Key TakeawaysBitcoin ETF outflows total $681 million in the first full week of 2026Spot Ether ETFs see $68.6 million weekly net redemptionsMacro uncertainty and delayed rate-cut expectations drive risk-off positioningSource: SoSoValueSpot Bitcoin ETFs See Four Days of RedemptionsSpot Bitcoin ETFs recorded four consecutive days of net outflows from Tuesday to Friday, according to SoSoValue data. The largest single-day withdrawal hit $486 million on Wednesday, followed by $398.9 million on Thursday and $249.9 million on Friday.These redemptions erased earlier gains, after ETFs attracted $471.1 million on Jan. 2 and $697.2 million on Jan. 5. The reversal marked a sharp shift in near-term Bitcoin ETF flows. Ether ETFs Mirror Bitcoin WeaknessSpot Ether ETFs followed a similar path, posting approximately $68.6 million in weekly net outflows. Total net assets across Ether products stood near $18.7 billion at week’s end.The parallel decline suggests broader caution across digital asset ETFs, not isolated Bitcoin news. Correlated flows reflect shared exposure to macro-driven risk sentiment. Macro Uncertainty Drives Risk-Off PositioningAnalysts have attributed the pullback to shifting expectations around monetary policy.  Investors are also closely watching Federal Reserve guidance and upcoming U.S. CPI data. Until clearer signals emerge, buying pressure may remain limited. Institutional Interest Remains Intact Despite OutflowsDespite short-term ETF weakness, broader institutional interest continues to build. Morgan Stanley filed with the SEC to launch spot Bitcoin and Solana ETFs, becoming the first major U.S. bank to pursue such products.Meanwhile, Bank of America authorized advisers to recommend select Bitcoin ETFs to clients. These moves signal long-term confidence in blockchain-based investment products, even amid volatility. Bitcoin Outlook: Tactical Shift, Not Structural ExitWhile weekly outflows reached $952 million, month-to-date ETF flows remained positive at $588 million in late December. In 2025, crypto ETPs attracted $46.7 billion, underscoring durable demand.The current pullback appears to reflect tactical repositioning rather than a loss of conviction. For now, the Bitcoin outlook hinges on macroeconomic data, policy clarity, and whether renewed bullish momentum can return to ETF flows.

The homegrown artificial intelligence foundational model, K-Exaone, developed by LG AI Research, has entered the global top 10, ranking seventh. source: https://www.cryptopolitan.com/lgs-k-exaone-global-top-10-ai-rankings/

Malaysia has stepped up enforcement against illegal cryptocurrency mining after state utility Tenaga Nasional Berhadreported more than $1. 1 billion in electricity losses since 2020. Authorities say the scale of theft has turned illicit mining into a national infrastructure and criminal issue, prompting a coordinated, tech-driven response. Drones, Sensors, and a Cat-and-Mouse Game Enforcement agencies across […] The post Malaysia Hunts Crypto Miners as $1 source: https://www.ethnews.com/malaysia-hunts-crypto-miners-as-1-1b-power-theft-triggers-nationwide-crackdown/

贵州茅台近日成立爱茅台数字科技有限公司，注册资本 6 亿元。该公司经营范围包含区块链技术相关软件和服务、工业互联网数据服务、互联网直播技术服务等，由贵州茅台全资持股。(财联社)

RWA tokenization isn’t waiting for adoption; it’s waiting for demand. The winners are emerging where yield, efficiency, and balance-sheet logic already exist, not where narratives are loudest. source: https://www.blockhead.co/2026/01/11/2025-in-retokenized-rwas-where-demand-is-real-and-where-it-isnt/

Hyperbot 数据显示，麻吉大哥于 10 分钟前新开 10 倍杠杆 ZEC 多单，现仓位 888.88 枚 ZEC，入场均价约 378 美元，浮亏 893 美元。目前其整体仓位浮亏约 41 万美元，其持有的 25 倍杠杆以太坊多单现仓位达 10900 枚 ETH，浮亏 409,113 美元；10 倍杠杆 HYPE 多单现仓位 9888.88 枚 HYPE，浮亏 833 美元。

