from my perspective, it seems general consensus is: ‘that was the final leg lower before bullmarket resumption’
I actually think this is the final rally before the selloff accelerates. 

Twitter

Author: Yuanshan Insights
Data Source: Farside Investors, SoSoValue, Fed H.4.1 Report, CryptoQuant

On the first trading day of 2026, BTC ETF saw a net inflow of $471 million.

What does this figure mean?

In November and December, the combined net outflow of spot BTC ETFs was approximately $4.57 billion; with a net outflow of approximately $1.09 billion in December alone.

Many people frantically sold at a loss above 93K, and institutions bought back about one-tenth of that amount on January 2nd alone.

Also happening...

Smart money influx! Decoding the three driving forces behind the BTC rebound.

After a long period of weakness, the meme coin has finally seen an encouraging rebound.
Since mid-September last year, the total market capitalization of Meme Coin gradually declined from approximately $80 billion to a low of only $35 billion, with virtually no significant rebound along the way. However, in the first week of 2026, the total market capitalization of Meme Coin finally rebounded, returning to nearly $50 billion.
During the same period, the market capitalization of Meme coin as a percentage of the overall Altcoin reached its lowest point since July 2022, almost reaching its lowest level since then...

Besides $114,514, what other projects should I keep an eye on?

Author: Bitcoin Orange Trader
The Japanese-language native Meme coin, priced at $114,514, has seen a nearly 50-fold increase in the past 48 hours.

Currently, this trend is mainly concentrated in the Japanese community; it hasn't yet gained widespread traction in the Chinese-speaking world, indicating a significant information gap due to cultural differences.

1. Meme Origins and Cultural Genes (Cult Culture)

This isn't a random combination of numbers, but rather a legendary "meme" in Japanese internet culture (similar to "Chicken You're So Beautiful" in Chinese or "Pepe" in Western culture), possessing extremely strong viral potential and community consensus.

...

Behind the surge of 114,514: The collision between Japanese meme culture and the digital age

before you tell me I’m coping, know this is consistent with what I said before my vacation, where I called for a bigger relief bounce—post below (as well as more detailed posts in free discord)
in other, non-crypto news, I see people talking about 200DMAs on SPX/SPY
I don’t… https://x.com/i/web/status/1902470053901299793  https://twitter.com/tradermercury/status/1900564437330989499

I guess final note is: I don’t expect this post to be timely, but I do expect it to age well given enough time (weeks)
I actually have done a great job of ‘calling’ the upside moves that led to Lower Highs, although it seems people are unwilling to admit that…
I just have… https://x.com/i/web/status/1902471556707807384