据 Onchain Lens 监测，Bitmine 进一步将 92,160 枚 ETH 用于质押，按当前价格计算价值约 2.93 亿美元。完成本次操作后，Bitmine 累计质押 ETH 数量已增至 1,436,384 枚，总价值约 47.7 亿美元。

According to PANews, the Cardano community's hard fork working group has proposed naming the 2026 protocol version 11 hard fork as the 'van Rossem Hard Fork' in honor of the late governance representative Max van Rossem. Van Rossem was a member and co-leader of the Constitutional Committee Election Working Group, contributing significantly to the drafting of Cardano's first constitution and playing a pivotal role in the inclusion of Article 8. He also founded the AdaMoments project, aimed at preserving users' personal histories, and was active in community building in the Netherlands. The community will vote on the naming proposal from January 13 to February 14, 2026. The protocol version 11 upgrade is expected to enhance node security, ledger consistency, and Plutus performance.

According to ChainCatcher, Paxos has seen substantial growth in the past year, with its total asset valuation soaring from $1.2 billion in January 2025 to $6.8 billion currently, marking an increase of over 450%. Data from TokenTerminal indicates that the PayPal stablecoin PYUSD, issued by Paxos, contributed to more than 50% of this growth, rising from approximately $500 million in January 2025 to $3.6 billion now. Additionally, Paxos Gold token PAXG has performed strongly, benefiting from the surge in gold prices in 2025, with its market value increasing from $500 million to $1.8 billion. Over the past year, PAXG has risen by 72%, driven by the minting of new tokens and the rise in prices, which have collectively boosted its total market valuation.

According to PANews, HyperInsight monitoring reveals that a trader known as 'Baisheng War God' is currently shorting 42.25 BTC with 40x leverage at an average entry price of $94,680.1, resulting in an unrealized loss of $26,000. Previously, this address completed 159 trades, with only four resulting in a total loss of $5,191.12. The remaining 155 trades were closed profitably, accumulating a total account profit of $291,200.

Spain’s government has approved draft laws making it illegal to use AI to create or reuse people’s images or voices for commercial purposes without consent, with stronger protections for children and a minimum age of 16 to give consent. Exceptions are allowed for creative, satirical, or public figure content clearly marked as AI-generated.

比特币持续拉升再度站上9.5万美元，大反弹要来了吗？背后究竟都有哪些驱动因素？市场高喊“四年周期失效”、“牛市已经结束”，结论是否下得太早？

According to ChainCatcher, since mid-2025, Bitcoin has begun to decouple from the growth of the global M2 money supply, which includes cash, demand deposits, and time deposits. This trend became more pronounced at the beginning of 2026. Historically, the correlation between Bitcoin and M2 has been a basis for bullish predictions, but analysts are now deeply divided on this phenomenon. A report from Fidelity Digital Assets in January maintained an optimistic outlook, suggesting that as the global monetary easing cycle begins and the Federal Reserve's quantitative tightening plan ends, the M2 growth rate will continue to rise in 2026, benefiting Bitcoin's price. Analyst MartyParty predicts that Bitcoin's price will rebound to catch up with M2 growth. However, Mister Crypto points out that Bitcoin's decoupling from M2 often signals a market peak, followed by a 2-4 year bear market. The founder of Capriole Investments believes the decoupling reflects the risk of quantum computing breaking Bitcoin's encryption. Despite the uncertainty, investors still view Bitcoin as a long-term store of value.

U.S. equities opened largely flat on Wednesday, while crypto-related stocks showed mixed performance in early trading, according to data from msx.com.At the open, the three major U.S. stock indices hovered near unchanged, reflecting a cautious tone as investors assessed recent macro signals and sector-specific developments.Crypto-linked stocks show divergent movesWithin the crypto sector, price action was uneven:Tron rose 4.82%, leading gains among crypto-linked namesBitMine added 0.67%Coinbase advanced 1.56%Strategy climbed 2.03%Robinhood slipped 1.15%The mixed performance suggests selective positioning within the crypto equity space, rather than a broad risk-on or risk-off move.

null source: https://x.com/reutersbiz/status/2011277088490201252

U.S.-listed Bitcoin exchange-traded funds (ETFs) recorded a net inflow of 492 BTC on the latest trading day, even as Ethereum ETFs continued to see net redemptions, according to on-chain data tracked by Lookonchain.The flows highlight a divergence in institutional positioning between major crypto assets, with bitcoin attracting selective inflows while ether remains under pressure.ETF flow breakdownBitcoin ETFs:Daily net inflow: +492 BTCSeven-day net flow: –14,643 BTCEthereum ETFs:Daily net outflow: –27,478 ETHSeven-day net flow: –95,245 ETHSolana:Daily net inflow: +74,863 SOLSeven-day net inflow: +278,910 SOLWhat the flows suggestWhile the daily inflow into Bitcoin ETFs signals some stabilization after recent volatility, the negative seven-day net flow indicates that broader institutional appetite remains cautious.Ethereum ETFs continue to experience persistent outflows, reinforcing the view that investors are reducing exposure amid weaker on-chain activity and uncertainty around near-term catalysts.In contrast, Solana has seen consistent inflows, both daily and weekly, suggesting stronger relative demand and a shift toward higher-beta assets within the institutional and semi-institutional cohort.Market contextETF flows are often viewed as a proxy for institutional sentiment, though analysts caution that short-term data can be volatile. Still, the current pattern points to selective risk-taking rather than a broad-based reallocation into crypto, with capital favoring bitcoin defensively and rotating into Solana for growth exposure.Whether this divergence persists will likely depend on price follow-through, macro conditions, and upcoming regulatory or ETF-related developments in the weeks ahead.

