Crypto Breakfast ｜January 3

Bitcoin breaks through $90,000, market sentiment shifts from extreme fear to fear, and overall crypto market cap rebounds to $3.1 trillion.
Iran plans to accept cryptocurrencies as a payment method for weapons transactions to evade sanctions. Crypto is being widely adopted and used, from individuals to nations.
SEC anti-crypto commissioner Caroline Crenshaw resigns, which is positive for the regulatory environment.
Market forecast: December trading volume hits a record $18.8 billion, led by Polymarket, with an 80% chance of BTC reaching $100,000.
Aave Labs commits to sharing revenue generated outside the protocol with token holders. AAVE surges over 10% in 24 hours.
Fidelity Outlook 2026: More countries may include Bitcoin in their reserves in the future. Whether the four-year cycle will disappear remains to be seen.
7. Binance adds 4 new token monitoring tags: FLOW, ACA, D, DATA, tokens facing delisting risk.
Over the past two months, US Bitcoin spot ETF net outflows reached $4.57 billion, marking the worst performance since its launch in 2024.
9. Meme tokens in CEX are rebounding, with Pepe, Bonk, Peng, etc., up over 10%. ETH has returned to $3,100. Whether this can continue depends entirely on ETH’s performance.
10. RMB exchange rate: Offshore exceeds 6.97. Holding BTC means risking downside losses; holding U means risking RMB appreciation losses.
Dexter has gradually replaced Coinbase as the facilitator handling the most daily transactions at x402.
Ethereum’s daily trading volume hits a record 1.87 million transactions, network activity increases, but the community feels nothing.
【Bitcoin Market Analysis】 Bitcoin reclaims $90,000 but has not stabilized yet, with no volume at the bottom, seen as a weak rebound.
The market currently expects the first rate cut of the year to occur in March. Polymarket currently estimates only about a 27% chance of a rebound to $100,000 in January.
Although CEX trading volume has been at its lowest in the past 15 months, altcoins show signs of a rebound in recent days. Not strong yet; if whales want to dump, they will push prices higher to an unimaginable level before selling, otherwise it’s unlikely.
【Risk Reminder】 Digital assets are highly volatile with significant risks. Please participate cautiously, avoid full-position gambling, and refuse loans and leverage.