Cryptocurrency News
January 26 Hot Topics:
1. Spot gold has risen by 1.00% today, currently priced at $5036.18 per ounce.
2. Data: Bitcoin OG added $20 million USDC to Hyperliquid to avoid liquidation, with total unrealized losses expanding to approximately $83.4 million.
3. ZachXBT revealed John (Lick)'s background, involving a U.S. Marshals Service cryptocurrency asset management contract.
4. a16z Crypto: Quantum threats are overestimated; real risks like code vulnerabilities deserve more attention.
5. Santiment data: Whales holding at least 1,000 BTC are accelerating their accumulation, totaling over 100,000 bitcoins.
Trading Insights
Most tokens end up 99.9999% going to zero, so trading is about finding your own buy and sell points to profit. Don't let the market, narratives, or anyone else brainwash you into FOMO; only earn the money you understand, and selling high is always profitable.
The huge profits you see many people making are often from just a few days, hours, or even minutes of trading. Don't be influenced by them; there are no genius traders. What exists are those who continuously learn from losses and optimize their trading after deep reflection. So, don't FOMO yourself; most losses come from self-brainwashing, chasing highs, or bottom fishing.
The market is ever-changing, and so are trends. What may have been a diamond-hand market before could now be a paper-hand market. Holding may have been profitable before, but now it could be the opposite. There is no one-size-fits-all trading method; the right approach is one that fits the market. Don't trust anyone's trading insights blindly; you can only borrow ideas, not seek a fixed answer. Whether left-side or right-side trading, the market is always right; the wrong one is always yourself. Your opponent in trading is always yourself.
If you feel you are wrong, stop and take a break. Resting and waiting is also a form of trading. Blind operations can never match the clarity of a clear mind. The worst is being wrong and not realizing it or making the same mistake repeatedly. A smart person avoids falling into the same pit twice; it's crucial not to repeat the same mistakes. Any error in the market costs money; fewer mistakes mean fewer losses.
Finding your own trading style is important. Any trading method can work; a thousand techniques are not as good as one perfect one. Even tiles can turn over, and the wind can change direction. So, not making money now doesn't mean you won't in the future. The market is variable, and fortunes will turn, but you must excel in your area of expertise; otherwise, you can't compete with others.
Don't trust anyone's insider information; believing in insider tips leads to an 80% loss, and trusting friends' insider tips leads to a 99% loss. These are deep lessons bought with money. In this market, the only person you can trust is yourself.
If you don't understand, ask. If you can't do it, learn. If you don't get it, research more. If you don't understand, spend money to pave the way. There are helpful people everywhere if you spend money. When faced with unclear issues, don't close yourself off; find a more knowledgeable teacher and pay for their guidance. This can save you a lot of time and help you learn from others' losses to avoid your own.
LIFE IS LIKE
A JOURNEY ▲
Below are the real trading group orders from the Big White Community this week. Congratulations to those who followed along. If your trades are not going well, you can come and test the waters.
The data is real, and each order has a screenshot from when it was issued.
**Search for the public account: *Big White Talks Coins*
Bilibili and YouTube account: Daquan777
BTC
Analysis
This week has seen three consecutive bearish factors:
Trump threatens to impose a 100% tariff on Canada, which may provoke countermeasures from Canada and China.
The U.S. and China plan to jointly intervene in Japan's exchange rate, which could incite panic among carry trade investors.
The probability of a U.S. government shutdown on January 31 has risen to 78%, raising concerns about a repeat of October. A triple bearish scenario.
From the data on Bitcoin, the turnover rate has increased.
Such a high turnover rate over the weekend indicates that the market has begun to panic. With three layers of bearish factors, investors are likely feeling overwhelmed, and this is still over the weekend before the U.S. stock market opens. Similarly, in a few hours, we will see how Asian investors perform, followed by U.S. investors.
To be honest, I am quite troubled. Tariffs have repeatedly been used as a weapon by Trump, and the results have never been good. Seeing the market's negative reaction, Trump may again resort to TACO.
A pullback to the 85080-83830 range could be a good point to go long, with a rebound target around 88000-92000.
ETH
Analysis
Just after the tariff on Greenland, I wanted to take a breather, but BTC is dropping again, and it has fallen quite significantly over the weekend. This could lead to three possible scenarios. First, Trump is very dissatisfied with a trade agreement with Canada and China, as mentioned yesterday. However, today Trump has issued two more articles warning Canada.
Trump is never shy about using tariffs as a weapon, so the market is worried about whether Canada and China will jointly resist on Monday. Although it's still just verbal, if a "confrontation" truly forms, the market will certainly react to the potential risks, even though TACO may also occur; the market will not remain indifferent.
In addition to tariffs, the U.S. and Japan may jointly intervene in the yen's exchange rate. Although this is not as severe as tariffs, intervention could impact the arbitrage market, especially with the yen being such a sensitive borrowing asset. The third issue is that the probability of a U.S. government shutdown has increased again, with budget issues due on January 31.
Currently, Kalshi's expected probability of a shutdown has surged to 78.5%. However, this shutdown may not be as comprehensive as last October's; some functional departments have already secured their budgets for the year and will not enter a shutdown. Therefore, even if a shutdown occurs, it should not be larger in scale compared to October.
A pullback to the 2825-2795 range could be a good point to go long, with a rebound target around 2865-2905-2945.
Disclaimer: The above content is personal opinion and for reference only! It does not constitute specific operational advice and does not bear legal responsibility. Market conditions change rapidly, and the article may have some lag. If you have any questions, feel free to consult.
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