Bitcoin is experiencing unprecedented selling activity from long-term holders, marking a significant shift in market dynamics. According to Cointelegraph, the trend of selling by these holders began well below current price levels, distinguishing this bull market from previous ones. Over the past two years, Bitcoin long-term holders have set records with their sales, indicating a price cycle and investor transition underway. Research from onchain analytics platform CryptoQuant highlights the ongoing sales of significantly older coins during this bull market. Unspent transaction outputs (UTXOs) involving Bitcoin that had been dormant for two years or more have surged since 2024. Contributor Kripto Mevsimi noted that 2024 and 2025 have recorded the highest annual revived supply from long-term holders in Bitcoin's history. This data rivals the distribution seen at the end of the 2017 bull market when Bitcoin reached $20,000. Unlike previous cycles, the current revival is occurring with lower market noise but involves significantly older coins. CryptoQuant suggests that Bitcoin's long-term holders are reassessing their market exposure, a trend that began when prices surpassed $40,000. Early 2026 data does not yet indicate a full reversal of this trend, but revived long-term supply has moderated compared to the peaks of 2024–2025. Kripto Mevsimi speculates whether this represents temporary exhaustion or the start of a new accumulation phase, which will become clearer as the year progresses. As Cointelegraph reported, the activity of long-term holders bringing dormant coins to market has become a major discussion point recently. Bitcoin's underperformance compared to other major asset classes from Q4 2025 onward has raised questions about how the coming year might differ from previous price cycles. With 2026 anticipated to be a bear market year, forecasts suggest a return to much lower levels than the current $90,000. The validity of the four-year price cycle is also debated among market participants. Bitcoin is not only undergoing a price cycle but potentially a transition in who holds it and why. Long-term holder supply behavior is one of the clearest on-chain signals of this shift, according to CryptoQuant. This evolving dynamic in the Bitcoin market underscores the changing landscape and the potential for new patterns in investor behavior.

根据 SoSoValue 数据，昨日（美东时间 1 月 21 日）以太坊现货 ETF 总净流出 2.98 亿美元。昨日单日净流入最多的以太坊现货 ETF 为灰度（Grayscale）以太坊迷你信托 ETF ETH，单日净流入为 1001.36 万美元，目前 ETH 历史总净流入达 16.24 亿美元。昨日单日净流出最多的以太坊现货 ETF 为贝莱德（Blackrock） ETF ETHA，单日净流出为 2.50 亿美元，目前 ETHA 历史总净流入达 125.95 亿美元。截至发稿前，以太坊现货 ETF 总资产净值为 182.83 亿美元，ETF 净资产比率（市值较以太坊总市值占比）达 5%，历史累计净流入已达 123.86 亿美元。

أفادت لجنة الخدمات المصرفية في مجلس الشيوخ الأميركي بأنها تدعم خطوة الرئيس الأميركي دونالد ترامب التي تمنع المؤسسات من شراء منازل العائلات الواحدة، وهو ما قد يؤدي إلى تأجيل مشروع قانون هيكلة سوق العملات الرقمية، وفقًا لتقرير نشرته Bloomberg. source: https://ar.cointelegraph.com/news/crypto-bill-delayed-senate-focuses-affordability-agenda-report?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

调查数据显示 49%的 Z 世代曾使用加密交易所，37%目前持有或使用加密资产。22%的 Z 世代及 24%的千禧一代表示，相比银行更信任加密资产。Newrez 在 X 平台发文表示，作为管理资产规模达 7780 亿美元的抵押贷款机构，将从 2 月起把比特币及以太坊持仓纳入贷款资格审核，旨在吸引 Z 世代购房者。OKX 在 X 平台发文表示，其 1 月调查结果显示，40%的 Z 世代对加密平台信任度评分达 7 分以上（满分 10 分），而婴儿潮一代仅为 9%。白宫官方账号在 X 平台发文表示，总统 Donald Trump 已签署行政命令，限制华尔街机构购买单家庭住宅，优先保障个人及家庭购房需求。

Bitcoin's onchain data shows persistent overhead supply and fragile conviction as the market consolidates below $90,000, Glassnode says. source: https://www.theblock.co/post/386680/bitcoin-struggles-to-regain-momentum-amid-persistent-overhead-supply-glassnode?utm_source=rss&utm_medium=rss

