According to BlockBeats, on January 15, U.S. Bitcoin spot ETFs experienced a net inflow of $840 million, as monitored by Farside investors. The breakdown of the inflows is as follows: BlackRock's IBIT saw an increase of $648 million, Fidelity's FBTC gained $125.4 million, Bitwise's BITB received $10.6 million, ARK's ARKB attracted $27 million, Franklin's EZBC added $5.6 million, VanEck's HODL gained $8.3 million, and Grayscale's GBTC saw an inflow of $15.3 million.

According to BlockBeats, on January 15, monitoring by HyperInsight revealed that a whale address, labeled as 'Lightning Counterattack,' executed a leveling operation on its BTC long position. The address increased its holdings by 65.72 BTC, valued at approximately $6.4752 million. Following this adjustment, the average price of its BTC long position slightly decreased from $96,981.90 to $96,917.50, with the total position valued at around $59.99 million. Currently, this position is experiencing an unrealized loss of approximately $411,700. In addition, the address initiated a new long position in ETH, purchasing 329.26 ETH at an average price of approximately $3,303.32. The total value of this ETH position is around $1.0872 million.

1月15日、米司法省がパウエルFRB議長に対する調査を開始したことに対し、一部の上院共和党議員が強く反発し、新たなFRB議長候補の指名阻止を通じて中央銀行の独立性を守る方針を示した。これに対しトランプ大統領は強硬な姿勢で応じた。共和党内の反対意見についてトランプ氏は「どうでもいい、言うことはない。彼らは忠誠を保つべきだ」と述べた。 」また、JPモルガンのジェイミー・ダイモンCEOが「トランプ氏のFRB介入はインフレを加速させる恐れがある」と警告したことに対しても、「彼が何を言おうと全く気にしていない」と反論した。（金十）

Some crypto executives predict the tokenized real-world asset market will grow significantly in 2026, fueled by adoption in emerging economies. source: https://cointelegraph.com/news/200m-tokenized-water-infrastructure-plan-southeast-asia?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

Coinbase CEO Brian Armstrong said the exchange cannot support the Senate’s crypto bill as written, adding uncertainty to US digital asset regulation. source: https://cryptonews.com/news/coinbase-ceo-raises-red-flags-over-us-crypto-bill/

XAI,技術,法律,人工知能,XAI事件から見る米中における技術越境への異なる理解金色财经,技術グローバル化は終焉を迎え、強固な知的財産権がその地位を引き継ごうとしている。

A combination of timing pressures and unresolved policy concerns led Coinbase to withdraw its support for a sweeping cryptocurrency bill. source: https://www.theblock.co/post/385704/coinbase-pulled-support-what-happened?utm_source=rss&utm_medium=rss

Cryptocurrency investment products recorded a record $130 billion in fund inflows in 2025, and flows are expected to increase further in 2026, driven largely by institutional participation, according to analysts at JPMorgan. In a report cited by The Block, JPMorgan said growing regulatory clarity — particularly in the United States — is likely to support the next phase of capital inflows into digital assets, extending beyond ETFs into venture capital, mergers and acquisitions, and public listings across the crypto sector. Regulatory clarity seen as key catalystJPMorgan analysts highlighted that the rollout of additional crypto regulations, including the proposed U. S source: https://www.binance.com/en/square/post/35102923178722?utm_source=BinanceNewsRSS

Cryptocurrency investment products recorded a record $130 billion in fund inflows in 2025, and flows are expected to increase further in 2026, driven largely by institutional participation, according to analysts at JPMorgan.In a report cited by The Block, JPMorgan said growing regulatory clarity — particularly in the United States — is likely to support the next phase of capital inflows into digital assets, extending beyond ETFs into venture capital, mergers and acquisitions, and public listings across the crypto sector.Regulatory clarity seen as key catalystJPMorgan analysts highlighted that the rollout of additional crypto regulations, including the proposed U.S. CLARITY Act, could significantly boost institutional confidence. Clearer rules are expected to encourage deeper participation across:Crypto and stablecoin investment fundsVenture capital and early-stage financingM&A activity involving exchanges, payment firms and infrastructure providersPotential IPOs from stablecoin issuers and crypto-native financial companiesThe bank noted that regulation is increasingly being viewed not as a constraint, but as an enabler of large-scale institutional adoption.ETFs dominated 2025 inflows, but momentum is shiftingAccording to the report, Bitcoin and Ethereum ETFs accounted for the bulk of 2025’s inflows, with demand likely skewed toward retail investors in the early stages. Additional support came from digital asset treasury companies outside of Strategy, which added crypto to their balance sheets throughout much of the year.However, JPMorgan observed a clear slowdown in treasury company purchases starting in October 2025, suggesting that this source of demand may play a smaller role going forward compared with regulated investment vehicles and institutions.Venture capital activity shows mixed signalsWhile overall crypto venture capital investment rose modestly in 2025, the report noted a sharp decline in the number of deals, pointing to increased caution among investors. Early-stage funding activity slowed significantly, indicating a more selective environment focused on mature projects with clearer regulatory and revenue visibility.Despite this, JPMorgan expects institutional inflows to remain resilient in 2026 as capital reallocates toward regulated products, large-cap digital assets, and infrastructure plays tied to payments and stablecoins.Outlook: institutional-led growth in 2026JPMorgan concluded that the crypto market is entering a new phase where institutions — not retail speculation — will be the primary driver of capital inflows. With regulation improving and market infrastructure maturing, the bank sees conditions aligning for sustained growth in crypto fund inflows this year.

