OSL trading moment: With regulatory clarity and institutional investment continuing to increase, the crypto industry is expected to see strong growth in 2025

1. Market observation

Keywords: ETH, XRP, BTC

From regulation to the market, Bitcoin is ushering in multiple benefits. In terms of regulation, U.S. SEC Chairman Gary Gensler made it clear that Bitcoin and Ethereum have never been classified as securities, providing the market with important regulatory clarity. At the policy level, Bitcoin advocate Anthony Pompliano has provided advice to President-elect Trump on the long-term economic benefits of Bitcoin.

Institutional investment continues to increase, with Semler Scientific purchasing $23 million in Bitcoin, and Italy's largest bank Intesa Sanpaolo SpA also entered the market for the first time, purchasing approximately 1 million euros. Although JPMorgan Chase CEO Jamie Dimon remains skeptical, analysts at the bank believe that the success of Bitcoin ETFs will be difficult to replicate by Solana and XRP.

In terms of market expectations, analyst MadWhale remains bullish, having previously accurately predicted a price of $89,000. Geoffrey Kendrick of Standard Chartered Bank said that Bitcoin falling below $90,000 would be an "excellent" buying opportunity. It is worth noting that despite price fluctuations, Bitcoin's overall volatility has remained relatively low, and the "real market value" of short-term holders is still growing, indicating that market fundamentals are solid.

In terms of industry development, Bitcoin Magazine’s popular education work in Japan is progressing, with the goal of covering one million users. At the same time, Bitwise Chief Information Officer Matt Hougan emphasized that enterprise adoption trends are improving. Taken together, the cryptocurrency industry is expected to see strong growth in 2025.

2. Key data (as of January 15, 10:28 HKT)

• S&P 500: 5,842.91 points (-0.66% during the year)

• Nasdaq: 19,044.39 points (-1.38% during the year)

• 10-year U.S. Treasury yield: 4.769% (+19.30 basis points during the year)

• US dollar index: 109.26 (+0.72% during the year)

• Bitcoin: $96,958 (+3.79% for the year), with daily spot trading volume of $19.37 billion

• Ethereum: $3,300.76 (-1.31% for the year), with daily spot trading volume of $1.15 billion

3.ETF flow direction (EST on January 14)

• Bitcoin ETF: +$9.65 million

• Ethereum ETF: +$1.15 million

4. Important dates (Hong Kong time)

Producer price index month-on-month (21:30 pm on January 14)

• Actual: 0.2% / Previous: 0.4% / Expected: 0.3%

Core inflation rate year-on-year (21:30 pm on January 15)

• Actual: To be announced / Previous value: 4.2% / Expected: 4.2%

Inflation rate year-on-year (21:30 pm on January 15)

• Actual: To be announced / Previous value: 2.7% / Expected: 2.8%

Retail sales year-on-year (21:30 pm on January 16)

• Actual: To be announced / Previous value: 0.7% / Expected: 0.5%

5. Hot news

Story added a new airdrop page domain name, but the page is still not open.

Solana application Q4 revenue leads the industry, reaching $751 million

Yonhap News Agency: South Korean authorities arrest South Korean President Yoon Seok-yue

Derive, the on-chain options protocol, has opened its airdrop inquiry page

Spark Protocol will allocate $1.1 billion to Ethena’s USDe and sUSDe tokens

U.S. SEC Chairman: The SEC has never declared that Bitcoin and Ethereum are securities

Coinbase adds Toshi (TOSHI) to currency listing roadmap

OpenAI appoints BlackRock executive Adebayo Ogunlesi to board of directors

Coinbase International Station will launch Sonic (S) perpetual contract

Genius Group announces $33 million rights issue to increase Bitcoin reserves

Avalon Labs has opened airdrop registration for its governance token AVL

The TON Foundation appoints Manuel Stotz as its new president, with a new strategic focus on growth in the US market

CEO of Italian bank Intesa Sanpaolo: The bank’s purchase of Bitcoin was a test and I do not personally hold Bitcoin.

BLOCKLORDS launches AI Agent: Elisa Revard for the first time, bringing new strategic challenges

El Salvador’s president plans to install a Bitcoin node in every home in the country

The popularity of Xiaohongshu concept Meme coin is rising, and the market value of momo is now US$7.29 million

Star: Crypto and AI will become the two industries with the best business technology development in the world in the next ten years

The AIOS Foundation announced the destruction of 66.61% of tokens, and AIOS surged 150% in a short period of time

Italian bank Intesa Sanpaolo buys 11 BTC for around €1 million

Google searches for “RedNote” rise in the United States, and TikTok users flock to Xiaohongshu

People familiar with the matter: China considers selling TikTok’s US business to Musk as an option to deal with the ban

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