#策略性加码BTC Yesterday's inflation data was released, and the overall performance was quite good. The annual rates of CPI and core CPI remained unchanged, but the core inflation monthly rate was below expectations, which indeed reflects some easing of inflation. The wave in November may not be solely due to the shutdown impact; if inflation continues to decline, it will help the rate cut expectations for 2026. Of course, a single December inflation report is not enough to shake the Fed's January decision.

Bitcoin rose yesterday, which I can understand. But what's interesting is that the trading volume of Bitcoin on a major US exchange suddenly surged, while other large exchanges didn't show such dramatic changes. What does this indicate? US investors are buying more actively, especially during US trading hours with volume soaring. Next, we’ll see if ETF data can keep up — yesterday was probably good, but the key is whether trading volume can continue to increase today.

If ETF inflows also increase, it signals that investor buying enthusiasm is indeed rising. But it's still too early to draw conclusions; the macro environment and monetary policy haven't changed yet, so we need to watch for a few more days.

Bitcoin's on-chain turnover rate has indeed increased, but not excessively. Recently, players bottom-fishing are trading more actively, and the rising trading volume indicates that buying enthusiasm is heating up. Tonight's initial ruling on a certain policy by the Supreme Court will be very critical — this is a major event the market needs to pay attention to.

The chip support remains steady, returning to the fifth support level — which is a good sign, showing the support strength is still there. However, the current support levels are somewhat uneven, and more time is needed to stabilize. $ETH $BTC $SOL