ChainCatcher 消息，据 Cointelegraph 报道，美国以太坊现货 ETF 在 12 月累计净流入超过 21 亿美元创新高，几乎是 11 月流入资金的两倍。ETF 资金流入的增长是以太坊价格走势的乐观信号，进一步支持了资产管理巨头 VanEck 的预测，VanEck 预计到 2025 年以太坊将达到 6000 美元的周期顶部。 根据技术图表形态，加密分析师 TMV 表示，以太坊已经进入积累浪潮，这可能有助于 ETH 价格在 2025 年第一季度突破 4400 美元，但若回调至 2914 美元下方，则该理论失效。 Bybit 的发言人表示，以太坊的价格可能在 1 月 20 日特朗普当选总统上任之前上涨突破 4000 美元。

ChainCatcher 消息，CryptoQuant 创始人兼首席执行官 Ki Young Ju 在 X 平台发文称：“纵观历史，每当美国感觉到其在全球经济中的主导地位受到威胁时，金价就会飙升，围绕金本位的争论就会得到关注。 20 世纪 90 年代末，彼得·希夫 (Peter Schiff) 主张黄金是真正的货币形式，就像今天的比特币极端主义者倡导比特币一样。这些被称为“金虫”的支持者希望恢复金本位。然而，尽管在经济危机期间人们对此兴趣重燃，但美国始终避免这种转变，而是依靠创造性的解决方案来维持增长。在过去 50 年里，金本位一直是过去的遗物。现在，比特币似乎正在填补曾经由黄金占据的意识形态空间。 我个人支持比特币标准的想法。 然而，我怀疑美国是否会在其他经济体停滞不前的同时继续增长，并采用比特币作为战略资产。要使这场辩论获得重大进展，美国需要看到其全球经济主导地位真正受到威胁。目前，市场情绪表明对美国继续保持霸主地位充满信心。 虽然可以想象美国政府可能会购买比特币用于风险管理或经济杠杆，但其动机可能与比特币持有者的想象大不相同。购买比特币以准备比特币标准或作为捍卫美元体系的工具的想法似乎与当前现实相去甚远。 随着全球资本流入美国，许多人仍然相信美元的主导地位是稳固的。 甚至在就职之前，特朗普就不断警告其他世界领导人，美国与其他国家之间存在实力差距。这种言论，加上流入美元的资本增加，可能会重振人们对美元霸权的信心。在我身边，许多韩国人选择美元作为避风港，而不是黄金或比特币，尤其是在韩元贬值的情况下。 如果特朗普成功展现美国经济的韧性、巩固美元的霸权并提高他的支持率，那么他是否会继续在竞选期间表现出的强烈支持比特币的立场还不得而知。他可以很容易地放弃对比特币的倡导，理由是优先事项发生了变化，而不会疏远他的选民基础。 不可否认，特朗普是一位有能力加强美国地位的熟练政治家。 然而，他打算在多大程度上实现他在竞选中关于比特币的言论仍不确定。在比特币大会上，特朗普曾提到比特币是一种战略资产，这是他为比特币标准做准备的真正一步，还是仅仅是为了获得选票而精心策划的举动？”

ChainCatcher news, according to Forbes, Ed Hindi, the Chief Investment Officer of Swiss cryptocurrency hedge fund Tyr Capital, stated that the increasing expectations for Trump in the crypto market had led to a price surge. However, investors will closely monitor Trump's actions within the first 100 days of his presidency, as any discrepancy between his actions and words could trigger volatility.Additionally, Tim Kravchunovsky, the founder and CEO of the decentralized telecom network Chirp, added: "As we enter 2025, it will be a historic year for digital assets, as the United States adopts Bitcoin as a national reserve currency. Despite ongoing uncertainties in this regard, I believe this will happen soon—likely within a few months after President Donald Trump's inauguration."

