Crypto analyst Benjamin Cowen stated that Bitcoin's current downtrend may not end as quickly as some holders expect. "Bitcoin will likely continue to underperform relative to the stock market," Cowen pointed out in a video on Thursday. He believes market expectations of a large-scale rotation of funds from precious metals like gold and silver to crypto assets may be overly optimistic. Precious metal prices have been consistently strong recently. Data shows that gold and silver prices have risen to all-time highs of $5,608.33 and $121.64 respectively. Citigroup further predicts that silver may rise to $150 in the next three months, driven by Chinese demand and a four-year low for the dollar. However, Cowen believes that a short-term rotation of funds to Bitcoin is "unlikely to happen." While many in the crypto market believe that new highs in precious metals often foreshadow a subsequent Bitcoin rally, he emphasizes that the current cyclical structure does not support this assessment. As of press time, Bitcoin was trading at $82,859, down 7.78% in the past seven days. Meanwhile, market sentiment continued to weaken, with the crypto fear and greed index falling to 16, placing it in the "extreme fear" zone. (CoinTelegraph)

Binance founder CZ stated on the X platform that FUD (fear, uncertainty, and doubt) harms the market, not the target. He and Binance will not engage in large-scale sell-offs. The so-called "sell-off" refers to the redemption of $5 worth of BNB from a credit card transaction to pay for coffee. CZ stated that although he no longer runs Binance, to his knowledge, Binance only redeems a portion of its revenue to cover fees and is a net holder. Furthermore, Binance now has global regulatory oversight that allows for the review of every transaction in every account.

OP Labs, the development team behind Ethereum's Layer 2 network Optimism, has announced the launch of OP Enterprise, an enterprise-grade blockchain infrastructure. According to Odaily, OP Enterprise will offer three service models: Fully Managed, Self Managed, and OP Mainnet. The infrastructure will provide mission-critical support to key partners, including Unichain, operated by Uniswap Labs, and Celo, which has migrated to the OP Stack.

The end of another week is here again, and it's also the end of the month, which means a bumper batch of Bitcoin and Ether options contracts are expiring. source: https://cryptopotato.com/crypto-on-edge-will-huge-8-3b-bitcoin-options-expiry-trigger-another-dump/

Securitize is moving toward a public listing through a merger with Cantor Equity Partners II after strong revenue growth amid soaring demand for tokenized RWAs. <p>The post Securitize Moves Toward Public Listing as Tokenized Asset Market Heats Up first appeared on Ecoinimist. </p> source: https://ecoinimist.com/2026/01/30/securitize-moves-towards-public-listing/?utm_source=rss&utm_medium=rss&utm_campaign=securitize-moves-towards-public-listing

Bitcoin's implied volatility surged significantly on Thursday amid a sharp decline in the options market. The Deribit Bitcoin Volatility Index (DVOL) jumped from around 37 to above 44, marking its largest gain since November 2024. The DVOL, considered the crypto market's "VIX," reflects the options market's expectations for price volatility over the next 30 days. A rise in this indicator suggests traders are paying a higher premium for downside risk, leading to higher option prices and increased risk aversion. This volatility spike occurred amid renewed macroeconomic uncertainty, including the rising risk of a US government shutdown and noise surrounding the future leadership of the Federal Reserve. However, historically, Bitcoin's implied volatility has not yet reached extreme levels. (CoinDesk)

Garrett Jin, an agent for the "1011 Insider Whale," published a lengthy analysis of current market dynamics on the X platform. He pointed out that multiple structural factors have constrained the rise of ETH and BTC compared to other risky assets. The main reasons are believed to be trading cycles, market microstructure, and market manipulation by some exchanges, market makers, or speculative funds. Regarding the market background, the deleveraging decline that began in October has caused significant losses for leveraged participants, especially retail investors. From a time perspective, although BTC and ETH have underperformed in the past three years, they still outperform most assets over a six-year period. Short-term underperformance can be seen as mean reversion over a long-term cycle. As long as the narratives of BTC as "digital gold" and ETH as a core component of AI and RWA infrastructure remain valid, there is no basis for their long-term underperformance. Currently, the trading volume of BTC and ETH futures is near historical lows, indicating that the deleveraging process is nearing its end. Labeling BTC and ETH as purely risky assets is one-sided. BTC and ETH also have safe-haven attributes. The real reason for their poor performance lies within the crypto market itself: the market is in the late stages of a deleveraging cycle, and participants are highly sensitive to downside risks; the market is dominated by retail investors, with institutional participation being passive; speculative funds take advantage of the high leverage of retail investors and the market's microstructure to create volatility through concentrated selling during periods of low liquidity, thereby triggering a chain of liquidations.

