Bitget Bulletin Quotidien : SIGN et JUP confrontés à des déblocages importants cette semaine, liquidation de 612 millions de dollars de positions longues sur le marché des cryptomonnaies

marsbit2026-01-26 tarihinde yayınlandı2026-01-26 tarihinde güncellendi

Özet

Résumé : Le marché des cryptomonnaies a connu une volatilité significative, avec des liquidations importantes s'élevant à 676 millions de dollars sur 24 heures, dont 612 millions en positions longues. Le BTC et l'ETH ont respectivement subi des liquidations de 194 millions et 217 millions de dollars. Les anticipations macroéconomiques sont centrées sur la réunion de la Fed, où les signaux de Jerome Powell pourraient influencer le cours du Bitcoin. Par ailleurs, des développements réglementaires positifs émergent, avec les États-Unis renforçant leur cadre légal pour les actifs numériques et le Japon envisageant de lever l'interdiction des ETF sur les cryptos d'ici 2028. Du côté des projets, des mouvements de whales sont à noter, incluant des ventes importantes d'ETH et des dépôts substantiels sur des exchanges comme Binance. Les jetons SIGN et JUP font face à des déblocages importants cette semaine. Enfin, une analyse technique suggère un potentiel de short squeeze pour le BTC autour du niveau de 87 600 $.

Auteur : Bitget

Aperçu du jour

1. Le Japon pourrait lever l'interdiction des ETF sur les cryptomonnaies d'ici 2028, SBI et Nomura avancent dans le développement de produits associés.

2. Cette semaine, Microsoft, Apple, Tesla et Meta publieront leurs résultats financiers, qui donneront un aperçu de la santé des secteurs allant du cloud computing aux appareils électroniques, en passant par les logiciels et la publicité numérique.

3. Michael Saylor a de nouveau publié des informations du Bitcoin Tracker, des données d'augmentation pourraient être divulguées cette semaine.

4. Données : Les jetons SIGN, JUP, entre autres, feront face à des déblocages importants cette semaine.

Macro & Actualités

1. Analyse : Le marché anticipe une pause dans la baisse des taux par la Fed cette semaine, des signaux dovish ou hawkish de Powell pourraient influencer le cours du Bitcoin.

2. L'argent métal a franchi pour la première fois les 107 dollars, cumulant une hausse de plus de 35 dollars ce mois-ci ; l'or a historiquement dépassé la barre des 5000 dollars.

3. Partenaire de Placeholder : Si le marché des cryptos baisse à nouveau, j'augmenterai mes acquisitions, en dessous de 50 000 dollars, le narratif "BTC est mort" pourrait refaire surface.

Tendances du marché

1. Au cours des 24 dernières heures, les liquidations sur le marché des cryptomonnaies s'élèvent à 676 millions de dollars, dont 612 millions de dollars en positions longues. Les liquidations pour le BTC sont d'environ 194 millions de dollars, et pour l'ETH d'environ 217 millions de dollars.

2. Actions US : Dow Jones -0.58%, Nasdaq +0.28%, S&P 500 +0.03%. De plus, CRCL (Circle) -0.03% ; MSTR (MicroStrategy) +1.32%, NVDA (NVIDIA) +1.53%.

3. La carte des liquidations Bitget BTC/USDT montre : Près du prix actuel (≈87 600), une faille de liquidation long/short est évidente. Les liquidations short s'accumulent rapidement vers le haut, créant des conditions propices à un squeeze haussier (short squeeze) en cas de hausse. Les liquidations long en dessous sont plus dispersées et plus faibles, indiquant que les baisses ressemblent plus à des retraits lents, tandis que les hausses, une fois amorcées, pourraient s'accélérer plus facilement.

4. Au cours des 24 dernières heures, les entrées spot de BTC étaient d'environ 232 millions de dollars, les sorties d'environ 190 millions de dollars, soit un afflux net de 4,2 millions de dollars.

