Crypto Daily Report #我的2026第一条帖 01.12(：Bitcoin breaks $91,000, sovereign nations enter mining, CLARITY bill enters critical review period

1. Bitcoin Price, Market Forecasts, and Macro Impact
1. Bitcoin price surpassed $91,000 on January 11, 2026, with a 24-hour increase of 0.32%. In the short term, it is in an consolidation phase, with neutral to bullish technical indicators, while long-term moving averages show a bearish tendency.
2. Analyst Willy Woo predicts that Bitcoin will perform well from late January to February but remains bearish on 2026, citing weakened liquidity relative to price momentum since January 2025.
3. Former PayPal president states that Bitcoin reaching $1 million is only a matter of time, with market expectations for long-term price growth. Nasdaq and CME Group have reintroduced crypto indices, potentially enhancing market liquidity and institutional participation. The Federal Reserve paused interest rate hikes, and rising unemployment has reduced expectations for rate cuts, with macro policy adjustments increasing volatility in the cryptocurrency market.
2. Bitcoin-Related Institutions and Miner Behavior
1. Michael Saylor has again posted Bitcoin Tracker information, hinting that MicroStrategy may increase its Bitcoin holdings again. Historical patterns show that such disclosures are often followed by additional purchases the next day.
2. The UAE government has been mining Bitcoin using government resources for some time, holding approximately 6,636 BTC valued at around $600 million through Citadel Mining, marking that sovereign nations view Bitcoin as a strategic reserve asset.
3. In 2025, a total of 36 Bitcoin network blocks were mined by independent miners, who receive block rewards, reflecting the output of independent participants in the Bitcoin mining ecosystem.
3. Regulatory and Policy Developments
1. The U.S. Senate Banking Committee will review the Digital Asset Market Transparency Act (CLARITY Act) on January 15, aiming to advance legislation on crypto market structure before the federal government’s key spending deadline on January 30, to avoid a government shutdown.
2. The U.S. Consumer Price Index (CPI) for December will be released on January 13 at 21:30, including unadjusted annual CPI rate and seasonally adjusted monthly CPI, which will influence market expectations for inflation and Federal Reserve policies.
3. Several Federal Reserve officials (such as Atlanta Fed President Bostic and New York Fed President Williams) will speak next week, along with the release of the Beige Book, with market focus on monetary policy directions.