#美国贸易赤字状况 January 14, 2026, the crypto market迎来 the "explosive rally" at the start of the year. Bitcoin (BTC) surged over $5,000 in a single day, breaking through the $95,000 mark, with a 24-hour increase of 4.7%; Ethereum (ETH) skyrocketed by 7.2%, surpassing $3,320. The total market capitalization of the entire market returned to $3.1 trillion, with mainstream coins celebrating across the board.

The trigger for this rally is quite clear—two major positive factors stacking together. The US December core CPI data unexpectedly cooled to 2.6%, directly reinforcing expectations of Federal Reserve rate cuts. Meanwhile, the draft of the "Digital Asset Market Clarity Act" (CLARITY Act) was officially released, finally clarifying the classification and regulatory division of tokens, instantly dispelling the biggest uncertainty hanging over the industry.

Market liquidity movements are even more intriguing. Institutions like MicroStrategy continue to increase their Bitcoin holdings, and Korea has just lifted the ban on corporate crypto investments, prompting institutional funds to accelerate their entry. At the same time, altcoins like Solana and Chainlink are also strengthening, showing clear signs of capital rotation. Market sentiment shifted rapidly from cautious to FOMO mode, with over $200 million in short positions liquidated in 24 hours.

Analysts are generally optimistic about the future. Tom Lee, founder of Fundstrat, predicts Bitcoin could hit a new all-time high by the end of the month. However, short-term correction risks should still be watched—progress in the CLARITY Act's review and changes in macro liquidity are still key variables. Some see this rally as a signal of the bull market's start; the crypto market led by institutions is indeed moving from volatility toward maturity, and 2026 could very well be a critical breakthrough for mainstream adoption.

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