2026-01-08 06:22:49

The current market performance is mixed. BTC is quoted at approximately $91,200, down 1.7%; ETH is around $3,160, down 3.1%; XRP is under pressure, falling to about $2.16. The fear index remains at 29, indicating fear territory, with the RWA sector leading declines by over 3%, while DeFi and Layer2 follow suit, and SocialFi sees a slight increase. Notably, short-term selling pressure on BTC has reached its strongest level since December 23.

On the institutional side, positive signals have emerged. Metaplanet recently invested approximately $53 million to acquire 463 BTC, bringing its total holdings to 17,595 BTC, worth about $2 billion; Empery Digital and Coinsilium Group are also increasing their BTC holdings; Ethereum spot ETF saw a weekly net inflow of over $300 million.

Analyst firm Bernstein has issued an optimistic outlook, stating that the market has found its bottom, with target prices set at $150,000 in 2026 and $200,000 in 2027. Although short-term selling pressure is evident, the derivatives risk index remains neutral, making it a good time for long-term investors to dollar-cost average.

On the policy front, the US Senate will hold a hearing this month to discuss the Crypto Market Structure Act, focusing on resolving regulatory jurisdiction disputes between the SEC and CFTC. Technologically, Ethereum Layer2 has just completed the BPO-1 upgrade, increasing blob capacity, and rollup transaction fees are expected to decrease.

BTC-0,76%

ETH-1,4%

XRP-2,05%

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ReverseTradingGuru

· 01-09 17:39

Big institutions are bottom-fishing, retail investors are cutting losses, this gap is really incredible. Institutions have forcefully supported the market, we must believe in this wave. Fear index 29? I actually think this is the time to get in. Bernstein said the bottom has been found, so I'll keep dollar-cost averaging. Is BTC selling pressure the strongest? It just shows that the chips are shifting, no need to panic. Layer2 fees are about to drop, which is a real positive, much more appealing than price fluctuations. Looking at institutional holdings, I feel reassured; retail investors don't need to be too anxious. Short-term selling pressure is large, but in the long run, this line doesn't support a bearish narrative at all. ETH inflow has broken 300 million, indicating smart money is still positioning. If this wave can still fall further, I’ve decided to start a crazy dollar-cost averaging mode.

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WinterWarmthCat

· 01-08 06:52

Institutions are still accumulating, retail investors are still bottom-fishing, this rhythm feels a bit familiar. The selling pressure is strongest? Then it's time to buy, after all, the big players are increasing their positions. Bernstein said 200,000 in 27 years, I’ll just listen, don’t take it seriously, haha. The fear index is at 29, actually not as bad as imagined, DeFi has indeed been underperforming. Wait, Metaplanet has added so much again? Is this really just hype? Spot ETF inflows are 300 million, is Ethereum stable now? Short-term selling pressure is strong, long-term dollar-cost averaging, easy to say, can we really hold up? Layer2 upgrade costs have decreased, but still so few people are using it, what's the point? Policy hearings, more rectifications? When will SEC and CFTC unify their stance? I hear the bottom theory the most, every time they say they've found the bottom, but it just keeps falling.

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RugResistant

· 01-08 06:47

ngl, institutions buying the dip while retail panic dumps? classic playbook... watched this pattern before, always ends same way. but those bernstein targets? 150k by 2026 feels conservative imo, they're prob just being cautious for headlines. anyway, layer2 upgrades actually matter here, fees dropping changes game. just saying - analyze thoroughly before fomo'ing tho.

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GasFeeCrier

· 01-08 06:35

Institutions are bottom-fishing, retail investors are cutting losses. This routine is always the same. --- $150,000? Let's talk about surviving until 2026 first. --- RWA is declining again. This sector is really ridiculous. --- With such strong selling pressure, still dare to dollar-cost average? Isn't that a gambler's mentality? --- Metaplanet is back again, always so accurate... --- What’s the use of Layer2 upgrades? Transaction fees are still ridiculously high. --- The panic index is 29, definitely a bottom-fishing signal, everyone. --- ETH drops 3% and scares people away? Long-term holders are laughing. --- SEC and CFTC are at it again. Regulation is never-ending. --- Watching the actions of institutions, retail investors' panic is all blood. --- SocialFi is still glowing red? This sector is truly incredible.

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TokenStorm

· 01-08 06:27

Institutions are疯狂 building positions, while retail investors are panicking and dumping. What a gap... --- Short-term selling pressure hits a new high? On-chain data tells me this is exactly the window for accumulation. --- Bernstein is back to painting the rosy picture, but the neutral stance in derivatives indices is indeed a good buying opportunity. --- BTC is crashing so hard—either it's a trap to lure in buyers or institutions are absorbing the bottom. Anyway, I bet on the latter. --- Are you panicking just because ETH dropped 3.1%? Just wait until you see how much gas fees can drop after the Layer 2 upgrade. --- Fear index at 29? I see this as the final shakeout. Those ready to buy are all waiting here. --- Metaplanet has added 530 million in one go. Can the signal be more obvious? Or am I overthinking it? --- If the drop in miner fees becomes real, Layer 2 will experience a surge, but it's too early to tell now. --- Storm eye theory: the quieter it is, the more dangerous... or safer? I can't even tell myself. --- Spot ETF net inflow of $300 million in one week—how many people's dreams does that translate to?

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