As volatility in the crypto market intensifies, investor demand for risk pricing and hedging tools continues to rise, leading to increased trading activity in volatility-related indices. The BTC and ETH volatility indices have attracted significant capital attention. According to data from the Gate platform, both trading volume and price volatility in the index trading zone have increased. Specifically, the latest price for the BTC volatility index (BVIXUSDT) is 44.74, a daily increase of 17.81%; the latest price for the ETH volatility index (EVIXUSDT) is 62.60, a 17.16% increase over the same period, indicating a significant rise in market expectations for short-term price volatility. Gate has a comprehensive presence in traditional financial trading zones, including stocks, precious metals, forex, indices, and commodities, covering various contract trading instruments such as gold, silver, the Nasdaq 100 index, and the FTSE 100 index. Currently, Gate index perpetual contracts support trading in multiple currency pairs. As an important indicator for measuring market uncertainty, the rise and fall of the VIX reflects changes in investors' expectations of risk and is often used for hedging and risk avoidance. Its launch further provides investors with more professional trading tools and expands the space for cross-market trading and strategy layout.

According to a Hong Kong Stock Exchange announcement, Ruihe Digital Technology Holdings Limited, a Hong Kong-listed company, disclosed that it has invested approximately US$3.81 million in Taiji Capital Group, which focuses on security tokens and RWA tokenization, US$1.75 million in a fund focused on providing licensed virtual asset services in Hong Kong, and subscribed to US$200,000 of the Bitcoin Plus SP fund, which distributes OSL digital securities. The company also disclosed that the virtual encrypted asset trading platform jointly developed with an independent third party has entered the development and testing phase as planned, and it is expected to apply for relevant intellectual property rights in the first quarter of 2026.

OP Labs, the development team behind the Ethereum Layer 2 network Optimism solutions, announced the launch of OP Enterprise, an enterprise-grade managed blockchain infrastructure. OP Enterprise will offer three service models: Fully Managed, Self Managed, and OP Mainnet. It will provide mission-critical support to key partners, including Unichain (operated by Uniswap Labs) and Celo (which has migrated to the OP Stack). (TheDeFiant)

The reason Clawdbot became so popular is not only because it brought a Jarvis-like experience, but also because it inspired the industry and may even act as a catalyst to accelerate the development of the Agent Economy.

The Senate Agriculture Committee on Monday released a much-anticipated discussion draft of its portion of a sweeping bill that would overhaul how cryptocurrencies are regulated, inching the chamber closer to advancing the legislation.

OpenAI will remove GPT-4o and several older models from ChatGPT on 13 February 2026, as most users have already moved to GPT-5.2. The company says keeping little-used models no longer makes sense and wants to focus on improving the tools people use every day.

Bitcoin briefly dipped below $82,000. A global asset market plunge ensued, with gold, silver, precious metals, and US stocks all experiencing simultaneous volatility. Has this dragged down the crypto market? What are the underlying causes of this storm? How will the market develop next?

In the long history of Crypto, the definition of "winning" has never been how many billions your FDV reached on TGE that day, or whether you achieved a grand slam. Rather, it is whether you are still fighting against the whole world for your own sense of sovereignty.

The current market environment is influenced by multiple factors: the Federal Reserve's monetary policy shift, ongoing geopolitical conflicts, global supply chain disruptions, and AI-driven economic transformation. These intertwined factors have led to a shift of funds from high-risk assets to safe-haven assets.

Jinse Finance launches its daily cryptocurrency and blockchain news bulletin, "Jinse at 8 AM," issue 2952, providing you with the latest and fastest news on the digital currency and blockchain industry.

Money has a compelling narrative. Through its flow in global markets, it reveals its perspective on the world.

Jinse Finance launches the "Jinse Web3.0 Daily," providing you with the latest and fastest news on MEME, DeFi, DAO, NFT, and the metaverse industry.

When the transition period officially ended in many countries in the fourth quarter of last year, the European market was undergoing a profound transformation and restructuring – 68 new licensed institutions entered the market, traditional VASPs successfully transformed into CASPs, and new forces made a strong debut.