Hai Ge daily observation 20260103- increase position to enter the game Today, the US stock market closed over the weekend, and Bitcoin remained stable, with the market experiencing a long-awaited restlessness. Although Bitcoin has experienced some correction due to the impact of the Venezuela incident, it has not been greatly affected overall. So what is the situation of the indicators? Today, a total of 32 indicators were observed, with 10 indicators showing bullish, 8 indicators showing bearish, and 7 indicators showing uncertain. Among the key selling indicators, 3 are bullish, 2 are bearish, and 2 are uncertain. It can be seen that against the backdrop of Bitcoin's two consecutive days of strong performance and the collective rise of memes, the vitality of the entire market seems to have been restored, and multiple indicators have begun to improve. Specifically, how can Haige focus on the key points below. Some key indicators that need to be emphasized: 1. The situation of significant outflow of funds has been alleviated, with an inflow of 800 million within 24 hours. The USDC/USDT exchange rate has fallen from 1.0015 to 1.0003, indicating a large amount of funds entering the market to buy at the bottom; 2. Although retail investors and institutions are still generally bearish, their sentiment has fallen from 20 to 10, possibly due to the impact of the weekend US stock market shutdown, which has reduced market activity. Further observation is needed in the future; 3. The heat map of fund rates shows that the situation of overall short selling in the market seems to be changing, and various altcoins are advised to start cautiously short selling; 4. As Hai Ge previously observed, after one week, the Federal Reserve continued to inject 59.3 billion yuan of liquidity into the market through asset purchases, and the scale continued to increase every week: on December 9th, 4 billion yuan, December 16th, 17 billion yuan, December 23rd, 25 billion yuan, this time 59.3 billion yuan; 5. Continuing from Hai Ge's previous analysis, ETF mobility has increased, and a sharp rise will inevitably be accompanied by a significant net inflow of ETFs. Yesterday, the net inflow of Bitcoin spot ETF was 470 million, and the net inflow of Ethereum ETF was 170 million; 6. On macro indicators, DXY and US10Y continue to strengthen, and Haige analysis believes that the demand for future interest rate cuts is still very urgent; 7. VDD and 100BTC continue to display their current positions as suitable for opening or adding positions. At the macro news level, the United States has launched a crackdown on Venezuela, not only by arresting Maduro, but also by striking some important infrastructure in Venezuela. The impact of this event on the market is currently limited, and the specific impact may not be apparent until the US stock market opens next week. Finally, regarding the question of whether the market has fully recovered, Hai Ge observed the on chain data of various public chains. Currently, Solana has the most significant inflow of 500 million funds in one day, BSC has the most significant on chain activity, and Base's block space utilization rate continues to increase the most significantly. In fact, this is easy to understand. Solana's meme is currently gaining popularity, Chinese memes on BSC are on the rise, and there is hot speculation on Base represented by Zora, which are also several chains that retail investors continue to pay more attention to. Finally, provide specific operational suggestions: 1. Avoid short selling in the short term. Hai Ge believes that a major trend market may come, but it is still necessary to continue observing subsequent data; 2. Long term partners continue to firmly buy and build positions, waiting for the trend to come; 3. In terms of counterfeiting, Meme has taken the lead in showing an active trend, but Bitcoin's pullback is like a startled bird, reflecting the fragility of individual investors. However, on chain activity is indeed increasing, and there may be more opportunities on the chain.