我有一个“山寨季”幻想...
如果比特币这波反弹确认启动，行情继续反弹至10-10.7万刀
且震荡反弹震荡反弹走它个2个月
那么，不是传统意义上的普涨“山寨季”是否可以期待？
比如前两百市值排名的山寨币中有那么10%左右的币会远远强于BTC？
就像此次趁势而妖的PEPE！

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I have a fantasy about a "knock-off season"...
If this Bitcoin rebound is confirmed to have started, and the price continues to rebound to $100,000-$107,000 for two months with fluctuating upward movement, then can we expect a "alt market season" that is not a traditional broad-based rally?
For example, about 10% of the top 200 Altcoin by market capitalization are far stronger than BTC.
Just like PEPE, who seized the opportunity to become a sensation this time!

Wall Street bank Morgan Stanley recently officially filed an application with the U.S. Securities and Exchange Commission (SEC) to launch a spot Ethereum ETF, further expanding its strategy to penetrate the market...

Morgan Stanley has filed an application to launch an Ethereum spot ETF.

Nike reportedly quietly sold its digital product subsidiary RTFKT last December, marking a significant shift in the fashion giant's Web3 strategy and digital assets.

Nike has quietly sold its NFT studio.

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.

跟山寨只能谈恋爱，不能结婚🙂

You can only date a knock-off, not marry one. 🙂

Dating is out of the question; at most, casual sex is possible.