行情显示比特币跌破 9 万美元后震荡整理，分析认为此次下跌与传统市场的避险情绪相吻合，加密市场避险情绪升温。衍生品数据显示，比特币的 30 天隐含波动率（IV）在周二上升至 44.34，过去 24 小时未平仓合约（OI）则下跌 3.25%降至 283 亿美元，表明空头头寸的交易者在此期间获利了结，不过资金费率在整个抛售期间普遍保持正值。此外，Zcash 未平仓合约减少 2.5%，而价格上涨 1.5%，表明自 1 月 8 日以来的空头头寸持有者正开始减少看跌敞口。（CoinDesk）

据币安官推信息，币安疑似将发布一款 AI 产品 Topic Rush，专为 meme 交易服务。

据 Onchain Lens 监测，贝莱德向 Coinbase 存入 635.16 枚 BTC 和 30,827.68 枚 ETH，后续可能会继续存入。

Key takeawaysRising US and Japanese bond yields signal mounting macro stress, dragging total crypto market cap 32% below its October 2025 peak.Bitcoin and Ether revisit two-week lows as investors de-risk amid tariff escalation fears.Gold and silver outperform as markets rotate toward traditional safe havens.The cryptocurrency market extended its sell-off on Tuesday as investors reacted to renewed tariff threats from US President Donald Trump, triggering a broader risk-off move across global markets.Bitcoin and Ether fell back to their lowest levels in more than two weeks as crypto traders digested rising geopolitical tensions tied to Washington’s standoff with Europe over Greenland. The proposed tariffs — aimed at pressuring Denmark to reconsider control of the territory — have so far met firm resistance from European leaders, raising fears of a prolonged trade confrontation.The risk aversion spread quickly across asset classes. The S&P 500 slid 1.9%, while gold surged to a fresh all-time high as investors sought safety. Total cryptocurrency market capitalization dropped to $2.71 trillion, down from nearly $3 trillion just one week earlier, according to market data.Bond yields flash macro warning signalsMacro stress intensified as sovereign bond yields climbed sharply. The US five-year Treasury yield rose to its highest level in nearly six months — a move often associated with recession concerns or rising inflation expectations, as investors demand higher compensation to hold government debt.Billionaire investor Ray Dalio warned that the global economy may be entering a “new phase of financial conflict,” telling CNBC that geopolitical disputes increasingly risk spilling beyond trade into capital flows and asset allocation decisions.Dalio has previously cautioned that confidence in US assets — including the dollar — could weaken during periods of fiscal strain. While such narratives often support the long-term case for digital assets, precious metals have so far captured the inflows. Silver has climbed roughly 64% since December, lifting its market capitalization to around $5.3 trillion.European Commission President Ursula von der Leyen added to market tension on Tuesday, stating that any EU response to US measures would be “unflinching, united, and proportional,” reinforcing concerns about broader economic spillovers.Crypto market loses ground to global assetsBitcoin currently ranks as the world’s eighth-largest tradable asset, with a market capitalization near $1.8 trillion. However, large corporates such as Saudi Aramco and Taiwan Semiconductor Manufacturing Company continue to narrow the gap.Ether’s position appears more vulnerable. With a market value near $360 billion, ETH has slipped to roughly 42nd place globally, falling behind companies including Home Depot and Netflix.Overall, the total cryptocurrency market capitalization remains about 32% below its October 2025 peak, underscoring the scale of the ongoing correction.Japan bond shock adds to global contagion fearsInvestor unease has also been amplified by developments in Japan. Yields on 20-year Japanese government bonds surged to record highs on Tuesday, reigniting concerns over fiscal sustainability in one of the world’s most indebted economies.Japan’s public debt exceeds 200% of GDP, and speculation over a snap election — which could grant Prime Minister Sanae Takaichi a mandate to expand stimulus — has unsettled bond markets, according to the Financial Times.TD Securities warned that the spike in Japanese yields has already spilled over into US, UK and Canadian bond markets, calling it a “warning sign” that global bond markets can reprice rapidly when fiscal credibility is questioned.Bitcoin recovery hinges on geopoliticsWith bond markets under strain and geopolitical tensions escalating, cryptocurrencies remain exposed to macro-driven volatility.For now, Bitcoin’s ability to reclaim the $95,000 level — and Ether’s prospects of revisiting $3,300 — appear heavily dependent on whether President Trump can reach some form of compromise with European leaders during high-level talks scheduled this week.Until clearer political or monetary signals emerge, analysts say crypto markets are likely to remain defensive, trading in reaction to global macro developments rather than internal fundamentals.

U Power 宣布于 2026 年 1 月 20 日在 BNB 链上通过 RWA 基础设施平台 PicWe 完成了 UCAR 的发行。根据 U Power 官网信息，发行 RWA 主要用于新能源基础设施的持续建设，运营扩展以及全球业务结算体系的升级，加速企业真实业务与链上金融体系的融合。截至发稿，UCAR 代币的链上流通市值已突破 700 万美元，UCAR 代币价格在 12 小时内涨幅达 68%。

