#美国消费者物价指数发布在即 【Last two weeks of January, the crypto market may see a turning point】

There are a few recent developments in the market worth considering, not necessarily waiting for technical signals.

First, regarding regulation—The Senate Agriculture Committee is scheduled to formally review the "Cryptocurrency Market Structure Act" on January 27. The committee chairman's stance is very firm: "This industry can't be delayed any longer." If the bill passes, the regulatory vacuum that has troubled the market for years may come to an end, and large institutional funds will face fewer obstacles to entering.

Next, look at corporate actions. Recently, a publicly listed company has made a significant Bitcoin holding, reaching 12,797 BTC, ranking it among the top 11 global companies. This is no longer just asset allocation; it’s more like actively "buying the dip," indicating that smart money has serious long-term expectations for $BTC.

There’s also an interesting development—Trump publicly criticized the Federal Reserve's policies as "stifling market vitality" and is pushing for interest rate cuts. Such public policy disagreements reflect real tensions within the traditional financial system and may drive some funds to seek more stable alternatives. Cryptocurrencies are often viewed as such alternatives.

Connecting these developments: regulatory frameworks are gradually becoming clearer → institutional entry barriers are lowering; companies are continuously accumulating holdings → market liquidity tightens, confidence increases; traditional finance is internalizing conflicts → demand for risk asset allocation rises. This creates a quite interesting layered effect.

From a macro perspective, two additional observations: U.S. inflation remains stable at 2.7%, and the likelihood of a soft landing for the economy is increasing, which is generally positive for risk assets like $BTC and $ETH. Also, Nigeria is promoting the linkage of crypto trading with taxation, reflecting an acceleration in global compliance processes, and the crypto industry is gradually being accepted by traditional financial systems.

Many major opportunities in history have begun brewing before consensus is fully formed. These signs may be quietly indicating that a turning point is approaching.