$BTC $ETH

Every day at 3 PM, after tea and meals, we chat about some B matters

BTC+ETH Information:

Last week's BTC spot ETF data: 4,172 coins inflow, approximately $387 million

Last week's ETH spot ETF data: 10.34 coins inflow, approximately $349 million

In line with the weak purchasing period around Christmas and New Year, the price mainly fluctuates in a small range. Currently, ETH is performing stronger than BTC. ETH's support extends to 3300, while BTC has remained steady above 92! There are less than 48 hours until the international New Year, and the likelihood of a strong move is expected in early January after the New Year.

Sector Rotation:

Altcoins are still in a weak phase, with no significant growth in tokens with a market cap of over 500 million; it mainly belongs to low-level accumulation, with horizontal fluctuations!

Hot sectors are still grayscale + RWA + a16z + AI agents

Token Unlocking:

OP On December 31 at 8 AM, approximately 31.34 million tokens will be unlocked, accounting for 2.32% of the current circulation, valued at approximately $57.04 million;

Sui On January 1 at 8 AM, approximately 64.19 million tokens will be unlocked, accounting for 2.19% of the current circulation, valued at approximately $263 million;

ZETA On January 1 at 8 AM, approximately 53.89 million tokens will be unlocked, accounting for 9.35% of the current circulation, valued at approximately $31.18 million;

Hot Events:

a16z regulatory head: supports suing the IRS over "DeFi broker" rules

Federal Reserve spokesperson: The Federal Reserve is trying to assess the new government's impact on the economy and inflation.

Personal Opinion: The period before the New Year is just an appetizer; the main event will be after the New Year; especially for the institutions and sectors mentioned above, the focus will still revolve around AI generating a narrative~