Bitcoin approaches $100,000, U.S. digital currency regulatory proposal faces critical vote, intense clash between Wall Street and crypto community #BTC
Bitcoin has recently rebounded strongly to a two-month high of $97,500, just one step away from breaking the $100,000 threshold. This surge coincides with the U.S. Senate Banking Committee preparing for a crucial vote on the cryptocurrency market structure bill, but the bill's fate remains uncertain due to intense rivalry between Wall Street banking and the crypto industry over stablecoin yield rights.
#BTC走势分析 Latest quote: As of January 11, 2026, the Bitcoin price is $90,687.88 (approximately 90,569.99 USDT), down 0.56% over the past 24 hours, with trading volume continuing to shrink and low market activity.
Short-term fluctuations: The 4-hour K-line chart shows the price has dropped from the January 9 peak but rebounded from the January 8 low, forming a 'bullish engulfing' pattern (closing price higher than opening price), indicating a possible short-term stabilization.
Market volatility is high—please proceed with caution ⚠️
The Federal Reserve won't cut rates anymore, but might actually raise them this year? This is a prediction from the renowned investment bank JPMorgan #加密市场观察 #BTC
Reuters published an analytical article two days ago, mentioning an interesting detail. Although Wall Street bond traders claim they're hoping for rate cuts, their actions speak louder. I took a look at the 10-year U.S. Treasury yield, which has been stubbornly holding around 4.4% recently, without any significant decline. What does this indicate? It suggests that smart money doesn't believe inflation can be easily resolved.
JPMorgan's underlying message is essentially: the market will force a change by selling off U.S. Treasuries. In that case, long-term interest rates won't fall but could surge due to panic. To stabilize the situation, the Federal Reserve might actually be forced to reverse course and raise rates, even if it's the chairman nominated by Trump, who would have to yield under the pressure of a collapsing currency and bond market.
BTC Future Trend? #BTC走势分析 I. Institutional Views: Long-term Bullish, Short-term Volatility Fidelity believes Bitcoin has entered a "super cycle," with a market size reaching $5 trillion, driven by institutional funds and ETFs causing supply-demand imbalance. Bernstein forecasts Bitcoin reaching $150,000 by 2026 and $200,000 by 2027, emphasizing institutional demand. Standard Chartered downgraded its 2025 target to $100,000 and 2026 to $150,000, but remains optimistic long-term.
II. Market Dynamics: Recession and Rebound Coexist Short-term Volatility: Prices corrected from highs early in 2026, with ETF outflows, but institutional positioning remains unchanged. Technical Support: $80,000 is a key psychological support level, stabilizing around $88,000. Catalysts: Reversal in ETF inflows in 2026, advancement of MiCA regulation, and potential Federal Reserve policy shifts could drive the market.
III. Risks and Opportunities Risks: High market volatility, requiring caution against correction risks. Opportunities: Institutional capital, macro liquidity, and regulatory compliance processes collectively drive a new market logic.
#BTC Bitcoin has indeed shown signs of rebound recently, but medium-term adjustment pressure remains; the key is whether it can hold steady at $92,000:
1. Recent Rebound Performance December Rebound: On December 3, 2025, Bitcoin surged from $84,000 to $92,000, with a single-day gain of 9.5%, boosting market sentiment. January Correction: On January 8, 2026, Bitcoin dropped to $90,600, with net outflows of $243 million from ETFs, indicating significant short-term volatility.
2. Key Support and Resistance Levels Support Level: $91,000 is a crucial short-term support; a break below could lead to a drop toward $88,000. Resistance Level: $98,000 is the medium-term rebound target; breaking through may open the path to $100,000.
3. Market Sentiment and Capital Flow Capital Flows: ETF capital shifted from net inflows to net outflows, reflecting institutional profit-taking. Sentiment Indicators: Bitcoin funding rate reached its highest level since October 18, signaling increased bullish demand.
4. Technical Analysis Cyclical Signal: Bitcoin broke below the 50-week moving average, potentially entering a bear market correction, with a target range of $40,000 to $70,000. Rebound Logic: Oversold indicators suggest a high probability of a short-term rebound, but a sustained recovery above the 50-week moving average is needed to confirm the continuation of a bull market.
5. Institutional Views 10X Research: Expects a rebound in January, but anticipates a decline for the full year. Fangzheng Securities: ETF rebalancing may drive a rebound, but remains defensive in the first half of next year. Trading Recommendation: Short-term, monitor the $91,000 support level; medium-term, be cautious of correction risks and avoid excessive leverage. Would you like me to prepare a quick-reference table of key Bitcoin price levels, including support/resistance and institutional targets, for easy on-the-go reference?
Does the Fed really wish China would sell off U.S. Treasuries sooner? Why haven't they cut interest rates? Because they clearly know China will eventually sell off the $780 billion in U.S. Treasuries it holds 💸 #BTC走势分析
Why has the Fed delayed rate cuts this year? Simply put, they're betting on China's $780 billion in U.S. Treasuries being 'concentratedly sold off.' In their view, only the U.S. itself—the 'ultimate buyer'—can absorb a trillion-dollar scale of U.S. Treasuries. So they're holding firm at an 8% manufacturing loan interest rate, watching tech companies struggle to raise funds and businesses go bankrupt, all to maintain high interest rates—waiting for a large-scale sell-off by China to trigger a crash in U.S. Treasury prices, allowing them to buy at low prices and simultaneously optimize their balance sheets.
Tonight's inflation data release reveals the true picture after the disruption subsides. The core CPI is expected at 2.7%, but revisions could push the month-on-month figure to 0.36%. Housing and services are key variables. Markets hold their breath as traders closely watch the breakdown data—like an old captain observing wave patterns on the eve of a storm: 'Stability is hard to write, and harder to maintain.' Morgan Stanley warns that a catch-up effect could cause the inflation reading to jump by 8 basis points. Subtle deviations in data collection timing are distorting the thermometer.
Federal Reserve Chair Powell is facing a criminal investigation, which has indeed unsettled financial markets. In simple terms, the investigation mainly revolves around the budget issues of the Federal Reserve headquarters renovation project and whether he made false statements to Congress, but the deeper underlying issue is the policy conflict between the Trump administration and the Federal Reserve.
Key Points of the Investigation: Renovation Project Controversy: The renovation project, launched in 2022, saw its budget rise from $1.9 billion to $2.5 billion, prompting Trump to repeatedly criticize Powell as "inept." Allegations of False Statements: The Department of Justice is reviewing Powell's public statements and expenditure records, suspecting he concealed the true scale of the project from Congress.
Market Reactions: Dollar Decline: The dollar index fell 0.3% during the Asian trading session. Gold Surge: London gold soared to $4,630 per ounce, while silver jumped over 6%, as risk-averse sentiment dominated the market.
Stances from Different Sides: Powell: Called the investigation a "pretext," arguing it stems from the Fed not lowering interest rates as the president desired. Trump: Denied knowledge of the matter but had previously repeatedly demanded Powell's resignation.
Deeper Implications: Questioning the Fed's Independence: Markets are concerned about political interference in monetary policy. Global Capital Flows: The credibility of the dollar is weakening, prompting capital to flow into safe-haven assets like gold. This controversy may continue to escalate, so it is advisable to monitor subsequent Fed statements and market volatility.