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【January 14 Market Road Conditions Briefing】

Six major official congestion points interpreted in real-time:

1. Divergence Intersection: US stocks main road declines, but crypto stocks side road rises against the trend, showing rare capital sentiment divergence.
2. Compliance Checkpoint: Nearly 30% of French crypto companies have not submitted MiCA transition plans and face penalties, marking the end of the global “license-free driving” era.
3. Tax Dispute Roundabout: Brazil strongly opposes high taxes on stablecoins, highlighting the scale and policy game focus.
4. New Road Planning Preview: Russia plans legislation to open daily payment channels for cryptocurrencies, with emerging markets expanding digital payment networks.
5. Main Road Blockade: The Fed’s January rate cut probability is only 2.8%, macro “sluice gate” confirmed closed, liquidity-driven illusions shattered.
6. Bridge Load Warning: JPMorgan warns that interest-bearing stablecoins threaten traditional banks, confirming fears of the old system and the disruptive potential of DeFi.

【In-Depth Road Conditions Interpretation】

* Golden Divergence Signal: Capital flows into crypto stocks when traditional risk assets decline, suggesting a decoupling of logic; crypto may be viewed as a new safe haven.
* Red Compliance Alert: Global regulation tightening rapidly; non-compliant projects face delisting. Compliance is the premise for long-term survival.
* Orange Policy Friction: Stablecoins become focal points in national fiscal and tax battles, their importance can no longer be ignored.
* Green New Road Blueprint: Major countries promote the normalization of cryptocurrencies, opening vast incremental application space for the entire ecosystem.
* Gray Macro Roadblock: No short-term liquidity easing expectations; the market must rely on endogenous growth.
* Blue System Shock: Warnings from traditional financial giants confirm the substantial threat and value of DeFi and stablecoins.

【Comprehensive Driving Strategy】

Current road condition core: Macro liquidity flow is closed, but capital shows resilient divergence; global rules are being reshaped, and old and new systems collide.

Your navigation should focus on: When external “water sources” are lacking, seek vehicles with “engines” (fundamentals), and steer onto compliant roads that represent the future.

【Professional Driver’s Three Iron Laws】

1. Change the Engine: Abandon liquidity easing illusions, thoroughly screen holdings, eliminate assets relying on macro narratives for inflated gains, keep only assets with solid income, demand, and growth logic.
2. Find Alpha: Use the divergence signal “US stocks fall, crypto stocks rise” to focus on projects with solid fundamentals, low correlation with US stocks, and native crypto resilience, seeking independent market opportunities.
3. Follow the Rules: Make compliance a veto criterion; simultaneously, treat “stablecoins” and “payment applications” as core tracks, deeply explore their expansion opportunities in emerging markets and their battles with traditional systems.

Summary: Replace with solid engines, find independent tracks, walk the compliant road.

I do not produce road conditions; I am an interpreter of intelligence. What I deliver is a survival navigation system for obtaining intelligence, decoding signals, and arriving safely in the complex market maze.

Click follow, and tomorrow continue decoding cutting-edge road conditions for you.

See the road clearly, then accelerate. 2026, may we all be on the right track. Hop in!#Gate广场创作者新春激励