2026-01-12 01:25:58

Recently, several phenomena worth pondering. On one hand, bitmine has injected another $340 million this week to purchase ETH, indicating that major institutions remain optimistic about Ethereum's long-term prospects. On the other hand, gold is approaching the 4600 level, seemingly about to hit a new all-time high.

The global economic landscape is undergoing subtle changes. Venezuela's currency crisis is still spilling over, Iran's currency has collapsed, and the Middle East is rapidly issuing stablecoins in response. But there's a problem—USDT isn't as stable as it seems. Ultimately, it's too centralized; Tether could respond to US instructions at any time to freeze specific addresses. From this perspective, the only truly resilient asset is BTC. If you must hold USDT, it's best to know how to mix coins.

From a market perspective, BTC has performed quite strongly in this wave. Multiple corrections haven't broken below the 90,000 mark, and what's more astonishing is that it has held steady even with increased volume. This indicates that buying pressure continues to outpace selling. Once the ETF selling pressure is fully absorbed in this range, the upward space will truly open.

Looking ahead, 2026 is a key year—an election year often accompanied by policy releases. The crypto ecosystem is quite interested in the related political environment, as these years tend to bring some positive stimuli. As long as the stock market doesn't experience a systemic crash, the probability of crypto assets falling below 80,000 is quite low. Currently, although US stocks are volatile, there are no signs of an imminent collapse—tax cuts are set to continue, oil prices are suppressing inflation, and attempts at de-dollarization by other countries are being effectively contained. Turbulence exists, but the resilience of the system remains intact.

ETH7,48%

BTC4,8%

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HackerWhoCares

· 3h ago

3.4 billion invested in ETH, this pace is unstoppable, institutions really know what's going on BTC holding above 90,000 is confident, this time it's truly different I've seen through USDT long ago, centralized stuff will eventually collapse, mixing coins is the safer bet The 2026 election year will take off, this logic holds up, it's worth lurking early System crashes, to put it nicely, are probabilistic; I dare to buy below 90,000 Gold approaching 4600, inflation expectations are written all over it Venezuela and Iran, this routine, crypto is about to rise again to save the day? That's a joke ETF selling pressure needs to be digested first, it's not the time to talk about rising yet, just watch Resilience of the US stock market? Don't be silly, it just hasn't been its turn to crash yet, feeling good For mixing coins operations, you need to find someone who knows the game, otherwise, it's better to just jump on BTC directly

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HallucinationGrower

· 01-12 22:26

bitmine this 340 million投入还真敢，ETH long-term holders are silently betting on the future USDT really is a paper tiger, it freezes instantly, BTC is still the most solid, I’ve been doing coin mixing for a long time 90,000 level is firmly defended, the buying pressure is indeed fierce, just waiting to see when the ETF selling pressure will be fully absorbed The 2026 election year is coming, the crypto circle will once again ride the political red wave, if 80,000 can't be broken, I’ll bet on a move Gold is about to hit new highs, the global situation is indeed a bit interesting, the window for making money is not very wide

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SerLiquidated

· 01-12 22:20

Bitmine spends 340 million to buy ETH, this move is indeed top... Major institutions are still increasing their positions, indicating there are still opportunities ahead. USDT is really too risky, you never know when it will be frozen. BTC is safer, and mixing coins is the way to go. Holding the 90,000 level so tightly, even with increased volume, it hasn't broken through. Damn, the buyers are really aggressive... The selling pressure from the ETF has been absorbed, and it's ready to take off. In the election year 2026, the historical pattern is clear. Unless there is a systemic crash in the US stock market, there's basically no need to think below 80,000. Gold has reached 4600, and the risk-averse sentiment remains... With all the mess around the world, it's still better to stockpile some real gold and silver.

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DisillusiionOracle

· 01-12 01:56

Bitmine's investment of 340 million yuan is truly impressive; I can see it's a bold move, and the institutional bottom-fishing feels very obvious. I've said it before about USDT—it's still too fragile and can't be relied upon in critical moments. Holding BTC below 90,000 is very stubborn; it's only a matter of time before the downside opens up. Whether the 2026 election year will bring major good news depends on whether the US stock market avoids any surprises. Gold rushing towards 4600—this buying frenzy is really crazy. Learning to operate with mixed coins is necessary; USDT can't sustain a prolonged battle. Honestly, BTC remains the most resilient; other stablecoins are all fake. The real turning point will be when ETF selling pressure is digested. The probability of a systemic collapse is low; I agree with this logic. Global de-dollarization can't be stopped; the US dollar system can still hold up.

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AlphaWhisperer

· 01-12 01:54

bitmine's big move this time is really fierce, investing 340 million into ETH shows that institutions have a different mindset The issue of USDT being frozen at any time is an old story; you still need to figure it out yourself Holding the key level at 90,000 so tightly feels like either funds are accumulating or it's just a fake move How will the 2026 election year play out? Betting now is early, but those who lay out in advance never suffer losses Has gold surged to 4600? With such strong risk assets, there's something else to consider Mixing coins has truly become a compulsory course; the sense of security must be earned by oneself If this round of market can't even break 80,000, then it's really time to consider a different approach

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TokenToaster

· 01-12 01:47

bitmine's move is really aggressive, directly investing $340 million into ETH, institutions are as clear as a mirror The 90,000 hurdle is firmly defended, and volume increase still hasn't broken through, the buying pressure is indeed strong USDT centralization issues should have been taken seriously long ago, with one US statement about asset freezes, playing with this requires learning to mix coins, it's very necessary Gold approaching 4600 is also quite outrageous, this wave of economic tearing is really accelerating Will there be favorable policies in the 2026 election year? We'll see then. The key is to stabilize BTC first The 80,000 bottom line also doesn't feel particularly stable, what if the US stock market experiences a systemic crash?

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not_your_keys

· 01-12 01:39

Bitmine's recent move is really aggressive, pouring 340 million into ETH—this is the confidence of institutions. Holding the 90,000 level is quite interesting; as long as the volume remains, it indicates the story isn't over yet. USDT, to put it simply, is still a chip held by the US; it wouldn't be surprising if it were frozen at a critical moment. It's hard to say what positive effects the 2026 election year will bring, but at least currently, there are no signs of a major crash in the US stock market. Gold is almost at 4600, and concerns about assets still need to be addressed. Mixing coins operation sounds complicated; holding BTC is still more reassuring. Buyers guarding below 90,000 is a bit strategic; after digesting ETF selling pressure, a rebound should come. The Middle East is issuing stablecoins to respond to the crisis, indicating they also realize the dollar is no longer fully secure. The system's resilience is still there, but no one can predict when the next black swan will arrive. There are actually many opportunities hidden within these subtle changes in the pattern.

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ForkTongue

· 01-12 01:31

Bitmine's move is really aggressive, pouring in 340 million without blinking. I need to think about whether I should follow the trend. USDT really can't be trusted. A single directive from the central bank can freeze it. It's better to stock up on real assets and be more solid. The 90,000 level is being firmly defended. Buyers are gaining strength, everyone. Will the 2026 election year bring big surprises? But we shouldn't bet too heavily. I'm optimistic but cautious. Learning to mix coins is necessary; risk awareness must be raised. Gold is about to hit 4600 again, and asset allocation should still be diversified. BTC this time is truly different. How do you see those previous panics and bearish cries now?

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