QCP：BTC、ETH 亚洲早盘走强，风险资产联动或现“制度性转变”

Core Insights - QCP Capital analysis indicates that BTC and ETH prices rose to $92,000 and $3,100 respectively during the Asian trading session, reflecting a correlation between crypto assets and risk assets amid a strong US stock market and declining oil prices [1] - The options market shows a convergence in put skew, with increased demand for $100,000 call options expiring on January 30, 2026 [1] - Despite the upward movement, there are frequent pullbacks in the US trading session, suggesting a need for cautious position management [1] - Rumors regarding "Venezuela's shadow Bitcoin reserves" should be approached with caution [1]