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【Decision Room Briefing · January 17】
Intelligence Chief Decoder: Eudora Qi

Five Core Pieces of Intelligence:

1. On-chain Insider: OG whales are increasing ETH long positions, with total value locked at $736 million.

2. Top-level Personnel: Trump has locked in Kevin Waugh (neutral-leaning hawkish) as the preferred nominee for Federal Reserve Chair.

3. Policy Path: “Absolutely dovish” Haskett is abandoned, and expectations for 2026 rate cuts have significantly declined.

4. Market Linkage: US stocks and crypto stocks are rising against the trend.

5. Industry Catalyst: OpenAI plans to test targeted advertising in ChatGPT, boosting commercialization potential.

【Intelligence Chain Loop Deduction】

1. Political Tone-setting (Intelligence 2 & 3): Generates a red top-level signal. Suggests that US monetary policy in the coming years will shift toward a hawkish “discipline” tone, suppressing liquidity fantasies.

2. Capital Rehearsal (Intelligence 4): Generates a golden divergence signal. Under a hawkish background, traditional capital pre-positions in crypto stocks, implying a belief that crypto assets may be more resilient than macro pressures.

3. Core Verification (Intelligence 1): Provides blue on-chain validation. Internal “old money” giants in crypto are increasing positions with real funds, resonating with external capital.

4. Ecosystem Catalysis (Intelligence 5): Sends a green industry signal. AI leaders accelerate commercialization, injecting clearer long-term demand and monetization expectations into the “AI + crypto” track.

Core Conclusion (Breakthrough Map):
The market is trading a “decoupling” narrative — meaning the intrinsic growth and industry value of crypto assets (especially ETH and AI-related sectors) may begin to hedge or even outperform the macro pressure of “global liquidity tightening.”

【Two-step Breakthrough Instructions】

1. Focus on the “Decoupling” Narrative – Stress Testing & Layout:

Stress Test: Use the “Federal Reserve hawkish bias” to question holdings; eliminate “story coins” that rely solely on liquidity premiums.

Focused Layout: Concentrate on two asset types:

Core value (e.g., ETH accumulation by whales, core ecosystems)

Industry-driven (AI + crypto sectors, strongly tied to OpenAI commercialization)

2. Use “Action Permission” to Establish a Voice Platform:

Use today’s hotspots as a cognitive arbitrage tool. When most are confused, highlight your strongest intelligence point (e.g., whale logic, AI + crypto integration) and publish your in-depth analysis.

【Interaction Verification and Rewards】

Quick Logical Chain Question:
Q: Which two intelligence links best support the “crypto assets decoupling from macro pressure” narrative?

A. Trump locks in hawkish Fed Chair + 2026 rate cut expectations shrink
B. US stocks and crypto stocks rise against the trend + OG whales increase ETH long positions by $736 million
C. OpenAI tests advertising

Intelligence Briefing Creative Award: Follow me, publish a deep analysis of any intelligence topic with the #全球情报解码 hashtag on Gate Plaza, and @ me to join the lottery.

I am Decoder Eudora Qi.
I do not create intelligence — I only piece together maps from fragments and hand you the first shovel.

Click follow and continue decoding tomorrow.
See the map clearly, and arm yourself. In 2026, may we all become true breakers on the battlefield of information.