2026-01-11 01:10:25

#MSCI未排除数字资产财库企业纳入范围 The recent crypto market has been quite interesting, but the sentiment remains cautious.

**Market Outlook**

$BTC is trading within a narrow range around $90,500, with a 24-hour decline of only 0.3%. The resistance at $92,000 is quite evident, and the $90,000 level needs to hold. $ETH is performing slightly worse, with the $3,080 level appearing fragile; it has already lost the $3,100 support. In the short term, focus on the support levels at $3,050-$3,030.

The market sentiment index is only 26, still stuck in the "fear" zone. Good news is that leverage pressure has eased, with total liquidations around $413 million, indicating some aggressive positions have been cleared.

**Capital Flows**

For the first time, US spot crypto ETFs experienced outflows, which is quite surprising. BlackRock’s ETH A ETF saw outflows of $83.8 million, and Grayscale’s ETHE also saw outflows of $10 million. However, $XRP is attracting capital against the trend, with related ETP inflows of about $70 million. This divergence is quite clear. Whale addresses remain relatively stable, but market confidence is somewhat dispersed.

**Regulatory and Ecosystem Developments**

Hong Kong’s financial regulators recently stated they will gradually promote stablecoin development and are considering peg schemes for assets like gold. Their stance is cautious but open. The US Senate Agriculture Committee plans to delay the crypto legislation vote, indicating that regulatory progress might slow down.

Worth noting is Morph’s launch of a $150 million payment accelerator program, aiming to promote real-time on-chain transaction applications, which is a positive signal for ecosystem development.

**Project Updates**

LINEA will unlock about $10.08 million this week, accounting for 8% of circulating supply. This is a relatively large unlock event and may exert short-term pressure. PUMP, due to its new fee model, has increased by about 10% in 24 hours, showing resilience. Additionally, Ethereum developer Tim Beiko is shifting focus to frontier application exploration, and the pace of primary development is adjusting. Long-term, there is still room for imagination.

BTC-0,26%

ETH0,03%

XRP-2,7%

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ImaginaryWhale

· 01-11 01:40

Bottom range repeatedly fluctuates, I dislike this frustrating market --- XRP attracting funds, BTC and ETH dumping, funds are really scattered --- Regulatory slowdown might not be a bad thing? It gives us a chance to breathe --- LINEA unlocking pressure is so high, be cautious in the short term --- Morph's $150 million plan sounds reliable, need to keep an eye on it --- The sentiment index at 26 is really a bit hopeless, is reverse thinking an opportunity? --- Why is Big Dog's ETHA still withdrawing funds? I'm a bit panicked --- PUMP's anti-dip is quite interesting, the new model is actually more attractive --- Hong Kong opening up stablecoins, this is a long-term positive, right? --- The 90,000 level must be defended, breaking it might lead to a lower retest

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GasFeeTherapist

· 01-11 01:33

It's that kind of "Sentiment Index 26" market again, guys really need to take it slow. XRP is quite interesting in attracting funds; it seems like everyone is switching tracks? Be careful with the unlocking pressure on LINEA this time, don't get hit.

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DataBartender

· 01-11 01:32

Honestly, now is the opportunity to accumulate at low levels. Don't be scared off by the emotional index at 26. --- This wave of XRP counter-trend accumulation feels like someone is playing chess. --- LINEA unlocking pressure is significant; a cautious move is needed in the short term. --- ETH breaking 3100 so decisively is a bit aggressive. --- Hong Kong's stablecoin plan is being seriously pushed forward; this is the real deal. --- A liquidation amount of 413 million, aggressive players have been thoroughly taught a lesson. --- PUMP instead rose by 10%, this anti-dip ability is interesting. --- BTC just needs to stay above 90,000; don't overthink it. --- Grayscale's ETHE outflows indicate someone is adjusting their positions. --- Tim Beiko is shifting towards frontier exploration; Ethereum still has potential.

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FOMOrektGuy

· 01-11 01:26

The market is so weak, whether MSCI includes digital asset companies or not doesn't matter, it still depends on whether BTC can hold 90K. BlackRock is running, XRP is absorbing, this move feels like playing a game of differentiation. LINEA's unlock this time, short-term should be a bit cautious, don't get crushed. Regulatory slowdown actually brings some stability, no need to worry every day waiting for policy boots to land. Fear index is at 26, if you can't crawl out of the swamp, just lie down first, and wait until the clearing is done.

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MEVHunter

· 01-11 01:15

BlackRock and Grayscale are both flowing out, but XRP is still attracting funds. This divergence indicates that big players are arbitraging, and the gas war in the mempool is definitely fierce. The aggressive liquidation of positions in the bear market is actually an opportunity, and the space for flash loans has increased again. LINEA's unlocking schedule is a bit aggressive; in the short term, watch out for snipers. MSCI inclusion of digital asset companies? If this really happens, on-chain arbitrage bots will need to be recalibrated. If the 90500 level can't hold, testing below will be even more intense, and the spread is back again.

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