Matrixport 发布分析指出，近期以太坊（ETH）的增持行为主要由现货买盘推动，而非杠杆资金驱动。技术层面看，尽管过去两至三周出现反弹，但 ETH 中期配置逻辑仍然成立，技术指标持续修复，链上数据回暖，市场对悲观预期的定价有所缓和，短期下行压力减弱。结构层面，当前 ETH 期权市场以卖出看涨为主，现货侧买盘仍占优，更接近策略性建仓而非追涨；在保留一定上行参与度的同时，通过卖出看涨期权获取权利金以实现部分波动率变现。与此同时，本轮加仓更多由现货买盘推动，使反弹具备更强支撑与延续性。

تحركات قوية يسجلها زوج الدولار مقابل الدينار الليبي، تعكس حالة عدم استقرار واضحة في سوق الصرف، إذ ما زال السعر شديد الحساسية للتغيرات الاقتصادية والقرارات النقدية المحلية. com. source: https://www.tradersup.com/%d8%aa%d8%ad%d9%84%d9%8a%d9%84%d8%a7%d8%aa-%d9%81%d9%86%d9%8a%d8%a9/%d8%aa%d8%ad%d9%84%d9%8a%d9%84-%d9%81%d9%86%d9%8a-%d8%a7%d9%84%d8%af%d9%88%d9%84%d8%a7%d8%b1-%d8%a7%d9%84%d8%af%d9%8a%d9%86%d8%a7%d8%b1-%d8%a7%d9%84%d9%84%d9%8a%d8%a8%d9%8a-lyd-usd/%d9%82%d9%81%d8%b2%d8%a9-%d8%ad%d8%a7%d8%af%d8%a9-%d9%88%d8%aa%d9%82%d9%84%d8%a8%d8%a7%d8%aa-%d9%85%d8%b1%d8%aa%d9%81%d8%b9%d8%a9-%d9%8a%d8%b3%d8%ac%d9%84%d9%87%d8%a7-%d8%a7%d9%84%d8%b2%d9%88%d8%ac/151583

Cardone Capital has disclosed a new $10 million Bitcoin acquisition, reinforcing its hybrid investment strategy that merges institutional real estate cash flow with long-term digital asset accumulation. source: https://www.ethnews.com/cardone-capital-doubles-down-on-new-bitcoin-with-10m-treasury-buy/

美股,代币化股票,纽交所官宣代币化证券交易结算平台 美股游戏规则要变了？ 金色财经,与加密市场相比，美股市场显然落后了。

NYSE seeks regulatory approval for blockchain-based venue offering instant settlement and fractional shares source: https://www.blockhead.co/2026/01/20/new-york-stock-exchange-building-platform-for-24-7-tokenized-stock-trading/

Spot gold prices have risen to $4,730 per ounce, marking a 1.27% increase within the day. According to ChainCatcher, spot silver has also seen a rise, reaching $95 per ounce with a daily increase of 0.75%.

据官方消息，Gate Launchpad 第 6 期 Immunefi（IMU）将于 1 月 21 日 16:00（UTC+8）结束，并将于 1 月 22 日 22:00 (UTC+8) 首发上线 Immunefi（IMU）现货交易。本期认购总量为 212,404,419 IMU，支持 USD1 与 GUSD 双币种认购，认购价格为 1 IMU = 0.01177 USD1/GUSD，单用户最高可获 2,124,044.2 IMU 额度。认购火热进行中，越早认购收益越高，把握机会抢先布局。此外，Gate 余币宝同步上线 USD1 理财福利，新用户参与 IMU 认购可解锁专属 200% 年化收益。

WhiteWhale memecoin declined over 60% within minutes after a trader bought 1. 5% of the total token supply for $370. source: https://cryptonews.com/news/memecoin-whitewhale-plummet-60-after-rug-pull-accusations/

Qinbafrank posted on X about the evolving landscape of stock tokenization as major exchanges like Nasdaq and NYSE enter the market. The prediction made in August last year regarding these exchanges potentially moving stocks from off-chain to on-chain has largely been validated. These exchanges, along with DTCC, are expected to facilitate the supply of stock tokens directly, eliminating the need for on-chain trading platforms to mint their own tokens. Instead, platforms can integrate these official tokens, transforming into 'new-type on-chain brokerages.' The future competition for on-chain brokerages lies in the user-facing front end, as differentiation in the back end or supply side becomes less pronounced. Key competitive points include entering new markets, innovating user experience, and offering favorable rates. Brokerages may also provide users with various leverage models and innovate asset types and trading methods based on U.S. stock tokens, such as perpetual contracts, options, binary options, and collateralized lending, among other DeFi strategies. More innovative trading methods are likely to emerge in the future. Additionally, there will be significant competition in terms of traffic and user engagement, where strategies from internet brokerages can be adapted. Ultimately, the goal is to become a 'super app,' offering a comprehensive platform for trading stocks, bonds, crypto assets, precious metals, agricultural products, commodities, and forex.

null source: https://x.com/CoinMarketCap/status/2013539016310714510

Funds were split between two wallets holding $3. 3 million and $880,000. The exploit involved MEV-linked addresses and preemptive transaction timing. MakinaFi has not released a technical statement or mitigation plan source: https://coinjournal.net/news/makinafi-hit-by-4-1m-ethereum-hack-as-mev-tactics-suspected/

India imported $5.9 billion of silver in just four months, a sharp rise driven by strong jewellery buying, investor demand and industrial use such as solar and electronics. Silver prices hit record highs, lifting metal stocks and ETFs, even as physical silver in India traded at a discount.

从硅谷巨佬到「白宫 AI 与加密沙皇」，给出了对 2026 商业、政治与科技的完整判断。

2025 年的美国加密监管，最大的变化不是某一条新规或者法案的推进，而是整体治理方式已经被重新定调。

Revolut is accelerating its expansion across Latin America, zeroing in on Peru’s multibillion-dollar remittance market as it seeks a full local banking license and ramps up competition with the region’s entrenched financial institutions.

如果说过去的股票代币化是一场探索边界的实验，那么 NYSE 下场之后，行业正在进入一个新的阶段。

当定义合法的人和从中获利的人是同一个人时，“合法”这个词还意味着什么？

Bitcoin drops 3% to $92,000 as 90% of liquidated positions unwind longs amid emergency EU summits and transatlantic trade war fears.

Bermuda plans to become the first fully on-chain national economy, using stablecoins like USDC for payments and partnering with Coinbase and Circle to build the infrastructure. Government offices, banks, and businesses will adopt digital wallets and tokenised systems to lower costs and improve financial access for residents.

贝莱德2026年展望给出一个明确判断：世界已进入“非常态”时代。持续十余年的“低通胀、低利率、央行兜底、分散即安全”的投资范式已系统性终结。