2026-01-09 09:31:26

The recent performance of Bitcoin has been quite interesting. After dropping to 89,000, the price quickly rebounded, and behind this rebound, the entire network was liquidated for $465 million — indicating that there are also many short positions. But the real driving force behind this is the actions of institutions; the net inflow of spot ETFs hit a two-month high in a single day, showing that large funds are accumulating on dips. From a technical perspective, 89,000 has become a strong support level, and in the short term, each pullback could be an opportunity for low-cost entry.

The regulation side is quite intriguing. The approaches on both sides of China and the US are becoming clearer: China is cracking down on speculation while increasing support for compliant tracks like RWA; the US is directly treating Bitcoin as strategic reserves, with a very clear stance. South Korea has also caught up, explicitly stating that crypto assets can be confiscated. This policy signal indicates that the entire industry is moving toward a more regulated direction. So you will find that in the future, only projects that follow compliant routes will truly stand out — tracks like RWA and ETFs are destined to lead in the long run.

There are also new developments in the ecosystem. Ethereum’s upgrade is progressing smoothly, Layer 2 transaction costs are decreasing, and on-chain activity is expected to increase. However, security issues still ring alarm bells — the Truebit protocol was hacked some time ago, resulting in a loss of $26 million. This reminds us that risks in DeFi still exist; leading projects with strong technical capabilities and solid security records are actually more valuable for risk mitigation.

BTC0,79%

ETH1,34%

RWA-1,49%

DEFI5,29%

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blockBoy

· 21h ago

8.9K is really a solid support level. Every rebound sees institutions frantically buying, so it's satisfying. The compliant track is indeed the future direction, but RWA is still too early now, gotta wait. Hackers are too rampant. DeFi security still needs more alarm bells. Leading projects are indeed more reassuring. The US holding BTC is really impressive. Its strategic reserve attribute is becoming more and more clear. I am optimistic. Ethereum Layer 2 costs have come down, which is a good thing, but ecosystem security still needs attention. A liquidation of 465 million, this wave for shorts is a bit tragic, haha. RWA and ETFs leading in the long term? I think it still depends on the specific project strength in the future. Every correction is a good opportunity for low-cost buying. This rhythm is very friendly to retail investors. Truebit was hacked for 26 million, DeFi still has many pitfalls. The regulatory approaches of China and the US are becoming increasingly different, but both are heading towards regulation, which is a good thing.

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RadioShackKnight

· 01-10 21:24

The 89,000 support level is really incredible; institutions are just accumulating at the lows.

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MetaNomad

· 01-09 09:51

The support level of 89,000 is indeed stable, but I am more optimistic about the RWA track. Compliance is the long-term winning strategy.

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ProbablyNothing

· 01-09 09:50

89,000 is really a tough hurdle, with short sellers losing 465 million haha Large institutions are quietly accumulating, and retail investors shouldn't panic too much Compliance is the key, and the RWA track is indeed worth paying attention to That wave of losses in Truebit is quite heartbreaking; DeFi still needs to be cautious when choosing leaders

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nft_widow

· 01-09 09:48

8.9K is really the support level, it looks like institutions are really placing heavy bets. --- After RWA became popular, it seems that compliant projects are the long-term play. The era of trading cryptocurrencies is indeed over. --- A liquidation of 465 million, the shorts are really suffering, but I won't follow this time. --- The Blackhat incident with Truebit makes me more confident in leading projects. Small coins are too risky. --- Is the US really treating BTC as a national strategy? Then what are we waiting for? --- The ETF inflow reaching a new high is a strong signal, it might really be about to rise. --- I firmly believe in the compliant track, everything else is just gambling. --- Ethereum upgrade went smoothly, but I'm still worried about being hacked. It seems that big players are all leaning towards the leading projects.

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GhostWalletSleuth

· 01-09 09:46

8.9K is really a solid support level. Institutions are buying the dip, and I am also buying the dip, just not daring to go all in, after all, no one can prevent black swan events. Compliance is the long-term way to survive; those wild projects will eventually fade away. I am optimistic about the RWA direction. That wave of Truebit was too shocking. It's better to choose safe, well-established leaders with a strong track record, rather than chasing those small gains. The ETF inflow reaching a new high indicates that big players are bullish. Although my account is small, the logic should be the same. Shorts were liquidated with 4.65 billion, and a strong rebound is not surprising—it's all about blood and sweat. The US Bitcoin accumulation truly changes the game; the attitude is a policy signal. The current opportunity is in the pullback. I am already ready with my bullets.

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