2026-01-03 17:24:18

Today marks the 17th anniversary of Bitcoin's mainnet launch, a milestone that witnesses the growth of this ecosystem. Overnight, better-than-expected non-farm payroll data provided a positive boost, causing BTC to briefly break through the $90,000 mark, then oscillate around $89,500. Market sentiment has clearly improved, with rate cut expectations and the anniversary effect stacking up, giving bulls more confidence.

DeFi leader Aave is brewing a major change. Founder Stani recently proposed a protocol profit-sharing plan, aiming to distribute non-protocol revenue to AAVE holders. If this proposal is implemented, it would mark the official arrival of the dividend era in DeFi and help ease long-term governance disagreements within the community. Once news broke, holder enthusiasm noticeably increased.

On-chain data reveals new ideas among large holders. A whale address holding ETH for nearly 4 years recently liquidated part of its Ethereum position and switched to buy Bitcoin. This precise reallocation reflects a new trend at the start of 2026—BTC is becoming the preferred safe-haven asset, a configuration logic worth paying attention to.

The Solana ecosystem has recently experienced ample liquidity. The USDC Treasury has minted an additional 750 million USDC on the Solana network, and the substantial funds have directly boosted the entire ecosystem. Judging from the performance of top meme coins like PEPE, this liquidity spillover effect is not to be underestimated, as it led the market rally before the weekend.

Regarding the debate over decentralization and income, a DEX founder has spoken out. He pointed out that some data can be misleading and emphasized that protocols will not compromise their decentralization attributes for short-term gains. The core issue remains how to reasonably capture value, and finding this balance is challenging.

U.S. regulators are also in a state of flux. Internal personnel adjustments at the SEC are nearing completion, and it is expected that by early 2026, the SEC will maintain a full Republican majority. The market generally views this change positively, not only benefiting BTC but also potentially accelerating the approval process for over 50 spot ETF proposals for altcoins. This could have a profound impact on asset allocation within the entire ecosystem.

BTC3,05%

AAVE4,38%

ETH6,33%

SOL2,84%

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IfIWereOnChain

· 01-06 15:12

This wave is really about to take off. It feels like the shift in regulation is the true catalyst. If Aave dividends are implemented, DeFi could survive, but it still depends on whether the community can actually vote to approve it. The story of the big whale bottoming out BTC is quite interesting. ETH has been held for so long, but it’s still being exchanged. This USDC move is essentially extending Solana’s life. The market built on liquidity is so deep. Decentralization and profit are truly conflicting; you have to choose one. The code from 18 years ago is still running today. Bitcoin’s resilience is impressive.

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ZKSherlock

· 01-03 19:08

actually... the whole "whales rotating to BTC" narrative assumes perfectly rational actors, which is like... have you *seen* on-chain behavior? the data's probably cleaner than the reasoning behind it tbh

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ColdWalletGuardian

· 01-03 17:39

Whale repositioning really shows that the big brains are quietly adjusting their portfolios. BTC is indeed stable. With the Aave dividend wave, finally a protocol dares to entertain this idea. Looking good. Non-farm payrolls exceeded expectations, combined with the anniversary celebration. Are the bulls finally getting some gains? Solana投入了7.5亿USDC, be careful it might just be another bubble. Decentralization vs. yield—honestly, everyone wants both, but reality doesn't allow it. Approval for 50 types of altcoin ETFs is accelerating, aiming to standardize the entire market.

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AirdropChaser

· 01-03 17:33

Wow, another anniversary celebration hype again, can you believe it? Aave's dividend distribution only counts if it actually happens, and the premise is that the coin doesn't fall. Whales clearing out ETH to buy BTC? I just want to know when it will be our turn as retail investors to switch positions precisely... Solana's recent USDC increase is quite aggressive, but what about meme coins like PEPE that have surged so well? The SEC is fully Republican now, can spot ETFs really get approved instantly? Let's wait and see.

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ContractHunter

· 01-03 17:25

Whales are switching to BTC, I believe in this logic --- Aave dividend distribution really can ease governance conflicts? That's being too kind --- It's the same story every week: liquidity overflow, PEPE leading the rally... getting a bit tired of these words --- Breaking 90k and then coming back, this kind of volatility is the real test of patience --- SEC and the entire Republican camp are coming up, can they really approve 50 kinds of altcoin ETFs? That's too optimistic --- Large investors are clearing ETH to buy BTC, what should I do with my small retail holdings? --- Decentralization vs. yield, in the end, it's still about profit distribution, endless debate --- Sol ecosystem has 750 million USDC, feels like another altcoin season is coming --- This kind of hype around the 17th anniversary of Bitcoin... does the market really have no material news? --- Bitcoin is still the safest, other ecosystems are too full of tricks

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PumpingCroissant

· 01-03 17:25

I believe in the whale changing BTC positions, but can the SEC gang really get a handle on the altcoin ETF... It's a bit uncertain. Aave dividends sound great, but actually implementing them is another matter, always being hyped up. 90000 is back again, can it hold steady this time or will it continue to oscillate? Solana minting 750 million USDC? With such strong liquidity, it feels like we should be more cautious. BTC anniversary combined with non-farm payrolls double boost, this is getting a bit exciting.

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