● For the ninth consecutive week, Michael Saylor hints at increasing Bitcoin holdings
According to Odaily Planet Daily, MicroStrategy founder Michael Saylor has again hinted at increasing Bitcoin holdings. It is reported that he has posted similar messages for nine consecutive weeks, and MicroStrategy often purchases Bitcoin the next day.
● 1confirmation founder predicts that countries may adopt MicroStrategy's strategy
According to Odaily Planet Daily, 1confirmation founder Nick Tomaino stated that countries may soon compete to adopt MicroStrategy's strategy: issuing government bonds of different maturities and using those bonds to purchase cryptocurrencies.
He pointed out that the question is not whether countries will do this, but what kind of cryptocurrencies they will purchase. It may start with BTC, followed by ETH, and any sufficiently decentralized currency could be involved. The government bond market is larger than the stock market, which provides new possibilities for cryptocurrency adoption.
● Metaplanet plans to increase Bitcoin holdings to 10,000 by 2025
According to ShenChao TechFlow, Japanese listed company Metaplanet plans to expand its Bitcoin holdings to 10,000 by 2025. CEO Simon Gerovich stated that they will use capital market tools to achieve this goal.
Currently, Metaplanet holds 1,762 Bitcoins through 19 purchases, valued at approximately $173.4 million. The company plans to increase its holdings through loans, equity, and convertible bonds.
Metaplanet is the largest corporate holder of Bitcoin in Asia and ranks 15th globally. The most recent purchase of 619.7 Bitcoins accounts for over 35% of the total holdings, with an average price of $77,196. Gerovich stated that if the U.S. establishes a strategic Bitcoin reserve, it could trigger a global imitation.
According to PANews, Token Unlocks data shows that tokens such as APT and MOVE will see significant unlocks this week. Among them: Movement (MOVE): will unlock about 50 million tokens at 8 PM on January 9th (UTC+8), accounting for 2.22% of the current circulation, valued at approximately $53 million; io.net (IO): will unlock about 3.22 million tokens at 8 PM on January 11th (UTC+8), accounting for 2.50% of the current circulation, valued at approximately $11.8 million; Axie Infinity (AXS): will unlock about 815,000 tokens at 9:10 PM on January 12th (UTC+8), accounting for 0.52% of the current circulation, valued at approximately $5.6 million; Aptos (APT): will unlock about 11.31 million tokens at 9:59 AM on January 11th (UTC+8), accounting for 2.03% of the current circulation, valued at approximately $110 million; Ethena (ENA): will unlock about 12.86 million tokens at 3 PM on January 8th (UTC+8), accounting for 0.42% of the current circulation, valued at approximately $16.2 million; Optimism (OP): will unlock about 4.47 million tokens at 4 AM on January 10th (UTC+8), accounting for 0.33% of the current circulation, valued at approximately $9.3 million; Eigenlayer (EIGEN): will unlock about 1.29 million tokens at 3 AM on January 8th (UTC+8), accounting for 0.61% of the current circulation, valued at approximately $5.2 million.
According to PANews, this week's non-farm payroll report will play a central role in affecting market sentiment. Here are the key points the market will focus on in the new week (UTC+8):
On Monday at 22:30, Federal Reserve Governor Lisa Cook will give a speech; on Tuesday at 23:00, the U.S. December ISM Non-Manufacturing PMI and November JOLTs job openings; on Wednesday at 21:15, U.S. December ADP employment numbers; on Thursday at 03:00, the Federal Reserve will release the minutes of the December monetary policy meeting; on Thursday at 20:30, U.S. December Challenger job cuts; on Friday at 21:30, U.S. December unemployment rate and seasonally adjusted non-farm payroll population.
UBS expects the U.S. to add jobs close to recent averages in December, continuing to show a gradual cooling of the labor market, providing space for further rate cuts from the Federal Reserve. Given current market pricing, strong labor data is unlikely to lead to further rate cuts, while weak data may prompt the market to consider further cuts. However, U.S. data is unlikely to weaken the dollar index at this stage.
According to ChainCatcher, 10x Research pointed out in its latest report that the cryptocurrency trading environment is complex and volatile in the FOMC meeting in December 2024 and during the holiday season, but there are still profit opportunities.
Bitcoin is in a consolidation phase during this period, providing strategic positioning opportunities. The market is expected to perform positively at the beginning of the year, but may experience a slight pullback before the release of CPI data on January 15th.
From January 2024 to mid-November, Bitcoin's dominance rose from 50% to 60%, creating resistance for altcoin performance. Although dominance briefly fell to 53%, it quickly rebounded to 58% and consolidated around 55%.
● Changes in Federal Reserve voting members in 2025 may impact policy tendencies
According to ChainCatcher, in 2025 the Federal Reserve will welcome 2 "hawkish" voting members, 1 "dovish" voting member, and 1 neutral voting member. The new voting members include Chicago Fed President Goolsbee, Boston Fed President Collins, St. Louis Fed President Musalem, and Kansas City Fed President Smith. The replaced voting members include Richmond Fed President Barkin, Atlanta Fed President Bostic, San Francisco Fed President Daly, and Cleveland Fed President Harmack.
Changes in voting members may lead to shifts in policy tendencies. Bloomberg believes that a divided stance may lead to more disagreements. The Federal Reserve will hold 8 meetings in 2025, in January, March, May, June, July, September, October, and December. The number of rate cuts in 2025 has been reduced from 4 to 2 since the September forecast, and the median rate forecast has been raised from 3.4% to 3.9%.
