According to BlockBeats, on January 8, glassnode released its weekly market observation report, indicating that Bitcoin has cleared a significant portion of legacy positions in the spot, futures, and options markets as it enters the new year. The deleveraging event by the end of 2025 and the year-end expiration cycle effectively reset the market's structural constraints, leaving a clearer and more transparent signal environment. Early signs of market reactivation have emerged. ETF fund flows are stabilizing, futures market participation is rebuilding, and the options market has notably shifted towards bullish sentiment, with skew normalizing and volatility bottoming out. Traders' gamma values have turned short near key high strike prices. These dynamics collectively suggest that the market is transitioning from a defensive, distribution-driven behavior pattern to selectively reassuming risk and rebuilding participation. Although structural accumulation remains relatively moderate, the clearing of excess positions and the reemergence of upward potential indicate that Bitcoin has a more robust foundation at the start of 2026. The internal market structure is continuously improving, increasing the possibility of expansion.

According to PANews, artificial intelligence startup Anthropic is planning to raise $10 billion in its latest funding round, with the company's valuation reaching $350 billion prior to securing new investments. Sources indicate that Singapore's sovereign wealth fund GIC and Coatue Management are expected to lead this round of financing. The funding is anticipated to be finalized in the coming weeks, although the total transaction amount may vary. In a previous round last September, Anthropic raised $13 billion from investors, tripling its valuation to $183 billion.

null source: https://x.com/reutersbiz/status/2009056252106625213

null source: https://x.com/coindesk/status/2009053495597711443

Strong ETH accumulation met muted price action, keeping traders alert for a delayed move. source: https://ambcrypto.com/ethereum-sees-billions-in-inflows-so-why-is-eth-still-stuck-near-3200/

Speaking on Fox Business, Scott Bessent confirmed that the United States has begun holding confiscated Bitcoin as part of a […] The post U. S. source: https://coindoo.com/u-s-official-says-government-will-retain-seized-bitcoin/

null source: https://x.com/cointelegraph/status/2009052554450047193

Cardano (ADA) is now facing renewed scrutiny following a challenging year marked by significant price losses and a slowdown in ecosystem momentum. Over recent weeks, a combination of technical signals, governance decisions, and regulatory speculation has brought ADA back into focus. Related Reading: Bitcoin ETFs Bring The Heat: $1. 2 Billion Flows In First 48 Hours—Analyst While optimism has returned to parts of the market, the network now faces a critical test: whether short-term recovery can translate into sustained progress across price, adoption, and infrastructure source: https://www.newsbtc.com/news/is-cardano-entering-a-new-phase-technical-strength-etf-watch-and-ecosystem-direction-align/

Revolut is reportedly in talks to enter the Turkish digital banking market through an acquisition of the country’s digital bank, FUPS. No details of Revolut’s plan to acquire Turkey’s digital bank have been released, and there is no guarantee that the deal will happen, but Revolut has succeeded in accessing several other markets through acquisitions. […] source: https://www.cryptopolitan.com/revolut-eyes-turkey-expansion-via-fups-deal/

Fireblocks, a prominent digital asset infrastructure provider, has announced that it acquired TRES Finance, an Israeli-based crypto accounting and financial reporting platform, in a deal valued at about $130 million in cash and equity. The acquisition is the second in three months for Fireblocks, with the first purchase happening in October 2025 when it bought […] source: https://www.cryptopolitan.com/fireblocks-acquisition-of-tres-finance/

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隐私,DeFi,a16z《2026 年的隐私趋势》 金色财经,隐私将成为今年加密货币领域最重要的护城河。

进入2026年，以太坊正站在关键转折点，市场对其结构性行情充满期待。

稳定币,刘忆如：稳定币的全球博弈 金色财经,美元霸权的数字防线与全球金融变局。

2025年能让我们经济撑过5%的最大原因就是出口。2026年如果受阻，要用什么来替代呢？

过去一周，全球金融市场再次被一种熟悉却令人不安的语气包围。

在全球宏观不确定性与加密技术周期叠加影响下，2025 年的加密市场经历了从情绪驱动到结构重塑的深度转变。

2026 年，请将精力专注于正确的事情，追逐 Beta，而非 Alpha。