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。

Prediction markets kicked off 2026 with record-breaking activity, defying growing regulatory pressure in the United States and abroad.Total prediction market trading volume reached $701.7 million on Monday, the highest daily figure on record, according to Dune Analytics data cited by Gate Research.Key takeawaysPrediction market volume hit an all-time high of $701.7MKalshi accounted for roughly two-thirds of total activityAdoption continues despite U.S. and international regulatory scrutinyExchanges and wallets are accelerating prediction market integrationsKalshi dominates record prediction market volumeU.S.-regulated prediction market Kalshi led trading activity, posting $465.9 million in volume, or roughly two-thirds of the daily total.Competitors Polymarket and Opinion collectively recorded around $100 million in trades.The latest figure surpassed the previous daily record of $666.6 million, set just one day earlier, underscoring the rapid acceleration of user activity across prediction platforms.Prediction markets have emerged as one of crypto’s fastest-growing use cases since mid-2025, driven by demand for real-time information markets covering politics, economics, sports, and global events.Crypto firms and Wall Street move into prediction marketsThe surge in activity has not gone unnoticed.Major crypto firms — including Coinbase and Gemini — have already integrated, or announced plans to integrate, prediction markets into their platforms.Self-custody wallets such as MetaMask have also expanded access to prediction markets, lowering barriers for retail participation.The momentum has attracted growing interest from Wall Street, with leading platforms Kalshi and Polymarket now reportedly carrying multi-billion-dollar valuations, reflecting expectations that prediction markets could become a core financial primitive.Regulatory scrutiny intensifiesDespite the record activity, prediction markets are facing renewed regulatory attention.Earlier this month, an anonymous user on Polymarket placed a $30,000 wager predicting the removal of Venezuelan President Nicolás Maduro just hours before his capture — a bet that paid out over $400,000 and triggered concerns about potential insider information.In the U.S., lawmakers in New York are reviewing proposed legislation that would restrict or ban certain prediction markets tied to politics, sports, and financial assets.Other states — including Connecticut, Nevada, and New Jersey — have also attempted to limit prediction market operations, prompting legal challenges from platform operators.On Monday, a Tennessee federal judge temporarily blocked state regulators from taking action against Kalshi, which had sued after being ordered to halt its sports-related contracts.International pressure is also mounting. In December, Ukraine blocked access to Polymarket, classifying prediction markets as a form of gambling under local law.Why it mattersThe surge to $702 million in daily volume highlights the resilience and growing demand for prediction markets — even as regulators attempt to rein them in.As platforms gain mainstream distribution through exchanges and wallets, prediction markets are increasingly viewed not just as speculative tools, but as alternative information markets that challenge traditional polling, forecasting, and derivatives.Whether regulators ultimately constrain or formalize the sector may determine whether prediction markets become a permanent fixture of global finance — or remain a contentious frontier at the edge of crypto innovation.

Corporate Bitcoin treasuries are accumulating BTC at a pace that far exceeds new supply, underscoring a growing structural demand dynamic in the market.Over the past six months, corporate digital asset treasuries (DATs) added a net 260,000 Bitcoin, nearly three times the estimated 82,000 BTC mined over the same period, according to data published by Glassnode.Key takeawaysCorporate Bitcoin treasuries grew by ~260,000 BTC in six monthsTreasury accumulation outpaced mining supply by roughly 3-to-1Strategy now controls about 60% of all corporate BTC holdingsETF demand could further tighten supply if inflows persistCorporate Bitcoin holdings expand sharplyGlassnode data shows that Bitcoin held on corporate balance sheets increased from roughly 854,000 BTC to 1.11 million BTC over the past six months — a 30% expansion in total holdings.At current prices, the additional BTC accumulated is valued at approximately $25 billion, equivalent to around 43,000 BTC per month. Glassnode described the trend as evidence of the “steady expansion of corporate balance-sheet exposure to Bitcoin.”By comparison, Bitcoin miners produce an average of 450 BTC per day, resulting in about 82,000 newly mined coins over the same timeframe. The imbalance highlights a potentially favorable supply-demand setup, particularly if accumulation continues. Strategy dominates corporate Bitcoin ownershipThe vast majority of corporate Bitcoin holdings remain highly concentrated.Strategy, led by Michael Saylor, currently holds 687,410 BTC, representing roughly 60% of all Bitcoin held by public and private company treasuries. At current market prices, those holdings are valued at approximately $65.5 billion.The firm recently resumed aggressive accumulation, disclosing the purchase of 13,627 BTC between January 5 and January 11, its largest acquisition since July.The second-largest corporate holder is MARA Holdings, which holds 53,250 BTC, worth about $5 billion, according to industry tracking data.ETF demand could reinforce the supply squeezeBeyond corporate treasuries, spot Bitcoin exchange-traded funds (ETFs) may further amplify demand pressures.Matt Hougan, chief investment officer at Bitwise, said that Bitcoin’s price could enter a parabolic phase if ETF demand remains sustained.“Since ETFs debuted in January 2024, they’ve been buying more than 100% of the new supply of bitcoin,” Hougan said, noting that prices have not yet accelerated sharply because existing holders have been willing sellers. If that selling pressure fades, he argued, the supply imbalance could become more visible in price action.U.S. spot Bitcoin ETFs recorded nearly $22 billion in net inflows during 2025, with BlackRock’s iShares Bitcoin Trust (IBIT) accounting for the largest share.The start of 2026 has been more mixed, with roughly $1.9 billion in inflows and $1.38 billion in outflows, leaving net inflows just above $500 million so far this year.

