2026-01-04 04:23:19

As the new year begins, the crypto market has finally shaken off the previous dull atmosphere. After weeks of low-volatility fluctuations, Bitcoin suddenly surged on January 4th, breaking through the $91,000 mark, with a single-day increase of over 1%. This rally coincided with the start of the traditional financial market’s new year, and market sentiment has noticeably improved.

Looking ahead, since Bitcoin hit its all-time high of $126,000 in October last year, it has fallen into a cycle of deep corrections and repeated oscillations. Throughout December, the price was essentially trapped within the $85,000-$90,000 range, ending with a decline. Now entering 2026, the subtle changes in the market are beginning to warrant closer attention.

**Macroeconomic Underlying Currents**

On the surface, there are no explosive news events, but the previously accumulated positive signals are gradually taking effect. The Federal Reserve’s release of loose liquidity expectations during the Christmas holiday, combined with institutional funds returning to the market after the holidays, has begun to provide tangible support.

On the other hand, global geopolitical risks remain elevated, and some risk-averse capital is gradually shifting toward crypto assets. This creates an interesting situation—improving liquidity expectations coupled with rising risk aversion—two forces combining to significantly boost market risk appetite.

**Technical Perspective: Bulls Dominate but Caution Needed in the Short Term**

From a candlestick perspective, both Bitcoin and Ethereum have already stepped onto the bullish stage, although their momentum and strength differ.

BTC-0,14%

ETH0,26%

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SerumDegen

· 01-04 17:15

ngl the 91k pump feels like copium after three weeks of pain... fed liquidity is real but that geopolitical hedge narrative hits different when you're already leveraged to the tits lmao

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ReverseTradingGuru

· 01-04 10:06

$126,000 wasn't even able to hold, and you're still blowing? --- Starting to talk about geopolitical risk hedging again, every time it's the same... --- Wait, if institutional funds come back, can it rise? Then why did it still fall in December? --- Breaking 91,000 with a 1% increase to shake off the dullness, that threshold is way too low. --- Bullish dominance, beware of short-term moves, it sounds like you're leaving yourself an escape route. --- Federal Reserve's loose liquidity expectations? Haven't heard enough in the past two years? --- Really think safe-haven funds will keep pouring money into the crypto space? Wake up. --- Falling from 126,000 to 85,000, what's there to ponder? Just a mild rebound. --- How strong the technicals are doesn't matter; the key is whether institutional real money is really flowing in.

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PanicSeller

· 01-04 04:53

91000 so what, the peak of 126000 is still far away, don't just get excited about a one-day increase After institutions cut the leeks and return to the market, we retail investors should step back Geopolitical safe-haven? Ha, this excuse is even worse than last year

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SmartMoneyWallet

· 01-04 04:51

Are you just trying to boast about breaking through 91,000? On-chain data has long shown that whales have quietly accumulated in the 85,000-88,000 range. This rebound is merely an inevitable move of institutional funds re-entering the market. While retail investors are still chasing the high, the chips have already been allocated.

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MoonRocketTeam

· 01-04 04:46

91000 is not the ceiling; this is just the prelude to the launch. The main control room is still loading supplies. Wait, have institutional funds really come back? Why don't I feel that dopamine rush yet? The crash in December almost burned me out. Now that we're on the bullish stage, is it really safe? Don’t tell me a fairy tale. Improved liquidity combined with risk aversion demand—this stacking effect sounds like a breakout is imminent. I believe it. Be cautious with these three words in the short term; every time I see this phrase, my stop-loss orders start to tremble.

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BearEatsAll

· 01-04 04:43

Here we go again with the storytelling. 126k drops and that's the only rebound? Wake up, brother. Wait, can this wave of liquidity really last until the Spring Festival? I'm a bit skeptical. Bullish stage? I think it's more like the prelude to a dead cat bounce. Waiting to be proven wrong. That drop in December really made me sick. Are we going to see it again now? BTC hits 91k and everyone gets excited? I was on guard here last October. That's not a comeback. Geopolitical safe-haven funds entering the market? Feels like they say that every time, and then it drops. Sounds good, but actually it's just institutions cutting retail investors and then starting to rescue themselves.

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RetiredMiner

· 01-04 04:42

91,000 just want to get excited? We're still far from dropping from 126k. Institutional funds are back, but the momentum is disappointing. Safe-haven funds entering sounds good, but I'm worried it might just be a false alarm. Let's wait and see. I don't really believe this rebound.

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ProxyCollector

· 01-04 04:29

126000 that wave didn't catch up, now 91000 is here again... feels like we're always chasing highs --- As geopolitical risks heat up, we just dive in—this logic is really unbeatable --- Wait, in December we're still bouncing between 85-90, how did it suddenly become bullish dominance? Can short-term predictions really be trusted? --- When the Federal Reserve's liquidity expectations loosen, institutions come back to cut the leeks—this routine has been played for years --- It's good to be optimistic, but with this repetitive oscillation, who knows when it will drop again --- Why does it always feel like we're just telling a story? By the time the real surge comes, us retail investors will have already been shaken out --- Can BTC break 150K in 2026? That's the only question I have --- Oh, I thought we could shake off the dullness, but then we start looking for reasons again—truly --- Is the influx of safe-haven funds real, or are they just blowing bubbles again?

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CommunityJanitor

· 01-04 04:27

91,000 just want to run, you guys are overthinking it. Whether it can break through 126,000 is the key. --- Honestly, the feeling that institutional funds are back is different, but I’m still a bit scared. --- Wait, 2026? Bro, your timeline in the article is a bit messy. --- Rely on geopolitical risks to boost crypto? I’m not quite convinced by that logic. --- The bullish stage is the bullish stage, let’s wait until it breaks through 92,000 before talking. --- That December dip was really intense, almost got liquidated. --- Liquidity expectations sound good, but what about the reality? It depends on the trading volume afterward. --- I agree that safe-haven funds are entering, but don’t get crushed by a dump. --- The current rhythm is a bit like August last year, a little panicked.

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