世界黄金协会发布的 2025 年全年《全球黄金需求趋势报告》显示，2025 年全球黄金总需求达 5002 吨，创历史新高。创纪录的四季度表现为非凡的 2025 年画上圆满句号。持续的地缘政治和经济不确定性推动了黄金投资需求的大幅攀升，这令全年黄金需求总金额达 5550 亿美元。全球黄金投资需求增至 2175 吨的里程碑水平，成为推动 2025 年黄金总需求刷新历史纪录的主要驱动力。全球范围内，寻求避险和资产多元化的投资者大量涌入黄金 ETF，全年净增 801 吨。同时，实物黄金投资需求也保持强劲，全球金条和金币需求达到 1374 吨，按价值计为 1540 亿美元。其中，中国和印度市场表现突出，分别实现同比增长 28%和 17%，合计占该板块需求的 50%以上。(金十)

The cryptocurrency market is witnessing prolonged losses, with Bitcoin and Ethereum experiencing declines of around 0.8% and 0.6%, respectively. According to NS3.AI, the overall market correction continues, with temporary gains in sectors such as AI, real-world assets, and centralized finance largely reversing, contributing to a negative sentiment. Despite strong performances from individual tokens like Worldcoin, Kite, and Jito, most sectors, including Layer 1, Layer 2, DeFi, and memecoins, are facing selling pressure.

Crypto KOL Bill Qian posted on X. BitGo's initial public offering (IPO), set for 2026, marks the first crypto IPO on the U.S. stock market. However, it faces significant challenges compared to AI stocks in Hong Kong and the performance of Circle. The IPO price was set at $18, exceeding the expected range of $15–$17, with a fundraising target of $212.8 million and an estimated valuation of approximately $2.08 billion. Goldman Sachs served as the lead underwriter, with Citigroup as a co-underwriter. The offering included a limited float of about 11.8 million shares. On the first day of trading, BitGo's stock opened at $22.43, a 24.6% increase, and surged to $24.50 within an hour, marking a 36.1% rise. However, after peaking at 10:30 AM, large sell orders emerged, leading to a decline in the afternoon. The stock closed at $18.49, erasing 94% of the day's gains and barely staying above the IPO price. On the second day, the stock faced further pressure with no recovery buying from Asia or Europe. It opened under pressure and fell below the IPO price of $18 by 10:30 AM, reaching a low of $14.49, a 19.5% decrease, and closed at $14.50, down 19.4%.

According to the announcement from Binance, several tokens will be removed from the Binance Alpha platform due to non-compliance with the platform's standards. The removal is scheduled for 2026-01-29 at 06:00 (UTC). The affected tokens include WIZARDSHOGGOTHGFWOGUFDBRICUPTOPPORT3XNAPMOREBOMBBOOST. This decision underscores Binance's commitment to maintaining innovation and transparency while prioritizing user protection. Despite the removal, users will still be able to sell these tokens on Binance Alpha. To do so, users can navigate to the [Market] tab in the Binance Wallet, search for the token, and proceed to trade. Alternatively, users can access the [Asset] tab in Binance Alpha, select the token, and opt to sell. Binance emphasizes the importance of risk management and encourages users to conduct thorough research before engaging in any trades, as tokens on Binance Alpha may present higher risks and be subject to significant price volatility. Binance has introduced a regular review mechanism to ensure that only qualified tokens remain on the platform. This initiative aims to enhance transparency and protect the community from fraudulent activities. Users are encouraged to stay informed by following Binance Wallet’s official X account for updates. Binance Wallet retains the right to amend or cancel announcements at its discretion without prior notice. Users are advised to review the Binance Terms of Use and assess the suitability of Binance Wallet for their needs. The platform disclaims responsibility for third-party applications accessed through Binance Wallet, including any disputes arising from transactions conducted via these applications.

