TechFlow news, January 3 — Adam, Deribit's macro researcher, shared his views on the recent market:
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Today marks the first weekly options expiry of 2025, with a total of $2.6 billion in options expiring. European and American users are gradually returning from holidays, and overall market sentiment is recovering.
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This week’s theme remains adjustment, with clear market divergence and no sustained热点 (market focus) emerging so far.
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Towards the end of this month, Trump will officially assume office as the new U.S. president, fueling very optimistic market expectations for 2025.
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The recent notable pullback in U.S. equities has introduced significant uncertainty. The upcoming monetary policy meeting will most likely keep interest rates unchanged, leaving the market without additional short-term catalysts.
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Greater integration of mainstream finance with crypto, along with Bitcoin reserves held by the U.S. government and major corporations, will bring substantial long-term benefits to the cryptocurrency market.
