2026-01-01 13:23:24

Bitcoin repeatedly hovers around the $86,000 mark, having retraced over 30% from the October high. Ethereum is fluctuating narrowly around $2,930, and mainstream coins are all under pressure. This situation is actually easy to understand—by the end of the year, funding is generally tight, liquidity has dried up, amplifying volatility, and ETF funds are also gradually flowing out.

Interestingly, long-term bullish players like MicroStrategy are actually increasing their holdings, and institutional attitudes are quite polarized. Optimistic voices say BTC could surge to $150,000-$250,000 by the end of the year, while cautious analysts warn that prices could dip toward $56,000, and some even propose an extreme target of $10,000.

Looking ahead, if policies like the 《CLARITY Act》 are actually implemented and a clear regulatory framework is established by 2026, it could become a key turning point for the market. The current strategy? Keep an eye on BTC’s support level at $86,000 and ETH’s $2,900 threshold. In this low-volatility stalemate, controlling your position and waiting for changes is much smarter than rushing to make moves.

BTC-1,04%

ETH-0,39%

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FlashLoanLarry

· 01-04 13:10

ngl, liquidity depth's absolutely cooked rn... watching institutions front-run the ETF outflows while microstrategy keeps accumulating is basically a masterclass in opportunity cost analysis. the 8.6k support thesis is solid but that 1 wei extreme case? smh, people really be extrapolating tail risks without understanding capital utilization mechanics.

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BTCBeliefStation

· 01-04 09:47

Tight liquidity is just an excuse; true bulls have already been positioned long ago. MicroStrategy is still buying, indicating that big players are well aware. End-of-year volatility is nothing unusual; why panic? The real highlight is the implementation of the CLARITY Act; everything else is just a transitional game. Holding on to 86,000; if it breaks, it breaks. Anyway, I've already adjusted my position.

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MEVvictim

· 01-01 13:53

With liquidity so tight at the end of the year, watching BTC fluctuate around 87,000 is really hard to bear. The attitude of these institutions is also unbelievable—one increases holdings, another runs away. Who's right? Waiting for the CLARITY Act to be implemented? That will be in 2026. It's safer not to make any reckless moves for now.

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GasFeeSurvivor

· 01-01 13:51

Wait, is MicroStrategy still increasing its holdings? These institutions are really rich and reckless. Meanwhile, retail investors like us are trying to buy the dip and save ourselves.

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DuskSurfer

· 01-01 13:47

MicroStrategy is still buying, and I wonder what these institutions are really looking at... It feels like this move is just a shakeout; only when real funds appear at the bottom will they come back.

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SillyWhale