Consumer research shows trust for crypto is shaped by control and access, with their habits now reaching policy moves on housing. source: https://decrypt.co/355422/gen-z-americans-trust-crypto-more-than-banks-seeking-agency-and-control

BlackRock CEO Larry Fink has emphasized the necessity of transitioning assets towards tokenization and digitization, urging swift action in this direction. According to Odaily, Fink highlighted that conducting all investments on tokenized platforms could reduce costs and enhance democratization, allowing seamless capital flow between money market funds, stocks, and bonds. Additionally, he noted that a universal blockchain could help reduce corruption. BlackRock, the world's largest asset management firm, has already built its flagship tokenization fund, BUIDL, on Ethereum. The cryptocurrency community interprets Fink's remarks as suggesting that Ethereum aligns with his vision of a universal blockchain, positioning it as the infrastructure for institutional-grade real-world asset tokenization.

According to the announcement from Binance, Sentient (SENT) is set to be integrated into several Binance services, including Binance Simple Earn, Buy Crypto, Binance Convert, Binance Margin, VIP Loan, and Binance Futures. The rollout will occur at specific dates and times, beginning with the listing of SENT Flexible Products on Binance Simple Earn on 2026-01-22 at 13:00 (UTC). Users will be able to subscribe to these products once they are listed. Additionally, SENT will be available for purchase using VISA, MasterCard, Google Pay, and Apple Pay, or through account balances on the Buy Crypto page within an hour of its listing on Binance Spot. Binance Convert will enable trading of SENT against BTC, USDT, and other tokens at zero fees shortly after its listing on Binance Spot. SENT will also be added as a borrowable asset on VIP Loan within the same timeframe. On Binance Margin, SENT will be introduced as a new borrowable asset for Cross and Isolated Margin, along with SENT/USDT and SENT/USDC pairs, effective from 2026-01-22 at 13:00 (UTC). The same applies to Portfolio Margin, where SENT will be available for borrowing and trading in the aforementioned pairs. For Binance Futures, the USDⓈ-M SENT Perpetual Contract will transition from pre-market trading to standard trading at 2026-01-22 at 13:00 (UTC). This transition may take up to three hours, depending on price volatility and stable index price availability. Existing positions and trading of the SENTUSDT Perpetual Contract will remain unaffected during this period. The contract will support Multi-Assets Mode, allowing users to trade across multiple margin assets. Binance may adjust contract specifications based on market risk conditions, including funding fees, tick size, and leverage. The perpetual contract will be available for Futures Copy Trading within 24 hours of launch.

The founder and managing partner of alternative asset manager SkyBridge Capital, Anthony Scaramucci, says he’s cautiously optimistic on Bitcoin (BTC) and the broader crypto market in 2026 despite volatility. source: https://dailyhodl.com/2026/01/22/anthony-scaramucci-cautiously-optimistic-on-bitcoin-and-crypto-market-this-year-heres-his-outlook/

null source: https://x.com/solidintel_x/status/2014318377309712876

比特币目前仍处于一个“低参与度”的阶段，价格的波动更多是因为“没人砸盘了”，而不是因为买家有多坚定的信心。

如果每一个国际局势的转折、每一次科技大佬的口水战，都可以被量化为真实的赔率并公开交易，这个世界会变得更清晰还是更疯狂？

代码可以去中心化执行，却难以定义现实，因此真相的「最后一公里」，很难去中心化。

你的现金正在贬值，现在就需要硬资产。历史表明，当黄金因货币政策担忧持续上涨时，比特币最终会跟进，且涨幅会更大。

BitGo Holdings priced its U.S. IPO at $18 per share, raising $212.8 million and giving the company a valuation of over $2 billion. The shares will start trading on the New York Stock Exchange under the ticker BTGO on 22 January, reflecting strong demand from investors.

Regulators finalize ETF and futures rules in a bold push to mainstream digital assets and position crypto as a core investment class.

本文深入探讨了 TROVE 和 RNGR 的发行如何反映了 ICO 的发展趋势以及投资者在分配过程中的信任机制。

2025 年对加密货币行业而言，是监管转型与结构性进步并存的关键一年。

加密市场,专访Jeff Ma 04 年天才交易员的三年A9之路 金色财经,又一位交易天才的崛起。

DXC Technology has partnered with Ripple to integrate digital asset payments and custody into the Hogan core banking platform, used by banks managing over $5 trillion in deposits. The setup lets banks offer crypto services without changing their existing systems.