ChainCatcher news, Matrixport released today's chart report. The 7-day minting data of stablecoins shows that the pace of fiat currency inflow into the crypto market has significantly slowed down before the Christmas holiday, which may be related to the Federal Reserve's shift to a hawkish policy in mid-December.Due to the continued low activity of fiat deposits flowing into stablecoins, Bitcoin and other cryptocurrencies may continue to consolidate. Although the quiet period of the holidays has ended, there has not yet been a significant rebound in the inflow of funds into stablecoins. This indicator remains an important signal of changes in market demand, as an increase in stablecoin minting typically indicates a rise in demand for the cryptocurrency market.Currently, while there has been a slight rebound in stablecoin minting activity, its sustainability remains unclear. Only when this trend continues steadily is it possible to push Bitcoin out of the consolidation phase and back into a bull market.

ChainCatcher news, Binance founder Zhao Changpeng (CZ) tweeted that many people have regretted not buying Bitcoin early, not bottoming out, holding, or understanding cryptocurrency sooner.He emphasized, "Today is earlier than any day in the future." and noted "Not financial advice."

ChainCatcher news, QCP Capital's latest analysis points out that the U.S. non-farm payroll data reached 256,000, far exceeding the expected 164,000, indicating signs of an overheating economy. Market expectations for interest rate cuts have cooled, coupled with concerns about inflation that may arise from the potential reactivation of tariff policies from the Trump era.Despite macro pressures and ongoing Silk Road FUD, Bitcoin and Ethereum support levels have temporarily stabilized at $91,000 and $3,100, respectively. The volatility in the options market has gently declined, maintaining a slight bearish bias only before Trump's inauguration. This week, PPI, CPI, and unemployment data will be released sequentially. Against the backdrop of a continuously warming U.S. economy, this week will be a critical period to test the inflation hedging function of cryptocurrencies.

ChainCatcher news, BitMEX co-founder Arthur Hayes explained in his latest blog post why he believes the crypto market will peak in mid-March and then experience a significant correction. The article states that previously, in the third quarter of 2022, when the Federal Reserve's reverse repurchase tool peaked, Bitcoin hit its bottom; Yellen adjusted the bond strategy, withdrawing over $2 trillion from the RRP to inject liquidity into the market, driving up cryptocurrencies and stocks. In the first quarter of 2025, the market will focus on whether the dollar liquidity can offset the impact of the slow implementation of Trump's policies. If liquidity is sufficient, increasing risk exposure will be a safe choice.The Federal Reserve's factors are secondary in the analysis, with a focus on how the Treasury will respond to the debt ceiling. If politicians hesitate, the Treasury may inject liquidity from the General Account (TGA), creating a positive atmosphere for cryptocurrencies. The Federal Reserve's quantitative tightening policy continues, but the RRP scale is nearly zeroed out, and RRP rates are lowered to reduce attractiveness. This move aims to boost demand for U.S. Treasuries and lay the groundwork for stopping QT and other policies. Yellen revealed that the Treasury expects to take "extraordinary measures" to raise funds in mid-January. When the increase in the debt ceiling will gain political approval tests Trump's support. It is expected that from May to June, the balance of the Treasury's General Account (TGA) will be exhausted, and the market may react in advance. By the end of the first quarter, the total dollar liquidity from the Federal Reserve and the Treasury is expected to be $612 billion. As the default and shutdown crisis approaches, an agreement will be reached to raise the debt ceiling, the Treasury will resume borrowing and replenish the TGA, leading to a decrease in liquidity. After the tax deadline on April 15, the government's financial situation will improve, and liquidity will also decline. If the TGA balance dominates cryptocurrency prices, the market may reach a high point by the end of the first quarter and then decline.Yellen lowered the rate for issuing short-term Treasury bills, causing Powell's strategy to tighten financial conditions to combat inflation to fall short. Although Trump's team may perform poorly in cryptocurrency and corporate legislation, a positive dollar liquidity environment may offset this impact. Hayes stated, "I advise investors to sell in the late first quarter and wait for liquidity conditions to improve in the third quarter. As the Chief Investment Officer of Maelstrom, I recommend risk-takers shift to aggressive mode and venture into the decentralized science (DeSci) altcoin space. If things go well, I will reduce baseline positions in March."

According to the "Market Insights for January 2025" report published by Binance Research, the crypto market capitalization soared to a historic high of $3.91 trillion in December 2024, driven by regulatory optimism, institutional adoption, and Bitcoin reaching an all-time high of $108,000. However, as the Federal Reserve reduced its interest rate cut plans for 2025 from four times to two, the market experienced a correction at the end of December, with a market cap evaporation of over $0.5 trillion.Bitcoin's market cap grew by approximately 123.4% for the year, becoming the seventh-largest asset globally, surpassing Saudi Aramco and silver, only behind Nvidia's performance. Key drivers included the approval of spot ETFs, Bitcoin halving, changes in monetary policy, and more crypto-friendly regulatory expectations.Additionally, the market cap of Ethena's USDe has reached $5.9 billion, surpassing DAI to become the third-largest stablecoin, thanks to its high yield and use as collateral on Aave. Decentralized spot and perpetual contract trading volumes reached historic highs of $326 billion and $356 billion in December, respectively, while decentralized perpetual trading volume grew over 370% for the year, primarily driven by Hyperliquid.The TVL in the DeFi sector also hit a new high, with lending protocols and liquid staking protocols reaching $55 billion and $71 billion, respectively. AI agents are gradually becoming an emerging hotspot in the crypto space, with related tokens reaching billions in market cap and an average daily exposure of about 100,000 times, with representative projects including Virtuals and ai16z's Eliza framework, as well as individual agents like aixbt.

ChainCatcher message, Bloomberg columnists Marcus Ashworth and Mark Gilbert's key takeaway for 2025 is: buckle up, it’s going to be a rollercoaster ride.Regarding the future of Bitcoin, they pointed out that Nobel Prize-winning economist Paul Krugman stated last month on the Bluesky social platform that although Bitcoin has surpassed $100,000, there are still no legitimate use cases even after 15 years.The recent surge in Bitcoin prices has at least one identifiable catalyst: the hope that the Trump administration will take a more lenient stance on cryptocurrencies. This expectation is likely to be realized under the leadership of incoming SEC Chairman Paul Atkins, who is believed to have a more favorable attitude towards the crypto market than his predecessor, and the regulatory environment is almost certain to become less hostile.

ChainCatcher news, according to The Block, Pantera Capital general partner Lauren Stephanian expects "some large acquisitions" to occur in 2025.She explained, "Strategists have been accumulating capital, and as token prices rise, the scale of funding has also expanded. Many companies and protocols are now seeking to absorb competitors and increase their output in this market."

ChainCatcher news, according to The Block, Blockchain Capital general partner Kinjal Shah expects that the scale of crypto market financing will rise with the strengthening of the market in 2025, but it will not return to the historical highs influenced by the macro economy in 2021-2022. The company will continue to seize market opportunities, focusing on areas such as stablecoin infrastructure, innovative distribution models, and DeFi platforms that connect institutional and retail users.