刚刚，Binance Research 发布了《FULL YEAR 2025 & THEMES FOR 2026》年度报告，其不仅对 2025 年全年进行了全面回顾，并 2026 年行业发展主题进行了预测。

Kaito announced it would sunset its Yaps product, which rewarded posting on X. The platform will focus on other social media and and creator content. source: https://www.cryptopolitan.com/kaito-retires-yaps-as-token-falls/

针对韩国金融当局讨论将虚拟资产交易所大股东持股比例限制在 15%–20% 区间的设想，多名学者在 1 月 16 日举行的“稳定币发行与交易基础设施制度化方向”研讨会上表达审慎态度。成均馆大学经营学院教授 文哲宇 指出，强制压缩大股东持股比例可能触及财产权保护问题，存在违宪风险。其同时提到，对比 币安 与 Coinbase 的股权结构，创始人维持较高持股比例在全球范围内并不罕见，相关限制措施或与国际上强调责任经营的趋势相悖。此外，仁川大学教授 金允京 认为，直接通过比例限制干预股权结构手段过于激进，可能削弱行业创新与发展动力。多位与会专家建议，监管层可通过强化大股东资格审查、完善 IPO 相关制度等方式，引导股权分散与合规发展，而非采取强制性剥离安排。（News1）

According to BlockBeats, on January 16, the 228th Ethereum Execution Layer Core Developers Meeting (ACDE) focused on several important topics. The meeting addressed the delay in the BALs Devnet-2 scope decision due to EIP-7843 (slot opcode), which involves both the consensus and execution layers. Additionally, seven proposed EIPs were rejected from inclusion in the Glamsterdam upgrade, while EIP-7954, which proposes increasing contract size from 24KB to 32KB, was considered. The developers also decided to continue finalizing the details of the Glamsterdam upgrade. The discussions were technical and pragmatic, aiming to quickly define the scope to avoid further delays.

BitMEX 在 X 平台发文表示，BitMEX 推出基于 Equity Perps 的 COIN 与 CRCL 交易对。该策略通过做多 COIN 并做空 CRCL 进行对冲，具备 0%基本利率及 20 倍杠杆优势。数据显示，该策略在 2025 年下半年表现优于 BTC 超 25%，旨在中和市场风险并获取相对价值。

Perpetual Protocol,DEX,加密市场,Delphi Digital 2026 年十大预测 金色财经,链上结算加速，传统银行面临洗牌。

According to BlockBeats, on January 16, Kaito founder Yu Hu provided a timeline of recent events on the X platform. He received an email from a client manager on January 13 regarding a potential reassessment and a legal notice from X on January 14, to which he responded the same day. On January 15, he learned of Nikita's content release simultaneously with the public. Yu Hu noted that he had previously received legal notices from X and resolved them appropriately, suggesting that waiting for further clarification and discussion before making unilateral announcements was reasonable during this brief window. Yu Hu also announced that Yaps has been shut down, and Kaito plans to expand beyond the cryptocurrency sector through Kaito Studio by 2026, targeting platforms like TikTok and YouTube. He mentioned that Kaito Studio has been in preparation for several months and will complement Yaps with a new model. This change will not affect Kaito Launchpad, Kaito Pro, Kaito API, or the upcoming Kaito Markets, with more roadmap details to be released in the future.

Shiba Inu price is back at an important support level that should act as a reset point for the asset. source: https://u.today/shiba-inu-shib-key-price-reset-big-chance-for-recovery

Hong Kong advances stablecoin regulation and gold storage, amid financial system security goals. source: https://coincu.com/news/hong-kong-stablecoin-gold-expansion/

Google Play 韩国区将禁止未在当地注册的海外加密货币交易所及钱包应用上架或更新。根据 Google 官方政策，加密交易平台及钱包服务商需向韩国金融情报机构 FIU 注册为虚拟资产服务提供商，方可继续在应用商店运营。受该政策影响，自 1 月 28 日起，韩国 Android 用户将无法通过 Google Play 下载或更新未完成注册的海外交易所应用，包括 币安、Bybit 和 OKX 等。目前仅有 Upbit、Bithumb 在内的 27 家本土平台完成注册。报道指出，尽管网页端访问仍可继续，但该举措可能对依赖海外平台进行高杠杆交易、套利及获取更多代币选择的韩国散户投资者造成影响。当地社区已开始流传使用 VPN 或 APK 安装等绕过方式，但相关做法被认为存在较高安全风险。（The Block）

null source: https://x.com/BSCNews/status/2012080183973663037

Play Store will soon require all crypto platforms to register as a VASP with the Korean authorities to offer apps in the region. source: https://www.theblock.co/post/385892/google-play-ban-south-korea?utm_source=rss&utm_medium=rss

西方靠「故事组局」引领叙事，东方凭「赚钱生意」占据流水。

WhatsApp will allow AI chatbots to keep working for users with Brazilian phone numbers after the country’s regulator blocked its new restrictions. Brazil’s competition authority is investigating whether the policy unfairly favours Meta’s own AI over other providers.

近期的价格回调属于健康的市场再平衡过程，比特币中长期牛市格局未发生改变。

Two Bitcoin blocks briefly mistaken for “free” solo-mined rewards were actually mined by NiceHash during internal testing.

CLARITY法案更像是一道分水岭：一侧是依赖灰色空间和叙事红利的过去，另一侧，则是需要在制度约束下重新定义竞争力的未来。

本文先看一下CLARITY法案的当前进展，再聚焦其主要争议点以及支持方和反对方各方什么观点。

West Virginia, a US state in the Appalachian region, may allow its treasury to invest up to 10% of its funds in Bitcoin, stablecoins, and gold. The bill sets rules for investment, including a $750 billion market cap for Bitcoin, and is now under review by the state’s banking committee.

这场中文Meme狂欢是一场由交易所基础设施赋能、精英叙事引导、草根文化共振所共同构建的“注意力金融化”实验。