KZG Crypto 口罩哥

Fidelity's leading fund attracted $351 million in inflows.
Bitwise $159 million, BlackRock $126 million.
Total net inflows have reached $57.27 billion.

NVDA pre-market decline.
Potential $300 billion in sales is at risk.
AI chip export control博弈升级.

Two consecutive days of positive inflows, with a single-day inflow of $754 million being the highest since October.
The Fear & Greed Index has jumped from 41 to 52, moving out of the fear zone into neutral.
But there's a data divergence here: while ETF inflows are rising, altcoin futures positions have dropped by 55%.
What is the money doing? It's flowing back from altcoins to mainstream assets like BTC/ETH.
If ETF inflows continue for the next 3 days and the index enters the greedy zone, this rebound might not be a fake breakout.
Conversely, if inflows slow down and the index retreats, $91,000 is a must-protect support level.

Citi raises its three-month target price to $5,000 per ounce.
Union Bancaire Privée forecasts a rise to $5,000-$5,200 by year-end, recommending a 7%-15% allocation.

LME tin surge of 11% is not an isolated event. Tin is the core raw material for solder, essential for semiconductor packaging.
Indonesia accounts for over 25% of global tin supply; any export disruption poses a systemic risk.
If tin prices remain high, it will take 2-4 weeks for semiconductor cost transmission.

Today, two geopolitical pieces of information appeared almost simultaneously: Iran announced maximum combat readiness, and the U.S. began withdrawing personnel from military bases in the Middle East.
This is no coincidence. The last similar signal combination appeared the night before the Iran-Israel conflict in June 2025.

BTC ETF is hot, ETH ETF is here, XRP ETF is on the way, and SOL ETF is also in line.
Now Bitwise has directly submitted applications for 11 altcoin ETFs at once.
Bloomberg data shows that at least 126 crypto ETFs are currently awaiting approval.
What does this mean? The ETF explosion is about to happen.

The first week of 2026 saw U.S. crypto ETFs deliver a strong performance.
BTC ETFs have seen cumulative inflows of approximately $1.2 billion, which, at this pace, annualizes to $150 billion. BlackRock IBIT leads the pack, attracting $888 million in a single week. Fidelity FBTC drew in $106 million, and other products also recorded positive inflows.
ETH ETFs are no slouch either, with weekly inflows of around $115 million. Even XRP and SOL ETFs saw inflows in the tens of millions of dollars.
The only exception? Grayscale GBTC continues to experience outflows, with a net weekly outflow of $53.67 million. Veteran products are losing market share to newer ETFs, and this trend continues.
As Bloomberg analyst Eric Balchunas put it: If $2.2 billion can be attracted even in rainy weather in 2024, how much could be drawn in sunny conditions?

突破$660! XMR sets a new all-time high, with a 24-hour increase of 14.36%.
HTX data shows the current price at $653.5, with a surge in trading volume.
Eight years have passed, and privacy coins have finally arrived at their moment...
Decentralized fundamentalism has never died.

Decoupling begins in mid-2025, becoming more evident by early 2026.
Fidelity Digital Assets: Optimistic about M2 growth supporting BTC after QT ends.

Previously forecasted at 2.4%, citing the global economy's "unexpected resilience".
U.S. growth forecast for 2026 is revised upward to 2.2% (previous: 1.6%).
China's forecasts for 2025/2026 are 4.9%/4.4%, respectively.
Risk bias is downward, and trade tensions may escalate again.

U.S. Senator Warren sent a letter to the OCC, demanding a halt to the approval of the WLFI bank charter linked to the Trump family.
The reason is straightforward: the conflict of interest has not been resolved.
The regulatory waters around cryptocurrency are getting deeper and deeper.

LME three-month copper rose 1.76%, SHFE copper rose 2.09% to 105,400 yuan.

Copper prices breaking $13,388 is not just a supply and demand story.
US inventory accounts for 50% of global levels, yet consumption is only 10%. What does this mean?
Tariff threats are effectively locking global copper stocks in the US, leaving other regions facing supply shortages.
BHP executive warns of structural deficit in the copper market between 2030 and 2035.
Second-order effect: If tariffs are implemented, the chain reaction of "rising copper prices → higher AI data center costs → slower compute expansion" will be triggered.
Impact on Crypto: PoW mining costs are positively correlated with copper prices. The marginal cost of $BTC mining may rise further.