#我的2026第一条帖 Crypto Daily(01.04): Bitcoin returns to $90,000 but market confidence remains cautious; Ethereum and Solana advance DeFi infrastructure upgrades; Argentina's crypto adoption rate reaches 20%

1. Analysis of Bitcoin Price Fluctuations and Market Confidence
1. Recent Bitcoin price volatility has been significant, returning above $90,000 to reach a three-week high. However, derivatives and spot ETF fund flows indicate traders remain cautious, and market confidence in further gains is limited, evidenced by futures basis rates below neutral thresholds, net outflows from spot ETFs, and put option premium trading. The brief dip in Bitcoin price following the U.S. arrest of Venezuelan President Maduro was quickly reversed, showing that geopolitical events can influence short-term cryptocurrency prices.
2. Celebrating 17 years since Bitcoin's inception, with current price around $90,011 and a market cap exceeding $1.8 trillion. Its development is seen as a practice of the cypherpunk spirit and an exploration of new paradigms in digital civilization, evolving from geek toys to institutional assets.

2. Ethereum and Solana's DeFi Plans for 2026
1. Ethereum laid the groundwork for a DeFi reboot in 2026 through institutional adoption (such as spot ETFs and digital asset treasuries DATs) and advancements in interoperability technology in 2025. The focus is on enhancing user experience and liquidity integration via layer-two network interoperability, with transaction fees remaining low and continuously improving.
2. Solana, in 2025, expanded infrastructure (block space growth of 25%, reduced fees) and improved performance, planning to launch the Alpenglow upgrade in 2026. This upgrade will shorten final transaction confirmation times to about 1 second, strengthening its position as a high-throughput financial network and laying the foundation for a "decentralized Nasdaq."

3. Argentina's Cryptocurrency Adoption Rate and Market Progress
By 2026, Argentina's crypto adoption rate reaches 20%, reflecting progress in the country's application and popularization of cryptocurrencies, possibly related to local economic conditions or policy support, promoting the penetration of cryptocurrencies into regional financial systems.

4. Impact of Geopolitical Events (Venezuela-related) on the Crypto Market
1. The CIA has been deploying covert operations teams in Venezuela since August 2025 to gather information on Maduro's routines and whereabouts, potentially affecting regional politics and market expectations.
2. The U.S. arrest of Venezuelan President Maduro caused a brief dip in Bitcoin prices, which was quickly reversed, demonstrating that geopolitical events can have a direct impact on short-term cryptocurrency price fluctuations.