2026-01-09 05:27:57

The recent market conditions are indeed quite interesting. Bitcoin briefly fell below 90,000 yesterday, breaking the previous rebound pattern, but careful observers may have noticed that Ethereum and Solana performed even better in terms of resilience, especially Ethereum, where institutional buyers are still continuously entering the market. This signal is worth pondering.

Let's start with the macro environment. On the stock market side, the Nasdaq has seen three consecutive gains but has pulled back slightly, although Google hit a record high. The precious metals market is quite intriguing: silver and platinum have been declining, but gold first dropped by 1% and then rebounded. More importantly, the gold-silver ratio has broken through 60, the first time in 12 years. This indicates that gold and silver cannot be analyzed with the same logic; the support for gold remains solid—global central banks (including major Eastern countries) continue to increase their holdings. Therefore, the long-term outlook remains unchanged, and there's no need to be shaken by silver's sharp decline.

Regarding geopolitical factors, the current US government is looking to make moves in Central America, but Congress has already voted to impose restrictions, and domestic opposition is significant. There are also ambitions in the Arctic region. These short-term factors may influence market sentiment fluctuations, but their direct impact on crypto assets is actually limited.

What truly deserves attention is January 15th. Two major events are scheduled: the release of non-farm employment data—market expectations are for an increase of 45,000 to 70,000 jobs. If the data meets expectations, the Federal Reserve is highly likely to cut interest rates by 25 basis points in March, which is a positive signal for risk assets. Moreover, from a crypto market perspective, this improved liquidity environment often boosts risk appetite, which also explains why ETH and SOL have recently outperformed BTC—the market is pricing in upcoming liquidity easing in advance.

BTC0,04%

ETH0,19%

SOL0,31%

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OnChainArchaeologist

· 2h ago

ETH's recent resilience to drops is something I saw early on; institutions are indeed institutions, their instincts are sharp. When BTC broke 90,000, I thought it was going to crash through, but unexpectedly, someone stepped in below. Non-farm payrolls day was truly exciting—25 basis points rate cut? That really is a gamble. Gold-silver ratio at 60? This data is interesting; the central bank's methods are indeed deep. Over in the US, after all the fuss, Congress got stuck, but our crypto market has become more peaceful, haha. It sounds like liquidity has loosened, so ETH should outperform; I can accept this logic. Silver has fallen so much—why not buy the dip? Let gold stay steady if it wants to. On January 15, I need to keep an eye on the screen; this data could change the entire rhythm. Institutions are still continuously entering ETH; this signal can't be ignored. I'm a bit surprised that SOL can outperform BTC, but upon reflection, it makes sense.

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NeverPresent

· 01-09 10:09

ETH this wave really held up, as long as institutions don't withdraw, it means there's still hope --- BTC breaking 90,000 and still daring to buy the dip, just wait to be fed a fake pancake haha --- Gold-silver ratio breaking 60? I didn't notice this detail, our central bank is still stockpiling gold --- The non-farm payroll data on the 15th is the real harvesting moment, let's watch the show then --- Honestly, SOL outperforming BTC surprised me a bit. Can the logic of loose liquidity really hold up? --- Geopolitical issues may not have much impact, but the psychological effect is significant. Retail investors are most easily led by the rhythm --- Expectations of rate cuts have already been priced in. When that day comes, it might actually be a good news rally followed by a sharp drop --- The signal of institutional entry into ETH is indeed attractive, but the question is when to make the move --- Google hitting a new all-time high is actually not seen as a big deal, this can also be considered cold reception

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BlockchainBrokenPromise

· 01-09 05:53

Damn, ETH is playing tricks again. Are institutional investors really entering the market? --- Breaking 90,000 is what it is. Believing in ETH is the real way. --- Gold-silver ratio at 60? That logic is a bit extreme. Are the central banks really stockpiling? --- The non-farm payroll data will be released on January 15. Can the rate cut expectations be driven up this time? --- Institutions are continuously entering ETH. I can read this signal. --- Google hits a new high, Bitcoin drops below 90,000. What's going on here? --- The key is whether the Federal Reserve will actually cut rates in March. Otherwise, all efforts are in vain. --- Silver crashes but gold doesn't? It took 12 years to break 60. Gold is awesome. --- I just want to know if January 15 will be a breakout or stable. Can we keep our composure without collapsing?

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FlashLoanLarry

· 01-09 05:42

ngl the eth/sol alpha here is basically just liquidity depth arbitrage... institutions front-running the fed pivot, textbook opportunity cost calculation. btc's just eating the volatility while smarter capital repositions... told y'all this already lol

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GasGrillMaster

· 01-09 05:38

Institutions are accumulating ETH, this is called being knowledgeable --- What's the big deal about BTC breaking 90,000? ETH and SOL are the real stars --- Waiting for the non-farm payroll data on the 15th, there’s real potential for rate cut expectations --- Gold-silver ratio breaking 60? The central bank is still stockpiling gold, long-term no problem --- Geopolitical tensions and minor disturbances are, frankly, having limited impact on the crypto market; the focus is still on Federal Reserve actions --- ETH is truly resilient, institutions are still entering the market, this signals good news --- Non-farm payroll data is coming, the market might explode then, and the pre-pricing makes sense --- Silver has fallen so much, can gold still rise back? The logic is indeed different --- The Nasdaq has risen three days in a row then pulled back, but Google hit a new high? Divergence is becoming more obvious --- Actually, just waiting for the rate cut in March to be confirmed, everyone is buying in advance now --- Congress restricting geopolitical actions has given the crypto market a short-term breather --- ETH’s performance is outstanding, I think big players are front-running the layout --- Gold-silver ratio breaking through the 60s high indicates gold is still the king of safe-haven assets

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DaisyUnicorn

· 01-09 05:32

ETH is really quietly blooming this time, have the institutions seen something? BTC drops below 90,000 and no one panics, but ETH is steadily absorbing funds. This logic is quite interesting. Waiting until the non-farm payrolls report on January 15, it feels like the rate cut expectations are really starting to be priced in. We'll see who takes the lead then. Silver is falling while gold is rising—it's ridiculous—what exactly are the central banks planting in their gardens? Institutions are continuously pouring into ETH. I just want to ask retail investors, what are you waiting for... Honestly, this pre-emptive pricing of liquidity expectations is basically paving the red carpet for altcoins. Geopolitical tensions are flaring up, but our assets are relatively stable. That’s what true resilience looks like, right?

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OnchainDetectiveBing

· 01-09 05:32

Institutions are quietly accumulating ETH, this is the real signal. BTC falling below 90,000 actually gives me confidence. --- Gold-silver ratio breaks 60? Central banks are stockpiling gold. This thing is still stable in the long run, don't panic. --- The non-farm payroll data on January 15th is the key; the market will need to reprice at that time. Once the rate cut expectations materialize, risk assets will rally. --- Honestly, geopolitical tensions can't really affect crypto; the real bottleneck is still the Fed's money. --- ETH outperforming BTC is not without reason; the market has already sniffed out the signs of liquidity easing. Smart investors are all accumulating.

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