The market has potential benefits, FTX repayment funds will flow in, and market liquidity will recover after the holidays, with capital re-entering being a positive sign. The national-level Bitcoin strategic reserve topic is the focus, and Trump is expected to bring new dynamics in three weeks after taking office. Switzerland is considering establishing a Bitcoin reserve. The market is paying attention to MicroStrategy's dynamics, which increased its holdings by 2,138 Bitcoins, but the scale of purchases has slowed down, significantly reducing after December, reflecting tight capital reserves. They are raising new capital through various means, including issuing new shares, and propose to increase the authorized number of common shares. This move has a stock dilution effect, putting pressure on stock prices. After announcing the purchase at the end of the year, the stock plummeted by 8%. There are concerns about leverage levels and criticism that high-priced concentrated purchases shouldn't be made, but MicroStrategy focuses more on long-term holdings, believing that the future price of Bitcoin will grow exponentially. Similarly, Meta Planet achieved its first expected profit, and the global market will pay more attention to Bitcoin's potential in the future.

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