#密码资产动态追踪 Market Overview for January 14: Cryptocurrencies Show Some Interest These Days

$BTC and $ETH rebounded within 24 hours, driving a broad rally across the crypto market, and popularity has indeed picked up. In contrast, the three major US stock indices collectively declined, but crypto-related stocks (ALTS, DFDV, MSTR, etc.) rose against the trend, indicating that institutional confidence in crypto assets continues to grow. The MEME sector also followed the rebound, but this is mostly in line with the overall market movement; whether there will be a truly independent trend depends on whether the subsequent momentum can be sustained.

Institutions continue to increase their long positions in Bitcoin. Recently, Strive shareholders approved the acquisition of Semler Scientific, and after the merger, the Bitcoin holdings are expected to reach 12,798 coins. The trend is clear—institutions are steadily increasing their BTC positions.

There are also new developments in the privacy sector. The privacy protocol Zama has launched a token sale, conducted across multiple platforms. The implied FDV at the base price is around $55 million, indicating that there is still market interest in privacy solutions.

Policy-wise, attention should be paid to: US Senators discussed trust bank applications related to WLFI on Twitter, involving conflicts of interest, which could impact the pace of US crypto policy development. Additionally, data from Polymarket is interesting—there's about a 29% chance of a US government shutdown before January 31, and approximately 27% of bets on the "Trump Tariff Legality" question favor the legality side. Such macro events often trigger short-term market volatility, so monitoring these developments is important.

Overall, a short-term rebound is evident, but it still depends on trading volume and whether the market can hold its ground.