火星财经消息，1 月 27 日，QCP 发布每日市场观察称，特朗普总统上任一周，比特币（BTC）跌回 10 万美元以下，其他风险资产也随之下跌。同时，中国「Deepseek」的相关消息自周末起持续发酵。这款中国研发的大型语言模型（LLM）凭借其高性价比和突破性的开源技术，对美国在人工智能领域的主导地位构成了潜在威胁，也可能冲击美国股市。 至于比特币，在「战略比特币储备」计划确认之前，不认为其价格会显著上涨。特朗普政府此前提出的「国家数字资产储备」评估方案，至少在短期内，并未足以支撑市场的看涨情绪。从风险反转的倾向来看，只有从 3 月起看涨期权（Calls）才占据优势，这表明市场预计在本季度末之前不会有太多实质性进展。然而，随着中国「Deepseek」威胁美国市场，不排除特朗普试图介入并扮演「英雄」的可能性。 本周五的波动率和 VIX 指数依旧维持高位，市场在本周四（1 月 30 日）的 FOMC 会议前保持高度谨慎。尽管今天市场出现波动，但无论周四会议结果如何，比特币应能保持相对韧性，继续在熟悉的区间内波动。

<div>火星财经消息，1 月 27 日，QCP 发布每日市场观察称，特朗普总统上任一周，比特币（BTC）跌回 10 万美元以下，其他风险资产也随之下跌。同时，中国「Deepseek」的相关消息自周末起持续发酵。这款中国研发的大型语言模型（LLM）凭借其高性价比和突破性的开源技术，对美国在人工智能领域的主导地位构成了潜在威胁，也可能冲击美国股市。 至于比特币，在「战略比特币储备」计划确认之前，不认为其价格会显著上涨。特朗普政府此前提出的「国家数字资产储备」评估方案，至少在短期内，并未足以支撑市场的看涨情绪。从风险反转的倾向来看，只有从 3 月起看涨期权（Calls）才占据优势，这表明市场预计在本季度末之前不会有太多实质性进展。然而，随着中国「Deepseek」威胁美国市场，不排除特朗普试图介入并扮演「英雄」的可能性。 本周五的波动率和 VIX 指数依旧维持高位，市场在本周四（1 月 30 日）的 FOMC 会议前保持高度谨慎。尽管今天市场出现波动，但无论周四会议结果如何，比特币应能保持相对韧性，继续在熟悉的区间内波动。</div>

QCP：「战略比特币储备」计划未确认前，比特币难以显著上涨

Here is the English translation, with <> content retained as is:

The Mars Finance news reported that on January 27, QCP released its daily market observation, stating that one week after President Trump took office, BTC fell back below $100,000, and other risky assets also fell accordingly. At the same time, news about China's "Deepseek" has been continuously fermented since the weekend. This large language model (LLM) developed in China, with its high cost-effectiveness and breakthrough open-source technology, poses a potential threat to the United States' dominance in the field of artificial intelligence, and may also impact the US stock market. As for BTC, it is not believed that its price will rise significantly before the "Strategic BTC Reserve" plan is confirmed. The evaluation plan for the "National Digital Asset Reserve" proposed by the Trump administration is not sufficient to support the market's bullish sentiment in the short term. From the perspective of risk reversal, only call options from March onwards have the advantage, indicating that the market does not expect much substantial progress before the end of this quarter. However, with the threat of China's "Deepseek" to the US market, the possibility of Trump trying to intervene and play the "hero" cannot be ruled out. The volatility and VIX index remained high this Friday, and the market remained highly cautious before the FOMC meeting on Thursday (January 30). Although the market fluctuated today, regardless of the outcome of the Thursday meeting, BTC should be able to maintain relative resilience and continue to fluctuate within the familiar range.

