❗❗❗December 25 Market Analysis and Investment Suggestions

Yesterday's Market Review

Yesterday, the Bitcoin market was quite vigorous, surging from $92,000 to $98,000 in one go, reclaiming the territory lost after three consecutive days of decline. The momentum is strong. There are reports that 15,000 BTC flowed into exchanges, which seems like a selloff. However, upon checking on-chain data, this batch of BTC mainly went to Bithumb exchange, where similar situations have occurred before, likely for cold wallet consolidation, so there's no need to worry about a selloff. Additionally, around 1,000 BTC flowed into Binance, with a slight outflow of stablecoins.

Impact of U.S. Stock Market Holidays

The U.S. stock market typically performs strongly in the latter half of December, but due to Christmas, it will close early at 1 PM local time on Tuesday and reopen on Thursday, with New Year's Day also being a holiday, leading to sluggish trading during the festive season. After the Christmas holiday, Bitcoin is expected to return to the $100,000 high.

Operational Suggestions

During this period, both long and short positions are prone to liquidation, so it is recommended to primarily hold spot positions and patiently wait for the market.

Recommended Coins

1. Spot: Recommend Uni, FTM.

2. Sectors and corresponding coins to watch:

- Grayscale sector: zen, lpt;

- SEC sector: rsr, dydx, zrx;

- Trump family: ondo, ena, link;

- Payment sector: xrp, algo, xlm, hbar, ada;

- Musk's favorites: doge.

The overall strategy is to go long on the new U.S. government-related assets, with a focus on low market cap, conceptual, fully circulating value coins. #BinanceLabs投资Usual #灰度提交Horizen信托文件