韩国大型金融集团旗下子公司 KB Kookmin Card 已提交一项稳定币支付相关专利申请。该专利涵盖一种混合支付系统，允许用户将区块链数字钱包地址绑定至现有信用卡，在支付时优先使用钱包中的稳定币余额，不足部分再由信用卡补足完成支付。KB 国民卡表示，该设计旨在在保留现有信用卡支付基础设施、用户体验及积分与保障机制的同时，降低数字资产支付门槛，推动稳定币从小众场景走向主流金融体系。公司高管称，未来将在综合考虑监管与市场条件的前提下，评估该技术的实际应用路径，并将消费者保护置于优先位置。报道称，此举正值韩国推进稳定币监管框架之际。在相关政策推动下，韩国正研究以银行联盟为核心的本币稳定币发行机制，并计划在今年一季度内推进《数字资产基本法》的最终落地。（The Block）

据 Lookonchain 监测，某巨鲸 (0x218A...7Da2) 目前持有 BTC 与 ETH 的 10 倍杠杆空头头寸，未实现亏损超过 637 万美元。为避免被清算，该地址已向 Hyperliquid 存入 480 万枚 USDC。

OpenSea CMO Adam Hollander 在 X 平台发文表示，OpenSea 正在密集推进新产品的构建与测试，包括 OpenSea 移动端产品以及与 Hyperliquid 永续合约相关的交易体验，并已与活跃交易者和收藏者进行大量测试以收集反馈。其目标是将用户的全部资产、仓位、钱包与多链组合统一整合，在移动端实现一站式管理。Hollander 同时提醒用户尽早在 OpenSea 连接并关联钱包，这不仅将解锁移动端的组合资产管理体验，也有助于基金会在即将到来的 TGE 中更全面地评估用户的链上历史与当前活跃度。他表示，基金会 TGE 的准备工作正在推进中，历史交易量与奖励计划中的 Treasures 都将被纳入重要考量，且该奖励计划将在 TGE 前持续进行，每一轮将有一半手续费进入奖池。

马斯克在同一天两次断言“2026就是奇点之年”，称AI像一场无法暂停的超音速海啸。技术曲线正在竖起成一堵“奇点之墙”。

null source: https://x.com/BSCNews/status/2011298988646158771

According to ChainCatcher, data from 8MarketCap indicates that the total market capitalization of spot silver has exceeded the $5 trillion mark. This milestone positions silver as the second largest asset globally, following gold, and surpassing tech giant Nvidia.

Backpack CEO Armani Ferrante 在 X 平台发文表示，Backpack 正式推出其进军预测市场领域的产品——统一预测组合（Unified Prediction Portfolio），并已开启仅限受邀用户参与的私人测试。该产品采用交叉保证金与交叉抵押机制，将现货、现货保证金、借贷、永续合约、预测市场以及加密与法币资产统一纳入同一子账户中，解决预测市场中资金长期锁定、机会成本过高的问题。Ferrante 表示，这并非对现有预测市场平台的简单封装，而是 Backpack 原生构建的全新系统，支持在同一保证金账户内完成预测交易、对冲及多种高级订单操作。当前测试阶段将重点验证风险引擎与基础功能，后续将逐步扩展功能、市场规模及用户范围。

According to BlockBeats, on January 14, it was reported that a brokerage firm is selling Polymarket shares to clients at a valuation of 12 billion. After consulting with Polymarket officials, it was clarified that this is an action taken by individual shareholders and not an official fundraising activity by the company.

美国参议院加密市场结构法案文本已出炉，该法案在美国加密货币未来发展方向方面做出若干值得关注的妥协。让我们深入解读该法案的五大关键条款。

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？

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。

金色财经推出加密货币和区块链行业早报《金色早8点》2936期，为您提供最新、最快的数字货币和区块链行业新闻。

预测市场会继续增长，RWA 和 AI 叙事将迎来春天。