BitMine Chairman Tom Lee believes Ethereum may be at the tail end of the cryptocurrency winter. The company has recently increased its ETH purchases, demonstrating strong safe-haven characteristics. He is optimistic about the passage of the Clarity Act, which he believes will help improve Ethereum's fundamentals. Ethereum is currently trading at $2,138, though geopolitical tensions remain a source of uncertainty.

10x Research points out that Bitcoin options expiration, political uncertainty, and position concentration will influence the price movement around the $60,000 level in the coming days. The market has not accounted for tail event risks; attention should be paid to capital flows and incentive structures to prepare for potential sharp price fluctuations. The report reminds to stay patient and realistic, and to assess whether $60,000 is a reasonable scenario.

A survey by Bank of America shows that although market sentiment remains "extremely optimistic," investors are increasingly concerned about overinvestment in companies. Cash balances have slightly increased, with overexposure to commodities and stocks, and underallocation to bonds. The AI bubble is seen as a major risk.

Bank of America’s January Fund Manager Survey shows that global investor optimism has reached its highest level since July 2021, cash holdings have fallen to a record low of 3.2%, and bull-bear indicators have surged into the extremely bullish zone. Geopolitical conflicts remain the biggest tail risk.

PANews January 13 News, according to The Block, in 2025, the total capital inflow into spot Bitcoin and Ethereum ETFs is approximately $31 billion, with Bitcoin's ETF market share remaining stable at around 70%-85% throughout the year, making it the main allocation target for institutional investors entering the crypto asset space. Ethereum ETFs account for about 15%-30%, indicating a gradual increase in institutional acceptance of ETH but still lagging behind. The report points out that continuous ETF purchases by institutions provide support for Bitcoin prices and view it more as a macro hedge or "digital commodity." Meanwhile, ETFs for long-tail assets such as XRP, SOL, LINK, LTC, DOGE, and others currently hold a very small market share, with most products only approved and launched by the end of 2025.

In the crypto market, long-term price expectations for Cardano (ADA) are heating up again. Market analyst Quantum Ascend recently pointed out that Cardano may be at a critical technical inflection point, with the current oscillation around $0.39 potentially just a buildup phase before an upward move. Against the backdrop of multiple bullish signals, he believes that a trend breakout for ADA is "only a matter of time," with a potential upside of 12 to 24 times in the medium to long term. Structurally, Quantum Ascend noted that Cardano has been operating within a clear long-term channel since 2018 and has formed a typical ABCD wave structure. The current price is considered to be in the tail end of wave D, belonging to the final stage of the correction phase. Recently, the price has moved back inside the wedge structure, which he views as an early signal of the market regaining strength.

Jito Labs' IBRL Explorer tool publicly reveals Solana block construction details for the first time, uncovering issues such as "tail packing" and "Slot Timing Games" that affect state propagation and network stability. The tool enhances block quality and network performance through a scoring mechanism.

As the uncertainty surrounding US President Trump's tariff policies remains high, market concerns about the 2026 cryptocurrency trend are intensifying. Several potential trade tariff measures are expected to become clearer over the next year, which could lead to greater macroeconomic volatility risks for Bitcoin, Ethereum, and mainstream altcoins. "The impact of Trump's tariff policies on cryptocurrencies" is becoming a key long-tail keyword that investors are paying close attention to. The Council on Foreign Relations recently pointed out that after 2026, one of the biggest variables in the global economy will be how the Trump administration advances its tariff agenda and the chain reactions these policies will have on financial markets. Economists generally believe that tariff uncertainty will push up inflation expectations and suppress risk asset valuations, and cryptocurrencies are also unlikely to remain unaffected.

BlockBeats news, on December 23, according to Ash (@ahboyash), among the 118 new coins at the TGE in 2025, 84.7% (100/118) of the tokens' FDV is lower than the FDV at the time of TGE. This means that for every 5 newly issued tokens, about 4 tokens currently have an FDV lower than their issuance valuation. The median FDV of these tokens has fallen by 71% compared to the issuance (the median market capitalization has dropped by 67%). Only 15% of tokens have risen compared to the FDV at TGE. At the tail end of the worst performers, 15 tokens have fallen more than 90%, including some notable projects such as Berachain (-93%), Animecoin (-94%), and Bio.

OracleX announced that it will go live on December 1st, based on the Proof-of-Behavior mechanism, aimed at solving the current market's scarcity trading issues. Users participate in predictions by staking OEX to mint USDX, dynamically adjusting yields to promote active participation and information contribution.