加密货币已死

According to Glassnode analysis, Bitcoin has fallen below the 0.75 supply cost baseline percentile and has failed to regain that level. According to PANews, the current spot price is now below the cost benchmark for 75% of the supply, indicating that selling pressure is rising. The risk has significantly increased, and unless the price rebounds above this level, the downward trend will dominate.

Strategy currently holds 1.1 times the total amount of Bitcoin held by all governments worldwide. According to NS3, this data highlights Strategy's significant accumulation of Bitcoin compared to the sovereign reserves of various countries. This comparison is based on data from BitcoinTreasuries.NET.

Gold and silver prices have retreated after reaching historical highs, mainly influenced by political developments, including President Trump's cancellation of EU tariffs. According to NS3, this pullback may prompt investors to adjust their risk preferences and increase allocations to cryptocurrencies. Although Bitcoin has seen a slight rebound, global geopolitical tensions and macroeconomic uncertainties have kept the crypto market cautious.

Cryptographic Data Analyst CyrilXBT stated on X (formerly Twitter) that Tom Lee predicts Bitcoin will reach $180,000 by January 31.

Cryptographic Data Analyst CyrilXBT stated on X (formerly Twitter) that Tom Lee predicts Bitcoin will reach $180,000 by January 31.

Gold prices have soared to nearly $4830, with momentum pointing towards $5000. According to NS3, this has sparked interest in investment strategies that combine gold with Bitcoin. Analyst PlanB points out that combining gold and Bitcoin can reduce risk and double returns, as they exhibit similar risk-reward characteristics. Despite gold's rise, Bitcoin's price dynamics are different, indicating that the two are complementary assets rather than direct competitors.

Fundstrat Research Director Tom Lee stated that due to geopolitical tensions, tariffs, and political polarization, there may be a 'painful correction' in the cryptocurrency and US stock markets in early 2026. According to reports from Wu, US stocks could fall by 15%–20%, but with the Federal Reserve turning dovish and quantitative tightening coming to an end, a significant rebound is expected by the end of the year. Lee still expects Bitcoin to reach an all-time high this year but did not reiterate the previous months' target price prediction of $250,000 for Bitcoin.

Bitcoin price stabilized at $92,000 after a sell-off triggered by trade tensions in the US and Europe. According to NS3, despite a significant amount of liquidations, ongoing ETF inflows provided support amid the volatility. Geopolitical risks, regulatory delays, and the Supreme Court's important ruling on tariffs have increased market uncertainty.

Wintermute pointed out in its 2026 outlook report that the expected rise did not appear in 2025, making the traditional four-year cycle outdated. According to ChainCatcher, a few large companies absorbed most of the new capital, making the market difficult.To expand market participation in 2026, one of the following conditions must be met: ETFs and DAT expand their investment scope; a strong rise in Bitcoin or Ethereum generates a wealth effect; retail investors shift from stocks to cryptocurrencies, bringing in capital inflows and stablecoin issuance.

Odaily Planet Daily News According to msx.com data, the US stock market closed with the Dow down 0.17%, the S&P 500 index down 0.06%, and the Nasdaq down 0.06%. Despite a slight decline in the overall market, the cryptocurrency sector performed strongly, rising against the trend. Among them, Solana (HSDT) rose by 6.45%, SharpLink (SBET) rose by 5.36%, Circle (CRCL) rose by 2.62%, Strategy (MSTR) rose by 1.64%, Bitmine (BMNR) rose by 0.94%, and Coinbase (COIN) rose by 0.78%.

It is reported that msx.com is a decentralized RWA trading platform that has launched hundreds of RWA token types, covering US stocks and ETF token subjects such as AAPL, AMZN, GOOGL, META, MSFT, NFLX, NVDA, etc.