#策略性加码BTC January 14, 2026, the crypto market experienced a strong rally. Bitcoin surged over $5,000 in a single day, successfully breaking through the $95,000 mark, with a 24-hour increase of 4.7%. Ethereum's rally was even more aggressive, jumping 7.2% to reach $3,320. The total market capitalization of cryptocurrencies rebounded to $3.1 trillion, with major coins collectively strengthening.

The driving forces behind this rally mainly stem from two major news items: first, the December core CPI data from the US was released, cooling to 2.6%, surpassing market expectations, which directly reinforced expectations of future Federal Reserve rate cuts; second, the draft of the "Digital Asset Market Clarity Act" (CLARITY Act) was officially unveiled, clarifying the classification and regulatory functions of tokens, effectively providing a strong boost to the industry's biggest uncertainty.

Signals from the capital side are even more noteworthy. Leading companies like MicroStrategy continue to increase their Bitcoin holdings, and South Korea recently lifted the ban on corporate crypto investments, with institutional funds accelerating their inflows. Not only Bitcoin and Ethereum, but also altcoins like Solana and Chainlink are exploding simultaneously, clearly indicating a rotation of capital.

Market sentiment has rapidly shifted from caution to FOMO, with over $200 million in short positions liquidated in just 24 hours. Analysts are generally optimistic; Tom Lee, founder of Fundstrat, even predicts that Bitcoin could hit a new all-time high before the end of the month.

However, short-term risks of a pullback should still be watched. The progress of the CLARITY Act's review and potential changes in macro liquidity are key points to watch. From a broader perspective, this rally is seen as a signal of the start of a bull market. The crypto market is moving from mere volatility to a more mature stage. With regulatory certainty and capital support in 2026, the industry may truly achieve mainstream breakthrough.