2026-01-17 05:25:30

Morning Market Briefing. BTC is currently trading around $95,200, with a 24-hour decline of approximately -0.26%; ETH is quoted at around $3,280, down about -0.49% over the same period.

The market continues the positive momentum from earlier CPI data and significant ETF inflows, with recent slight pullbacks and corrections, but overall support remains solid. Notably, institutional staking demand continues to rise, with ETH staking volume surging to the $8 billion level. This phenomenon may significantly reduce circulating supply while driving market demand higher.

From a technical perspective, the Crypto Fear & Greed Index remains at 61 (Greed zone), marking the first time since October to re-enter the greed range. This reflects a clear improvement in market sentiment driven by BTC recovery, but also warrants caution against overheating risks.

The macroeconomic impact persists. The residual effects of CPI data continue to support an 82% probability that the Federal Reserve will maintain interest rates in January, which is positive for risk assets but also increases market sensitivity to policy signals.

Overall assessment: The slight pullback after a rally is normal. Increased institutional staking and CPI support provide resilience for upward movement. BTC/ETH currently demonstrate strong downside resistance. It is recommended to monitor support around the 95k level and any subsequent signals from the Federal Reserve.

BTC-0,47%

ETH0,37%

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blocksnark

· 6h ago

If 95k can hold, then continue to be bullish. The staking part indeed has some value.

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NFTragedy

· 20h ago

If 95k can't hold, then we'll have to look at 90k. The institutions are really pouring money into staking this time, and I feel the next cycle will be very intense.

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DefiPlaybook

· 20h ago

According to data, the ETH staking volume surpassing $8 billion is indeed worth pondering—shrinking supply and institutional grabbing of positions point in the same direction from three perspectives. But be cautious of the index number 61; the greed zone is prone to reversal, and history shows that this is when the market is most vulnerable to a cut. --- Hmm... The figure of an 82% probability of maintaining the interest rate sounds solid, but based on on-chain data and historical benchmarks, the uncertainty in policy signal changes is often underestimated. The key is to keep a close eye on what the Federal Reserve actually says. --- If 95k breaks support, a reassessment is necessary; it's too early to talk about resilience now. --- The surge in institutional staking volume is indeed a signal, but it’s important to note—who will bear the liquidity risk of such large-scale staking? Stacking TVL does not equal a healthy system. --- A slight correction is normal, no doubt, but the rapid reversal of the greed index from fear to 61 is itself a risk warning.

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Rugman_Walking

· 20h ago

Greed index at 61, still dare to say it's strong in resisting declines, while the term "overheating risk" is just sitting right here.

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BridgeTrustFund

· 20h ago

Institutions are frantically staking ETH, are they preparing for the next wave?

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LayerZeroHero

· 20h ago

Institutions are疯狂吃筹码, pledging 8 billion. Is this locking up or laying in wait? BTC's resistance to decline is indeed strong, 95k is somewhat unbelievable to hold steady. Greed index is rising again, feels like we need to be cautious. But with a 82% chance the Federal Reserve will keep interest rates steady, is this a safe bet now? The pledge scale is so large, circulating supply decreases, making supply scarce... interesting. How long can the CPI benefit last? The index has returned to the greed zone, when was the last time? I am optimistic about this round of institutional operations; short-term volatility is normal. Can the critical point at 95,200 hold? Just hearing it makes me nervous. ETH staking is exploding; is there real demand or are funds just stacking digital assets?

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