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HTX Year-End Carnival: 150,000 USDT Over 28 Days!Love & Consensus: The Heart of $BroccoliBrev: ZK Omnichain Data Proof Market Analysis: Divergent Flows in Crypto ETFs Signal Shifting Institutional Sen

HTX Year-End Carnival: 150,000 USDT Over 28 Days!


Market Analysis: Divergent Flows in Crypto ETFs Signal Shifting Institutional Sentiment
The cryptocurrency market continues to experience significant volatility as institutional players recalibrate their portfolios. According to the latest on-chain data from LookIntoBitcoin, recent movements in Exchange-Traded Funds (ETFs) for Bitcoin, Ethereum, and Solana reveal a complex picture of capital rotation and varying levels of investor confidence across the "Big Three" digital assets.
Bitcoin and Ethereum: Managing Short-Term Outflows
Data for January 9 indicates a notable cooling period for the market’s primary assets. Bitcoin ETFs recorded a net outflow of 3,826 BTC within a single day. When viewed through a broader lens, the seven-day aggregate shows a net outflow of 183 BTC. While the weekly figure is relatively marginal compared to Bitcoin’s total market cap, the daily spike suggests a cautious "wait-and-see" approach from institutional desks, likely driven by macroeconomic uncertainty or profit-taking following recent price action.
Similarly, Ethereum ETFs faced a substantial daily hurdle, posting a net outflow of 58,467 ETH. However, the macro trend for Ethereum remains decidedly bullish. Despite the daily dip, the seven-day net inflow for Ethereum ETFs stands at a robust 342,134 ETH. This discrepancy suggests that while short-term liquidity may be exiting the market, the mid-term institutional appetite for Ethereum—driven by its utility in decentralized finance and the transition to a deflationary supply model—remains resilient.
Solana: The Emerging Institutional Favorite
In stark contrast to the outflows seen in Bitcoin and Ethereum, Solana (SOL) has emerged as a focal point for fresh capital. Solana ETFs recorded a net daily inflow of 67,125 SOL. Interestingly, this daily surge accounts for a significant portion of its weekly momentum, as

Market Analysis: Divergent Flows in Crypto ETFs S

2025 Investment: Share Your Insights, Win 200 USDT

ZkPass: zkTLS Oracle NetworkSQD: Decentralized Multi-Chain DataB: Hybrid L2 with Bitcoin Security & EVMThe US dollar remains the world’s dominant reserve currency, but the BRICS alliance is experiment

The US dollar remains the world’s dominant reserve currency, but the BRICS alliance is experimenting with different ways to reduce its dependency. These efforts are testing various alternatives and creating a counterbalance to the global financial order. The idea is not to immediately replace the US dollar, but to gradually reduce its use in trade.Also Read: 9 Countries To Accept BRICS Currency Even Before LaunchCan the US Dollar Succumb To BRICS Pressure?Source: Watcher.GuruThe answer to this question is partly yes, and partly no. The ‘partly no’ part we will explain at the bottom of the article. Here’s the ‘partly yes’ reason.Partly yes, the US dollar could succumb to the pressure initiated by the BRICS alliance. Here are all the steps the bloc has taken to keep the USD at bay.Rewrite trade deals and settle payments in local currencies.Launch a gold-backed settlement mechanism called UNIT.Reduce US dollar-denominated assets like Treasuries and diversify Central Bank assets with gold.Plan to launch the BRICS currency and begin to trade in the currency.Bypass the SWIFT payment messaging system with BRICS Pay.Launch digital yuan and other CBDC currencies.Partly no, because the BRICS alliance is yet to entirely finalize the alternative to the US dollar. The greenback isn’t disappearing soon, and its rival currencies are distantly behind.80% of the global trade is settled in the US dollar and can be liquidated quickly.Around 58% of the world’s reserves are in the USD.The greenback has better negotiating power and is a trusted currency among traders.The USD has sustained all the whiplashes of the financial markets and still sails strong.Even if the BRICS currency is launched, it is yet to be tested how it fares against the US dollar.The world currently has no other option and has to rely on the US dollar for the majority of transactions.

