As the U.S. stock market opened last night and the capital inflow strengthened, the cryptocurrency market ushered in a strong rebound in the past 24 hours. Bitcoin returned to above $100,000 for the first time since December 19, 2024. It may be difficult to buy Bitcoin below 100,000 in the future.

If Bitcoin successfully stabilizes at 100,000, a new round of rising market will begin. Trump will take office in half a month, and the Trump sector should have a wave of outbreaks. In addition, after Trump takes office, whether he will attend some favorable policies will also play a big role in promoting the market.

Market optimism is high

The trading ratio of Bitcoin within one month is 36%, which is lower than the past peak. It is expected that the figure will rise before the peak of the bull market. This is also a typical indicator of capital spillover, indicating that funds are currently spilling over from Bitcoin. Many investors are optimistic about the growth of crypto assets this year.

At the same time, the weighted funding rate of open interest in Bitcoin perpetual futures contracts of major exchanges such as BAN and OK climbed to 0.0113% in the last 8-hour contract cycle. Market optimism is increasing.

During the weekend, investors bought a large amount of Bitcoin call options with an exercise price of $100,000 and an expiration date of March 28. The demand for call options with an exercise price of $120,000 was also high. It has become the most popular option on the Deribit platform, with an open interest of up to $1.52 billion. The market's expectations for the future of Bitcoin are evident.

One of the main reasons is the upcoming inauguration of Trump, which is expected to have a significant catalytic effect on the crypto market before the inauguration on January 20, and the new administration is expected to promote Bitcoin adoption and the use of Bitcoin as a strategic reserve.

This rise is similar to the surge in perpetual futures funding rates when Bitcoin first broke through $100,000 on December 5, but the funding level is still healthy this time, and it is not expected to see a run-like rise in the near future. It is more likely to remain in the 98,000-104,000 range and fluctuate upward at a high level.

At this stage, the focus is on the non-farm data and unemployment rate to be released by the United States on Friday. If the news is good, Bitcoin may accelerate back to its previous highs. With the inflow of traditional funds and Trump officially taking office on January 20, the market will most likely usher in a relatively large wave of market conditions.

In general, we can see an overall rebound trend before the 20th of January. It is not certain whether the trend will continue after the 20th, but if the volume is sufficient, we may see a large-scale rebound from this month to February!

Can Zheng Ce’s dividends trigger the market?

The day Trump takes office and the following days are expected to be the prime time for the release of major positive policies. These policies may become an important catalyst for the rise of Bitcoin, and the market will most likely usher in a relatively large wave of market conditions.

Crypto-friendly Paul Atkins will also take over as chairman of the U.S. Securities and Exchange Commission (SEC), which is expected to reduce enforcement risks, promote innovation, and increase investor confidence.

It should be noted that the subsequent regulatory framework for the cryptocurrency industry is imperative. If there is a delay or a change in direction in the implementation of the policy, it may weaken market optimism in the short term and trigger a volatile market.

Since Trump won the election in November last year, the market's expectations for friendly regulation have increased significantly, and the price of Bitcoin has soared from US$70,000 to a record high of US$108,000.

However, the rally wore off slightly in late December, likely due to year-end profit-taking and expectations of a hawkish rate cut from the Federal Reserve.

"Trump Deal" is on the rise again, how to seize the explosive opportunity?

Bitcoin successfully broke through the $100,000 mark, and Ethereum also stabilized at $3,600. The altcoins have basically shown signs of exploding. Perhaps this time the big one is really coming. The AI ​​and MEME sectors have already shown an upward trend from the bottom, and even the inscription sector has seen a weekly increase. Everyone can make money when the market comes, but which stocks will perform first and which stocks have greater room for growth still require personal cognition to ambush and layout in advance.

At present, the overall market of altcoins is still rising slowly along with Ethereum, and there is no sector rotation. In terms of operations, it is recommended that you use 60% of your positions to deploy mainstream coins, and the remaining 40% to snipe strong and popular altcoins.

Mainstream aspects such as Ethereum, SOL, etc.

There are many choices for copycats, such as Ethereum ecosystem targets and AI sector targets: ena, ens, op, fet, render; and Trump's upcoming inauguration in the short term and related to it: eth, aave, link, ena, ondo; among them, eth is the largest holding of Trump's new project wlfi, and it is expected that Ethereum will lead the rising market in a certain period of time. Due to the market value, the increase of the following four projects will be significantly higher than that of the big cake Ethereum;

I don’t recommend anything related to memes. Trump, Maga, Tremp, etc. have already started to rush over the weekend. The current hype time is limited, and the price will be difficult to sustain after the heat has passed, so everyone should leave when they have made enough profits.