❗❗❗ December 27 Market Analysis

The Christmas holiday in the United States is over, and many people fear a significant drop when the financial markets reopen. In the cryptocurrency sector, Bitcoin was initially sold off, causing a decrease in price.

However, looking at the ETF data, the net inflow has reached $160 million. The relevant data for BlackRock's IBIT and FBTC hasn't been released yet, but overall, this is just a pullback in a bull market; the bull market is not over.

With less than a month until Trump's inauguration, a new trend is coming. If one cannot see the larger cyclical trends, it's easy to become anxious and make operational mistakes. By 2025, the market currently only estimates a 0.35% rate cut from the Federal Reserve, but Trump has long opposed high interest rates and is likely to seize the opportunity to significantly cut rates after taking office, which can reduce the fiscal deficit and avoid a fiscal cliff. When there is a divergence between market expectations and future actual trends, it is the right time to enter the market; we must look at the larger trend and not just focus on the candlestick charts.

Ethereum's early performance wasn't great, but the data shows it is a coin heavily invested in by the Trump family. Looking back at history, in the second year after Bitcoin's halving, Ethereum has seen continuous gains for four months, as was the case in the first four months of 2017 and 2021. In the first quarter of 2025, Ethereum is also likely to experience significant gains, so stay tuned. #BTC上攻11万？