TBD / Prior: 0.7% / Expected: 0.5%
5. Hot News
Story Adds Airdrop Page Domain, But Page Still Closed
Solana Applications Lead Industry in Q4 Revenue, Reaching $751 Million
Yonhap News Agency: South Korean Authorities Arrest President Yoon Seok-yeol
Derive On-Chain Options Protocol Opens Airdrop Claim Page
Spark Protocol to Allocate $110 Million to Ethena's USDe and sUSDe Tokens
SEC Chair: SEC Has Never Stated Bitcoin and Ethereum Are Securities
Coinbase to Add Toshi (TOSHI) to Listing Roadmap
OpenAI Appoints BlackRock Executive Adebayo Ogunlesi to Board
Coinbase International to List Sonic (S) Perpetual Contracts
Genius Group Announces $33 Million Equity Raise to Increase Bitcoin Holdings
Avalon Labs Opens Airdrop Registration for Governance Token AVL
TON Foundation Appoints Manuel Stotz as New President, New Strategic Focus on US Market Growth
Intesa Sanpaolo CEO: Bank's Bitcoin Purchase is a Test, CEO Personally Does Not Hold Bitcoin
BLOCKLORDS Debuts AI Agent: Elisa Revard, Bringing New Strategic Challenges
El Salvador President Plans to Install a Bitcoin Node in Every Household
Xiaohongshu Concept Meme Coins See Rising Popularity, momo Market Cap at $7.29 Million
Star: Crypto and AI Will Be the Two Best Business Technology Sectors for the Next Decade Globally
AIOS Foundation Announces 66.61% Token Burn, AIOS Surges 150% in Short Term
Intesa Sanpaolo Bank Purchases 11 BTC, Around €1 Million
Google Search for "RedNote" Surges, TikTok Users Flock to Xiaohongshu
Sources: China Considers Selling TikTok US Business to Musk as Option to Avoid Ban
Supported by OSL - Hong Kong's largest digital asset platform, providing regulated digital asset services since 2018.
