#美国就业数据表现强劲超出预期 December Market Overview

Bitcoin continues to fluctuate within a narrow range, and currently, both bulls and bears are being stubborn. The real test will depend on how things play out during the weekdays; let’s just consider it as the Christmas market for now. Ethereum has finally shown some improvement recently, surging above 3000, but ultimately it still follows the rhythm of Bitcoin. As for Solana, the fundamental data is consistently improving, with on-chain activity showing continuous enhancement; it remains to be seen whether it can truly drive the market up—however, it’s important to recognize that strong fundamentals and the ability to drive the market are often two different things.

There are also a few macro factors worth noting: North Korean hackers have stolen $2.02 billion in cryptocurrency assets so far in 2025, setting a historical record, which means security precautions need to be taken more seriously. Michael Saylor has once again posted Bitcoin tracking information on Twitter, and there are voices in the market speculating that this may suggest he is preparing for the next round of accumulation. Federal Reserve official Harker stated that the inflation data in November may have statistical issues, the neutral interest rate should be higher than the market generally expects, and there is no need for any interest rate cuts in the coming months; instead, there is more concern about inflation remaining high – this puts significant pressure on risk assets.

In the precious metals sector, spot gold has surpassed 4350 USD/ounce, with a slight increase of 0.26% during the day, and risk aversion remains. Overall, the importance of performance on working days is self-evident.