【January 15, Market Information and Data Analysis】

1、Trump: There are currently no plans to fire Powell, and it's too early to delve into #Fed ;

2、Arthur Hayes' new article: It's expected that #TRUMP will flood the market with liquidity to stimulate the economy ahead of the mid-term elections, and Bitcoin will strongly rebound as U.S. dollar liquidity recovers;

3、Santiment: The current situation of whales buying and retail investors selling represents an ideal positioning pattern for the start of a bull market;

4、The current funding rates on major CEXs and #DEX indicate the market is attempting to 'top out and short' again.

#BTC price rose nearly to the $98,000 level, and the funding rates between major CEXs and DEXs have turned negative, indicating professional capital is attempting a 'topping out and shorting' strategy. Meanwhile, on-chain data shows that since January 10, 'whale' and 'shark' addresses holding 10-10,000 BTC have cumulatively increased their holdings by 32,693 BTC, a 0.24% rise, while 'shrimp' addresses holding less than 0.01 BTC have cumulatively sold 149 BTC, with holdings decreasing by 0.30%.

This phenomenon indicates the market is entering a phase dominated by 'smart money.' Retail investors, lacking confidence in the initial market movement, are choosing to观望 or exit, leading to negative funding rates in altcoins. At the same time, continuous inflows into spot Bitcoin ETFs and accumulation by smart money are injecting new momentum into the market. If this positioning is sustained, BTC may break through the $100,000 level in the short term, leading the next wave of bull market.