Cryptodaybook Americas: Bitcoin whipse as a risk asset

James Van Straten (all time unless it is shown)

The past 24 hours has been the busiest for many years in the encryption industry, reflected in the Bitcoin (BTC) price on Thursday, and has flipped 2 % to 3 % several times in a few minutes. Nevertheless, it managed to exceed the psychological $ 100,000 level, now about $ 105,000.

Trump's rhetoric continues to support the weakening of dollars that support risk assets such as cryptocurrency. DXY index, which is a US currency scale on the basket of major trade partners, has been a pleasant boost for risk -on assets since December 17th. The US bond yield and WTI crude oil are also heading down, and the oil is less than $ 75 per barrel, the lowest in two weeks.

On the other side of the world, the Bank of Japan (BOJ) made a promise with another interest, raising the highest policy rate to 0.50 % over 16 years. It was the fastest since January 2023, following a very hot inflation, with 3.6 % headline inflation since the previous year. The problem is whether to get the second repetition of the circular trade that occurred last August. I understand the time. Keep an alert!

What to look at

Cipher:

January 25: The first deadline for the proposal of the four spots Solana ETF: Bitwise Solana ETF, 21Shares Core Solana ETF, Vaneck Solana Trust, all of them GE is a sponsor.

January 29: Ice Open Network (Ion) Mainnet started.

February 4: MicroStrategy Inc. (MSTR) Q4 2024 Revenue Report.

February 4: Pepecoin (Pepe) Halving. In block 400,000, rewards are reduced to 31,250 Pepecoin.

February 5th 3:00 pm: Holrenitene Hard Fork Network of Boba Network on Ethereum based on Ethereum -based L2 Mainnet.

Macro

January 24, 4:00 am: S & P Global Releases January 2025 EUROZONE HCOB Purchasing Managers' Index report.

Complex PMI EST. 49.7 to before. 49.6.

Manufacturing PMI EST. 45.3 to before. 45.1.

Service PMI EST. 51.5 to before. 51.6.

January 24, 4:30 am: S & P GLOBAL RELEASES January 2025 The UK Purchased Manager Index (Flash) report.

Complex PMI EST. 50 to before. 50.4.

Manufacturing PMI EST. 47 to before. 47.

Service PMI EST. 50.9 to before. 51.1.

January 24, 9:45 am: S & P Global Release report in the United States Purchase Manager Index (Flash) report in January 2025.

Complex PMI Prev. 55.4.

Manufacturing PMI EST. 49.6 to before. 49.4.

Service PMI EST. 56.5 to before. 56.8.

January 24, 10 am: Michigan University will release US consumer centement data in January.

Index of consumer sentiment (final) EST. 73.2 to before. 74.

Token event

Governance voting and phone

FRAX DAO discusses $ 5 million in investing in World Liberty Financial (WLFI), a cryptographic project supported by President Donald Trump's family.

January 24: ARBITRUM BOLD's activation voting deadline. Bold allows everyone to participate in verification and defend from malicious claims to the ARBITRUM chain.

January 24: Hedera (HBAR) holds a community call at 11 am

Cancel the lock

January 31: Optimism (OP) to unlock 2.32 % of distribution supply equivalent to $ 5.29 million.

January 31: Jupiter (JUP) will unlock 41.5 % of distribution supply equivalent to $ 626 million.

meeting:

Day 12: Swiss Web3Fest Winter Edition 2025 (ZUG, Zurich, St. Moritz, Davos)

Day 5: World Economic Forum Annual Meeting (Davos Crosars, Switzerland)

Day 2: Adopted Bitcoin (South Africa, Cape Town)

January 25-26: Catstanbul 2025 (Istanbul). Jupiter's first community conference, distributed Exchange (DEX) aggior built in Solana.

January 30, 12:30 pm to 5:00 pm: International debt from 2025 (online)

January 30-31: Plan B Forum (Salvador, El Salvador)

January 30th to February 4: Satoshi Round Table (Dubai)

February 3: Digital asset forum (London)

February 5-6: The 14th Global Blockchain Conference (Dubai)

February 6: ONDO SUMMIT 2025 (New York).

February 7: SOLANA APEX (Mexico City)

February 13-14: 4th edition of NFT Paris.

February 18-20: Consensus Hong Kong

February 19: Sui Connect: Hong Kong

February 23 to March 2: ETHDENVER 2025 (Denver)

February 25: Hedelacon 2025 (Denver)

Talk talk

By Shaurya Malwa

FARTSTRATIATE (FSTR) DAO, a newly diversified distributed autonomous organization, invests user funds in Fartcoin.

DAO uses the borrowed sol to get the token, providing the opportunity for investors to be exposed to prices via FSTR.

If FSTR is less than FartCoin backing, the token holder can vote for the dissolution of DAO, set unpaid debt, and exchange FartCoin in proportion.

Vine Memecoin jumped to a market capitalization of $ 200 million within 48 hours after issuance.

It was released in the Solana blockchain by RUS YUSUPOV, one of the co -founders of the original VINE app, and was introduced as a nostalgic tribute to the platform with the same name known for 6 seconds of loop video. Vine was an important cultural phenomenon before closing in 2017.

Since Yusupov and Technocrat Elon Musk have expressed their interest in their return, recent debate has been discussed on the possibility of reviving the app.

Derivative position

TRX is leading the growth of the future open interest in the main coins.

Major funding is less than 10 % a year. This is a record -high sign that the market is overly speculating, despite the record high of Trump's optimism on optimism.

The screws of the BTC and ETH calls are solidified, and the blockflow is characterized by a complete long in a higher strike BTC call, a bullcole spreads on ETH, and a strike contains a 5k $ 5k and $ 6k call.

