BitMart Research Institute’s Weekly Hot Spot Analysis: BTC price exceeds $100,000, and popular tracks perform well

1. Market dynamics

1. Performance of mainstream coins

This week, the overall volatility of mainstream cryptocurrencies was large. The following is the performance data of major currencies:

• Bitcoin (BTC) : The current price is $101,456.42, with a weekly increase of 9.11%, and it rebounded quickly after bottoming out.
• Ethereum (ETH) : Current price $3,372.79, weekly increase of 4.36%.
• BitMart Token (BMX) : Current price $0.3004, weekly increase of 0.33%.

At the same time, the total market value of cryptocurrencies reached $3.57 trillion, and market sentiment rebounded from last week’s “fear” index of 43 to “neutral” 57.

2. ETF fund inflow data

• Bitcoin ETFs saw net inflows of $1.914 billion this week.
• The Ethereum ETF saw net inflows of $6.9 million this week.

The inflow trend of BTC indicates that institutional participation has increased significantly and market confidence in crypto assets has gradually recovered.

3. Comparison with traditional financial markets

The three major U.S. stock indexes fluctuated and fell this week. Although the latest inflation data was slightly better than expected, technology stocks suffered setbacks, with Apple falling more than 4% in a single day, its largest daily drop in nearly six months. It is worth noting that the correlation between Bitcoin and technology stocks has approached 0.70, reaching the highest level in two years.

2. Analysis of hot spots in the crypto market

1. BTC’s rapid rebound ignites the market

Bitcoin hit a bottom of $89,000 this week, and then rebounded strongly, driving a sharp rebound in market sentiment, and the performance of altcoins diverged. This round of rebound was led by the market’s optimistic sentiment towards BTC ETFs, and the trend of capital flows showed that the market’s focus was returning to mainstream currencies.

2. Popular currencies this week

Based on the comprehensive data, the following currencies performed particularly well:

• XRP : Weekly increase of 44.5%.
• HBAR : Weekly increase of 44.59%.
• XDC : Weekly increase of 55.23%.
• FARTCOIN : Weekly increase of 77.08%.
• AIXBT : Weekly increase of 99.82%.

Among them, AIXBT performed the best, with an increase of nearly doubling, becoming the leading representative of the AI Agents sector.

3. Analysis of popular sectors

1. AI Agents

The AI Agents track continued to be strong this week and attracted a lot of attention. Among them:

• Both FARTCOIN and AIXBT experienced a sharp rebound.
• The development framework project $ARC has led to the rise of the related ecosystem, followed closely by $ELIZA.
• In contrast, individual projects within the sector, $SWARMS and $PIPPIN, performed poorly and fell this week.

2. Hyperliquid Ecosystem

The Hyperliquid track performed well, and ecological projects ushered in a massive rebound.

• $HFUN: In the spotlight this week, its market cap surpassed $200 million.
• Representative ecological projects that can be paid attention to include: meme tokens VAPOR, FARM, PURR and HCR.

3. DeFAI

The DeFAI sector as a whole showed an upward trend this week:

• CRIFFAIN and ANON rose by more than 40% respectively.
• GRIFT even rose by 172%, becoming one of the most popular projects among investors this week.

IV. Project Progress

Eco-innovation and cooperation in major projects are constantly advancing. Here are the latest developments of some projects:

1.DWF Labs: Will provide strategic support for the launch of AI agent teams based on the NEAR protocol to further promote NEAR ecosystem innovation.

2.Saga: Announced cooperation with Virtuals and Eliza Labs, plans to launch an independent Layer 1 network, and its ecological potential has attracted much attention from the market.

3. UniSat: The CAT20 market has been partially opened and is expected to unlock more investment opportunities.

4. SunPump platform: issued the “888 TRX” Meme creator incentive fund for the first time, demonstrating the platform’s support for community creation.

5. Virtuals Protocol: The value accumulation mechanism will be updated soon. Proxy creators will receive a 30% return, bringing more incentives to ecosystem participants.

5. Industry News

Crypto industry highlights this week include:

1. The new US government officially takes over: On January 20, Trump and Vance will be officially sworn in, and the market is paying close attention to their digital asset policies.

2. Crypto regulations are on the agenda: U.S. senators plan to include a digital asset regulatory framework as a priority for the 119th Congress.

3. Genius Group’s big move: The company announced a $33 million equity financing, all of which will be used for Bitcoin reserves.

4. Strong correlation between Bitcoin and technology stocks: The current correlation index between BTC and technology stocks is as high as 0.70, indicating that it is gaining more and more attention from traditional technology capital.

VI. Summary and Outlook

The market performed strongly this week. Bitcoin led the mainstream currencies to rebound after hitting the bottom, and the crypto market sentiment was significantly boosted. AI Agents and Hyperliquid ecology have become popular tracks for capital, which deserves continued attention. From a policy perspective, the new US government’s regulatory route for digital assets and related policy trends will have a profound impact on the market.

Although the crypto market has seen impressive performance, investors still need to remain vigilant, make rational decisions, and avoid blindly chasing high prices.