Recently, the market experienced a wave of upward movement, but in the past couple of days, it has entered a consolidation phase. In reality, very few market rallies can soar straight to the target, especially under the current complex circumstances. The market often follows a predictable pattern: rise → correction → rise again → correction again. According to this rhythm, there is a high probability that BTC will rebound to $100,000 by January.
However, the current bullish and bearish disagreements are indeed intense. In the past 7 days, over $1 billion has been invested in BTC spot ETFs, yet yesterday and the day before, there were sell-offs totaling around $600 million. This tug-of-war actually reflects the market’s hesitation.
From a fundamental perspective, last night’s non-farm payroll data was disappointing, indicating a cooling labor market, which is favorable for rate cut expectations. The Federal Reserve’s decision-makers are also signaling that by 2026, significant rate cuts exceeding 100 basis points will be necessary, implying that current policies are dragging down the economy. Since rate cuts have become a certainty for 2026, coupled with the stable bottom of the US stock market, on-chain data shows BTC outflows from exchanges, all pointing toward continued upward movement.
However, there will definitely be various twists along the way. From yesterday’s geopolitical risks to fluctuations in economic data, these uncertainties will make BTC’s rise full of twists and turns.
The current strategy is to patiently hold core assets like BTC, BNB, ETH, and SOL, buy on dips, and avoid chasing highs. For those who missed the initial entry, it might be wise to wait until BTC drops below $90,000 before considering building a position.
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MoonRocketTeam
· 01-11 05:57
The tug-of-war is a bit annoying this time. Even though the fundamentals are positive, there are always people dumping. This must be the certainty discount price in 2026.
100,000 yuan is not far away, but the problem is how many twists and turns we have to go through before taking off.
As soon as non-farm employment data is bad, the rate cut expectations come. I respect this logic. Now it's just a matter of who can hold on until the moment of lunar landing.
Waiting for the price to drop below 90,000 before getting in is indeed prudent, but I still don't want to miss the dividends of this boosting phase.
600 million in sell-offs versus 1 billion in buy orders—bulls still have a pretty thick health bar. As long as the track isn't burned, I remain optimistic.
Holding the core four-piece set and lying flat, right? That sounds easy, but it takes a strong heart to do it.
This round of consolidation can be seen as a gas station. After refueling, continue to charge forward. Don't let short-term fluctuations blow up your mentality.
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MissingSats
· 01-11 00:21
The term "stalemate" is used perfectly; it's the market repeatedly doing psychological construction.
Only when breaking below 90,000 do I dare to buy in; this mindset is quite steady, I respect that.
The deal of 1 billion vs 600 million feels like the bulls are holding tighter.
The signal of outflows from exchanges looks promising, indicating that big players are really accumulating.
The rate cut expectation is locked in until 2026, so it's time to hold steady.
Fools chasing the high are about to be harvested again; serves them right haha.
Buying at this position in SOL feels a bit late, but from a long-term perspective, it's okay.
The accumulation phase is actually the biggest test of human nature; those who can be patient make money, while the impatient get washed out.
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MemecoinTrader
· 01-08 06:51
ngl the 10B inflow vs 6B outflow thing is pure social arbitrage theatre... whoever controls the narrative controls the bags rn
Reply0
OnchainDetective
· 01-08 06:32
$1 billion buy-in, $600 million sell-off, the fund flow has some interesting implications
Wait, let me check the wallet addresses of this wave of ETFs... Hmm, behind the obvious tug-of-war, there might be other tricks
Re-entering after breaking the 90,000 level sounds stable, but I always feel like institutions are gearing up for something
According to on-chain data, the outflow of BTC from exchanges is indeed a strong signal, just worried about another black swan coming in the middle
The rate cut expectation is solid, but the geopolitical risks are too many, so I remain cautiously holding
I don’t think this correction is unfair; on the contrary, I feel the signs of a shakeout are very strong... Those who understand, understand
View OriginalReply0
ChainWanderingPoet
· 01-08 06:26
$100,000 is a safe bet this time; it all depends on whether we can weather this wave of turbulence.
Those waiting to buy in at $90,000, what are you still waiting for?
Let the tug-of-war continue; anyway, I won't chase the highs.
Another rate cut? The Federal Reserve is sending us some warmth.
View OriginalReply0
FarmToRiches
· 01-08 06:24
The $100,000 dream is still far away, and this round of consolidation is exhausting.
The tug-of-war is well said; right now, no one is confident.
The expectation of interest rate cuts is genuinely a positive, but there are too many twists and turns.
Sell at 90,000; I bet we'll have to wait for this price level.
Holding on is the way to go; chasing highs is really an IQ tax.
Recently, the market experienced a wave of upward movement, but in the past couple of days, it has entered a consolidation phase. In reality, very few market rallies can soar straight to the target, especially under the current complex circumstances. The market often follows a predictable pattern: rise → correction → rise again → correction again. According to this rhythm, there is a high probability that BTC will rebound to $100,000 by January.
However, the current bullish and bearish disagreements are indeed intense. In the past 7 days, over $1 billion has been invested in BTC spot ETFs, yet yesterday and the day before, there were sell-offs totaling around $600 million. This tug-of-war actually reflects the market’s hesitation.
From a fundamental perspective, last night’s non-farm payroll data was disappointing, indicating a cooling labor market, which is favorable for rate cut expectations. The Federal Reserve’s decision-makers are also signaling that by 2026, significant rate cuts exceeding 100 basis points will be necessary, implying that current policies are dragging down the economy. Since rate cuts have become a certainty for 2026, coupled with the stable bottom of the US stock market, on-chain data shows BTC outflows from exchanges, all pointing toward continued upward movement.
However, there will definitely be various twists along the way. From yesterday’s geopolitical risks to fluctuations in economic data, these uncertainties will make BTC’s rise full of twists and turns.
The current strategy is to patiently hold core assets like BTC, BNB, ETH, and SOL, buy on dips, and avoid chasing highs. For those who missed the initial entry, it might be wise to wait until BTC drops below $90,000 before considering building a position.