2026-01-15 13:25:43

Last night, the CPI was released at 2.7% annualized, which was in line with expectations and reassured the market. $BTC broke out accordingly, once surging towards 97K, currently stabilizing around 96,300. This level is a key psychological threshold for many—whether it breaks or holds will determine the next market rhythm.

The most interesting data is on-chain. According to Santiment statistics, addresses holding between 100 and 10,000 BTC have added 32,700 BTC since January 10th. What does this indicate? Medium-sized institutions or large holders are quietly accumulating. In contrast, retail smallholders are actually selling. The classic pattern of "smart money in, retail out" is playing out again, and historically, such nodes often signal a subsequent rebound.

$ETH appears less urgent, hovering around 3,330 with modest gains. But from a medium-term perspective, the narrative is changing. More and more institutions are focusing on RWA and tokenization—some even call 2026 the "Ethereum Year." Plus, ETH staking offers a stable yield of 2.8%, which BTC can't provide—making ETH increasingly attractive for yield-seeking institutions.

The macro environment is also cooperating: if the CLARITY Act passes smoothly through the Senate Banking Committee, the regulatory framework will become more transparent, easing compliance concerns for institutions and encouraging larger entries.

Overall, the approach is: no need to go all-in, but no need to panic either. $BTC should hold the 96K support; if it breaks, a reassessment is necessary. $ETH can be accumulated in small positions, with 3,400 as a buy-in level. The key still depends on what whales do this weekend—if they continue to buy, the probability of the next phase increases.

BTC-0.2%

ETH-0.56%

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WhaleStalker

· 3h ago

Smart money is again accumulating, retail investors are still trying to catch the top, this scene is truly classic. If we can't hold the 96K level, we’ll have to admit defeat and reassess. ETH’s 2.8% return is really attractive, offering more ways to play than BTC. If whales continue to buy over the weekend, we need to keep up and stay alert. Here comes that "Ethereum Year" again? Let’s see if the CLARITY Act passes first before making any moves. Holding small positions leads to better sleep; going all-in is truly courting death.

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GasFeePhobia

· 4h ago

Smart money is eating, and I'm still hesitating whether to move or not, a typical retail investor problem. 97K can't break through, and I'm really getting numb; only holding onto 96K gives hope. ETH's yield is indeed attractive, but I still think the "Ethereum Year" in 2026 has been overhyped. If whales continue to buy over the weekend, just go all in on Monday. 32700 new addresses have entered, this data is indeed solid. Am I about to get cut again? Breaking 96K means I really should cut losses; don't hold on stubbornly like me. There is indeed something in RWA, but the real money is still dependent on whether BTC can stay stable. Once the CLARITY Act passes, it will be a whole different story; with institutions being more daring, we will have opportunities. I've heard the phrase "all in" many times, but who can really hold on when it matters most? While institutions are bottom-fishing, I'm still anxious; this is the difference between making money and losing money.

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governance_lurker

· 4h ago

Smart money is eating, so let's follow suit. After all, history always repeats itself.

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RadioShackKnight

· 4h ago

Smart money is eating, retail investors are running, this script is all too familiar. --- Whether 96K can hold is the key; if it breaks, we need to rethink. --- ETH's 2.8% return is indeed attractive; BTC can't play this game for sure. --- If whales are still eating this weekend, then there's really hope. --- If the CLARITY Act passes, institutions will dare to really come in; right now, it's still in the testing phase. --- Medium-sized investors are bottoming out, retail investors are fleeing; isn't this a sign of a rebound? Based on experience. --- Ethereum year? 2026 is still early; let's first focus on the current 3400. --- CPI didn't exceed expectations, and the market took a breath, but it's hard to say whether this is a false breakout or a real rebound.

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LiquidationWatcher

· 4h ago

Smart money is eating, retail investors are running, I've seen this show too many times. The real test is whether 96K can hold, if it breaks, it's time to start over. ETH staking rewards are indeed attractive, but don't be fooled by the 2026 story, it depends on actual adoption. Whale movements this weekend are the real signal, everything else is just clouds.

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fren.eth

· 4h ago

Smart money is eating, retail investors are fleeing, and the rhythm is always the same. --- Whether 96K breaks or not, it feels like the real issue. --- ETH staking at 2.8% stable returns, better than many financial products. --- If whales are still eating this weekend, then there will be a story next week. --- Once CPI stabilizes, they dare to break 97K, I really can't hold on anymore. --- On-chain data speaks for itself, institutions are copying, so I’ll follow along. --- Regarding RWA, will it really pick up in 2026? Seems a bit exaggerated. --- Not all in and not running away, just waiting for signals with a small position. --- If 96K can't hold, accept the loss, no need to overthink.

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