#今日你看涨还是看跌？ Daily Hotspot Overview: Spend 3 minutes to stay informed and add an extra layer of protection for your future investments.

Strategic Intelligence Analysis for January 10, 2026
【Five Core Intelligence Points】

1. Fidelity Perspective: Skeptical about the “BTC four-year cycle ending,” their model considers $65,000 as an important long-term trend bottom area.
2. Morgan Stanley Revision: Significantly delays rate cut expectations, now predicting a 25 basis point cut in June and September this year.
3. Regulatory Developments: 30 Democratic lawmakers co-sponsor a bill against “prediction market” insider trading.
4. Market Divergence: The three major US stock indices closed higher, but crypto-related stocks (such as MSTR) generally declined.
5. Judicial Variables: The US Supreme Court is expected to release a key tariff ruling on January 14 (this Sunday), which could impact global capital flows.

【Four-Level Analysis】

The current market is in a complex pattern of “long-term bottom, medium-term pressure, short-term risks”:

1. Long-term Structural Level (years): Fidelity’s $65,000 “strategic defense line” defines the long-term value bottom and serves as an important pricing anchor.
2. Medium-term Climate Level (quarterly): Morgan Stanley’s delay in rate cuts constitutes the core macro headwind, suppressing liquidity expectations for the next six months.
3. Short-term Event Level (daily/weekly): The anti-insider trading bill (regulatory risk) and the Supreme Court ruling on Sunday (external shock) are variables to watch closely.
4. Market Signal Level (immediate): Divergence between US stocks and crypto stocks indicates internal market fragility and short-term risk aversion.

【Three-Step Action Plan】

1. Anchor Long-term: Mark the $65,000 region as the “Ultimate Value Observation Zone” to manage long-term expectations and strategic resolve in extreme scenarios, not for immediate action.
2. Respond to Medium-term: Accept the delay in liquidity expectations, proactively keep total positions at defensive levels (such as 50-70%), and focus on clearing positions with weak fundamentals.
3. Avoid Short-term Risks: Before the Supreme Court decision on January 14, consider reducing risk exposure; remain vigilant about the ongoing divergence of “US stocks rising, crypto stocks falling.”

Summary: Remember the long-term bottom, control total positions, and hedge against short-term event risks.

I am Eudora Qi. I deliver a 【Strategic Intelligence Analysis System】 designed to identify variable weights and assess conflicting impacts amid the fog of information.

Click to follow, and tomorrow I will pre-analyze several potential impacts of the Supreme Court ruling on the crypto market.

May you gain foresight in the 2026 game. See you tomorrow.