2026-01-03 06:23:16

Starting in 2026, the cryptocurrency market is experiencing a clear recovery in sentiment and capital rotation. Let's look at the core market data from January 3rd.

BTC performs steadily, quoted at $90,800, with a daily increase of 1.8%. Net inflow of funds in the past 24 hours is $420 million, with a long-short contract ratio of 1.28, indicating a slight bullish bias. Ethereum's performance is even more impressive, with the price surging to $3,135, a 4.3% increase, and mainstream Layer2 tokens generally following the upward trend. The ETH/BTC exchange rate has reached 0.0345, reflecting the enthusiasm within the Ethereum ecosystem.

From sector rotation, DePIN and GameFi have become the leading sectors, showing clear signs of institutional capital returning. Behind this rally, there is both an early-year rebound in risk appetite and market optimism for these two hot sectors. Notably, capital is flowing from the broader market into high-growth niche sectors, indicating a shift from defensive to offensive market strategies.

BTC-1,74%

ETH-0,44%

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GasFeeTherapist

· 01-05 16:31

Defense turning into offense? Buddy, this more looks like a gambler trying to recover losses. DePIN and GameFi are hot again. I know these two tracks very well; funds love to hype them up this way. Wait, ETH's recent surge is a bit fierce. Could it be another false rally? Alright, let's get on board first, so I won't be left behind again.

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GweiWatcher

· 01-05 05:36

Brother 9 is so fierce right from the start, is DePIN really about to take off? ETH has some potential this time, but can L2 hold up? Is the institutional return genuine or just another round of cutting? Switching from defense to offense sounds good, but what about the wallets? GameFi is back again, and the last time it was cut, it hasn't fully recovered... BTC remains steady, but Ethereum is probably the main player this time. Capital rotation sounds nice, but in reality, it's just moving to another place to cut. Will DePIN be the next bubble in this track? A net inflow of 420 million, luckily I didn't throw in...

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StableGenius

· 01-03 06:52

lmao "emotion repair" is just what we call capitulation bounces now? empirically speaking, every time retail sees green for five minutes they think it's a cycle flip... anyway, depin and gamefi pumping again is *chef's kiss* predictable—institutions know exactly which hopium to farm next season

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DegenWhisperer

· 01-03 06:51

ETH is really impressive this time, with a 4.3% increase that directly outperforms BTC. Whether DePIN and GameFi can withstand institutional enthusiasm remains to be seen.

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TaxEvader

· 01-03 06:50

Oh wow, ETH has really skyrocketed this time, DePIN is definitely the main course this year.

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LeekCutter

· 01-03 06:48

Wow, ETH is really about to take off this time. The increase has already exceeded 4x, with DePIN and GameFi leading the rally together. This rhythm doesn't seem quite right...

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LiquidityWitch

· 01-03 06:46

Hey, ETH is on a roll with a 4.3% surge, taking off directly. Are institutions really back? Can DePIN withstand this round? Switching from defense to offense sounds good, but I'm just worried it might be another trick to trick me into loading up. Layer2 all in, this is what the ecosystem should look like.

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ImpermanentPhobia

· 01-03 06:44

Oh no, DePIN is really about to take off. It's right to move funds into small-cap projects. --- ETH breaking 3k is truly comfortable. How can anyone still be bearish on the vitality of the Layer2 ecosystem? --- From defense to offense, I just want to ask who hasn't gotten on the train yet? --- The long-short ratio at 1.28, longs are so crowded... be careful. --- The early-year recovery indicates the market is still alive, not for nothing. --- Signs of institutional return are obvious. Is this really just retail hype? --- I'm relieved that GameFi is leading the rally; at least someone is playing. --- As long as 90,800 stays steady, no need for fancy moves. --- Funds are rotating into niche sectors, indicating everyone is looking for the next breakout. --- ETH to BTC exchange rate is 0.0345. The heat of this ecosystem is indeed different.

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