#战略性加仓BTC Year-End Market Overview

Bitcoin has been quite interesting this round — it looked like it was about to break 90,000, but then turned around and fell back. This kind of ups and downs really leaves people speechless. Ethereum isn't performing much better; it started following Bitcoin down from over 3,000, and overall, it’s still oscillating within a small range.

On the macro front, the Federal Reserve’s December meeting minutes show that inflation remains high, while the labor market is experiencing some downward pressure. In this context, the volatility in the crypto market is understandable.

There are a few noteworthy developments on the on-chain and policy sides: Grayscale has submitted an initial S-1 registration statement for the Bittensor ETF to the US SEC. Regarding staking, Bitmine recently invested about 119,000 ETH, reaching a scale of $350 million; SharpLink’s ETH staking rewards also surpassed 10,000 ETH, with a weekly reward of 518 ETH last week. Additionally, Cypherpunk continues to increase its holdings of ZEC, now accounting for 1.76% of the circulating supply. Overall, it’s still worth watching these structural opportunities.