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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 the expectation of rate cuts in 2026 has significantly shrunk.
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.

【Intelligence Chain Loop Deduction】

1. Political tone-setting (Intelligence 2 & 3): Forms a red top-level signal. Indicates that in the coming years, US monetary policy will shift toward a more hawkish "discipline" tone, suppressing liquidity fantasies.
2. Capital rehearsal (Intelligence 4): Forms a golden divergence signal. Under hawkish background, traditional capital pre-positions through crypto stocks, implying they believe crypto assets may be more resilient than macro pressures.
3. Core verification (Intelligence 1): Provides a blue on-chain validation. Internal "old money" giants in the crypto world are increasing their 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—that is, the endogenous growth and industry value of crypto assets (especially ETH and AI-related sectors) may begin to hedge or even surpass the macro pressure of "global liquidity tightening."

【Two-step Breakthrough Instructions】

1. Focus on the "decoupling" narrative, stress testing and layout:
* Stress test: Use "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., whales increasing ETH and core ecosystems); industry-driven (AI + crypto sectors strongly related 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, choose your strongest intelligence point (e.g., whale logic, AI and crypto integration), and output 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, and publish your deep analysis of any intelligence topic with #全球情报解码 hashtag on Gate Plaza and @ me to participate in the lottery.

I am Decoder Eudora Qi.

I do not create intelligence, only piece together maps from fragments, and hand you the first shovel.

Click follow, and continue decoding tomorrow.

See the map clearly, and get your weapons. In 2026, may we all become true breakers of the game on the battlefield of information.