Overview

BTC continues to decline; AI Agent tokens see significant pullbacks, with ai16z and FARTCOIN dropping nearly 20%

Daily Macro

Bitcoin Market Status:Bitcoin’s low reached $91,500; altcoin market performance is weak with significant pullbacks.

Bitcoin ETF Activity:Markets closed yesterday

Ethereum ETF Activity: Markets closed yesterday

Macroeconomic Data: Market focus is on tonight’s U.S. December unemployment rate (previous: 4.2%, forecast: 4.2%) and U.S. December non-farm payrolls (seasonally adjusted).

Daily Focus

ETH

Reason for Focus:Fidelity transferred 64,997 ETH (~$200 million) to Coinbase via Cumberland in the past 34 hours.

Related Token Performance (24H):ETH：: -2.83%

Market Analysis: Fidelity’s move may indicate selling behavior, adding to the current selling pressure in the crypto market.

Next Focus

FED

Reason for Focus:Fed’s Schmidt hints at reluctance to cut rates further, suggesting rates are “near neutral.”

Market Analysis:The probability of the Fed keeping rates unchanged in January is 93.1%, with a 6.9% chance of a 25 bps cut.By March, the probability of rates remaining unchanged is 57.7%, with a cumulative 25 bps cut at 39.7%, and a cumulative 50 bps cut at 2.6%.

CoinEx Daily: Bitcoin Continues to Decline; AI Agent Tokens Plunge