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Analyst Tom Lee recently adjusted his prediction for Bitcoin's all-time high, reducing the original target from $250,000 to "a chance to reach a new high." He emphasized that Bitcoin's gains are concentrated within a few trading days, and the market is currently facing policy volatility. Investors should focus on key moments rather than merely chasing historical highs.

The prediction market is experiencing a liquidity crisis, especially in short-term contracts such as the Japanese Yen trend forecast, where funds are scarce. Short-term market liquidity is insufficient, while the long-term market absorbs more capital, indicating that institutions place greater emphasis on certainty. The market's divergence reflects the different needs of participants, and the rise of geopolitical contracts offers new opportunities. In summary, the maturity of the prediction market requires a reevaluation of liquidity and investment strategies.

VanEck's report predicts that the price of Bitcoin could surpass $2.9 million by 2050, primarily based on the assumption that it will become an important asset in global financial infrastructure. The report emphasizes that Bitcoin's long-term value growth depends on its role in global trade settlement and central bank reserve allocations, but regulatory and infrastructural improvements are still needed. Despite the long-term potential forecast, volatility remains high at 40% to 70%. The market needs to reassess Bitcoin's function as a risk hedging tool in asset allocation.

Bitcoin is currently priced at approximately $89,940, with market attention focused on US government policies. Ark Invest founder Cathie Wood predicts that the Trump administration will actively purchase Bitcoin to strengthen the national strategic reserve, which could become the first time an economy incorporates cryptocurrency into its treasury. Trump's support for cryptocurrencies is related to his political considerations, and the government has already initiated relevant policies such as tax incentives and stablecoin regulation, indicating that the collaboration between the industry and the government is deepening.

The Bank of Japan is about to raise interest rates, with market expectations reaching 98%. Historically, interest rate hikes in the yen have had limited impact on Bitcoin, and Bitcoin has often risen during rate hike periods. The Christmas season's influence is also positive, providing opportunities for long-term investors. In the future, new opportunities in the crypto market will come from increased liquidity and technological innovation, so there's no need to overly focus on the short-term effects of interest rate hikes.

The investment mindset in the cryptocurrency market is shifting, with the sentiment index rebounding from "Fear" to "Greed," marking the first appearance of a bullish trend. Bitcoin's recent price recovery has boosted market confidence, but whether it can sustain high levels in the future remains to be seen. The index's fluctuations will become a key indicator for the market moving forward.

The cryptocurrency market has recently rebounded strongly, with Bitcoin breaking through $94,500, triggering a collective short squeeze with liquidation amounts exceeding $685 million. The reasons for the market rebound include a natural bounce after overselling and retail investors reallocating funds. Moving forward, the market will focus on whether Bitcoin can hold steady above $94,500, which will influence the future trend.

The 2025 crypto market experiences significant changes, revealing multiple lies and truths. Spot ETFs become the market baseline, airdrop strategies need adjustment, fee switches are not the solution to driving up coin prices, stablecoins become mainstream but the essence of trading remains unchanged, and the issue of DeFi concentration needs urgent resolution. The market truth is that trading dominates; the HODL culture is dead, and it is essential to understand the importance of liquidity and trading opportunities.

Wintermute's market analysis shows that the cryptocurrency market is undergoing a structural shift, with capital concentrated in a few leading assets. Bitcoin and Ethereum have strong liquidity, and the cycle of altcoin rallies has shortened. Institutional funds dominate the market, changing capital flows and trading strategies. Looking ahead, the market will become more segmented and institutionalized.

The global investment environment in 2026 is expected to be clearer, with institutional investors focusing on fields such as artificial intelligence and blockchain, supported by stable macroeconomic conditions and policies. Gold has rebounded as a major monetary asset, valuations of commercial development companies have increased, and opportunities in India and emerging markets continue to grow. Although there are many market opportunities, investors should remain cautious and make decisions based on their risk tolerance.

Investors jump in because leverage can amplify returns, but they often suffer significant losses due to psychological expectations. Five-year BTC dollar-cost averaging data shows that the additional gains from high leverage are minimal, but the risks increase exponentially, especially during bear markets. The returns and risks of 1x spot trading are the lowest, making it the most suitable for long-term investors. The real winners are those who can persevere, not those who blindly pursue leverage. Choosing the right leverage can better maintain psychological stability.

This week's Bank of Japan interest rate decision will impact global capital markets, with a 97% probability of a rate hike. Analysts believe that the rate hike will end the "cheap financing era," leading to a crisis in yen arbitrage trading and potentially triggering a significant sell-off of risk assets, including Bitcoin. Historical data shows that Bitcoin has declined multiple times after the Bank of Japan's rate hikes, and the market faces the risk of retesting $70,000. However, some analysts believe that this rate hike could present long-term opportunities, with capital flows potentially shifting toward cryptocurrencies. The market's future direction will depend on the response of global liquidity.

The recent cryptocurrency market performance has been independent of the US stock market, with Bitcoin and Ethereum rebounding significantly due to US CPI data coming in below expectations, reducing inflation pressure expectations. The US stock market declined due to geopolitical risks and technical corrections, reflecting market self-adjustment. Market focus shifts to upcoming PPI data releases and Federal Reserve policy statements, which could trigger new volatility. Amidst uncertainty, investors should seize opportunities for strategic positioning and pay attention to changes in economic and geopolitical situations.

The Ethereum community has recently experienced a sense of division, with debates over technical depth and development coexist, reflecting deep differences in understanding core principles. Ethereum does not aim solely for maximum efficiency, but instead pursues system stability and trustworthiness. Its design for decentralization and anti-censorship ensures the system can operate normally in untrusted environments. The continuous growth of stakers indicates the community's recognition of its long-term value. All these reveal Ethereum's core spirit and its long-term considerations in the face of short-term doubts.

Standard Chartered Bank is optimistic about Ethereum, predicting that 2026 will be the "Year of Ethereum" with a target price of $7,500. Although the current price is still below the target, Ethereum's structural advantages and the active stablecoin market support its growth. The trend of the US dollar will influence the performance of the crypto market. Standard Chartered forecasts Ethereum to reach $40,000 by the end of 2030, indicating a bullish outlook on Ethereum's future.