The US dollar remains the world’s dominant reserve

Solana [SOL] recorded the second-highest Spot Volume in 2025, behind only Binance [BNB]! As it surges ahead, liquidity and stablecoin supply are moving toward high-functioning blockchains. Here’s the 

Solana overtakes major CEXs with $1.6T spot volume – Details

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HTX Year-End Carnival: 150,000 USDT Over 28 Days!比特币价格在去年12月形成的9.4万-9.6万美元区间高点遭遇强劲阻力，直接限制了2026年1月的反弹势头。回顾年初表现，2026年初的复苏本以超10亿美元的强劲机构资金流入为鲜明标志——正是这些资金的进场，推动BTC价格从8.75万美元一路攀升至9.47万美元的关键位置。 然而好景不长，截至发稿时，

比特币价格在去年12月形成的9.4万-9.6万美元区间高点遭遇强劲阻力，直接限制了2026年1月的反弹势头。回顾年初表现，2026年初的复苏本以超10亿美元的强劲机构资金流入为鲜明标志——正是这些资金的进场，推动BTC价格从8.75万美元一路攀升至9.47万美元的关键位置。

然而好景不长，截至发稿时，多头始终未能突破去年12月形成的横盘整理结构。更严峻的是，受流动性追逐行为影响，比特币价格已回落至9万美元关口。据交易员Cryp Nuejo预测，市场甚至可能出现向8万美元低点的深度回调，短期下行压力不容忽视。

￼

分析师对BTC复苏的核心看法

尽管短期回调降低了比特币快速突破10万美元心理关口的概率，但机构玩家似乎正在暗中加大对这一关键价位的布局力度，为后续行情蓄力。

Wintermute场外市场负责人Jake Ostrovskis透露，近期的仓位布局已显现出“一季度初释然性反弹”的明确迹象。他具体表示：“看涨需求始终持续存在，昨夜市场又为2月27日到期的10万美元看涨期权，以及1月30日到期的9.8万美元看涨期权支付了1300万美元权利金。新的看涨仓位正在持续建立，当前市场方向明确预示，一季度大概率会出现释然性反弹。”

￼

这一表态背后，是市场预期的悄然转变——投资者重新押注比特币可能在1月或2月实现向9.8万-10万美元区间的看涨突破，而持续增长的看涨期权需求，正是这一预期最直接的体现。

除了基于期权市场的短期判断，另有多位分析师结合历史数据与资产相关性，给出了更为乐观的中长期复苏预测。

例如，21Shares加密研究策略师Matt Mena在接受AMBCrypto采访时明确指出，鉴于2025年比特币的惨淡表现，2026年市场极有可能迎来反转。他给出的核心依据是：“从历史数据来看，过去15年中，比特币从未出现过连续两年下跌的情况。”

Matt Mena进一步补充，在2025年大幅落后于其他顶级资产之后，BTC有望在2026年逆袭成为表现最佳的资产。他强调：“更关键的是，市场存在一个明确的规律——在加密资产成为年度表现最差资产的年份之后，其通常会在次年强势反弹并登顶最佳表现资产。这一模式在2014与2015年、2018与2019年，以及2022与2023年都精准应验过。”

VALR加密交易所CEO Farzam Ehsani则给出了更为激进的预测，他认为若黄金、白银的涨势完全冷却，全球避险资金将持续流入比特币市场。据其分析，比特币有望在2026年一季度攀升至13万美元的高位，而当前的横盘整固格局，恰恰可能成为后续暴涨的“跳板”。

“比特币当前在黄金、白银创下历史新高背景下的横盘走势，本质上就是‘暴风雨前的平静’。从历史经验来看，这种格局出现后，往往会迎来更广泛的加密市场反弹行情。”Farzam Ehsani补充道。

收复10万美元的概率与关键变量

需要明确的是，当前市场对3月、4月收复10万美元的预期，显著高于1月的短期预期。这一市场情绪，与前文Ostrovskis基于期权市场洞察得出的结论形成了完美呼应。

