#Strategy加仓BTC $BTC Today's performance was indeed fierce—rushing to around 96,000, hitting a nearly two-month high, with a daily increase of 5%. Three forces are stacking together: US inflation data met expectations, providing room for rate cuts; the crypto regulatory framework is gradually becoming clearer; and geopolitical tensions are rising, boosting risk aversion.

Looking at the details, December CPI was expected and no surprises, which helps boost market confidence. Tomorrow, the CLARITY bill will enter the review stage, and the market is betting on signals of regulatory friendliness. The attitude from institutions is also shifting—major players like Fidelity continue to express optimism, and long-term holders are not under selling pressure; instead, funds are actively flowing back.

$ETH 's performance is also rising along with it. Although the increase is relatively moderate, the overall sector's enthusiasm is indeed recovering. How long this upward trend can last will depend on subsequent fundamental changes.