Article source: Trading Moments.
1. Market Watch
Keywords: ETH, ETF, BTC
Bitcoin remains the focus of professional investors and traders, with its volatility bringing significant profit potential. After setting a historic high, Bitcoin's price experienced a slight pullback, and market analysts expect a significant turning point in 2025. Meanwhile, Robert Kiyosaki, author of 'Rich Dad Poor Dad,' predicts that Bitcoin's price could soar to between $175,000 and $350,000.
BlackRock's iShares Bitcoin Trust (IBIT) performed impressively, setting a new benchmark for the ETF market. Despite challenges faced by the Ethereum network, its ETF saw record inflows in December last year. Additionally, BlackRock's Bitcoin ETF surpassed $50 billion in size less than 11 months after its launch, marking a significant milestone in ETF history.
Market sentiment is generally bullish, with experts expecting a significant increase in Bitcoin adoption rates. Galaxy Research indicates that by 2025, five countries may invest in Bitcoin as a strategic asset. Meanwhile, Switzerland plans to initiate a nationwide referendum on Bitcoin proposals, which will move to the next stage if 100,000 signatures are collected by June 2026.
Although Bitcoin rose 2.9% to $97,526, altcoins including XRP, SOL, and DOGE also gained attention due to market dominance. However, market data shows that large transaction volumes have decreased by 35.4%, and daily active addresses have also slightly declined. Nevertheless, thanks to ETF inflows and an improving regulatory environment, market sentiment towards Bitcoin and altcoins remains optimistic in the long term.
2. Key Data (as of January 3, 09:30 HKT)
S&P 500: 5,868.55 points (year-to-date -0.22%)
NASDAQ: 19,280.79 points (year-to-date -0.16%)
10-year U.S. Treasury yield: 4.568% (year-to-date -0.80 basis points)
Dollar Index: 109.18 (year-to-date +0.65%)
Bitcoin: $96,651 (year-to-date +3.56%), daily spot trading volume is $42.45 billion.
Ethereum: $3,448.32 (year-to-date +3.10%), daily spot trading volume is $21.7 billion.
3. ETF Flows (January 2 EST)
Bitcoin ETF: +$84.8 million
Ethereum ETF: -$77.51 million
4. Important Dates (Hong Kong Time)
ISM Manufacturing PMI (January 3, 11:00 PM)
Actual: To be announced / Previous: 48.4% / Expected: 48.3%
5. Hot News
3A chain game Seraph (Diablo Angel) will start TGE on January 6, concurrently launching S1 Genesis season.
Reminder: FTX Chapter 11 restructuring plan takes effect today; affected users can stay tuned.
On-chain adoption rate reached an all-time high in 2024, surpassing the 2021 peak.
Solayer: Foundation website officially launched, and governance token LAYER will be introduced.
MetaPlanet plans to hold over 10,000 Bitcoins by 2025.
Uniswap V4 version release delayed; official announcement of 'coming soon' in 2025.
Starknet: Stwo prover will launch on Starknet in April 2025, with 940 times current efficiency.
With the effectiveness of MiCA, USDT's market value saw the largest decline since the FTX collapse.
Binance will launch GRIFFAINUSDT, AI16ZUSDT, and ZEREBROUSDT 1-75x USDT perpetual contracts.
Binance Alpha added swarms, TAOCAT, degenai.
Binance will add observation tags for STMX and TROY while removing observation tags for CVX and SUN.
Binance Alpha sector AI agent projects saw a widespread increase, with COOKIE, AVA, ZEREBRO, and others up over 30%.
Lumoz announced its roadmap for 2025-2026: Q1 2025 will support SVM and TVM applications on the RaaS platform.
Bithumb will list PEAQ and VANA on the Korean won market.
Sonic Labs: S tokens will be launched on over 12 centralized exchanges in January.
Elon Musk's X account profile picture and nickname reverted to their original form, causing related concept coins to plummet.
Dennis Porter: A U.S. state will start buying Bitcoin within 4 months.
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