Market movement:

BTC increased by 2 % from 4:00 pm on Thursday to $ 105,450.57 (24 hours: +3.43 %)

ETH has increased by 4.96 % for $ 3,409.62 (24 hours: +6.18 %)

Coindesk 20 increased by 2.4 % to 3,988.16 (24 hours: +4.79 %)

CESR Composite Stekin Great has risen by 3.16 % from 1 BP

BTC's funding is 0.0069 % in vinance (7.58 % per year).

DXY has decreased by 0.48 % at 107.53

Gold increased by 0.68 % to $ 2,775.28/oz

Silver rises by 1.21 % to $ 30.86/oz

Nikkei 225 was not changed at 39,931.98

Hang Seng is closed +1.86 % to 20,066.19

FTSE has decreased 0.33 % at 8,537.12

EURO STOXX 50 has increased 0.73 % at 5,255.47

DJIA was closed on Thursday, and 0.92 % became 44,565.07.

6,118.71 S & P 500 Close +0.53

NASDAQ closed 0.22 % at 20,053.68

S & P/TSX Composite Index is 0.48 % closed +0.48 % at 25,434.08.

S & P 40 Latin America closed 0.57 % at 2,310.35

The US 10 -year -old Finance decreased by 13 BPS at 4.64 %

E-mini S & P 500 futures have decreased by 0.13 % at 6,143.75.

E-mini nasdaq-100 futures have decreased by 0.56 % at 22,005.50

E-mini downz Jones industrial AVERAGE INDEX FUTURES has not been changed at 44,709.00

Bitcoin statistics:

BTC dominance: 58.51 (-0.11 %)

Ethereum vs. bitcoin ratio: 0.032 (0.68 %)

Hash rate (7 -day moving average): 784 EH/S

Hash Pris (spot): $ 61.0

Total fee: 6.8 BTC/ $ 104,070

CME futures Open interest: 191,645

BTC that is priced by gold: 38.1 OZ

BTC vs. Gold Market capitalization: 10.83 %

Technical analysis

The ether seems to be chalking out of the falling wedge pattern, which is characterized by the two convergence trend lines, indicating a series of low maximum and low low.

The convergence of the trend line indicates that the seller has lost the grip slowly.

Breakout is said to represent a bullish tendency.

Cryptographic stock

MicroStrategy (MSTR) was closed for $ 373.12 (-1.11 %) on Thursday and increased by $ 382.62 in front of the market.

Coinbase Global (Coin) is closed for $ 296.01 (+0.05 %), increased by 2.16 % and is $ 302.39 in the market market.

Galaxy Digital Holdings (GLXY): Closed at C $ 33.94 (+3.44 %)

Mara Holdings (MARA): It is closed for $ 19.95 (+1.32 %), increased by 1.8 % to $ 20.31 in front of the market.

Riot Platforms (RIOT) was closed at $ 12.99 (-1.14 %) and increased 2.62 % for $ 13.33 in front of the market.

Core Scientific (CORZ) was closed for $ 16.34 (+2.32 %) and increased 1.04 % in the $ 16.51 in front of the market.

CleansPark (CLSK): It is closed at $ 11.41 (+2.42 %) and increased by 2.19 % to $ 11.67 in front of the market.

Coinshares VALKYRIE BITCOIN MINERS ETF (WGMI): It was closed for $ 25.65 (+0.47 %) and increased 1.75 % in $ 26.10 in front of the market.

Semler Scientific (SMLR) was closed at $ 61.15 (-1.55 %) and decreased by 10.89 % by $ 54.49 in front of the market.

EXODUS Movement (EXOD): It was closed for $ 44 (+7.32 %) and increased 0.75 % for $ 44.33 in front of the market.

ETF flow

Spot BTCETFS:

Daily internet flow: $ 188.7 million

Cumulative flow rate: $ 39.42 billion

Total BTC owned by 1169 million.

Spot ETH ETF

Daily net flow: $ 149 million

Cumulative net flow: $ 27.9 billion

Total ETH owned to 3.663 million.

Source: Farside Investors

Overnight

The chart of the day

The market capitalization of the USDT, a stubcoin covered by the world's largest dollar, has become about $ 138 billion.

USDC supply is increasing, this week has been the highest since September 2022, rising to nearly $ 52 billion.

While you are sleeping

The Bank of Japan has stabilized around $ 104,000 since the Bank of Japan provided COINDESK. Bitcoin has been stable over $ 104,000 in early Asian hours on Friday.

Trump issues a cryptographic order to open a US digital asset path (coindesk). President Trump instructed the creation of digital asset frameworks, banned the development of CBDC, examined the National Digital Asset Protection, and issued a parent Crypto Presidential Ordinance.

Vitalik Buterin is looking for an ether as a part of the network scaling plan (coindesk). On Thursday, Vitalik Buterin, a co -founder of Ethereum, has outline the strategy to enhance the value of ether, including use as collateral, implementing charges, and using it as implementation. An increase in temporary transaction data called Blobs.

Japan raises the rate and ends the end of the rock bottom borrowing cost (Bloomberg): The Bank of Japan has raised 25 % on Friday by 0.5 %, increased the maximum in 17 years, strengthening the yen, and strengthening the 10 -year bond yield. Learned up to 1.23 %.

The most expensive US stock: S & P 500 shares have been a record rating compared to bonds after Dotcom Era (Financial Times), which has been negative for the first time since 2002 and caused by the soaring demand of dominant high -tech companies. It was.

Trump 2.0 has been going well for China so far. Can the honeymoon last long? (CNN): In an interview on Thursday, President Trump suggested that duties could be “tremendous power”, but that transactions could avoid more severe measures. Beijing welcomed the negotiations while enduring future tension and welcomed the grace.

With ether