温暖的爱米

The overall market is currently undergoing a short-term technical correction, entering a phase of digestion and consolidation after several days of strong gains.
Deep Market Analysis Today
The market quickly shifted from a strong rebound to a period of consolidation and correction, primarily influenced by sentiment and regulatory news.
1. Market Status: Technical Correction After a Major Rally
· Previous Strong Rally (Jan 14-15): Bitcoin surged above $97,000, triggering nearly $800 million in short liquidations, and market sentiment turned extremely optimistic.
· Today's Correction Reality (Jan 16): Bitcoin retreated to around $95,400 (down about 0.64% in 24 hours), Ethereum slightly rose, but major altcoins like ADA and SOL generally declined by 1%-2.5%. Total liquidations across the network reached approximately $383 million in the past 24 hours, with long liquidations accounting for nearly 70%, indicating significant selling pressure after the recent rally.

The global crypto market continues to rise amid positive macro sentiment and approaching key regulatory milestones.
🌍 Global Political and Economic Updates
Here are key events that may impact the crypto market:
· U.S. Regulatory Process
· Key Event: The Senate Crypto Market Structure Bill has entered a critical phase, with some amendments voted on January 15.
· Market Impact: The bill aims to provide a clear framework for the market, boosting investor expectations for regulatory clarity. However, Coinbase CEO opposes the current version of the bill draft.
· Monetary Policy and Macroeconomics

#大盘反弹 <t-27/>#美关于关税问题判决
The recent market-wide rally was primarily triggered by the key event of the 'U.S. Supreme Court's ruling on tariff issues.'
Rally Cause Analysis
Core Catalyst: Regulation and Macro Events
The immediate trigger for this rally is the market's reaction to the 'U.S. Supreme Court's tariff ruling.' Changes in tariff policies affect global markets and influence institutional investors' positioning. Such macro events often provide short-term, clear direction for the crypto market. Meanwhile, news that the 'Digital Asset Markets Clarity Act' is expected to advance this week has provided expectations of gradually clearer regulation, boosting market sentiment.

#鲍威尔爆雷 #美国CPI数据即将公布
The U.S. Department of Justice's criminal investigation into Federal Reserve Chair Powell primarily impacted Bitcoin and other crypto assets through its effect on market sentiment and the perceived independence of future monetary policy, generating short-term stimulus and a long-term bullish narrative, though the overall market reaction remained relatively subdued.
Below is a timeline梳理 of the key milestones of this event:
1. Investigation Initiation and Approval
· Time: November 2025
· Event: The investigation received approval from the Federal Prosecutor of the District of Columbia.
2. Event Disclosure and Initial Market Reaction
· Time: January 11, 2026 (Sunday)

#美国CPI数据即将公布 <t-91/>#加密市场观察
The U.S. CPI data for January 13, 2026, will be released at 21:30 Beijing Time (08:30 Eastern Time). This is a key macro event influencing market trends.
⏰ Release Time and Expected Data
· Release Time: 21:30 Beijing Time (Tuesday) January 13, 2026.
· Data Period: Inflation data for December 2025.
· Market Consensus (Average Expectation):
· Overall CPI Month-over-Month Rate: +0.3%
· Overall CPI Year-over-Year Rate: +2.6%
· Core CPI (Excluding Food and Energy) Month-over-Month Rate: +0.3%
· Core CPI Year-over-Year Rate: +2.7%
📈 Analysis of Potential Impact on the Cryptocurrency Market

#Solana涨势分析 #加密市场观察
· Increased expectations of institutional participation: Morgan Stanley has filed an S-1 registration document titled "Morgan Stanley Solana ETF Trust" with the U.S. SEC. Although not yet approved, this move has injected strong positive sentiment into the market.
· Continuous fund inflows: Solana spot ETF assets under management (AUM) have exceeded $1 billion and reached a recent high of $16.8 million in daily inflows on January 1st.
· Strong network fundamentals:
· Total Value Locked (TVL): TVL based on the Solana protocol has increased from approximately $80 billion to over $90 billion, with a weekly growth rate of about 9%, surpassing Ethereum's同期 growth rate.

Market overview (data as of January 12)
· Total crypto market cap: Approximately $3.10 trillion
· Bitcoin share: 58.36%
· 24-hour trading volume: Approximately $52.5 billion
Main asset performance
· Bitcoin (BTC): Price around $90,593, dipped below $90,000 during the day before rebounding
· Ethereum (ETH): Price around $3,120, up about 1.06% during the day
· Other altcoins: Divergent movements, Solana rose while XRP, BNB, and Dogecoin declined
Key market dynamics
· Macro impact: Stronger-than-expected U.S. non-farm data reinforced expectations of the Fed holding rates steady in January, leading to a stronger dollar

#美国贸易逆差 #加密市场观察
The market is currently in a critical transition phase; short-term movements may test key resistance levels, but medium-term trends are subject to policy uncertainties, while the long-term institutionalization trend remains clear.
I. Current Market Core Dynamics
1. Technical and On-chain Signals: The market is within a critical resistance zone
· Market Structure: The market has shifted from defensive deleveraging at the end of 2025 to selective risk-taking at the beginning of 2026. Profit-taking pressure has eased, but price rallies have reached the dense cost zone of recent buyers (approximately $92,100 to $117,400), forming supply resistance above.
· Key Level: The short-term holder cost base is approximately $99,100, a critical psychological and technical level to reclaim in the near term. Sustained recovery above this level would strengthen market confidence.

#电诈洗钱 #ZEC隐私币噱头
🧩 Event 1: Asset Seizure in the Cyber Fraud Case (Long-term Regulatory Impact)
In October 2025, the U.S. Department of Justice seized approximately $15 billion worth of Bitcoin belonging to Chen Zhi, the leader of a Cambodian cyber fraud syndicate, marking the largest cryptocurrency seizure in history. The key was that law enforcement successfully gained control of these assets through blockchain forensics and technical methods (possibly exploiting a security flaw in the wallet key generation process).
• What impact on the market?
1. Shattering the 'Anonymity' Myth: This case powerfully demonstrates that large-scale illegal fund tracking and confiscation are feasible even on public blockchains. It dispels the misconception that cryptocurrencies are a 'lawless frontier'.