1.05 Daily Morning Report:

The workweek has arrived, let's see how it goes. Last time, it was a weekend rally followed by a weekday dip. Not sure how today will perform.

1. $BTC remains above 91,000. Let’s see if the momentum can continue today. Historically, gaps tend to be filled, with the gap around 90,600. Let’s watch and see—if it fills, we can consider some positions.

2. $ETH has been consolidating here all day, giving ample opportunity for altcoins or memecoins to perform. It’s a battle for quick profits. When liquidity returns, it’s time to take good positions.

3. Similarly, liquidity across the entire chain has recovered significantly. On-chain activity is picking up. Do what needs to be done—no more hesitation.

4. Semafor: Before the secret raid on Venezuela by the US began, The New York Times and The Washington Post had already obtained relevant information.

5. WLFI: Will use unlocked treasury funds to incentivize USD1 adoption.

Could it be that they’re buying memecoins on Solana?

6. Bloomberg: Some crypto ETFs are still profitable in 2025, with Cathie Wood’s ARKF returning nearly 30% annually.

7. Michael Saylor has again released Bitcoin Tracker information, possibly hinting at additional BTC holdings.

8. Ether.fi CEO: Ethereum’s growth in 2026 will be driven by new crypto banks, with institutional investment continuing to pour in.

Is it because your U-card is performing well?

9. According to Coinglass data, the total crypto market liquidation in the past 24 hours reached $191 million, with long positions liquidated at $33.1 million and short positions at $158 million.

The Air Force finally faced sanctions!

10. PwC is increasing its focus on the cryptocurrency sector.

11. @RootDataCrypto: Top VC firms are launching “alliance models,” shifting investment logic toward practical value and AI integration.

The industry is entering a “big fish eat small fish” consolidation phase, with a wave of mergers and acquisitions expected in Q4 2025.

12. California proposes a 5% asset tax on billionaires, with crypto billionaires threatening to leave.

13. Infinex has launched a token sale on Sonar, currently raising only $491,000.

Another day has passed, and no one has hit the button. Probably the project team will do it themselves in the end—otherwise, it would be too embarrassing.

14. According to Trader T’s annual data: the proportion of individual Bitcoin investors holding coins has decreased, while holdings by institutions and ETFs have increased.

15. Data from Defillama shows that revenue across @solana has started to surge.

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When liquidity is good, be brave and get on the table. Otherwise, you’re just listening to others’ stories. When liquidity leaves, you’ll be the one taking the hits—experiencing nothing but accidents.

Have fun, bros.

$SOL Ethereum #Bitcoin #Crypto