2026-01-05 00:20:13

#数字资产动态追踪 Recently, there have been some new developments in the crypto market. The altcoin season index has risen back to 27, indicating that market enthusiasm for small-cap coins is heating up. However, the Fear and Greed Index remains relatively rational at only 25.

The Federal Reserve's expectations for interest rate cuts are changing— the probability of a 25 basis point cut in January is now only 16.6%, and market interpretations of policy are still adjusting.

In terms of capital scale, the performance of US spot crypto ETFs is solid, with total trading volume surpassing $2 trillion.

The movements of main cryptocurrencies like $DOGE , $BTC , and $ETH are worth noting. Especially interesting is a data point: an institution has pledged another 49,088 ETH, worth $152.7 million. This indicates that long-term holders are continuing to add to their positions.

Venture capital is even more impressive—by 2025, crypto VC funding has reached $49.75 billion, a 433.2% increase compared to 2024, which is an exponential growth rate.

On the technical side, if Bitcoin can break through $93,000, the cumulative short liquidation on major exchanges will reach 528 million. This suggests that the battle for upward space will be very intense.

Another detail: the US government currently holds about $30.7 billion worth of crypto assets, with Bitcoin accounting for as much as 97%. This reflects that even at the official level, Bitcoin remains the top priority in asset allocation.

DOGE-3,94%

BTC-0,42%

ETH-2,48%

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LiquiditySurfer

· 01-07 15:25

Altcoin Season Index 27... The timing is about right, just worried that the next move might be another round of chopping the leeks. The Fear Index is only 25, which is really quite rational, and actually a bit strange. The Federal Reserve's chance of cutting interest rates has fallen to 16.6%? That's hilarious, which of last year's predictions was correct... The market is like this, when policy directions change, everyone has to readjust their LP yield expectations. A $2 trillion ETF trading volume sounds exaggerated, but when you look at it, it's just about right; there are no issues with liquidity depth. The most impressive thing is the US government holding $30.7 billion worth of BTC, with 97% allocated... This is basically telling you openly where the real surfing point is. Since the authorities are playing like this, what are retail investors still hesitating for?

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UncleLiquidation

· 01-05 17:09

Altcoins are on the rise, but with the greed index only at 25, it still feels not exciting enough. 507.5 billion in venture capital funding increased by 433%, now that's crazy, 2024 is going to be a knockout. The US government holding 97% of BTC, even the official stance is all in, what are we still hesitating for? The key level at $93,000, short positions are about to explode, this market move is not simple. ETH staking is increasing, indicating major institutions are deploying; long-term holders know how to play this. The rate cut expectations have collapsed, policy directions are changing, but this seems to be a positive sign for crypto assets. The ETF with a $2 trillion trading volume is truly a signal of breaking through; retail investors are entering the market. Whether Bitcoin can hold steady at $90,000 in this wave looks like it will set the tone.

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CodeZeroBasis

· 01-05 13:00

Altcoins are starting to stir again, but I still insist on not touching them, too risky. Venture capital financing has increased by 433%, this data is a bit scary... where is all the money flowing? The Federal Reserve's chance of cutting interest rates is only 16.6%, looks like we have to wait a bit longer. Oh no, the US government itself is holding Bitcoin, what does that mean? The staking of 49,088 ETH, these big players really believe in it. The ETF trading volume of 2 trillion is a bit terrifying... what is the market so excited about? The greed index is only 25, still considered rational? I feel a bit suppressed. If Bitcoin breaks 93,000, short positions could explode to 528 million... just thinking about it is exciting. Forget it, I'll wait for technical confirmation before taking action.

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GateUser-75ee51e7

· 01-05 00:48

Altcoins are on the rise, but I'm still hesitant. The panic index is only 25, which is truly rational. Venture capital is going crazy, with a 433% increase? Feels like everyone is just fighting for a spot. The government holds 97% of Bitcoin, even the official entities are betting on BTC. What am I still hesitating for? Short positions worth 528 million are waiting to be liquidated. Whether the $93,000 mark is broken or not is really crucial. Long-term holders are adding more ETH. This signal can't be wrong, right? With a trading volume of 2 trillion, this ETF has really gained momentum over the past two years. The probability of a rate cut is only 16.6%. The Federal Reserve's moves are getting a bit outrageous.

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StopLossMaster

· 01-05 00:32

Altcoin Season Index is 27, are they starting to scam people into recharging small coins again? I advise everyone to be rational. The 433.2% growth rate in venture capital is indeed outrageous, but in the end, this money still flows into the wallets of big players. The US government holds 30.7 billion USDT Bitcoin... The government is stockpiling, so what’s there to hesitate about? The probability of interest rate cuts is only 16.6%? What about the previous expectations? Once again, we've been fooled. ETH staking is at 49,088 coins, long-term holders are increasing their positions, which is a real signal. $93,000 is a bit of a stretch; it may not break through.

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AirdropDreamer

· 01-05 00:30

Are altcoins about to take off? The 27 index is quite interesting, but it still depends on BTC's mood. The Federal Reserve's 16.6% probability? A rate cut would cool things down, so we have to rely on spot ETFs to support the market. Long-term holders are still adding ETH, which shows they know what they're doing. What about us... Venture capital growth rate is 433%. Who can handle that? Too much money and nowhere to put it. The $93,000 mark needs to be broken; shorts are probably going to cry. The funniest part is that the US government also needs to hold BTC, which shows that Bitcoin is the true asset allocation, and everything else is just a supporting act.

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ParanoiaKing

· 01-05 00:25

Altcoins are becoming active again, with a 433% increase in funding growth—really impressive. This pace is a bit crazy. Breaking through 93,000 BTC is a big deal. When that happens, with such a large liquidation volume, I wonder who will get liquidated. The US government is 97% all-in on Bitcoin. This detail is quite interesting. The staking data for ETH looks very solid. Big players are still疯狂accumulating. The probability of rate cuts has dropped to 16.6%, but these data changes are too fast to keep up with.

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PaperHandsCriminal

· 01-05 00:23

Looking at the Altcoin Season Index again, I feel like I'm always the one doing the opposite The Federal Reserve's chance of cutting interest rates is only 16.6%, where's the promised liquidity? This is a bit awkward Venture capital growth of 433.2%, while I am losing 233.2%, it's just so outrageous If Bitcoin breaks 93,000, the short position will explode by 528 million, and then it'll be my turn to cut losses, huh Even the government is 97% all-in on Bitcoin, but I always buy in the opposite direction with my paper hands

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