Bitcoin slipped below the $90,000 psychological level on Tuesday as onchain data pointed to renewed selling from whales and long-term holders, raising the risk of a deeper pullback toward the $84,000–$86,000 support zone.The move comes as large investors increased exchange deposits and long-term holders accelerated profit-taking following Bitcoin’s recent rally toward $97,000.Bitcoin falls below $90K as selling pressure buildsBitcoin, during the New York trading session, BTC dropped below $90,000, extending losses as broader market sentiment weakened and onchain indicators signaled rising distribution activity.According to CryptoQuant’s Whale Screener, large wallets deposited more than $400 million worth of Bitcoin into spot exchanges on Jan. 20, a level historically associated with preparation to sell or increased market-side liquidity.“This marks the second major BTC deposit spike in a short period,” said CryptoQuant analyst Amr Taha, noting that a similar $500 million whale inflow occurred on Jan. 15.“Large BTC deposits to spot exchanges usually indicate elevated sell-side pressure,” Taha said, adding that such moves often precede short-term price weakness.Long-term holders accelerate profit-takingBeyond whale flows, long-term holder (LTH) behavior is adding to downside pressure.Glassnode data shows the LTH net position change has remained negative since early January, with approximately 68,650 BTC sold over the past 30 days.This indicates that long-term investors — typically considered a stabilizing force — are distributing into price strength, including the recent rally toward $97,000.In practical terms, long-term holders appear to be locking in profits during rebounds rather than accumulating, reinforcing the current corrective structure.Still, analysts note that similar levels of LTH selling were observed in mid-December 2025, shortly before Bitcoin rebounded from $84,000 to $94,700 in early January — offering a potential historical parallel.Key Bitcoin support levels to watchWith BTC now trading near $89,000, analysts are closely monitoring nearby technical zones.$87,300: 100-week simple moving average (SMA)$84,000–$86,000: Major demand and psychological support zone$80,500: November local low and deeper downside targetA sustained break below the 50-day SMA near $90,000 and the 20-day EMA around $92,000 could open the door for a retest of lower support levels. Analysts warn bounce may be temporaryMN Capital founder Michael van de Poppe said Bitcoin is now trading back inside its broader range as geopolitical risks intensify.“Bitcoin breaks down into the range as geopolitics worsen,” van de Poppe wrote on X, noting that momentum indicators are approaching oversold levels.His analysis points to a potential short-term relief bounce between $84,000 and $86,000, but not yet a confirmed trend reversal.“The RSI is just as oversold as during the collapse toward $80,000,” he said. “We could see a bounce — not a reversal.”Can Bitcoin regain $90K?For bulls, reclaiming and holding above $90,000 remains critical to restoring market confidence.Until whale exchange inflows slow and long-term holder selling stabilizes, analysts warn that Bitcoin may remain vulnerable to downside volatility — particularly as macro uncertainty and geopolitical tensions continue to pressure risk assets.For now, the market appears caught between distribution at higher levels and defensive positioning, with traders watching closely whether the $84,000 zone can once again act as a structural floor, according to Cointelegraph.

Bakkt 宣布已根据其于 2025 年 6 月提交的现有暂搁注册声明建立 ATM 股权募资计划，使 Bakkt 能够（但非有义务）自行决定发售和出售其普通股，募资总规模最高可达 3 亿美元，旨在增强 Bakkt 的财务灵活性并加速执行其长期增长战略，包括扩大 Bakkt Agent 计划的分销、快速扩展 Zaira 的稳定币支付平台、增加对 Bakkt Global 计划的投资，以及进入其他高潜力市场。（Globenewswire）

A substantial transfer of SOL tokens has been detected between anonymous addresses. According to ChainCatcher, Arkham data reveals that at 19:23, a total of 25,005 SOL was moved from one anonymous address, beginning with 4WgJTGd, to another, starting with 7VqNJUX. This transaction highlights ongoing activity within the cryptocurrency space, emphasizing the movement of digital assets between unidentified parties.

AI startup Lightning AI has merged with computing power provider Voltage Park to establish a comprehensive AI cloud platform. According to Odaily, the newly formed company will retain the name Lightning AI and is valued at over $2.5 billion, with annual recurring revenue exceeding $500 million. Lightning AI is known for developing the open-source tool PyTorch Lightning, while Voltage Park was founded with a $900 million grant from Navigation Fund, a nonprofit organization led by Ripple and Mt. Gox co-founder Jed McCaleb. The merger will see Navigation Fund holding a significant equity stake in the new entity, which manages over 35,000 Nvidia GPUs.

最近注意到 AI 圈一个有趣的现象，越来越多的女性高管开始站到舞台前。

Hong Kong plans to issue its first stablecoin licences in the first quarter of 2026 as part of its wider push to develop a regulated crypto ecosystem. The city already licences cryptocurrency trading platforms and has been advancing tokenisation projects, including green bonds and digital asset pilots.

Gold and silver have surged to record highs as investors seek safety amid geopolitical tensions. Bitcoin has struggled, dipping below $88,000 before recovering slightly, reflecting increased volatility compared with traditional safe-haven assets.

Gold surged to a fresh all-time high of $4,739 per ounce in futures trading as investors rushed into traditional safe-haven assets amid escalating geopolitical and economic uncertainty.

Solana Mobile has officially launched its SKR token airdrop, opening claims to Seeker smartphone users and early developers in its decentralized app ecosystem.

灰度与 21Shares 分红实践，质押率创历史记录，以太坊正加速转向「生息资产」。

受“抛售美国”的影响，加密市场及加密相关股票短期承压。

World Liberty Financial will host an invitation-only World Liberty Forum at Mar-a-Lago, bringing together around 300 senior leaders from finance, technology and policy to discuss the future of money and regulation. The announcement follows the launch of its new crypto lending platform and plans to expand its stablecoin and digital banking services.

我们正在经历的，是一场从「估值发现」（valuation）走向「价值发现」（value）的结构性转型。

加密市场,Tom Lee怎么看比特币超级周期 金色财经,比特币仍然是「数字黄金」。