Recently, I came across an interesting trend — a major American bank has explicitly recommended that clients allocate up to 4% of their investment portfolios to Bitcoin and other cryptocurrencies. It may not sound like much, but what does this mean? The traditional financial circle is officially embracing digital assets. Their reasoning also makes sense: the crypto market now has sufficient liquidity and a mature ecosystem. Allocating a certain proportion of digital assets can help hedge inflation risks and optimize investment returns. The bank's analysis report clearly states that adding digital assets within a controllable risk framework can, in the long run, enhance portfolio performance. This is not just a signal, but potentially a turning point. Once large financial institutions start recommending crypto assets to clients, institutional capital will soon follow. By then, the entire digital asset market ecosystem — from trading infrastructure to compliance frameworks — will accelerate its professionalization and upgrade.

Chief Investment Officer of Miller Value Partners: Bitcoin's Technical Pattern Improves, Potentially Ready for a Resurgence January 6 News, Miller Value Partners Chief Investment Officer Bill Miller IV stated that Bitcoin's current technical pattern is improving, and the price trend "appears to be ready for another move." In an interview with CNBC, he pointed out that from a technical perspective, Bitcoin may break through previous highs, linking this judgment to changes in the US regulatory environment and Wall Street's ongoing on-chain deployment. Miller IV mentioned that statements from SEC Chairman Paul Atkins about the capital markets gradually migrating on-chain, as well as traditional financial institutions including JPMorgan continuously building on-chain infrastructure, support this view. He also noted that Bitcoin's phased corrections and underperformance compared to gold are not unusual, and considering its volatility, it should be observed over a longer-term price cycle. According to CoinGecko data, Bitcoin's current price is approximately 93,750@E5@ USD, down from its all-time high last year, but it has still recorded some gains since 2026.

Yesterday midday, the market experienced a rapid jump. BTC stabilized around $93,983, with a 24-hour increase of 0.93%; ETH performed even better, rising 0.9% within the cycle at $3,219. The total market capitalization has already surged past $3.3 trillion, a 1.3% increase in a single day, with daily trading volume reaching $143 billion. The market shows clear differentiation—small coins like LIT led the surge, soaring 16% in a single day, while MYX faced downward pressure, declining 14%. The most noteworthy aspect is the capital flow. A whale recently opened 3 new wallets, buying a total of 92,899 ETH, equivalent to about $412 million in real money. Even more astonishing, a large institution increased its holdings continuously over 10 hours, adding 106,485 ETH in one go, now holding a position of 1,297,000 ETH, with a market value approaching $575 million. Hong Kong-listed company Top Win International also kept busy, completing a $10 million financing round to establish a BTC reserve. These signals indicate that institutions are quietly increasing their positions. Good news comes from the policy front. The US spot crypto ETF has surpassed $2 trillion in cumulative trading volume, indicating that traditional capital continues to flow in. The GENIUS Act is expected to be implemented in January, and the "innovation exemption" signals from the SEC may provide more flexible compliance channels for Web3 startups. Market sentiment, as measured by the fear and greed index, remains neutral at 49, with no extreme emotions. On-chain data shows that over the past week, CEXs experienced a net outflow of 10,386 BTC, while ETH saw a net inflow of 135,500 ETH, indicating that the market's desire to hold ETH remains strong.