According to on-chain analyst Ai Yi, Trend Research, owned by Yi Lihua, deposited 10,000 ETH into Binance 2 hours ago, and then withdrew 6,411 ETH (US$15.41 million) 5 minutes ago.

A research report from CITIC Securities suggests that the current wave of concentrated ETF redemptions has largely ended, and heavyweight stocks are entering a recovery window. A style shift is underway across the larger timeframe, moving from small-cap to large-cap stocks, and from thematic to quality stocks. Warsh's nomination as Federal Reserve Chairman represents the US's policy intention to shift from speculative to real-economy investment; regardless of whether this strategy is successfully implemented, it will have a significant impact on the style of global risk assets. The underlying commonality of cyclical sectors is significant room for profit margin recovery, reflecting China's policy shift from expanding scale to improving quality and efficiency. The fundamental allocation strategy should still revolve around the revaluation of global pricing power in industries with competitive advantages, but caution should be exercised regarding the increasingly speculative precious metals sector. The recovery in the consumption and real estate chains should occur in the spring, which is not contradictory to manufacturing and technology. (Jinshi)

On February 1, Jin10 reported that Guotou Silver LOF Fund has issued a notice regarding the significant premium of its secondary market trading price over the net asset value of its fund shares. According to Jin10, investors are cautioned about the risks associated with investing in fund shares with high premium rates, which could lead to substantial losses. To safeguard investor interests, the fund will suspend trading from the market opening until 10:30 AM on February 2, 2026, resuming thereafter. Post-resumption trading will adhere to the Shenzhen Stock Exchange's rules, with a price fluctuation limit of 10%. If the premium of the fund's secondary market trading price does not effectively decrease by February 2, 2026, the fund reserves the right to apply for temporary suspension or extend the suspension period to warn the market of potential risks. Further details will be provided in subsequent announcements.

Hong Kong's Legislative Council Finance Committee has announced the election of Li Weihong as its new chair. According to Odaily, Li Weihong has previously advocated for the development of virtual assets and futures markets, urging for expedited license upgrades. He has proposed that the futures exchange should implement 23-hour trading and increase holiday trading options for futures products, as well as expand the range of virtual asset options and futures derivatives. Li Weihong has also called on the Hong Kong government to accelerate the establishment of an international gold trading center and to seek early accession to the Regional Comprehensive Economic Partnership (RCEP). This move aims to enable the industry to export gold and other precious metals from Hong Kong to RCEP members with zero tariffs.

Iran's Supreme Leader Ayatollah Ali Khamenei has issued a stern warning to the United States, stating that any military conflict initiated by the U.S. would escalate into a regional war. According to Jin10, Khamenei's remarks were reported by Iran's Tasnim News Agency. He emphasized that the consequences of such a conflict would not be confined to a single location but would spread across the entire region. This statement comes amid heightened tensions between the two nations, with both sides engaging in a war of words and military posturing. The Iranian leader's comments underscore the potential for broader instability in the Middle East if diplomatic solutions are not pursued.

Haseeb, Managing Partner of Dragonfly, posted on the X platform that public opinion regarding Binance founder CZ has undergone a significant reversal in the past few months: he was hailed as a "hero" by some in the community upon his release from prison, while currently, some commentators equate him with SBF (Binance's founder) as a negative figure. He believes both extreme views are unreasonable but reflect an interesting phenomenon of changing market sentiment. CZ subsequently responded that both views are overly simplistic and may be related to market cycles and changes in the macro environment. For example, the crypto industry was more prone to sympathy under regulatory pressure, while in the current relatively more favorable policy environment, if Bitcoin does not continue to reach new highs, market sentiment may turn negative, or it may simply be a change in sentiment driven by the bull-bear cycle. He also stated that the team will continue to focus on development and thanked the community for its support.

The Hong Kong Legislative Council's Finance Committee announced that Mr. Li Weihong has been elected as its chairman. Mr. Li had previously called for promoting the development of the virtual asset and futures markets, accelerating the approval process for license upgrades, and suggesting that the Hong Kong Futures Exchange implement 23-hour trading as soon as possible, increase the number of futures products available for holiday trading, and open up more virtual asset options and futures derivatives. Furthermore, Mr. Li urged the Hong Kong government to expedite the construction of an international gold trading center and strive for early accession to the Regional Comprehensive Economic Partnership (RCEP), enabling the industry to export gold and other precious metals from Hong Kong to RCEP members with zero tariffs.

The plunge in gold and silver prices this week began with reports that Trump would nominate Warsh as the new chairman of the Federal Reserve. Dirk Malaki, managing director of SLC Management, said that Warsh's hawkish background reduces the risk of a broad-based depreciation of the dollar. The market is returning to an orderly monetary policy track. Analysts also noted that traders taking profits quickly at the end of the month, or banks hedging against the impact of a sudden drop, may have contributed to the precious metals sell-off. Adrian Ash, head of research at BullionVault, said he has been involved in the precious metals market for 20 years and has never seen anything like it. However, he downplayed the possibility of retail investors suddenly withdrawing funds on Friday, pointing to similar unusual movements in base metals markets such as copper, where copper futures fell 4.5% on Friday. Ash also stated that looking only at gold and silver, it's easy to say this is retail frenzy, but there is no retail participation in the base metals market. (Jinshi)

Bitcoin took a sharp dive on Saturday, falling roughly 7% and landing near the $77,000 mark. The sudden drop wiped out more than $2 billion. source: https://www.cryptopolitan.com/bitcoin-plunges-7-percent/

House Democratic Leader Hakim Jeffries stated that they would not help Republicans pass a federal government funding bill through a fast-track process. US media pointed out that Jeffries' statement suggests the US government shutdown may last longer than expected. The US Senate passed a funding bill for several federal departments for the remainder of the fiscal year on January 30th, and the bill will be sent to the House for consideration. However, the House is currently in recess and may vote on the funding bill as early as February 2nd. It is reported that the operating funds for several federal departments, including the State Department and the Pentagon, ran out on January 30th, thus the US federal government entered a partial shutdown starting at midnight on January 31st. (Jinshi)

Gold, silver, investment, metals market crash: Is the supercycle logic still strong? Jinse Finance: The precious metals market sees another week of gains, but this may well be far from over.

This week, 17 blockchain startups completed funding rounds, raising a total of $285.4 million. Mesh (formerly Front Finance) raised $75 million in its Series C funding round, the largest single funding round this week.

In two days, 30,000 AI agents registered accounts on the same website, Moltbook. These weren't registered by humans; they were registered by the AI ​​itself.

On January 30, Kevin Warsh was nominated as the next chairman of the Federal Reserve.

US President Trump's nomination of Kevin Warsh as Federal Reserve Chairman triggered the worst sell-off in precious metals in decades.

Several portfolio managers contacted on Friday said they believed Warsh was unlikely to cater to Trump's whims or significantly alter the Fed's stance.

"If your startup isn't a YC-backed B2B SaaS + GPT shell company, and you haven't hired ABG as your chief marketing officer, then you're basically doomed."

Vitalik is one of the guardians of TheDAO Security Fund.

The question for the next decade is simple: will the crypto world learn to build tollbooths, or will traditional finance learn to exploit the crypto world's path? We bet on both.

Golden Weekly is a weekly blockchain industry summary column launched by Golden Finance, covering key news, market and contract data, mining information, project updates, technological advancements, and other industry dynamics.