#美国民主党BlueVault January 14th, the crypto market kicks off with a strong start. Bitcoin once surged past the $95,000 mark, with a daily increase of 4.7%, hitting a new high; Ethereum performed even better, jumping 7.2% to above $3,320. This wave of market activity is unusual—the total market capitalization of the entire crypto market has returned to the $3.1 trillion level, with mainstream coins all strengthening.

What’s driving such momentum? Two major events coincided: first, the US core CPI cooled to 2.6%, well below expectations, boosting market expectations for the Federal Reserve to cut interest rates; second, the draft of the "Digital Asset Market Clarity Act" was officially released, clearly defining token classification standards and regulatory frameworks for the first time, which is a big step for the industry.

Interestingly, capital flow is also shifting. MicroStrategy continues to increase its Bitcoin holdings, South Korea has just lifted restrictions on corporate crypto investments, and institutional funds are clearly accelerating their inflow. Coins like Solana and Chainlink are also strengthening, indicating that capital is rotating, not just a Bitcoin rally.

Market sentiment has shifted from cautiousness to FOMO. Over $200 million in short positions were liquidated in 24 hours, and analysts are generally bullish on the future, with some well-known analysts even predicting Bitcoin could hit a new all-time high within the month. But on the other hand, short-term risks of a pullback should still be watched. How the draft bill progresses and how the Federal Reserve’s policies change are key variables moving forward.

From a longer-term perspective, many see this rally as a bullish signal. From volatility to maturity, from retail-driven to institution-led, the crypto market, under the dual influence of clearer regulation and capital inflows, may see a true mainstream turning point by 2026. $BTC $ETH