1. Market Watch

Keywords: ETH, ETF, BTC

Bitcoin remains the core focus of professional investors and traders, with its volatility offering significant profit potential. After reaching a historic high, Bitcoin's price saw a slight pullback, and market analysts expect an important 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 USD.

BlackRock's iShares Bitcoin Trust (IBIT) has performed well, setting a new benchmark for the ETF market. Despite challenges facing the Ethereum network, its ETF saw record inflows last December. Additionally, BlackRock's Bitcoin ETF surpassed 50 billion USD in size less than 11 months after launch, marking a significant milestone in ETF history.

Market sentiment is overall bullish, and experts expect Bitcoin adoption rates to rise significantly. Galaxy Research forecasts that by 2025, five countries may invest in Bitcoin as a strategic asset. Meanwhile, Switzerland plans to initiate a nationwide referendum on a Bitcoin proposal, which will enter the next phase if 100,000 signatures are collected by June 2026.

Despite Bitcoin rising 2.9% to 97,526 USD, altcoins including XRP, SOL, and DOGE are also gaining attention due to the market's dominance. However, market data shows that large transaction volumes have declined by 35.4%, and daily active addresses have also seen a slight decrease. Nevertheless, thanks to ETF inflows and an improving regulatory environment, the market remains optimistic about the long-term prospects of Bitcoin and altcoins.

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 US Treasury Yield: 4.568% (Year-to-date -0.80 basis points)

  • US Dollar Index: 109.18 (Year-to-date +0.65%)

  • Bitcoin: 96,651 USD (Year-to-date +3.56%), daily spot trading volume of 42.45 billion USD

  • Ethereum: 3,448.32 USD (Year-to-date +3.10%), daily spot trading volume of 21 billion USD

3. ETF Flows (January 2 EST)

  • Bitcoin ETF: +84.8 million USD

  • Ethereum ETF: -77.51 million USD

4. Important Dates (HKT)

ISM Manufacturing PMI (January 3, 11:00 PM)

  • Actual: Pending announcement / Previous value: 48.4% / Expected: 48.3%

5. Hot News

3A blockchain game Seraph will launch TGE on January 6, synchronizing with the S1 Genesis Season launch

Reminder: FTX Chapter 11 restructuring plan takes effect today, affected users can stay updated

On-chain adoption rate in 2024 reaches a historical high, surpassing the peak in 2021

Solayer: Foundation website officially launched, and governance token LAYER will be launched

MetaPlanet plans to exceed 10,000 Bitcoin holdings by 2025

Uniswap V4 version release delayed, with officials announcing 'coming soon' in 2025

Starknet: Stwo prover will launch on Starknet in April 2025, with an efficiency increase of 940 times over the current

With the enactment of MiCA, USDT's market cap 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, and degenai

Binance will add observation tags for STMX and TROY, removing observation tags for CVX and SUN

Binance Alpha sector AI agent projects surge, with COOKIE, AVA, ZEREBRO, and others up over 30%

Lumoz announced its roadmap for 2025 to 2026: Q1 2025 will support SVM and TVM applications on the RaaS platform, among others

Bithumb will list PEAQ and VANA in the Korean won market

Sonic Labs: S token will be launched on over 12 centralized exchanges in January

Musk's X account profile picture and nickname reverted to their original forms, causing related concept coins to plummet

Dennis Porter: A certain state in the US will start purchasing Bitcoin within 4 months

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