#MSCI未来或纳入数字资产财库企业 BTC breaks through 95K, can this rally continue?

The recent crypto market has been really intense, with Bitcoin soaring all the way up. But this didn't happen out of nowhere — there are several driving forces fermenting behind the scenes.

**Data Side: US Economy Signals Possible Rate Cuts**

On January 13, the US released December's core CPI data: 2.6% year-over-year, 0.2% month-over-month, both better than expected. This sends a signal — the Federal Reserve might not cut rates just once in 2026, the market is now estimating more than two cuts. Rate cuts are quite favorable for crypto assets, as funds tend to flow into higher-risk assets.

**Policy Side: Regulatory Framework Becoming Clearer**

The "Digital Asset Market Clarity Act" drafted by the US Senate Banking Committee is set for review on January 15. The bill clearly defines how tokens are classified, which agency (SEC or CFTC) oversees which territory, and provides some exemptions for DeFi. This reduces uncertainty for big institutions waiting to enter the market.

**Technical Side: Short Sellers Were Squeezed Hard**

Recent consolidation has nearly exhausted selling pressure, with sellers weakening. This rally directly blew out many short positions, with over $200 million in liquidations across the network in 24 hours. Bulls took advantage and pushed higher, with $BTC and $ETH both surging strongly. $SOL also followed the upward trend.

**Is This Really the Start of a Bull Market, or Just a Short-Term Rebound?**

That's a good question. On one hand, FOMO sentiment is running high, and BTC seems poised to push toward 100K; on the other hand, there's the risk of short-term profit-taking. The upcoming US Supreme Court tariff ruling and the progress of the CLARITY bill are key variables.

$BTC $ETH $SOL, should we firmly hold onto mainstream coins or wait for altcoin rotation opportunities? I'll leave that question to you.