Actualités

1. Selon CoinDesk, la régulation des actifs cryptos aux États-Unis s'accélère. Le projet de loi sur la structure du marché des cryptos, s'il est adopté, clarifiera les pouvoirs des régulateurs fédéraux sur les actifs numériques, rendant les cryptomonnaies plus faciles à gérer, tracer et trader, attirant potentiellement plus d'investisseurs et augmentant la valeur des jetons.

2. Données : Les émetteurs de stablecoins ont généré 5 milliards de dollars de revenus sur Ethereum en 2025.

3. Le compte officiel de la Maison Blanche a tweeté "Les États-Unis sont déjà la capitale mondiale des cryptos", la CFTC suivra avec une modernisation des règles et règlements.

4. AFP Protección, le deuxième plus grand gestionnaire de fonds de pension de Colombie, prévoit de lancer un fonds avec exposition au Bitcoin.

Avancées des projets

1. Une baleine connue pour "acheter haut et vendre bas" a vendu paniquée 5500 ETH sur 3 jours, pour une valeur de 16,02 millions de dollars.

2. WLFI a transféré les récompenses de l'activité de détention USD1 du trésor vers Binance, pour un total de 40 millions de dollars en jetons WLFI.

3. Deux adresses de baleines/institutions auraient respectivement acquis 61 000 ETH et 20 000 ETH.

4. a16z Crypto : La menace quantique est exagérée, la gouvernance des protocoles et la coordination des mises à niveau sont le plus grand défi des blockchains publiques.

5. Une adresse liée à l'équipe de Pendle Finance a déposé 1,8 million de PENDLE sur un CEX.

6. Rapport : Ethereum combine "haut débit et faibles frais", évoluant peut-être vers une couche de règlement modulaire. De plus, un agent du "1011 Insider Whale" indique qu'Ethereum deviendra la couche de règlement des marchés financiers mondiaux, 2026 sera "l'année des RWA".

7. Hier, une baleine a transféré pour 11 millions de dollars de PUMP sur Binance, une vente générerait un profit de 3,15 millions de dollars.

8. Une baleine emprunteuse sur Spark a vendu 11 190 ETH, son prix de liquidation est tombé à 2 268 dollars.

9. L'indice de prime Bitcoin de Coinbase est en prime négative pendant dix jours consécutifs, seulement deux jours positifs depuis le début de l'année.

10. 7 portefeuilles liés à la même entité ont acheté pour 21,71 millions de dollars de $XAUT.

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İlgili Sorular

QQuels jetons majeurs sont confrontés à des déblocages importants cette semaine, selon l'article ?

ASelon l'article, les jetons SIGN et JUP sont confrontés à des déblocages importants de tokens cette semaine.

QQuel est le montant total des liquidations long (positions d'achat) sur le marché des cryptomonnaies au cours des dernières 24 heures ?

ALe montant total des liquidations long (positions d'achat) sur le marché des cryptomonnaies au cours des dernières 24 heures est de 612 millions de dollars.

QQuel événement majeur concernant la régulation des cryptomonnaies est rapporté par CoinDesk ?

ACoinDesk rapporte que la régulation des actifs cryptographiques aux États-Unis s'accélère, avec un projet de loi sur la structure du marché cryptographique qui, s'il est adopté, clarifierait l'autorité des régulateurs fédéraux sur les actifs numériques.

QQuelle institution de retraite colombienne envisage de lancer un fonds avec exposition au Bitcoin ?

AAFP Protección, la deuxième plus grande caisse de retraite de Colombie, envisage de lancer un fonds avec exposition au Bitcoin.

QSelon l'analyse de Bitget, quelle condition le marché du BTC montre-t-il qui pourrait entraîner un 'short squeeze' (squeeze des vendeurs à découvert) ?

AL'analyse de Bitget montre qu'autour du prix actuel (≈87 600 $), il existe un écart important de liquidations entre les positions longues et courtes. Les liquidations des positions courtes (vente) s'accumulent rapidement vers le haut, créant une condition qui pourrait être déclenchée par une hausse des prix, entraînant un 'short squeeze'.

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