【Recent Key Economic Data】

On Monday night at 21:30, the US weekly initial jobless claims for the week ending January 3 will be released, followed by the US December non-farm payrolls data at 21:30 on Tuesday. Both indicators are important barometers influencing global risk assets.

【Market Review and Current Analysis】

After nearly two weeks of sideways consolidation, Bitcoin finally provided a clear answer to the market at the start of the Year of the Horse in 2026. Rising from 87,800 to 94,700, the weekly increase was 8.6%, with a single-week gain of 7,500 points—this momentum is quite significant. Ethereum's performance was equally impressive, climbing from 2,930 to around the pre-holiday expected level of 3,310, also achieving its set target.

However, from the current market situation, although the first week's performance was indeed eye-catching, the ongoing liquidity supply remains insufficient. The supply and demand relationship is still relatively imbalanced, and this contradiction will eventually need to be resolved.

【Policy Expectations and Future Layout】

More notably, a major political system is scheduled to review the crypto market structural legislation on January 15. Once this legislation passes, the game rules will change. Bitcoin and Ethereum will no longer be seen merely as alternative assets in traditional finance but will become core components of the global financial system. This means they could be upgraded to truly sovereign-level assets, taking center stage on the global asset stage.

This is the real catalyst that could trigger market explosion.

【Technical Highlights】

BTC is currently facing strong resistance on the 12-hour chart. After experiencing three sharp rises and falls in the last two weeks of 2025, and after half a month of consolidation, the market needs new momentum to break through.

【Investment Advice】

The key focus for the second week of 2026 is to pay close attention to economic data releases and policy changes in the US. Don't just chase the few K-lines on the chart; macro perspectives and policy insights often allow for a broader view.