2026-01-14 00:40:24

#密码资产动态追踪 Today’s market outlook —

BTC leads the rally, with the entire altcoin camp following suit. Contract fee rates have already turned negative, indicating that the rebound in the bear market might really be happening. Recently, the market’s main topics focus on two areas: privacy ecosystems and various Chinese-themed meme coins.

On the macro front, US stocks are falling, geopolitical risks are rising (the probability of US military action against Iran before March is estimated to be over 70%), but silver is hitting new highs. These factors are all stirring up overall market sentiment.

Looking closely at a few hot sectors:

The recent moves in privacy coins are quite interesting. Monero (XMR) has hit a new high, and DASH is also starting to follow suit with a rally, showing that the privacy sector’s heat is clearly picking up. ETH performed remarkably well, with the ETH/BTC exchange rate strengthening, and PEPE among meme coins is also attracting funds.

On the public chain side, IP projects are surging, driven by Korean project teams deliberately delaying large unlocks to squeeze the market. Short-selling fees have soared to -30%, and such extreme rates tend to attract long positions.

Football fan coins like CHZ continue to rise. Considering the World Cup in June 2026, there’s usually hype about it six months in advance, so this logic makes sense.

Another phenomenon worth noting is the frenzy around Chinese meme coins. Some dark horse meme coins are doubling multiple times in a row, even making it onto the Alpha section of a major exchange. There are white whales on the Solana chain and dark horses on the BSC chain. Now, in the Year of the Horse, the market is speculating whether these dark horse projects are similar to internal projects like PALU, which might gradually list spot trading. By the way, XDOG on a certain public chain has also doubled several times, likely due to the spillover effect of Chinese meme coin funds.

Overall, the market’s hot money is searching for new main lines of speculation. Privacy, public chains, and meme coins are the three main themes at this stage.

BTC3,14%

DASH32,98%

ETH6,56%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

11 Likes

Reward
11
5
Repost
Share

Comment

0/400

FrogInTheWell

· 5h ago

Fee rate turning negative is really interesting now, gotta catch up with the rhythm quickly. I've been watching privacy coins for a while, Monero's recent rally is just the beginning. Chinese memes are so crazy that you really need to be cautious, easy to get caught. A 30% fee for shorting is really awesome, this is a squeeze caused by short covering. I think CHZ is still far from 2026, promoting it half a year early is indeed a bit forced. White whales and dark horses are taking turns, but don't forget the tricks of harvesting the leeks never change. The Year of the Horse effect is real, but don't be scared by domestic coins like PALU. The strengthening of ETH/BTC is still a sign that has some substance. The meme spillover effect is well explained; funds always need a place to go, right? How long this rebound can last is the key, don't celebrate too early.

View OriginalReply0

ZKProofEnthusiast

· 5h ago

Fee rate turning negative is a signal that funds are starting to step in. The rise of privacy coins this time is indeed quite interesting. XMR hitting a new high, DASH following suit, it feels like the privacy track is really about to take off. I believe in the logic of CHZ; pre-emptively trading the World Cup market is quite reasonable, just worried about being hammered again. The Chinese meme group of dark horses all seem to be internal trading, moving quite quickly. ETH/BTC strengthening, finally some hope to look forward to. The -30% fee rate on public chains is a bit crazy; Korean project teams are really ruthless with this move. PEPE is attracting money, but meme coins are all about betting on the atmosphere, be careful of becoming the bagholder.

View OriginalReply0

NFTFreezer

· 5h ago

Are the fee rates turning negative? How long can this rebound last? I have a feeling it might crash again. Hey, XMR is hitting a new high. Privacy coins are really taking off this time. Meme coins are so crazy, but you still have to be careful. The last ones to buy in are truly speechless. CHZ is pumping for the World Cup. This logic is used every year, but it really works. Chinese meme frenzy, with whales and black horses taking turns. It feels like someone is about to get deeply trapped again. Over in Korea—30% fee rate? Is this a short squeeze or just courting disaster?

View OriginalReply0

LoneValidator

· 5h ago

Leverage turning negative is indeed interesting, but it always feels like a signal to cut losses. Constantly shouting about rebounds, but what’s the result? I don’t understand privacy coins. XMR has hit a new high, and people still want to chase? It feels like a trap. I really don’t get how Chinese meme coins double in value. Who came up with this logic? Will it really rise in the Year of the Horse? US stocks are falling, silver hitting new highs, geopolitical risks rising... How do these negatives turn into positives? The market feels more and more surreal. I saw XDOG multiply several times, but I decided to pass. I’d rather have stable returns than get caught in a trap.

View OriginalReply0

SignatureDenied

· 6h ago

The wave of turning rates negative is indeed interesting, it feels like a real brewing rebound market. Chinese meme coins are starting to party again, every time they double in value, they attract a bunch of people to enter the market. Why do I still keep learning? -30% shorting rate is outrageous; in such extreme situations, bullish funds do tend to flock in. This time, the rebound of privacy coins feels different. XMR has hit new highs, and DASH is catching up. Wait, I didn't expect the CHZ logic—they even started hype for the World Cup half a year in advance. Capital really knows how to play. The meme coin craze in the Year of the Horse is so high; it seems many are aiming at the potential of internal trading. BTC leading the rally, with altcoins just following suit—this logic has been played out many times. When will it end? Honestly, the rising geopolitical risks are somewhat suppressing the market. US stocks are still falling, so what are the hot money still speculating on? PEPE is attracting funds; the lifecycle of meme coins is really getting shorter. To make quick money, you still need to be fast. Looking at this analysis, privacy, public chains, and meme coins are all exerting force. It feels like another new round of rotation is about to begin.

View OriginalReply0