January 6, 2026 Daily Report

These days, both the US stock market and BTC are rebounding nicely. The main reason is that US actions against Venezuela have stimulated the entire risk market, triggering a wave of rallies. Now, it remains to be seen whether this upward trend can continue.

Yesterday, US stock futures started rising when Asian markets opened, and after the US stock market officially opened in the evening, it continued to climb. This indicates that investors in the US and Europe see this as good news.

Because if Venezuela's oil can flow smoothly, it could help reduce global inflation. Not to mention, the US also plans to cooperate with Venezuela on gold and rare earth mineral development. All these can bring tangible economic benefits.

However, although BTC prices rebounded well, trading volume did not significantly increase. This suggests that the rally is not driven by large capital inflows; liquidity remains a bottleneck in the crypto market.

The market focus in 2026 still centers on the Federal Reserve's monetary policy, and the key to this policy depends on Trump.

On-chain data shows that BTC price increases are causing the turnover rate to continue rising, but trading volume has not changed much.

Currently, the main selling pressure comes from short-term profit-taking. Early holders remain quite stable, with healthy distribution of holdings, and little selling pressure.

On the altcoin front, Binance finally launched new spot trading after 40 days, indicating that the market may be gradually warming up.

Institutionally, MicroStrategy (MSTR) increased its BTC holdings last week by purchasing 1,287 BTC at a price of 90,316 USD each.

They now hold a total of 673,783 BTC, with an average cost of 75,026 USD, and an unrealized profit of 11.975 billion USD.

The Trump family’s US Bitcoin account also spent 30 million USD to buy 329 BTC. They now hold a total of 5,427 BTC.

On Ethereum, MicroStrategy (BMNR) bought only 32,000 ETH last week, far less than the 102,000, 98,000, and 44,000 ETH bought in previous weeks.

They now hold a total of 4,143,502 ETH, with an average cost of 3,867 USD, and an unrealized loss of 2.983 billion USD.

The transfer volume of stablecoins on Ethereum broke through 80 trillion USD in a single quarter in Q4, setting a new record.

Currently, this growth has not spilled over into Layer 2 networks; all activity is concentrated on the Ethereum mainnet, indicating that Ethereum’s mainnet remains the only consensus.

Upcoming key events to watch: At the CES electronics show, global tech giants will showcase new gadgets such as AI chips, robots, and smart devices, with a focus on AI hardware applications, which could boost the market.

On Friday, the US will release the latest non-farm payrolls and unemployment rate data, likely meeting or slightly exceeding market expectations.

Another major event is Trump announcing the new Federal Reserve Chair candidate.

An official announcement could come as early as January, which will directly influence market expectations for the Fed’s future pace.