FPG财盛国际:加密市场多空博弈加剧

Group 1 - The cryptocurrency market is currently in a critical phase of consolidation amid a complex macro environment, with Bitcoin facing resistance around the $92,000 mark due to investor caution regarding geopolitical risks and trade policy uncertainties [1][2] - Bitcoin dropped below $91,000 on January 12, influenced by Trump's announcement of a 25% tariff on certain trade partners, leading to a temporary shift in market sentiment towards safe-haven assets like precious metals [1][2] Group 2 - The privacy coin sector has shown remarkable resilience, with Monero (XMR) rising by 15% and Railgun (RAIL) increasing by over 30%, indicating a preference for assets with anti-censorship characteristics despite increased regulatory restrictions in key hubs like Dubai [3] - Cryptocurrency mining stocks have demonstrated unusual vitality, driven by the AI wave, with Iren (IREN) seeing nearly a 10% increase, while leading mining companies like Bitfarms and Riot recorded significant gains of 6% to 8% [3] Group 3 - The macroeconomic landscape has been impacted by the criminal investigation of Federal Reserve Chairman Powell, raising concerns about the independence of monetary policy and causing a surge in gold and silver prices [4] - Bitcoin is currently trapped in a dense supply zone between $93,500 and $95,000, and a significant drop in options open interest from $52.5 billion to $28.6 billion has led to a relatively clean leverage environment for future price discovery [4] - The upcoming U.S. inflation data and major bank earnings reports are expected to maintain high market volatility, with $95,000 for Bitcoin and $3,500 for Ethereum seen as key indicators for the end of the current consolidation phase [4]