zCloak AI 近日发布白皮书并正式上线，面向 AI 原生经济构建新一代信任基础设施，直击 AI 时代在身份、声明、隐私与发现上的信任鸿沟。其核心 ATP 协议以“四大支柱”重塑可信交互：通过 AI-ID 与人类可读的 AI-Name 明确责任主体；以数字签名与第三方存证实现可验证声明；结合零知识证明与身份基加密，在不泄露隐私的前提下完成合规验证；并将交易、合同与声誉记录上链，形成可追溯、不可篡改的审计轨迹。同时，基于 ICP 构建的 ATP Data Plane 提供机器原生、结构化的数据基础，支持 AI Agent 高效语义搜索与协作，弥合“发现鸿沟”。围绕 Keychain、AgentPages 与 MCP Server，zCloak AI 将复杂密码学隐于无形，推动 AI Agent 从发现、谈判到交易的自动化闭环，加速可信 AI 经济落地。zCloak.AI 产品体验现已开放第一阶段！立即前往注册您的专属 AI-Name，抢先获得您在 AI 原生经济中的身份基石。 AI-Name 资源稀缺，后期将实行收费注册，即刻行动，先到先得。

Blockworks 研究员 shaunda devens 在 X 平台发文表示，Hyperliquid 已实现加密货币领域最深的账面流动性。在与中间价相差±1 个基点的水平上，Hyperliquid 的 BTC 静息深度为 310 万美元，而币安仅为 230 万美元。HIP-3 的白银市场情况类似，在最紧俏水平上，Hyperliquid 深度为 3.3 万美元，而币安为 2.4 万美元。目前其量化分析师正在开发相关仪表盘。

据官方公告，Bithumb 将上线 Sentient (SENT) 和 Hayelsa (ELSA) 韩元交易对，交易将于当地时间 1 月 29 日 18：00 上线。

Cere Network is facing a second lawsuit this month that accuses its co-founder and board of fraud in relation to a public token launch for the platform in 2021. source: https://cointelegraph.com/news/cere-network-co-founder-board-face-100m-fraud-lawsuit?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

The dollar's exchange rate fell during Thursday's Asian trading session, halting its rebound from Wednesday. According to ChainCatcher, concerns over a potential devaluation of the dollar have resurfaced, overshadowing U.S. Treasury Secretary Besant's reaffirmation of a strong dollar policy. Damien Loh, Chief Investment Officer at hedge fund Ensemble Capital, noted that Besant employed 'strategic ambiguity' when discussing the dollar, aiming to temper market expectations of a comprehensive weak dollar policy.

赌AI输，你赌的是物理规律和债务数学；赌AI赢，你赌的是技术奇点和人类进化的运气。

美国证券交易委员会发表代币化证券相关的分类声明，以清晰地阐明联邦证券法在加密资产中的适用性。

美国的财政路径越来越依赖持续扩表与滚债，美元的信用就会出现一种微妙变化：它仍然是最好的选择，但不再是免费的选择，机会成本显著上升。

Bitcoin ETF investors are facing their first true test of conviction, with BTC trading near $88,554 — dangerously close to the group’s aggregate $86,600 break-even level — after more than $6 billion in net outflows erased much of the gains built up since October 2025.

OpenAI is exploring a humans-only social network that could use biometric checks, such as World’s eye-scanning Orb or Apple’s Face ID, to stop bots and fake accounts. After the report, World Network’s WLD token jumped more than 27%, even though no partnership has been confirmed.

美联储此次按兵不动，维持利率不变，与市场预期相符，。FOMC票委大部分均支持暂停，这暗示着什么？鲍威尔发布会背后有什么考量？卸任前会再降息吗？市场如何解读此次决议？

本次美联储FOMC声明措辞偏鹰派，就业市场企稳，匹配本次政策按兵不动。发布会许多问题与新人选、汇率和政治议题相关，鲍威尔连续用“无可奉告”进行回应。

白银,美股,美元指数,人工智能,全球金融市场展望：2026年结构性变化与潜在波动分析 金色财经,2026年市场虽稳健，但结构性变化预示波动加剧。

金色财经推出加密货币和区块链行业早报《金色早8点》2951期，为您提供最新、最快的数字货币和区块链行业新闻。

纽约证券交易所正在测试，在不依赖延迟交易来管理风险的情况下，一个大型的、受监管的市场能否在这些条件下正常运作。