We have firmly grasped the trend of Bitcoin this wave. If it does not break $95,000 on the retracement, it will definitely break $100,000, which has already been realized. Yesterday, I said we would never see Bitcoin below $100,000 again, and indeed, Bitcoin broke through last night, soaring above $102,000. Looking at this trend, it should aim for previous highs in the coming days. As for the reasons for the surge, I have been discussing them in the past few days; to summarize simply, there are two points:
（1）Trump was officially recognized by Congress last night as the elected President of the United States
The market's expectations moving forward are all about the various positive expectations and strategic reserve plans for cryptocurrencies after Trump takes office. In short, the current market has officially entered the Trump market.
（2）Foreigners' holidays are coming to an end, and a lot of capital is flowing back into the market
Last night, Bitcoin ETF experienced a terrifying net inflow of $978 million, with the previous night also reaching a net inflow of $908 million. MicroStrategy added 1,070 Bitcoin last night, all of which are data supports for capital inflow. With capital support and positive expectations, the market naturally returns to the path of hitting new highs.
When Bitcoin surpasses $100,000, altcoins will still be struggling, and altcoins are still not performing ideally. The secondary market still lacks significant profit effects. Only a few AI coins on contracts have surged, while other altcoins have shown almost no performance. We can observe for a few days whether Bitcoin can stabilize at $100,000. If it can, this wave will aim for new highs, and then altcoins will only have the opportunity to explode when Bitcoin rises to a certain level and takes a break.
Currently, capital is still choosing Bitcoin, and there are no signs of altcoins emerging. The secondary market lacks a profit effect, so you can try playing with on-chain AI agents! This track has basically been confirmed as the main narrative of the crypto bull market in 2025, on par with the 2021 DeFi summer, and the agents track has even more powerful imagination.
（1）The AI agents track still has hundreds of times more potential
Last night, Nvidia founder Jensen Huang personally endorsed the AI agents track, stating that the industry scale of AI agents will reach several trillion dollars, which has at least a hundred times more room compared to the inflated $17 billion market size currently displayed on cookies.
（2）The market now encompasses almost all ecosystems in the cryptocurrency market
Sectors, applications, games, and financial products have all become driven by AI agents, such as metaverse-type AI agents like Hyper and Game, which now have market caps around $200 million.
（3）Blue chip projects frequently emerge
AI agents will enter the market at an even faster iteration rate, and more new projects will emerge. A significant proportion of these projects will develop into blue chips, similar to the DeFi summer and ICO boom of yesteryear. Next, AI agents will no longer just be basic infrastructure like launchers and frameworks; we will see more AI-driven investment advisors, games, social tools, productivity tools, and other high-frequency projects that can be used daily by ordinary people.
The next profitable opportunities in the primary market will be reopened. As long as you seize one or two future blue chips, you will gain hundreds or thousands of times in returns. Therefore, you cannot afford to relax right now; you must devote 100% of your energy to investment research and stock selection. The hard work of these one or two months could secure decades of lying flat on capital in the future.
