作者：Omkar Godbole（除非另有說明，所有時間均為東部時間）

隨著當選總統唐納德·川普就職典禮的臨近，加密貨幣世界正熱鬧起來。比特幣價格維持在 10 萬美元以上，SOL、ADA、LINK、XRP 和 LTC 等山寨幣大放異彩，因為它不再只是潛在的比特幣戰略儲備。

President-elect Donald Trump's inauguration is nearing, and the crypto world is buzzing. Bitcoin is holding above $100,000, and altcoins like solana (SOL), cardano (ADA), chainlink (LINK), XRP and litecoin (LTC) are shining as it's not just about a potential strategic bitcoin reserve anymore. Reports suggest Trump could announce crypto as a policy priority.

當選總統唐納德·川普的就職典禮即將來臨，加密世界正熱鬧非凡。比特幣維持在10 萬美元以上，像solana (SOL)、cardano (ADA)、chainlink (LINK)、XRP 和litecoin (LTC) 這樣的山寨幣正在大放異彩，因為它不再只是潛在的比特幣戰略儲備。有報導稱，川普可能會宣布加密貨幣作為政策優先事項。

Things are heating up for ether too. A blockchain address associated with Trump's World Liberty Finance (WLF) project snapped up nearly $10 million of ETH this week, according to Arkham Intelligence. And keep your eyes on layer-1 blockchain Near Protocol's NEAR. The token's supply dynamics look bullish, with the ratio of staked to unstaked NEAR rising, according to data source Flipside.

以太幣的市場也在升溫。據 Arkham Intelligence 稱，與川普的世界自由金融 (WLF) 項目相關的區塊鏈地址本週搶購了近 1000 萬美元的 ETH。並密切關注第一層區塊鏈Near Protocol 的NEAR。根據數據來源 Flipside 的數據，該代幣的供應動態看起來很樂觀，質押與未質押的比率 NEAR 不斷上升。

Overall, the outlook for the crypto market is bullish, as Wednesday's U.S. CPI report has eased inflation concerns, allowing traders to focus on Trump's swearing-in. On-chain analysis from 21Shares shows there's still plenty of upside left for BTC.

總體而言，加密貨幣市場的前景看漲，因為週三的美國消費者物價指數報告緩解了通膨擔憂，讓交易者可以關注川普的宣誓就職。 21Shares 的鏈上分析顯示，BTC 仍有很大的上漲空間。

That said, consider the possibility of a price drop if a major announcement doesn't materialize on Trump's first day.

也就是說，如果川普上任第一天沒有發布重大公告，請考慮價格下跌的可能性。

"The macroeconomic backdrop remains supportive, with unemployment trending downward, inflation showing signs of easing, and the market riding a wave of enthusiasm tied to Trump’s inauguration," Valentin Fournier, an analyst at BRN, said. "We maintain a bullish outlook for Q1, though a correction could happen this week if the new administration doesn't outline a solid action plan."

BRN 分析師 Valentin Fournier 表示：“宏觀經濟背景仍然具有支撐性，失業率呈下降趨勢，通膨顯示出緩和跡象，市場受到川普就職典禮的熱情影響。” “我們對第一季的前景保持樂觀，但如果新政府沒有製定切實可行的行動計劃，本周可能會出現調整。”

Note that BTC is trading at a discount on Coinbase relative to Binance in a sign of weak demand from U.S. investors. Plus, Arkham Intelligence data shows a whale moved BTC worth over $1 billion to Coinbase on Thursday. Transfers to exchanges typically represent an investor intention to sell.

請注意，BTC 在 Coinbase 上的交易價格相對於 Binance 而言有折扣，這表明美國投資者的需求疲軟。此外，Arkham Intelligence 數據顯示，週四，一頭鯨魚將價值超過 10 億美元的 BTC 轉移到了 Coinbase。轉移到交易所通常代表投資者的出售意圖。

And watch out for inflation worries creeping back. The U.S. PPI, which shows price pressures building up in the pipeline, rose above the CPI in December for the first time since 2022. Stay alert!

並留意通膨擔憂捲土重來。美國生產者物價指數 (PPI) 12 月自 2022 年以來首次高於消費物價指數 (CPI)，顯示物價壓力正在加劇。

What to Watch

看什麼

Crypto

加密貨幣

Jan. 17: Oral arguments at the Court of Appeals for the District of Columbia in KalshiEX LLC v. CFTC, where the CFTC is appealing the district court's ruling favoring Kalshi's Congressional Control Contracts.