CZ 在 X 平台转发推文显示，1 枚 BNB 在 2025 年的收益为 71.5 美元，按照 BNB 2025 年均价计算分红率约 10%，为加密圈最强金铲子。BNB 已远远超过美股分红，且是 BTC、ETH、BNB、SOL 中 2025 年唯一收涨的代币。

According to Odaily, Paymentscan founder Dash shared on the X platform that data from Dune indicates MetaMask's prediction market has been operational for nearly a month, with an average of 300 to 400 daily active users. The nominal transaction volume stands at $700,000. MetaMask's trading volume is approximately one-third to one-sixth of Phantom's on Hyperliquid's perpetual contracts, while its prediction market volume is less than one-tenth of Phantom's.

Elon Musk announced that X will open its algorithm to users in seven days, showing how posts and ads are selected. source: https://www.cryptopolitan.com/musks-x-opens-its-algorithm-to-users/

The global cryptocurrency market cap now stands at $3.09T, up by 0.10% over the last day, according to CoinMarketCap data. Bitcoin (BTC) has been trading between $90,404 and $90,850 over the past 24 hours. As of 09:30 AM (UTC) today, BTC is trading at $90,766, up by 0.09%. Most major cryptocurrencies by market cap are trading mixed. Market outperformers include HYPER, 币安人生, and BIFI, up by 25%, 21%, and 16%, respectively. Top stories of the day: Bitcoin's Short-Term Performance Expected to Strengthen, But Analyst Predicts Challenges for 2026 DWF Labs Completes Initial $1 Million Seed Investment in DeFi Project Ethereum's Social Sentiment Mirrors Pre-2025 Price Surge Levels BSC Prediction Markets See Record Trading Volumes BNB Chain Foundation Acquires New Assets in $100 Million Incentive Program Market movers: ETH: $3106.42 (+0.47%) BNB: $915.07 (+1.58%) XRP: $2.0945 (-0.02%) SOL: $136.73 (+0.39%) TRX: $0.2991 (+0.44%) DOGE: $0.14027 (+0.20%) WLFI: $0.1684 (-0.24%) ADA: $0.3919 (+0.75%) BCH: $651.6 (+2.18%) WBTC: $90556.45 (+0.08%) Top gainers on Binance: HYPER/USDT (+25%) 币安人生/USDT (+21%) BIFI/USDT (+16%)

Vitalik Buterin 周五发表了一封公开信，声援 Tornado Cash 开发者罗曼·斯托姆（Roman Storm）。Storm 因涉嫌犯有共谋非法货币传输罪于 8 月被定罪，面临最高五年的监禁。

在引言的第4、5两段，概述了比特币系统和比特币协议。

舟投资趁回调买入博通，同时减持了Palantir和Rocket Lab。

在本周，共有 10 家区块链初创公司 获得了 6.135 亿美元 的融资。Rain 在 C 轮融资 中筹集了 2.5 亿美元，为本周最大的一轮融资。

超募 14 倍，Polymarket 上不少玩家质疑项目方操纵嫌疑。

预测市场已经成为主流，到 2026 年，随着其与加密货币和 AI 的融合，规模、覆盖面和智能化程度只会进一步提升，同时也给构建者带来了全新、重要的挑战。

在高波动、强不确定性的加密行业里，“活下来”本身，正在成为一种稀缺能力。

DeFi,项目,稳定币,2026 年这三类 DeFi 趋势值得看好 金色财经,复杂技术隐藏，DeFi开启极简风。

金色财经推出加密货币和区块链行业早报《金色早8点》2934期，为您提供最新、最快的数字货币和区块链行业新闻。

“所有的功能必须通过API调用，禁止任何形式的后门访问。不这样做的人将被解雇。祝大家度过愉快的一天。