Nick Timiraos: Forecast shows US December PCE inflation rose 0.37% month-on-month

Analysis: Bitcoin treasury companies have sold off for three consecutive weeks for the first time, which may lead to increased short-term pressure on BTC.

ChainCatcher News reports that, according to market sources, Bitcoin's treasury companies have experienced three consecutive weeks of selling for the first time in history. This suggests that Bitcoin prices may face increased short-term pressure. If the market does not see new demand, prices could approach the "new bear market lows." Analysts point out that macroeconomic uncertainty and ETF capital outflows further suppress demand. Last week, Trump announced an increase in global tariffs from 10% to 15%, which exacerbates the decline in market risk appetite. However, in the long term, this correction may help clear leveraged positions and speculative holders, resetting the market structure.

Metaplanet CEO: AI Drives Capital Concentration, Bitcoin May Become Digitally Held Capital by Machines

Metaplanet CEO Simon Gerovich stated that the positive calculation of productivity benefits and the concentration of capital owners will lead AI agents to bypass traditional financial systems and choose digital assets like Bitcoin as a store of value. This trend is expected to accelerate.

Standard Chartered Bank: The market capitalization of stablecoins will reach $2 trillion by the end of 2028, bringing an additional $0.8 trillion to $1 trillion in demand for U.S. Treasury bonds.

Standard Chartered Bank research shows that stablecoin issuers could become the largest buyers of U.S. Treasury bonds, with the stablecoin market cap expected to reach $2 trillion by 2028. This expansion could generate an additional demand of approximately $0.8 to $1 trillion for Treasury bonds, and an excess demand of $0.9 trillion may emerge over the next three years.

Less than 24 hours remaining: Trump imposes tariffs, what should you do with your Bitcoin?

Trump announced an increase in global tariffs from 10% to 15%, triggering market concerns and causing a sharp decline in risk assets such as Bitcoin. Analysts point out that $60,000 is a key support level; a break below could trigger panic selling. Market uncertainty stems from changes in the legal framework. Investors are advised to stay calm, focus on technical support levels, avoid chasing gains or panic selling, and manage their positions cautiously.

Bitcoin ETF outflows for five consecutive weeks, market waits anxiously for NVIDIA earnings report

Last week, the US stock market experienced volatility due to profit concerns over AI software stocks and the Supreme Court's tariff ruling. Bitcoin ETFs saw five consecutive weeks of outflows, indicating a cautious attitude toward risk assets. Market focus has shifted to NVIDIA's upcoming earnings report and the US January PPI data, which are expected to provide important clues about the economic outlook.

Bitcoin is increasingly linked to the macroeconomic cycle after adjusting for US employment data.

Recent adjustments to U.S. labor market data have significantly altered economic outlooks, reducing job numbers by 862,000. This unexpected change weakened short-term growth expectations and prompted investors to reassess future policy directions. Declining inflation pressures have led to lower bond yields and favorable global financial conditions, causing Bitcoin to rise alongside traditional assets. This indicates a structural shift in Bitcoin's market behavior, as it increasingly responds to macroeconomic factors rather than solely crypto-specific news.