1. Hyperliquid (HYPE) first major unlock
Event: Around 8:00 AM (UTC) on January 6, HYPE experienced a linear unlock of approximately 12.46 million tokens (worth over $300 million).
Heat: The community is closely watching the selling pressure after the unlock, with the price currently holding relatively strong (around $26+). The battle between 'bulls' and 'bear' over unlock expectations is the main focus today.
2. BTC stabilizes above $92,000
Event: Bitcoin rebounds from its pullback, holding above the $92,000 mark and targeting the $93,000 resistance level.
Heat: Market confidence is recovering, with increasing discussions about the "second half of the 2026 bull run," and bullish sentiment is warming up.
3. Market reaction after Ethena (ENA) unlocking
Event: On January 5 at 3 PM, 171 million ENA (approximately 42 million USD) were unlocked.
Heat: The community reviews its price trends, viewing its performance as the first shot of this week's "unlock week" and a barometer for the subsequent trends of altcoins.
4. Vitalik's statement that "Ethereum has solved the impossible triangle" continues to ferment.
Event: Vitalik's statements on "Ethereum has already implemented code to solve the blockchain trilemma" sparked heated debates in the Chinese tech community within the last 24 hours.
Heat: The tech faction and Solana/Sui holders are engaged in intense mutual criticism, debating the pros and cons of Layer 2 fragmentation versus L1 expansion.
5. Jupuary 2026 (JUP) release mechanism modification
Event: The Jupiter team updated the token release plan, changing the originally scheduled large one-time unlock to a phased release (200 million to be released in February 2026).
Heat: The community generally views it as a positive ("negative impact has landed"), boosting the sentiment of major holders in the Solana ecosystem.
6. Meme sector 2026 "opening red"
Event: Data shows that the Meme sector rebounded by about 23% in market capitalization in early 2026.
Heat: On-chain "meme coin" players are active, and the FOMO sentiment searching for the next hundred-fold meme coin is spreading across various communities.
7. Ethereum 2026 roadmap "Glamsterdam" upgrade
Event: Developers confirmed that they will focus on promoting the "Glamsterdam" upgrade in the first half of 2026, emphasizing anti-censorship (ePBS) and Gas optimization.
Heat: Although it is a long-term positive, the community still has plenty of complaints about Ethereum's "toothpaste" style upgrades.
8. Sui (SUI) absorbs unlocking pressure
Event: SUI showed strong resilience after unlocking at the beginning of the month, maintaining high TVL.
Heat: Viewed as a representative of "high-performance public chains" by the Chinese community, discussions comparing it with ETH have never stopped.
9. Upcoming ONDO and TRUMP unlocking warning
Event: The market begins to price in the significant unlocks of ONDO (January 19) and TRUMP later this month.
Heat: Smart money is beginning to adjust their positions in advance, and there are fluctuations in the borrowing data of related tokens.
10. Macroeconomic Forecast: 2026 "Institutional Year"
Event: Multiple institutions (such as Grayscale, Bitwise) released 2026 predictions, believing this year is one of "full institutional takeover."
Heat: Retail investors are discussing whether this means reduced volatility, and there is anxiety about whether "retail investors can still make money."
