#比特币流动性 In the short term, market trends will mainly depend on liquidity conditions. If the liquidity of the US dollar continues to tighten, Bitcoin may further dip towards the $90,000 mark; if the Federal Reserve resumes interest rate cuts and liquidity improves, Bitcoin may react early and see a rebound.
Regarding potential catalysts, interest rate cuts by the Federal Reserve will lower the opportunity cost of holding cryptocurrencies compared to holding government bonds, which may release institutional capital currently earning risk-free returns. Meanwhile, clarifications in regulations and the approval of Bitcoin-linked ETPs in Asian markets could also bring in new capital inflows.
Advice for investors with different investment strategies:
Long-term investors: Consider viewing the current pullback as an opportunity for phased positioning. The scarcity of Bitcoin is one of its core value supports.
Short-term traders: Strictly manage positions to avoid high-leverage trading, and be wary of the risks of severe market volatility.
Emerging market investors: Pay attention to the market segmentation risks that may arise from the divergence of global regulatory policies, as well as the potential challenges to blockchain security.
Investors should be clearly aware of the high-risk nature of crypto assets, avoiding blind chasing of highs or bottom fishing. Bitcoin should be seen as a marginal supplement in a diversified asset allocation, with positions maintained prudently, and reliance on leverage as a primary driver of returns should be avoided.
With the arrival of a new round of sell-offs on Monday, traders are preparing for a larger decline. "December is starting off looking quite risk-averse," said Sean McNulty, Head of Derivatives Trading for FalconX Asia-Pacific, "The most concerning aspect is that inflows into Bitcoin ETFs are scant, and there is a lack of buyers at lower prices."
Looking at longer cycles, the foundational aspects of the Bitcoin market still exist. The global trend of asset diversification, the continuous increase of long-term funds, and the rise in institutional participation all lay the groundwork for Bitcoin's potential future rise.
Bitcoin is experiencing a painful transition from a 'speculative toy' to an 'institutional asset,' and its future value will increasingly depend on the liquidity environment, regulatory policies, and the rebuilding of trust systems. $BTC #比特币流动性
Visa officially opens USDC settlements to U.S. banks, traditional finance embraces Solana
#美SEC推动加密创新监管 Traditional financial giant Visa takes a historic step: On December 16, Visa announced that it would allow U.S. banks and payment institutions to use USDC stablecoins issued by Circle for transaction settlements via the Solana blockchain. Cross River Bank and Lead Bank became the first institutions to adopt this service, and Visa plans to expand the service to more U.S. financial institutions by 2026.
Why choose Solana?
After evaluating multiple blockchain networks, Visa ultimately chose Solana as the infrastructure for USDC settlements, primarily based on the following technical advantages:
High throughput and low cost: Solana can process an average of 400 transactions per second, with peaks exceeding 2000 TPS, and transaction fees are below $0.001 and predictable. This performance allows it to meet the speed and cost requirements of payment scenarios.