1 月 17 日：哥倫比亞特區上訴法院就 KalshiEX LLC 訴 CFTC 案進行口頭辯論，CFTC 對地區法院有利於 Kalshi 國會控制合約的裁決提出上訴。

Jan. 23: First deadline for a decision by the SEC on NYSE Arca's Dec. 3 proposal to list and trade shares of Grayscale Solana Trust (GSOL), a closed-end trust, as an ETF.

1 月 23 日：SEC 對 NYSE Arca 於 12 月 3 日提議將封閉式信託 Grayscale Solana Trust (GSOL) 作為 ETF 上市和交易的提議做出決定的第一個截止日期。

Jan. 25: First deadline for SEC decisions on proposals for four new spot solana ETFs: Bitwise Solana ETF, Canary Solana ETF, 21Shares Core Solana ETF and VanEck Solana Trust, which are all sponsored by Cboe BZX Exchange.

1 月 25 日：SEC 對四種新現貨 solana ETF 提案做出決定的第一個截止日期：Bitwise Solana ETF、Canary Solana ETF、21Shares Core Solana ETF 和 VanEck Solana Trust，這些基金均由 Cboe BZX Exchange 贊助。

Feb. 4: MicroStrategy Inc. (MSTR) reports Q4 earnings before the market opens.

2 月 4 日：MicroStrategy Inc. (MSTR) 在開盤前公佈第四季度收益。

Macro

宏

Jan. 17, 8:30 a.m.: The U.S. Census Bureau releases December's Monthly New Residential Construction report.

1 月 17 日上午 8:30：美國人口普查局發布 12 月月度新住宅建設報告。

Building Permits (Preliminary) Est. 1.46M vs. Prev. 1.493M

建築許可證（初步）預計1.46M 與上一個相比1.493M

Building Permits MoM (Preliminary) Prev. 5.2%

建築許可證每月（初步） 5.2%

Housing Starts Est. 1.32M vs. Prev. 1.289M

房屋開工預計1.32M 與上一個相比1.289M

Housing Starts MoM Prev. -1.8%

房屋開工率較上年-1.8%

Token Events

代幣事件

Governance votes & calls

治理投票和呼籲

ApeChain is voting on a revamped governance process for 75% of the on-chain treasury to be directed to DAO treasury contract and the remaining 25% to the Ape Foundation for administrative and support purposes. Voting began Jan. 17 and will last for 13 days.

ApeChain 正在對修改後的治理流程進行投票，將 75% 的鏈上金庫分配給 DAO 金庫合約，其餘 25% 分配給 Ape 基金會用於管理和支持目的。投票於1月17日開始，將持續13天。

The Aave DAO is discussing a joint incentive program with Polygon that would require $3 million to enhance liquidity and adoption of Aave on the Polygon blockchain.

Aave DAO 正在與 Polygon 討論一項聯合激勵計劃，該計劃需要 300 萬美元來增強流動性和 Aave 在 Polygon 區塊鏈上的採用。

Unlocks

解鎖

Jan. 17: ApeCoin (APE) to unlock 2.16% of its circulating supply, worth $18.1 million

1 月 17 日：ApeCoin (APE) 釋放其流通供應量的 2.16%，價值 1,810 萬美元

Jan. 17: QuantixAI (QAI) to unlock 4.79% of its circulating supply, worth $21.28 million

1 月 17 日：QuantixAI (QAI) 解鎖其流通量的 4.79%，價值 2,128 萬美元

Jan. 18: Ondo (ONDO) to unlock 134% of its circulating supply, worth $2.19 billion

1 月 18 日：Ondo (ONDO) 解鎖其流通量的 134%，價值 21.9 億美元

Jan. 21: Fasttoken (FTN) to unlock 4.6% of circulating supply worth $76 million

1 月 21 日：Fasttoken (FTN) 解鎖 4.6% 的流通供應，價值 7,600 萬美元

Token Launches

代幣發行

Jan. 17: Solv Protocol (SOLV) to be listed on Binance.

1 月 17 日：Solv Protocol (SOLV) 將在幣安上線。

Conferences:

會議：

Day 12 of 14: Starknet, an Ethereum

14 天中的第 12 天：Starknet，以太坊