2026年开年以来，由金银引领的大宗商品牛市愈演愈烈，以更加澎湃的涨势席卷市场。

加密货币,加密市场,全局视角下的加密货币未来 金色财经,一切有价值的资产，终将实现链上化。

According to PANews, multiple central banks worldwide are drafting a statement to express their support for U.S. Federal Reserve Chair Jerome Powell. This joint statement is expected to be released under the name of the Bank for International Settlements (BIS).

According to ChainCatcher, Web3 asset data platform RootData has issued a daily transparency alert on Twitter (X), highlighting several projects, including Only Layer, LITAS.IO, Reltime, Lithosphere, and APX Lending, for missing core information. RootData is urging these projects to submit or update their details on the platform to enhance their transparency scores. Additionally, RootData has committed to continuously monitoring and exposing 'black box' projects that lack essential information. RootData's transparency score is designed to assess the completeness and timeliness of a project's information disclosure. The score ranges from A to F, with lower scores indicating less comprehensive information disclosure and higher risks of misconduct. Investors are advised to exercise caution with projects that have lower transparency scores.

شهد سهم كي إل إيه KLA المتداول في السوق الأمريكي من خلال افضل شركات التداول ارتفاع كبير في سعر السهم بعد كسر مستوى المقاومة عند سعر 1284. 5 دولار أمريكي، حيث صعد سعر السهم إلى مستوى 1,419. 17 دولار أمريكي، بزيادة قدرها 19. 17 دولار أمريكي وبنسبة نمو بلغت 1 source: https://www.tradersup.com/%d8%a3%d8%ae%d8%a8%d8%a7%d8%b1-%d8%a5%d9%82%d8%aa%d8%b5%d8%a7%d8%af%d9%8a%d8%a9/%d8%a3%d8%ae%d8%a8%d8%a7%d8%b1-%d8%a3%d8%b3%d9%87%d9%85-%d8%a7%d9%84%d8%aa%d8%af%d8%a7%d9%88%d9%84-%d8%a7%d9%84%d9%8a%d9%88%d9%85/%d8%a7%d9%84%d8%a8%d9%88%d8%b1%d8%b5%d8%a9-%d8%a7%d9%84%d8%a3%d9%85%d8%b1%d9%8a%d9%83%d9%8a%d8%a9-%d8%a8%d8%b9%d8%af-%d9%83%d8%b3%d8%b1-%d9%85%d8%b3%d8%aa%d9%88%d9%8a-%d9%85%d9%82%d8%a7%d9%88%d9%85/151348

VanEck positions 2026 as a risk-on year for investors, highlighting AI valuations reset after 50% corrections, private credit yields at 9%, and gold's structural re-emergence despite Bitcoin breaking its four-year cycle and facing near-term caution. source: https://cryptonews.com/news/vaneck-says-2026-will-be-risk-on-quarter-despite-bitcoin-cycle-break/

The bill seeks to bar digital asset providers from paying interest just for holding a stablecoin, but would allow activity-based rewards. source: https://www.theblock.co/post/385303/senate-unveils-new-draft-bill-stablecoin-reward?utm_source=rss&utm_medium=rss

Japan’s Nikkei 225 jumped 3. 6% to a record as traders priced in a snap election and a return of the Takaichi trade. source: https://www.cryptopolitan.com/japans-stock-index-nikkei-225-surges-3-6/

According to ChainCatcher, 21Shares has officially launched its Bitcoin and Gold Exchange Traded Product (ETP), known as BOLD, on the London Stock Exchange. This product offers exposure to both Bitcoin and gold within a single investment tool, aiming to deliver returns similar to Bitcoin but with reduced volatility. BOLD combines two of the world's most liquid alternative assets into a risk-weighted investment portfolio. It is the first product in the UK to offer both assets within a single trading instrument. Since its initial launch in Switzerland in April 2022, BOLD has achieved a 122.5% return in GBP by the end of 2025, outperforming Bitcoin and gold over the same period.

According to Foresight News, Wintermute has indicated that the current phase in the cryptocurrency market is characterized more by consolidation than by selling. Despite a lag in performance during a week of risk-on sentiment and a reversal in ETF fund flows, the price range between $89,000 and $90,000 remains stable. Leverage has been cleared without triggering forced liquidations, and trading volumes are healthy. The price movement does not suggest a sell-off, which typically involves selling during rebounds without buying support, structural deterioration, and the exit of smart money. Instead, this appears to be tactical rotation: profit-taking during strength, repositioning, and capital waiting for the next entry opportunity. The bottom is consistently tested but holds firm. Supporting this interpretation are developments such as Morgan Stanley's internal ETF application, Bank of America's advisor recommendations, and the upcoming vote on the CLARITY Act. These actions are not indicative of a market top. Even with short-term fluctuations in capital flows, patient capital is accumulating. The Consumer Price Index (CPI) and the CLARITY Act are key factors this week. Weak data could make rate cuts possible, and the passage of the act would alleviate long-standing pressures. This should be sufficient to break through the current range. The risk lies in overly strong CPI data, which could keep the Federal Reserve on hold, but even so, the bottom feels solid. Once the macro environment aligns, the structure is favorable for price increases.

The CLARITY Act may reshape US crypto regulation. We explain what the SEC said about Venezuelan Bitcoin, stablecoins and the future of the market. source: https://btcusa.com/clarity-act-venezuelan-bitcoin-and-the-new-crypto-policy-of-the-united-states/

A revised Senate CLARITY Act draft would allow activity-based stablecoin rewards tied to payments, wallets, and staking, while barring interest paid solely for holding tokens. source: https://cointelegraph.com/news/senate-crypto-market-structure-stablecoin-rewards-draft?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

Machi Big Brother reopened a $34 million leveraged Ethereum long on Hyperliquid with less than $2 million in collateral, and the trade quickly moved into a loss.

Licensed companies in DIFC now bear responsibility for approving crypto tokens, reshaping the regulatory landscape for privacy-focused assets.

门罗币XMR历史新高，最高达645.47美元的历史高点，7日涨幅43.8%。

The state’s cease-and-desist order challenges blockchain-based platforms

巴克莱认为，公开的政治施压并不会导致近期利率政策的软化。相反，为了以此证明其独立性，美联储甚至可能在边际上倾向于鹰派。

NYC并非官方纽约市代币，而是借用“NYC”概念的meme币

Bakkt Holdings is acquiring Distributed Technologies Research Ltd., a stablecoin payment provider, by issuing about 9.13 million shares to DTR shareholders. The deal aims to speed up Bakkt’s stablecoin services, reduce reliance on third parties, and support upcoming neobanking and payment offerings.

在CRS2.0时代，看得见的合规，往往比看不见的资产“隐身衣”更安全。