1.01 Weekly Morning Report: The New Year has arrived, and there is just over a month until the Year of the Horse. Everyone can only hope for a miraculous turnaround! 1. $BTC The Western Christmas holiday is about to end, and the so-called Christmas market did not wait, so we can only wait and see; 2. $ETH Following the market trend, there is no independent行情; 3. $SOL On-chain small coins are beginning to show wealth-creating effects. Let’s see if they can move a big wheel with a small horse, after all, it’s all about localized wealth effects; 4. Neo Foundation: Financial report plan to be released in Q1 2026, controversy over co-founders does not affect daily operations; 5. Cyberspace Administration of China: Cleared 1,418 counterfeit websites this year, some using the names of financial institutions to promote “stablecoin” financial products; 6. Former CFTC official Amir Zaidi, who facilitated the launch of BTC futures, returns as Chief of Staff; 7. The US Congress may push forward cryptocurrency regulation legislation in January 2026; 8. Delphi Digital: Gold has completed re-pricing within the easing cycle, and Bitcoin may迎来 a liquidity turning point; 9. Global sovereign wealth funds’ total assets under management will reach a record $15 trillion in 2025; 10. 714 broccoli pulled over 1000% in one hour, suspected of user account theft based on formula replay; 11. Base’s creator token narrative leaning towards Zora has sparked developer doubts about resource allocation; 12. Flow Foundation accuses a certain exchange of abnormal transactions and AML/KYC risks during the FLOW security incident; Flow Foundation: A certain exchange engaged in abnormal transactions during the FLOW security incident, transferring risk to users; 13. Citibank: Holiday may be distorting initial jobless claims data; 14. Turkish crypto exchange BtcTurk was hacked again, losing $48 million; 15. Representative Greene voted against the GENIUS Act and supported the CLARITY Act to protect cryptocurrency sovereignty; 16. Tether purchased over 8,888 BTC cumulatively in Q4 2025; 17. @Lighter_xyz $LIT says they want to unleash imagination, but haven’t seen it yet, always washing the market? ---------- Happy New Year, Happy Year of the Horse. It’s my turn to say it in a few months, after all, only we Chinese celebrate two New Years a year😂. #Bitcoin #Ethereum #Solana #Crypto

Hyperliquid Founder: No private investors are involved, all genesis distribution is focused on early users. Hyperliquid Founder Jeff emphasizes that integrity is their core value. The company remains neutral, with no private investors or market makers trading, and all token distribution goes to early users. Core contributors do not participate, and transparency is high with on-chain verification. PANews January 2 report, Hyperliquid Founder Jeff stated on the X platform, "Integrity has always been one of Hyperliquid's core values. As a financial hub, Hyperliquid must maintain trustworthy neutrality. This means no private investors, no market maker trading, and no company needs to pay protocol fees. Hyperliquid's genesis token distribution follows the spirit of Bitcoin, all allocated to early users, with core contributors not involved in the distribution. The complete distribution process can be verified on-chain without any obfuscation."#我的2026第一条帖

Bloomberg Analyst Warns: Indicators Show Silver "Overheated" and Bitcoin "Bottoming Out," Both Facing Downside Risks in 2026 On January 2nd, Bloomberg analyst Mike McGlone posted on X platform stating that, using the key 50-week moving average as a technical reference, both silver and Bitcoin will face downside risks in 2026, but their market logic is entirely opposite. As of December 31st, silver prices were approximately $72 per ounce, making its premium over the 50-week moving average as high as 73%. McGlone pointed out that this year-end price level is extremely rare in historical data, having only occurred once at the end of 1979. It is worth noting that after silver prices surged to nearly $50 per ounce in early 1980, they immediately plummeted 52% the following year, falling to $15.50, and entered a decades-long slump; It wasn't until 2025 that silver prices closed above the 1979 level again, significantly higher than the $32.20 in 1979. The current excessive premium level suggests the market may be overly optimistic, with risks of a correction accumulating. In stark contrast to the "overheated" silver, Bitcoin is in a typical bear market "discount" state. At the time of writing, Bitcoin was around $87,000, trading at approximately 13% below the 50-week moving average, which usually indicates that its price has bottomed out, with a potential decline of nearly 55%. Therefore, Bitcoin's downside risk is not due to overheating but stems from lack of market confidence and the inertia of the downward trend. In summary, McGlone's clear point is that although silver and Bitcoin both face downward trends, their risk origins and outlooks are entirely different. Silver's risk is driven by a price surge during market frenzy, deviating seriously from long-term trends; Bitcoin's risk is driven by a prolonged below-trend price in a bear market, with further downside potential. This also reminds investors that the same technical indicator (50-week moving average) reflects completely different market logic and risk characteristics in different market cycles. Overall, in 2026, these two asset classes may face a shared downward price correction under their respective risk dynamics. #MikeMcGlone #Bloomberg Analyst