1. Market Observation
Keywords: ETH, ETF, BTC
Cryptocurrency ETFs have attracted $585 million this month, primarily from Bitcoin and Ethereum funds, despite a profit-taking decline in December. Meanwhile, Calamos is planning to launch an innovative Bitcoin ETF that offers comprehensive loss protection while limiting potential gains through an annual reset mechanism. Bitcoin has performed well in 2024, becoming the seventh largest asset globally, and is expected to break $102,000 for the first time in 2025. However, trading volume has dropped to its lowest level since 2021, and renowned analyst Peter Brandt has warned of a potential 50% correction, bringing uncertainty to the market.
On the regulatory front, Gemini, founded by the Winklevoss twins, reached a $5 million settlement with the CFTC to resolve misleading allegations during the launch of the first U.S.-regulated Bitcoin futures contracts. Positive market news continues, with the Coinbase premium index turning bullish, and MicroStrategy increasing its holdings by 1,070 BTC. On Monday, the cryptocurrency market rose, driven by the increased holdings of MicroStrategy and Metaplanet. However, Bitcoin faced resistance at the $108,000 level and briefly fell below the psychological threshold of $100,000. Nevertheless, the continuously strengthening institutional support and the growth trend of the global cryptocurrency market still provide momentum for Bitcoin to reach higher targets.
2. Key Data (as of January 8, 09:20 HKT)
S&P 500: 5,909.03 points (Year-to-date +0.47%)
Nasdaq: 19,489.68 points (Year-to-date +0.93%)
10-Year U.S. Treasury Yield: 4.680% (Year-to-date +10.40 basis points)
U.S. Dollar Index: 108.66 (Year-to-date +0.16%)
Bitcoin: $96,957 (Year-to-date +3.79%), daily spot trading volume of $60.69 billion
Ethereum: $3,394.61 (Year-to-date +1.49%), daily spot trading volume of $33.32 billion
3. ETF Flows (January 7 EST)
Bitcoin ETF: -$457.43 million
Ethereum ETF: -$19.15 million
4. Important Dates (HKT)
FOMC Meeting Minutes (January 9, 03:00)
Non-Farm Payroll Data (January 10, 21:30)
- Actual: To be announced / Previous: 227,000 / Expected: 150,000
Unemployment Rate (January 10, 21:30)
- Actual: To be announced / Previous: 4.2% / Expected: 4.2%
5. Hot News
ZKsync Ignite has launched the incentive program Ignite Season 1, distributing 100 million ZK
Illuvium partners with Virtuals to introduce autonomous AI NPCs to its games
Sol Strategies secures a CAD 25 million credit line for investment in the Solana ecosystem
MicroStrategy purchases over $22 billion in Bitcoin in 2024
Usual will activate the token fee switch before February 1
Jambo will launch J tokens on Solana this month, with a total supply of 1 billion
Binance will list COOKIE, ALCH, and SWARMS perpetual contracts, supporting up to 75x leverage
Backpack Exchange acquires FTX EU for $32.7 million,NFT project Mad Lads briefly rises 24%
Binance Alpha adds HAT, AIXCB, and NEUR
NVIDIA announces the launch of the "World Foundation Model" NVIDIA Cosmos
Solana Mobile's second phone, Solana Seeker, is expected to launch in mid-2025
Babylon will launch the second phase of its testnet on January 8
Arthur Hayes: The crypto market may peak in mid-March, followed by a severe correction
Anti-crypto Federal Reserve Vice Chair Michael Barr resigns
Supported by OSL - Hong Kong's largest over-the-counter trading platform, continuously providing regulated digital asset services to the market since 2018.
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