Bitget Daily Briefing (January 5) | BTC spot net inflow of $120 million in a single day; Hyperliquid will unlock approximately 12.46 million HYPE today; Solana will launch the "Alpenglow" consensus upgrade for sub-second confirmations

Today's Outlook

1. Analyst: The depreciation of the yen gives Metaplanet a greater financial advantage compared to similar companies in the U.S.

2. Financial Times: PwC is actively positioning itself in the cryptocurrency sector.

3. The U.S. capture of the Venezuelan president has not affected Bitcoin prices, but experts warn that the market may experience turbulence on Monday (today).

Macro & Hot Topics

1. Spot gold has returned above the $4,400 mark, and silver has surpassed $76 per ounce.

2. Data: Strategic entities and ETFs hold over 12.99 million ETH, accounting for 10.74% of the total supply.

Market Trends

1. In the past 24 hours, the cryptocurrency market saw a liquidation of $258 million, with $211 million from short positions. The liquidation amount for BTC was approximately $91 million, and for ETH, it was about $51 million.

2. U.S. stock markets were closed over the weekend: Dow Jones +0.66%, Nasdaq -0.03%, S&P 500 -0.19%. Nvidia (NVDA.O) +1.26%, Circle (CRCL.N) down nearly +5.26%, MSTR (Strategy) +3.43%.

3. Bitget BTC/USDT liquidation map shows: The current price around 92,900 is a key watershed, with a dense liquidation of long positions below. If it falls below this level, it may trigger a chain reaction of stop-loss orders, amplifying downward volatility. The range of 94,800--95,300 has a large accumulation of short liquidations; if effectively broken, it may trigger a short squeeze, rapidly pushing prices up.

4. In the past 24 hours, BTC spot inflow was approximately $528 million, outflow was about $408 million, resulting in a net inflow of $120 million.

News Updates

1. Bloomberg: Strategy may face a loss of billions in Q4 2025 due to the decline in the value of its Bitcoin holdings.

2. A Polymarket trader used the "Pentagon ordering pizza late at night" signal to bet on the U.S. strike in Venezuela, earning $80,000.

3. Musk: A new version of Grok has just been released.

Project Progress

1. Ethereum stablecoin transfer volume has reached a quarterly historical high, surpassing $8 trillion.

2. Bezos's Blue Origin accepts Ethereum payments for space travel expenses.

3. ether.fi CEO: The new crypto bank will drive Ethereum growth in 2026.

4. Michael Saylor has released Bitcoin Tracker information again, and may disclose additional holdings data this week.

5. Data: Tokens such as HYPE, ENA, and APT will see significant unlocks next week, with HYPE unlocking approximately $313 million. Among them, Hyperliquid (HYPE) will unlock about 12.46 million tokens today, with a circulation ratio of 3.61%, valued at approximately $314 million.

6. WLFI: A governance vote to accelerate USD1 adoption using part of the treasury funds has been approved.

7. Three wallets associated with the same entity spent 3.67 million USDC to buy LINK tokens.

8. Multiple wallets have accumulated over $500,000 worth of IRYS from CEX in the past week and consolidated them into a single wallet. According to Bitget market data, IRYS is currently at 0.366 USDT, with a 24-hour increase of 21.48%.

9. Solana will launch the "Alpenglow" consensus upgrade, aiming for sub-second finality confirmation.

10. A whale that had been dormant for five months has returned, spending $1.73 million to buy nearly 70,000 HYPE.

Disclaimer: This report is generated by AI, with human verification for information only, and does not constitute any investment advice.