ChainCatcher news, according to Reuters, the excitement over the policies of President-elect Trump is expected to boost the outlook for several industries, including banking, energy, and cryptocurrency. Michael Rosen, Chief Investment Officer of Angeles Investments, stated: "People hope that next year's taxes and regulations can be lowered or reduced, which will help support corporate profits, and corporate profits are the main driver of the market."In addition, Trump's inauguration on January 20 next year may also bring some surprises to the market, as he is expected to issue at least 25 executive orders on his first day in office, covering a range of issues from immigration to energy and cryptocurrency policies.

ChainCatcher news, the renowned journalist Nick Timiraos from the Wall Street Journal, known as the "voice of the Federal Reserve," recently stated that the Federal Reserve is trying to reassess the impact of the new Trump administration on the U.S. economy and inflation.According to insiders, Federal Reserve Chairman Powell is very dissatisfied with the public remarks of some Federal Reserve officials, as they more directly associate Federal Reserve policy with the policy changes proposed by Trump. Currently, the market generally believes that the Federal Reserve's future interest rate cuts may be slower, fewer, and more cautious. Analysts say that the uncertainty surrounding the Federal Reserve's interest rate cut prospects in 2025 is rising, and investors not only have to face the possibility that the Federal Reserve may pause rate cuts for a period of time but also the turmoil that the new Trump administration may bring.

ChainCatcher news, Trump spoke with the CEO of TikTok after he requested the U.S. Supreme Court to suspend the enforcement of the TikTok forced sale order.

ChainCatcher news, according to Caixin, reporters learned on December 27 local time that U.S. President-elect Trump has requested the U.S. Supreme Court to suspend the enforcement of the TikTok forced sale order. Trump stated that he hopes the court will give him time to resolve this dispute through political means after he officially takes office on January 20 next year.On December 18 local time, the U.S. Supreme Court announced that it would discuss the bill to ban TikTok from operating in the U.S. again. According to reports, the U.S. Supreme Court will debate this case on January 10, allowing the court to make a ruling on the issue before the law takes effect on January 19.The bill requires TikTok's parent company, ByteDance, to divest TikTok, or else TikTok will be banned from operating in the U.S. ByteDance has made it clear that it will not sell the TikTok business.

ChainCatcher message, in an environment of insufficient liquidity, the US dollar remains stable. Many traders are still on holiday during the festive season, and there are no significant data releases on the US economic calendar this Friday. Since November 5, when Trump won the presidential election, the dollar index has risen by more than 4%.The policies proposed by Trump, including trade tariffs and tax cuts, are expected to drive up inflation and limit the Federal Reserve's room to cut interest rates. Data shows that the market expects the Federal Reserve to further cut rates by 36 basis points by December 2025. (Jin Shi)

ChainCatcher news, Trump made some promises to the crypto industry during his campaign, and whether he will make the U.S. government a holder or even a buyer of Bitcoin remains a hot topic. SkyBridge Capital founder Anthony Scaramucci stated, "I want to remind everyone, if you think that after January 20th next year a switch will be flipped and everything will get better, and the Bitcoin and digital asset community will thrive, you are mistaken; that's not how Washington works."

ChainCatcher news, according to Jinshi reports, Trump stated that he has invited Bill Gates to come to Mar-a-Lago tonight.

ChainCatcher news, the X account @WallStreetMav with millions of followers tweeted, stating "Trump has won, they are altering all the data from the Biden administration. The government initially reported that 653,000 jobs were added in the second quarter of 2024. This is actually a negative number. Last year's jobs were also revised to 800,000. Falsified data trying to help Biden/Harris. Now that Trump is elected president, they may portray the economy in a negative light."Musk responded under the X, asking "How can the data system be so bad?"

ChainCatcher news, according to Jinshi reports, in a record-breaking year, Bitcoin's momentum has slowed in the last few days of the year as investors assess the remaining momentum brought by President-elect Donald Trump's support for the cryptocurrency sector. As of Friday before the European market opened, Bitcoin was trading around $96,200, recovering part of the nearly 3% decline from the previous day. Digital currencies like Ethereum and Dogecoin fluctuated within a narrow range.In the four trading days ending December 24, investors withdrew a net $1.5 billion from a dozen U.S. Bitcoin spot ETFs, marking the largest outflow since Trump won the U.S. election on November 5. According to data compiled by foreign media, Bitcoin is facing the risk of a monthly decline in December, which would be its first monthly drop in over four months. Bitcoin reached a record high of $108,316 on December 17 before retreating.