Bitcoin climbed to a two-month high of $96,240 on Tuesday, breaking decisively above a long-watched resistance zone and triggering more than $500 million in liquidations, as traders rushed to cover bearish positions and capital rotated aggressively into altcoins.The breakout marked bitcoin’s first sustained move above $94,500 since November, a level that had capped upside on three prior attempts — Dec. 3, Dec. 10, and Jan. 5 — making the move technically significant for short-term market structure.Bitcoin breaks $94,500 as derivatives unwindAccording to derivatives data, over $500 million in futures positions were liquidated within four hours of the breakout, signaling a classic short-covering squeeze rather than a leverage-driven long buildup.Bitcoin futures open interest fell to $30.6 billion, down from $31.5 billion earlier in the dayThe decline in open interest alongside rising price suggests shorts were forced out, while spot demand absorbed selling pressureAnalysts say this dynamic is often healthier than leverage-led rallies, as it reflects real positioning resets rather than speculative excess.Altcoins outperform as risk appetite returnsAltcoins led the rally, confirming a broader risk-on rotation across crypto markets.Privacy coin Dash (DASH) surged to its highest level since 2021 on heavy volume, appearing to front-run the broader breakout and signaling renewed speculative appetite.Other notable movers over 24 hours included:Optimism (OP): +18.5%Celestia (TIA): +14%Pudgy Penguins (PENGU): +14%As altcoins outpaced bitcoin, BTC dominance slipped to 58.6%, down from 59.3% on Dec. 24, reflecting capital rotation away from large-caps and into higher-beta tokens.CoinDesk 80 Index (CD80): +8% YTDCoinDesk 20 Index (CD20): +6.35% YTDWhy crypto is rallying nowThe move comes despite a lack of obvious near-term bullish catalysts, suggesting the rally is driven more by positioning, sentiment, and market structure than fresh macro news.Several factors appear to be converging:The October $19 billion liquidation cascade left bitcoin and many altcoins deeply oversoldProlonged risk aversion pushed traders into gold, silver, and AI equities, draining crypto liquidityThe Crypto Fear & Greed Index repeatedly dipped into “extreme fear”, historically associated with local bottomsAs sentiment stabilized, even modest spot demand was enough to push prices higher and force short liquidations.Key levels to watchFrom a technical perspective, analysts say the next phase hinges on whether bitcoin can hold $94,500 as support.Above $94,500: Path opens toward $99,000, a major supply zone that previously acted as support between June and NovemberBelow $94,500: Risk of consolidation or pullback into the $85,000–$94,500 rangeIn the near term, traders expect a retest of $94,500 to determine whether the breakout converts into a sustained trend or fades into another range-bound phase.Bottom lineBitcoin’s move above $96,000 marks its strongest upside break of 2026 so far, driven by short covering, improving sentiment, and renewed appetite for risk. Altcoins have taken the lead, suggesting traders are no longer positioned defensively.Whether the rally extends toward $99,000 — or stalls on a failed retest — will depend on follow-through in spot demand and the market’s ability to hold newly reclaimed technical levels.

加密资产交易平台 Gate 大门持续拓展 TradFi 功能，向用户开放涵盖黄金、外汇、指数、大宗商品及部分热门股票在内的传统金融资产差价合约（CFD）交易服务。据介绍，Gate TradFi 合约以 USDx 作为保证金与账户展示单位，与 USDT 按 1:1 挂钩，用户划转 USDT 后即可参与交易，无需额外兑换或支付手续费。该产品遵循传统金融市场交易规则，设有固定交易时段，合约杠杆为固定倍数，其中外汇、指数等品种最高支持 500 倍杠杆，股票差价合约最高 5 倍杠杆；保证金采用全仓模式，同一交易对多空仓位可进行对冲计算，单笔手续费低至 0.018 美元。在系统与风控层面，Gate TradFi 基于 MT5 系统提供交易服务，并采用保证金比例风控机制，当账户保证金比例降至 50% 或以下时将触发强制平仓。

Monero reached a new all-time high this week as intensifying regulatory scrutiny of digital assets reignited debate over the role of financial privacy in the evolving crypto ecosystem.

随着AI技术持续演进和中国监管体系的不断完善，类似跨境并购审核将更加常态化、精细化，成为全球科技博弈的重要缩影。

如果这次牛市不仅是价格上涨，更是效用上涨，能够将ETF时代合法性转化为链上需求，将被动持有转化为主动使用，并带来真正收益回报，而不是因为变换的叙事，那就太好了。

2027年起，CARF协议启动跨国自动交换CEX加密资产信息，征税风暴逼近，链上脱CEX成唯一避风港。

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预测市场会继续增长，RWA 和 AI 叙事将迎来春天。

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在别人不敢投的时候投，然后等周期翻过来，收割信任。