According to BlockBeats, on January 13, BlackRock released its 2026 global outlook report, emphasizing the significant scale of AI infrastructure investments. The report suggests that 'micro is macro,' indicating that these investments are substantial enough to influence the broader macroeconomic landscape, presenting challenges such as increased leverage and the illusion of diversification. BlackRock maintains a pro-risk stance, favoring U.S. equities, particularly those related to AI, and sees opportunities in active investments. The report outlines three core investment themes: Micro is macro: AI infrastructure is dominated by a few companies, with capital expenditures projected to reach $5-8 trillion between 2025 and 2030. This investment is expected to support U.S. economic growth in 2026, contributing three times the historical average, despite a cooling labor market. However, there is uncertainty about whether revenues will match expenditures and how much will return to tech giants. While AI may accelerate innovation, historical trends over the past 150 years suggest that major technological changes have not disrupted the U.S.'s long-term 2% growth trend. Nonetheless, a 'growth breakout' scenario is now conceivable. Leveraging up: The initial massive investments by AI builders, coupled with delayed revenues, lead to increased system leverage. High government debt adds to this vulnerability. BlackRock favors private credit and infrastructure financing while tactically underweighting long-term government bonds, such as U.S. Treasuries, due to the adverse effects of high leverage and rising capital costs on long-term debt. Diversification mirage: Under major trends, traditional diversification strategies may actually concentrate bets. Investors need to actively manage risk, maintain portfolio flexibility with a 'Plan B,' and seek unique returns from private markets and hedge funds. The report also highlights that BlackRock views digital assets, particularly stablecoins, as foundational to payment and settlement systems, rather than merely speculative assets. Stablecoins are seen as 'digital dollar rails,' evolving from crypto-native tools to bridges connecting traditional finance with digital liquidity, expanding into areas like cross-border payments and settlements, especially in regions where traditional systems are slow, costly, or fragmented. The report suggests that crypto is integrating into mainstream finance, with stablecoins maturing as infrastructure supporting global liquidity flows and overlapping with traditional finance.

据官方消息，币安 Alpha 余额积分将于 2026 年 1 月 13 日 0 时进行更新。所有币安 Booster Earn 收据代币，包括 tETH、miBNB、maUSDT、zkUSDT、bwUSDT 以及后续 Booster Earn 活动的收据代币，均将计入用户的币安 Alpha 余额积分。

According to BlockBeats, on January 13, the Nigerian government introduced a new tax law that links cryptocurrency transactions to real identities using Tax Identification Numbers (TIN) and National Identification Numbers (NIN). This initiative aims to make crypto transactions traceable and integrate them into the tax reporting system without needing to break the blockchain itself. Virtual Asset Service Providers (VASPs) are now required to collect and report customer information, including TIN/NIN, names, and addresses. They must also submit monthly transaction data to tax authorities and report large or suspicious transactions to law enforcement agencies.

According to BlockBeats, on January 13, Thai Prime Minister Anutin Charnvirakul has launched a comprehensive campaign against 'grey funds' and illegal financial flows, ordering stricter regulations on gold trading and digital assets. In the digital asset sector, the government will rigorously enforce the 'Travel Rule,' mandating identification of both sender and receiver in all wallet-to-wallet transfers to eliminate anonymity. Additionally, Thailand plans to establish a National Data Bureau to centralize financial data management, enabling regulatory bodies to track suspicious transactions in real-time.

据余烬监测，1 小时前，pump.fun 再次向 Kraken 转移了 1.48 亿枚通过 ICO 销售 PUMP 获得的 USDC 和 USDT。自 2024 年 11 月 15 日以来的两个月内，pump.fun (4jtZw...ZqqE) 已累计向 Kraken 转移了 7.53 亿枚在 2025 年 6 月通过 ICO 销售 PUMP 获得的 USDC 和 USDT。

null source: https://x.com/cointelegraph/status/2010872068208808083

null source: https://x.com/reutersbiz/status/2010872054564692196

前纽约市市长 Eric Adams 推出名为 NYC Token 的加密货币。该项目由 Eric Adams 等三名成员共同创建，旨在通过代币产生的收益资助非营利组织，以对抗反犹太主义和反美主义。Eric Adams 表示，该代币还将用于教育学生掌握区块链技术。Eric Adams 目前不领取薪水，并称后期若领取薪水将会公开。目前该项目网站仅显示口号及 X 平台账号链接。现任纽约市市长 Zohran Mamdani 表示不会购买该代币。

SEC 主席 Paul Atkins 在 X 平台发文表示，本周对加密货币具有重大意义，完全支持国会明确 SEC 与美国商品期货交易委员会之间的管辖权划分。目前为投资者做的最重要事情是让加密资产市场走出监管灰色地带。其期待特朗普总统在未来几个月内签署两党共同支持的市场结构法案，以两党共同认可的法律条文为基础，在促进市场创新的同时保护投资者权益。

The CFTC is looking to invite Tyler Winklevoss, Shayne Coplan, Kris Marszalek, and other crypto leaders to assist its approach to regulating the blockchain industry. source: https://cointelegraph.com/news/cftc-forms-committee-regulating-blockchain-ai?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

金色财经推出加密货币和区块链行业早报《金色早8点》2935期，为您提供最新、最快的数字货币和区块链行业新闻。

韩国加密生态系统的日益增加的影响力已经使其成为任何关注 Web3 未来者需要注意的关键市场。

金色财经推出《金色Web3.0日报》，为您提供最新、最快的MEME、DeFi、DAO、NFT和元宇宙行业新闻。

它揭示了证券通证化领域两种截然不同的路径选择，以及这两种路径背后，两股势力正在进行的博弈。

以太坊确实是整个 Crypto 世界对 ZK 下注最多的公链，毫无疑问。

过去八年，韩国对加密资产的态度，一直处在一种微妙的分裂之中。

本次播客对谈围绕近期“小米 × 公链钱包预装”引发的市场讨论展开，深入探讨了区块链手机的真实价值、常见误区与长期定位。

意图计算,意图经济 金色财经,基于意图的系统如何在互联网上兴起。

EIL 真的在「最小化信任」，还是把信任从显性中继，转移到了更隐蔽的工程与经济层？

Viewership across YouTube and social media has sunk to bear-market lows, reflecting retail exhaustion, scam fatigue and a market increasingly driven by institutions.