Bitget Laporan Pagi Harian: HYPE, SUI, EIGEN dan Token Lainnya Akan Menghadapi Unlock Besar Minggu Ini, Nilai Unlock HYPE Sekitar $256 Juta

深潮Published on 2025-12-29Last updated on 2025-12-29

Abstract

Laporan harian Bitget menginformasikan bahwa sejumlah token besar seperti HYPE, SUI, dan EIGEN akan mengalami unlock signifikan pekan ini, dengan HYPE senilai sekitar $256 juta. Analisis pasar menunjukkan Bitcoin dalam tren turun namun berpotensi berubah bullish pada Januari. ETF Bitcoin dan Ethereum terus mengalami aliran keluar bersih, sementara pasar crypto mencatat likuidasi $121 juta dalam 24 jam terakhir. Secara makro, perak mencapai rekor baru di $80/ons dengan pandangan beragam dari analis. Pasar saham AS terus menunjukkan momentum positif meski dengan arus keluar ETF crypto. Berita penting lainnya termasuk akumulasi 1.511 BTC oleh El Salvador, penurunan volume perdagangan NFT, dan insiden dompet Trust Wallet yang mempengaruhi 2.596 alamat. Proyek seperti Solana mencatat volume DEX spot lebih dari $1,7 triliun tahun ini, sementara Hyperliquid mengonfirmasi distribusi 1,2 juta token HYPE untuk tim pada 6 Januari.

Penulis: Bitget

Pratinjau Hari Ini

1. Cointelegraph mengutip analisis profesional industri, prospek perusahaan perbendaharaan aset kripto (DAT) pada tahun 2026 suram, dengan harga saham banyak perusahaan besar turun drastis. Altan Tutar, Pendiri dan CEO MoreMarkets, menyatakan bahwa seiring dengan persaingan pasar yang semakin ketat, sebagian besar perusahaan perbendaharaan Bitcoin akan menghilang bersama perusahaan perbendaharaan aset kripto lainnya. Perusahaan DAT yang fokus pada altcoin akan menjadi yang pertama tersingkir, dan perusahaan yang dapat memberikan nilai tambah serta menghasilkan pengembalian yang stabil lebih mungkin untuk menang.

2. 10x Research: Pasar kripto tampak tenang tetapi sebenarnya bergejolak, Bitcoin meskipun dalam tren turun mungkin berubah menjadi bullish pada bulan Januari.

3. Data: HYPE, SUI, EIGEN, dan token lainnya akan menghadapi unlock besar minggu ini, dengan nilai unlock HYPE sekitar $256 juta.

Makro & Hotspot

1. Perak spot menembus $80/ons, mencatat rekor baru. Analis yang berbeda memberikan kesimpulan yang berbeda. Louis Navellier, Pendiri perusahaan penasihat investasi Navellier & Associates, mencatat bahwa mengingat harga emas naik hampir 70% pada tahun 2025, sementara sebagian besar cryptocurrency terus turun, sekarang saatnya bagi investor cryptocurrency beralih ke emas; Analis Capital Economics memperingatkan bahwa harga logam mulia seperti perak telah berada di "tebing jurang".

2. Jin Shi: Fokus akhir tahun pada kebijakan Fed dan perputaran sektor, saham AS menuju rekor tertinggi baru. "Momentum jelas berada di pihak多头 (bull),"; kata Paul Nolte, Penasihat Kekayaan Senior di Murphy & Sylvest Wealth Management, "Kecuali terjadi peristiwa darurat eksternal, saya pikir jalur dengan hambatan terkecil untuk saham masih naik."

3. ETF spot Bitcoin mengalami arus keluar bersih total $276 juta dalam satu hari, arus keluar bersih berlanjut selama 6 hari; ETF spot Ethereum mengalami arus keluar bersih $38,6989 juta dalam satu hari, arus keluar bersih berlanjut selama 3 hari.

Perilaku Pasar Utama

1. Dalam 24 jam terakhir, likuidasi seluruh jaringan pasar cryptocurrency mencapai $121 juta, dengan likuidasi posisi short sekitar $84 juta. Jumlah likuidasi BTC sekitar $24 juta, jumlah likuidasi ETH sekitar $28 juta.

2. Saham AS: Dow Jones -0.04%, Nasdaq -0.09%. S&P 500 -0.03%. Nvidia (NVDA.O) +1.02%, Circle (CRCL.N) turun hampir -1.66%, MSTR (MicroStrategy) +0.06%.

3. Peta Likuidasi Bitget BTC/USDT menunjukkan: Harga saat ini sekitar 89.300 berada di area persimpangan padat likuidasi long dan short. Di atas, rentang 89.500–90.000 mengumpulkan banyak posisi short dengan leverage tinggi, sekali tertembus mudah memicu kenaikan seperti stampede para空头 (bear). Di bawah, area 87.000–88.000 konsentrasi leverage long, jika jatuh akan memicu stop loss berantai. Perilaku jangka pendek berada dalam tahap perjudian volatilitas tinggi yang "mudah tersapu ke atas dan ke bawah".

4. Dalam 24 jam terakhir, arus masuk spot BTC sekitar $316 juta, arus keluar sekitar $280 juta, arus masuk bersih $36 juta.

Berita & Dinamika

1. Data: El Salvador telah menambah holding 1511 BTC sejauh ini pada tahun 2025.

2. Michael Saylor kembali merilis informasi Bitcoin Tracker, kemungkinan akan mengungkap data penambahan holding minggu ini.

3. Volume perdagangan NFT minggu lalu turun 4.72% menjadi $63,52 juta, jumlah pembeli dan penjual naik lebih dari 25%.

Perkembangan Proyek

1. PANews: Trust Wallet mengonfirmasi 2596 alamat dompet terpengaruh, akan mengumumkan perkembangan baru dalam satu hari ke depan.

2. Sebuah dompet baru menarik token ZEC senilai $4,12 juta dari Kraken 10 jam yang lalu.

3. Flow: Sedang berkoordinasi dengan mitra infrastruktur kunci untuk menentukan skema restart akhir.

4. Volume perdagangan spot DEX Solana tahun-ke-tahun (YTD) telah melebihi $1,7 triliun, melompat ke peringkat kedua.

5. Paus (whale) menarik 2218 ETH, 37,1 juta SKY, dan 4772 AAVE dari Kraken.

6. Menurut pemantauan Onchain Lens, paus "0xa339" membangun posisi long ETH melalui pinjaman berulang (loop borrowing) dan telah menjual 10.002 ETH lagi, ditukar dengan 29,38 juta USDC.

7. Diduga tim Astra Nova kembali mentransfer token RVV senilai $870.000 ke CEX.

8. Pendiri Hyperliquid: 1,2 juta token HYPE akan dialokasikan kepada anggota tim pada tanggal 6 Januari setelah unlock.

9. Pendiri Lighter menanggapi transfer besar token LIT: Tidak terkait dengan airdrop, APP diperkirakan akan diluncurkan dalam beberapa minggu ke depan.

10. Bubblemaps: Proyek token Meme ATLAS diduga melakukan perdagangan orang dalam (insider trading), 68 dompet telah memegang 47% pasokan token.

Penyangkalan: Laporan ini dihasilkan oleh AI, manusia hanya melakukan verifikasi informasi, tidak sebagai saran investasi apa pun.

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