1. Potential Positive CPI Data (Biggest Catalyst) #BTC走势分析 #ETH #中文币中本聪

• 21:30 Release of the US January CPI: Core expectation +3.7%

• Positive Scenario: Below expectation → Rate cut expectations heat up → BTC/ETH rebound, institutional inflow $ETH

• Existing Positive Signals: BTC spot ETF ends consecutive outflows, 24h net inflow $180 million

2. Hong Kong Web3 Positive (Implementation Level)

• Hong Kong Web3 Consensus Conference Main Day: Announcement of Asia Ecological Implementation Plan, 10+ Project Roadshow $BNB

• Hong Kong Monetary Authority: Issuing the first batch of stablecoin licenses in March, compliance accelerated

• ITA2026 RWA Summit: Release of cross-border asset tokenization compliance standards, institutional entry channel opened

3. On-chain/Technical Positives

• Ethereum: Technical meeting for EIP-8025 (L1-zkEVM) tonight, expansion upgrade advancement

• Hyperliquid: 30-day TVL **+12.59%**, derivative DeFi grows against the trend

• Uniswap: Founder wins lawsuit against Bancor patent case, ecological positive

4. Institutional/Funding Positives

• SkyBridge Capital: Continuously increasing BTC positions in the **$63k-$84k range**

• Tether: Although buying gold, USDT market value remains stable, no large-scale runs

• CEX net outflow slows: Binance/OKX outflow significantly narrowed compared to yesterday