#美国证监会与商品期货委员会深化数字资产监管协作 Market Insights for January 2nd: Opportunities Based on Liquidity

After a one-day New Year's holiday, market trading volume remains sluggish with little activity. Today, the market opened and the weekend trading halt continues, making this evening very critical—it's not only the first US stock trading day of 2026 but could also serve as a watershed for subsequent market trends. The US dollar index opened lower and then rose during the day; although policy factors stirred the market, their actual impact is limited. In the long term, such fluctuations are mostly noise.

The current strategy is to stay on the sidelines. Both I and traders around me are choosing to hold cash and wait. Ethereum only started to gradually rise in the afternoon, and funds are slowly flowing back, but we need to watch out for potential movements caused by European and US markets.

From a technical perspective, the key support level at 2900 has not been broken. More importantly, the 2960 level, which has been repeatedly mentioned recently—once it stabilizes above this point, there will be upward momentum to break through the 3000 mark. Therefore, the main approach in the near term is to buy on dips, as there are currently no good opportunities for shorting.

Overall, we are in a consolidation phase. For the market to improve, it will depend on the performance of the US stock market.