ChainCatcher news, according to Bitcoin.com, Citibank analysts predict that cryptocurrency will experience strong growth in 2025 driven by Trump’s policies, increased ETF inflows, and innovations in stablecoins. Bitcoin breaking through $100,000 may just be the beginning.Citibank analysts expect a shift in regulation and explain that this is more about removing obstacles than a story of deregulation, meaning that policies may reduce previously existing barriers to growth rather than relaxing regulations. Widespread adoption remains key to the long-term success of cryptocurrency.

ChainCatcher news, according to Watcher.Guru, the U.S. Congress is expected to prioritize cryptocurrency legislation in 2025.It is reported that after Donald Trump was elected president, he promised multiple times to support cryptocurrency. Key topics include the stablecoin bill and the FIT21 bill, which focus on regulatory frameworks and decentralization standards, respectively. Tax issues will be crucial, including adjustments to staking reward tax rules.

ChainCatcher news, according to Jinshi reports, as Trump prepares to fulfill a long list of campaign promises, the elected president vows to ensure that all remaining bitcoins are "made in America," which may become one of his most difficult promises to achieve. Ethan Vera, COO of Luxor Technology based in Seattle, stated that this is a typical Trump-style comment, but it does not align with reality.Russian oligarchs and the Dubai royal family are some of the latest entrants into the competition. Their substantial funding and access to large amounts of electricity are driving them to join this lucrative yet energy-intensive process. It is expected that about 95% of the 21 million bitcoins that will eventually be created have already been minted; however, according to the hard cap, it is estimated that full production will take about 100 more years.Taras Kulyk, CEO of Synteq Digital, stated: "There are several different markets that will see tremendous growth, with increasing demand in Eastern European countries like Kazakhstan, while sales are also rising in Asia, Africa, and the Middle East."

ChainCatcher news, according to The Block, U.S. Securities and Exchange Commission Chairman Gary Gensler has indicated that he will resign in January when Trump takes office, which may impact some regulatory rules in the process.The U.S. Securities and Exchange Commission previously formulated a rule that could circulate in the cryptocurrency industry, called "Regulation ATS," which reopened for public comment this April, aiming to expand the definition of exchanges and potentially requiring decentralized projects to register with the agency as alternative trading systems.However, DeFi Education Fund CEO Miller Whitehouse-Levine believes that if Gary Gensler does not adopt the ATS regulation before Trump takes office, it may not be confirmed in the same way in the future, "or they could scrap it altogether," but it depends on what the priorities of the U.S. Securities and Exchange Commission are.

ChainCatcher news, according to Jinshi reports, cryptocurrency was once a fringe issue in the eyes of the investing public, a concern for Washington policymakers, and a target of ridicule for top figures on Wall Street. However, in 2024, this situation has changed. Since the beginning of the year, investors holding Bitcoin have seen a 126% increase in returns, with Bitcoin soaring to over $100,000 following Trump's election. Data from Coinmarketcap shows that the market value of all cryptocurrencies has inflated by nearly $1.7 trillion.Ian Katz, managing partner at Capital Alpha, stated, "Currently, everything in the cryptocurrency industry is moving in a favorable direction." Cryptocurrency enthusiasts believe that the upward trend will not end soon. Bitwise Chief Investment Officer Matt Hougan believes that by this time next year, "we will be having the same conversation, that Bitcoin has experienced an incredible surge." Bitwise expects Bitcoin to surpass $200,000 by the end of 2025.

ChainCatcher news, economist and gold advocate Peter Schiff posted on the X platform that Trump recently expressed interest in purchasing Greenland and even hinted at possibly reclaiming the Panama Canal. These could be negotiation strategies for Trump to buy back at a good price, but if these ideas sound crazy, they are nowhere near as crazy as the United States buying Bitcoin.