Here is the English translation, with 'BTC' retained as is:

On January 27, QCP released its daily market observation, stating that one week after President Trump took office, BTC fell back below $100,000, and other risky assets also declined. Meanwhile, news about China's "Deepseek" has been continuously fermented since the weekend. This large language model (LLM) developed in China, with its high cost-effectiveness and breakthrough open-source technology, poses a potential threat to the United States' dominance in the field of artificial intelligence and may also impact the US stock market. As for BTC, it is not believed that its price will rise significantly before the "Strategic BTC Reserve" plan is confirmed. The evaluation plan for the "National Digital Asset Reserve" proposed by the Trump administration is not sufficient to support the market's bullish sentiment in the short term. From the perspective of risk reversal, call options only have the advantage from March, indicating that the market does not expect much substantial progress before the end of this quarter. However, with the threat of China's "Deepseek" to the US market, the possibility of Trump trying to intervene and play the "hero" cannot be ruled out. The volatility and VIX index remained high this Friday, and the market remained highly cautious before the FOMC meeting on Thursday, January 30. Although the market experienced volatility today, regardless of the outcome of Thursday's meeting, BTC should be able to maintain relative resilience and continue to fluctuate within its familiar range.

QCP: Bitcoin is unlikely to rise significantly before the "Strategic Bitcoin Reserve" plan is confirmed

Investors' long-awaited <bull market> has not arrived, and their wallets have instead shrunk significantly.

The sharp drop has ignited panic. How do big names and institutions view the subsequent trend?

The President, in his third day in office, has finally responded to the issue of a national Bitcoin reserve. On January 23rd, he signed an executive order aimed at optimizing cryptocurrency regulation and ensuring the United States maintains a global leadership position in digital assets. To fulfill the commitment to establish a national Bitcoin reserve, President Trump has instructed the White House crypto lead, the Treasury Secretary, the SEC Chair, and other relevant department heads to form a dedicated working group to assess the feasibility of establishing a digital asset reserve and develop related standards. Additionally, the executive order states that the digital assets in the national reserve can come from assets seized through law enforcement actions.
After the executive order was issued,...

Ethereum will be the biggest beneficiary of digital asset reserves

Here is the English translation:

On January 27, according to 4E monitoring, the three major U.S. stock indexes rose for four consecutive days last week, but fell across the board on Friday, but all recorded a second consecutive week of gains. The S&P 500 rose 1.74% last week, the Dow Jones rose 2.15%, and the Nasdaq rose 1.65%. Among the large-cap tech stocks, only Tesla and Apple fell last week, down 4.7% and 3.1% respectively.
The cryptocurrency market continued to fluctuate downward, with Bitcoin briefly breaking through $109,000 on Tuesday, the day of Trump's inauguration, setting a new all-time high before retreating. But supported by a series of friendly executive orders from Trump, it fluctuated around $105,000 last week. This morning, affected by the across-the-board plunge in U.S. stock index futures, Bitcoin plummeted nearly 3.6%, falling below $101,000, basically wiping out the gains of the past 7 days. Driven by Bitcoin, the altcoin market collectively plummeted, with the AI and MEME sectors leading the decline, and the market sentiment tending to be pessimistic.
In the foreign exchange and commodity markets, the U.S. dollar index fell more than 0.5% on Friday and fell about 1.7% last week, hitting a new one-month low and the largest weekly decline in more than a year. Affected by Trump's promise to vigorously promote oil production and call on OPEC to lower oil prices after taking office, oil prices continued to fall. Spot gold rose nearly 3% last week, achieving four consecutive weekly gains, supported by the weakness of the U.S. dollar and the uncertainty of Trump's policies.
This week will see the arrival of the "Super Central Bank Week", with the Federal Reserve, the European Central Bank and other countries set to release their interest rate decisions on Thursday, as well as the release of Q4 GDP data in the U.S. and Europe, the core PCE inflation indicator, and financial reports from tech giants such as Apple and Tesla. The market is taking a cautious attitude towards the many risk events in the coming week. eeee.com is a financial trading platform that supports cryptocurrencies, stock indexes, bulk gold, foreign exchange and other assets, and has recently launched a USDT stable coin wealth management product with an annualized yield of 5.5%, providing investors with a potential hedging option. 4E reminds you to pay attention to market volatility risks and allocate assets reasonably.