With the strengthening of capital inflow as the US stock market opened last night, the cryptocurrency market experienced a strong rebound in the past 24 hours. Bitcoin has surpassed $100,000 for the first time since December 19, 2024, and it may be difficult to see Bitcoin priced below $100,000 in the future.

If Bitcoin successfully stabilizes at 100,000, it will start a new round of upward trends. Trump will take office in half a month, and the Trump Sector is expected to experience a surge. Additionally, after Trump takes office, will there be some Bullish policies that will greatly impact the market?

Market sentiment is highly optimistic.

The trading proportion of Bitcoin in the past month is 36%, lower than the previous peak. It is expected that this data will increase before the peak of the Bull Market, which is also a typical Inflow Indicator, indicating that funds are currently spilling over beyond Bitcoin, and many investors are optimistic about the growth of Cryptos this year.

In the meantime, the weighted funding rate of major exchanges' perpetual contracts for Bitcoin, such as Bian and OK, has climbed to 0.0113% within the last 8-hour contract cycle. Market optimism is on the rise.

During the weekend, investors made significant purchases of Bitcoin with a strike price of 0.1 million USD, buying Call options that expire on March 28. The demand for Call options with a strike price of 0.12 million USD is also high, currently becoming the most popular options on the Deribit platform, with a nominal value of open contracts reaching 1.52 billion USD, indicating strong market expectations for the future of Bitcoin.

One of the main reasons is that Trump is about to take office, and it is expected that he will have a significant catalytic effect on the crypto market before the inauguration ceremony on January 20. Furthermore, the new administration is anticipated to promote Bitcoin adoption and its use as a Global Strategy reserve.

This rise is similar to December 5th when Bitcoin first broke through $0.1 million, causing the perpetual futures funding rate to surge significantly, but the funding level this time remains healthy, and a squeeze-up is not expected in the near future. It is more likely to maintain a high oscillating state between the range of 98,000 and 104,000.

Currently, focus on this Friday when America will release non-farm payroll data and unemployment rate. If the news is bullish, Bitcoin may accelerate back to previous highs, combined with inflows of traditional funds, and with Trump's official inauguration on January 20, the market is likely to experience a significant trend.

Overall, before January 20, a rebound trend can be observed, but after the 20th, it is uncertain whether the trend will continue. However, if the volume is sufficient, there may be a large-scale rebound trend from this month to February!

Can the Zheng strategy ignite the market trend?

On the day of Trump's inauguration and the following days, it is expected to be a golden period for releasing significant bullish news on the Zheng strategy. These strategies may become important catalysts for driving Bitcoin price up, and the market is likely to witness a significant trend.

Paul Atkins, who is friendly to Cryptos, will also take over as the chairman of the SEC, which is expected to reduce enforcement risks, promote innovation, and increase investor confidence.

It should be noted that a follow-up regulatory framework for the Cryptos industry is imperative. If the implementation of the Zheng strategy is delayed or the direction changes, it may weaken market optimism in the short term and stir up volatile trends.

Since Trump won the election in November last year, market expectations for friendly regulatory policies have significantly increased, with Bitcoin prices soaring from $0.07 million to a historic high of $0.108 million.

However, this surge showed signs of fatigue at the end of December, possibly influenced by year-end profit-taking selling pressure and the Federal Reserve's hawkish interest rate cut expectations.

"Trump Trade" is back, how to seize explosive opportunities?

Bitcoin has successfully broken through the $0.1 million mark, Ethereum has also stabilized at $3600, and the altcoins have generally shown explosive performance patterns. Perhaps this time a significant event is really coming, with both the AI Sector and MEME Sector having risen from their lows, and even the inscription sector has shown weekly-level uptrends. With the market rally, everyone can make money; however, which symbols will perform first, and which ones have greater growth potential still rely on individual understanding for early positioning.

Currently, the altcoin market is still gradually rising along with Ethereum and has not shownSector rotationIn terms of trading strategy, it is recommended to use 60% of your portfolio to position in mainstream coins, and the remaining 40% of the portfolio for hunting strong and hot altcoins.

Mainstream options include Ethereum, SOL, and others.

There are many choices in the altcoin sector, such as symbols in the Ethereum ecosystem and AI Sector: ena, ens, op, fet, render; as well as those related to Trump's imminent assumption of office in the short term: eth, aave, link, ena, ondo; among which eth has the most Hold Positions in Trump's new project wlfi, it is expected that Ethereum will dominate the upward trend at a certain period in the future, while the latter four projects will see a significantly higher increase due to their Market Cap compared to Bitcoin and Ethereum.

I won't recommend anything related to memes, as Trump, maga, tremp, etc. have already started surging over the weekend, and the current speculation time is limited. Once the hype fades, it will be difficult for prices to maintain support, so everyone should take their profits and leave when it's enough.