2026-01-02 09:20:12

Recently, two signals in the crypto market are worth paying attention to. On the macro front, 48 countries have successively started collecting cryptocurrency tax data, and regulatory frameworks are becoming clearer. Meanwhile, some traditional financial institutions are also taking action—recently, a large asset management firm submitted an application for a Bittensor Trust ETF, and AI-themed assets are attracting traditional capital. El Salvador combining Bitcoin with AI as a national strategy further consolidates BTC's status as a sovereign asset.

Looking at on-chain data, Ethereum has formed a heavy accumulation peak between $2920 and $3020, which is a strong support level. Once it breaks through $3100, it will trigger approximately $629 million in short liquidations, so leverage should be approached with caution. Additionally, the RWA track within the Solana ecosystem has recently grown by nearly 10%, with funds flowing into assets with actual yields. This signal remains quite clear.

Regarding market sentiment, the probability of reaching $100,000 on prediction platforms in one month has slightly declined, but whales continue to accumulate USDC, indicating that large funds are still buying. However, it’s worth noting that EVM wallet thefts happen from time to time, so the security risks in DeFi should not be overlooked.

Overall, regulatory positive signals and on-chain chip accumulation are resonating, and the market is building momentum. There may be short-term volatility, but Ethereum could be the leader in the next altcoin season.

TAO7,62%

BTC2,43%

ETH4,27%

SOL4,67%

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FlatlineTrader

· 7h ago

Whales are all building positions in USDC, I watch their wallets, and I feel itchy... --- Clearer regulatory framework actually brings some reassurance? Something's off... --- ETH's position really seems stuck; a breakout above 3100 might trigger a surge? Stay on the sidelines for now. --- Is RWA picking up? Need to check what’s happening in the Solana ecosystem again. --- I'm not worried about the probability of a $100,000 drop, but I am afraid of EVM wallets being hacked one after another... --- Salvador's move is quite bold; making BTC a national strategic asset is also a new form of empowerment. --- Whales are still buying, which means big events haven't happened yet, but I still fear being caught at a high. --- Is Ethereum leading the altcoin season? That's too optimistic; such matters in the crypto world can't be relied upon. --- The clearer the regulations, the more uneasy I feel; I can't see the tricks behind it anymore. --- Building positions in USDC... What are they betting on? Something feels off.

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BlockchainArchaeologist

· 7h ago

Whales are building positions in USDC, this is a real gold signal. Wait, is the 100,000-dollar drop probability really serious? I think the bears still want to dump. The recent rise in Solana RWA is pretty good; actual gains are the real deal. ETH breaking through 3100 probably means those leveraged positions will be liquidated directly. Playing with contracts is risky. Clear regulations make the outlook more optimistic; it's much better than a black box.

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FUD_Whisperer

· 8h ago

Whales are building positions, but the probability of ten thousand dollars decreases? This logic doesn't quite hold up. --- RWA quietly increased by 10%. Does no one notice, or are they all betting on BTC? --- Breaking through 3100 ETH will liquidate 629 million. Will it break out this time? --- A clear regulatory framework is a good thing, but... the tax part might be a trap. --- Wallets are being hacked every day, and there are still true warriors going naked in DeFi. --- The story of AI + BTC is well told, but can El Salvador's approach be replicated? --- Ethereum as the leader? Is it really its turn in the altcoin season? It's a bit uncertain. --- Does building a position in USDC really indicate big funds are bullish? Maybe they’re just stacking elsewhere. --- Bittensor Trust ETF attracts traditional funds as soon as it launches, a new way to harvest profits. --- Short-term volatility is just a polite way of saying it’s unpredictable.

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Degentleman

· 8h ago

Whales are all buying USDC, I have to keep up too, or I'll regret it when the altcoin season comes again. Clear regulations are actually good, so we don't have to be anxious all the time. When ETH breaks above 3100, we need to be careful of leveraged liquidations. Solana's RWA segment is indeed attracting funds; having real returns makes a big difference. EVM wallets are being hacked every day, I even write my private keys in a small notebook. Ethereum leading the way? Just wait and see, I don't have much idle money anyway, so I'll accumulate slowly.

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ConsensusDissenter

· 8h ago

Whales are still疯狂扫货, is this really true this time The regulatory framework has become clearer, but we should be more cautious. Isn't the lesson from history enough? ETH's pile of chips... wait, a 600 million short position liquidation? Isn't that a ticking time bomb? Why isn't anyone buying the Solana RWA up 10%? Real returns are the true king. Hash power arms race, regulatory crackdown, wallets still being hacked—can the copycat season come, bro? Big funds are building positions, and us retail investors are just waiting to be harvested.

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LiquidationTherapist

· 8h ago

Whales are building positions in USDC. This guy probably doesn't want to be liquidated again. --- Is the 3100 level really that critical? Feels like there's a new peak of chips every day. --- El Salvador is doing BTC+AI, which is impressive. But what are we retail investors doing? --- RWA only increased by 10%? That can be considered a signal? --- Stop thinking about the clone season. Let's get through this safety check first. --- With clearer regulation, it feels like the prelude to a wipeout. --- Ethereum leading the clone season, how long will that take? --- Big funds are still buying, but retail investors' money is already gone. --- The 2.91 billion short position was liquidated. Where does this number come from? Really? --- If we don't mention security issues, no one cares about DeFi, right?

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rugpull_ptsd

· 8h ago

Whales are still aggressively buying USDC to build positions, and my broken wallet only has a couple of coins... But the ETH support level really needs to be watched. Once it breaks through, that 600 million liquidation will definitely cut into the韭菜. Altcoin season? Please, I can't believe that nonsense anymore... Sovereign assets, ETFs, RWA... sound great, but if the wallet gets hacked, it's all over. Big funds are playing, so let's first keep the keys safe. Clear regulation might actually make us less confident—doesn't that seem contradictory? Salvador's BTC national strategy sounds impressive, but when it comes to actually using it, everything becomes useless.

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