￼

Bitwise首席投资官Matt Hougan则梳理了影响比特币走势的核心变量。他表示，推动比特币上涨的关键看涨催化剂主要包括两项：一是加密行业相关法案的顺利通过，二是股票市场维持“合理的稳定走势”。反之，若出现类似2025年10月10日那样的突发性暴雷事件，将严重削弱2026年加密市场的积极前景。

最终观点

1. 部分分析师观点认为，比特币价格大概率将在1月底或2月突破关键阻力，实现向10万美元区间的有效突破。

2. 另有乐观派分析师预测，BTC有望在2026年一季度迎来爆发，创下13万美元的历史新高。



比特币价格在去年12月形成的9.4万-9.6万美元区间高点遭遇强劲阻力，直接限制了2026年1月的反

火币2025年度人物颁奖典礼

Brazilian exchange Mercado Bitcoin outlines 6 crypto trends shaping markets in 2026 The stablecoin sector is expected to grow to $500 billion, while altcoin ETFs are projected to reach $10 billion, dr

Brazilian exchange Mercado Bitcoin outlines 6 crypto trends shaping markets in 2026

The stablecoin sector is expected to grow to $500 billion, while altcoin ETFs are projected to reach $10 billion, driven by regulatory clarity and adoption.




MB predicts bitcoin (BTC) could reach 14% of gold's market capitalization by 2026, implying a price increase of over 100%, driven by growing adoption and institutional investment.

The firm expects the stablecoin sector to grow to $500 billion, while altcoin ETFs are projected to reach $10 billion, driven by regulatory clarity and adoption.

Other trends expected to shape the market include the growth of tokenized assets, prediction markets, and AI-powered agents driving onchain activity



Brazilian exchange Mercado Bitcoin outlines 6 cryp

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What XRP Is Doing Next Will Shock the Market: Analyst Ripple spent 2025 quietly building full financial infrastructure, focusing on custody, treasury, trading, and settlement “rails.” More acquisition

What XRP Is Doing Next Will Shock the Market: Anal

HTX Year-End Carnival: 150,000 USDT Over 28 Days! Как рекордное привлечение 15 миллиардов долларов компанией A16z свидетельствует о стратегической важности криптовалют Andreessen Horowitz привлекла бо

Как рекордное привлечение 15 миллиардов долларов компанией A16z свидетельствует о стратегической важности криптовалют

Andreessen Horowitz привлекла более 15 миллиардов долларов в рамках нескольких фондов, что составляет приблизительно 18% всего венчурного капитала, выделенного в США в 2025 году.

Крупнейший привлеченный капитал этой фирмы из Кремниевой долины доводит общий объем активов под управлением до более чем 90 миллиардов долларов.

Капитал будет направлен на развитие искусственного интеллекта и криптовалют, а также инфраструктуры, роста, биотехнологий и здравоохранения.

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Как рекордное привлечение 15 миллиардов долларов к

Brev: Платформа ZK-доказательств

HTX Year-End Carnival: 150,000 USDT Over 28 Days! Биткоин продолжает удерживаться вблизи отметки в 90 300 долларов, в то время как новые институциональные исследования вновь разжигают давние дебаты: н

Биткоин продолжает удерживаться вблизи отметки в 90 300 долларов, в то время как новые институциональные исследования вновь разжигают давние дебаты: насколько высоко может подняться BTC в полном суперцикле? Согласно долгосрочным прогнозам VanEck для рынка капитала, сценарий, при котором биткоин превратится в глобальный резервный актив, предполагает его потенциальную оценку в многомиллионные суммы, при этом прогнозируемый путь составляет около 2,9 миллиона долларов за BTC.

Этот прогноз не является краткосрочной целевой ценой, это структурная теория, основанная на обесценивании монеты, увеличении институциональных инвестиций и расширяющейся роли биткоина в глобальных циклах ликвидности. Для розничных трейдеров вывод проще: если крупные управляющие активами включают биткоин в десятилетние модели, то долгосрочную значимость актива становится все труднее игнорировать.

Рыночные настроения в настоящее время нейтральные.

Прогноз цены биткоина: гигант Уолл-стрит утверждае

HTX Year-End Carnival: 150,000 USDT Over 28 Days!Love & Consensus: The Heart of $Broccoli Stablecoin Volumes Hit Record $33 Trillion Amid Policy Tailwinds Stablecoin transaction volumes jumped to a re

Stablecoin Volumes Hit Record $33 Trillion Amid Policy Tailwinds

Stablecoin transaction volumes jumped to a record $33 trillion in 2025, driven by favorable U.S. policy and growing institutional adoption. Data shows USDC leading transaction flows, while USDT continues to dominate market value.

Record Activity for Stablecoins in Pro- Crypto U.S. Climate

Stablecoin usage surged to new highs in 2025, with transaction volumes climbing 72% year over year to $33 trillion, according to data compiled by Artemis Analytics. The growth was fueled in part by a more supportive regulatory environment in the United States under President Donald Trump’s pro- crypto administration.

USDC accounted for the largest share of activity, with $18.3 trillion in transactions over the year. Tether’s USDT followed with $13.3 trillion. Together, the two tokens dominated global stablecoin flows as adoption expanded beyond crypto-native users.

Policy changes played a key role. The passage of the Genius Act in July established a clear legal framework for stablecoins, encouraging broader institutional interest. Companies including Walmart and Amazon have explored stablecoin initiatives, while World Liberty Financial, a Trump family-linked venture, launched its own token, USD1, in March.



Stablecoin Volumes Hit Record $33 Trillion Amid Po

HTX Year-End Carnival: 150,000 USDT Over 28 Days!Love & Consensus: The Heart of $Broccoli Solana ETF Flows and Whale Moves Hint at Bullish Potential Solana entered mid-January under renewed market foc

Solana ETF Flows and Whale Moves Hint at Bullish Potential

Solana entered mid-January under renewed market focus as exchange-traded fund flows, whale activity, and long-term chart structures converged. Although SOL declined modestly on the day, broader positioning suggested a market preparing for expansion rather than exhaustion. Investors continued tracking ETF data, on-chain movements, and multi-year technical patterns for direction.

ETF Flows and Market Context

U.S. digital asset ETFs sent mixed signals on January 9, according to SoSoValue data. Bitcoin spot ETFs posted net outflows totaling $250 million during the session. Fidelity’s FBTC stood out by recording a $7.87 million inflow, the strongest among Bitcoin funds. Meanwhile, Ethereum spot ETFs reported $93.82 million in net outflows.

However, Solana spot ETFs recorded no net flows, holding steady despite broader risk adjustments. Significantly, Solana ETFs have remained net positive since December 4, 2025. Hence, the lack of outflows reinforced perceptions of structural confidence rather than fading demand.

At the time of writing, Solana traded at near $136, reflecting a 2.21% daily decline. However, SOL still posted a 3.51% gain over the past week. Trading volume reached nearly $2.85 billion, while market capitalization stood near $76.9 billion.



Solana ETF Flows and Whale Moves Hint at Bullish P

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An address deposited $5.106 million into Hyperliquid in the past 6 hours and opened long positions in BTC and short positions in ETH/SOL/AVAX.

A whale deposited 12.06 million USDC into Hyperliquid and bought 480,997 HYPE tokens.

Huatai Securities: The Fed is expected to pause rate cuts from January to May, followed by 1-2 rate cuts after the new Fed chairman takes office.

Data: BitDeer currently holds 1900.9 Bitcoins.

Zama: Public sales registration is now open.

Solana Status has released an emergency update, recommending that all users use version 3.0.14.

ZEC briefly fell below $380

This week, US Bitcoin spot ETFs saw net outflows of $680.9 million.

Kong Jianping: The fact that core developers are starting to focus on the application layer indicates that the infrastructure has become relatively mature.

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