Prediction markets — once dominated by political hobbyists, retail speculators and opportunistic arbitrageurs — are rapidly professionalizing as Wall Street trading giants move in with capital, talent, and structural advantages. According to a recent report by the Financial Times, major trading firms including DRW, Susquehanna, and crypto hedge fund Tyr Capital are actively building dedicated prediction market trading teams. $200,000 Salaries Signal Institutional CommitmentDRW posted a job listing last week offering base salaries of up to $200,000 for traders tasked with real-time monitoring and trading of active contracts on platforms such as Polymarket and Kalshi. Susquehanna, one of the world’s largest options trading firms, is recruiting traders to:Identify mispriced probabilitiesDetect market anomalies and inefficienciesBuild dedicated sports and event trading strategiesMeanwhile, Tyr Capital continues to hire traders already running complex, multi-market strategies, underscoring how quickly prediction markets are evolving from speculative playgrounds into structured financial venues source: https://www.binance.com/en/square/post/35102852790610?utm_source=BinanceNewsRSS

Prediction markets — once dominated by political hobbyists, retail speculators and opportunistic arbitrageurs — are rapidly professionalizing as Wall Street trading giants move in with capital, talent, and structural advantages.According to a recent report by the Financial Times, major trading firms including DRW, Susquehanna, and crypto hedge fund Tyr Capital are actively building dedicated prediction market trading teams.$200,000 Salaries Signal Institutional CommitmentDRW posted a job listing last week offering base salaries of up to $200,000 for traders tasked with real-time monitoring and trading of active contracts on platforms such as Polymarket and Kalshi.Susquehanna, one of the world’s largest options trading firms, is recruiting traders to:Identify mispriced probabilitiesDetect market anomalies and inefficienciesBuild dedicated sports and event trading strategiesMeanwhile, Tyr Capital continues to hire traders already running complex, multi-market strategies, underscoring how quickly prediction markets are evolving from speculative playgrounds into structured financial venues.Volumes Explode as Institutions Step InThe data justifies the institutional push.Monthly prediction market volume surged from under $100 million in early 2024 to over $8 billion by December 2025Single-day trading volume hit a record $701.7 million on January 12Once liquidity reaches a scale that can support large balance sheets, institutional entry becomes inevitable.Arbitrage, Not Gambling, Drives Wall Street InterestInstitutions and retail traders are no longer playing the same game.Retail participants typically speculate on single-event outcomes, often based on fragmented or narrative-driven information. Institutions, by contrast, focus on:Cross-platform arbitrageProbability mismatches across asset classesHedging macro risk using prediction contractsIn October 2025, Boaz Weinstein, founder of Saba Capital Management, explained that prediction markets offer hedge funds a new price-discovery and hedging tool.He cited an example where Polymarket priced recession risk at 50%, while credit markets implied only ~2%. That divergence created paired trades previously impossible — buying “no recession” contracts while shorting credit instruments priced for economic stability.Market Maker Privilege Changes the GameThe competitive imbalance is growing.Susquehanna is Kalshi’s first official market maker and has secured an event contracts agreement with Robinhood. Market makers receive advantages including:Lower trading feesPreferential trading limitsEnhanced execution infrastructureWhile specific terms are undisclosed, the impact is clear: pricing inefficiencies will disappear fast.Previously, retail traders could exploit discrepancies like:One platform pricing an event at 60%Another pricing the same event at 55%Those opportunities are already vanishing as professional arbitrage desks flatten spreads and correct mispricings in real time.What Comes Next: Financial Engineering Enters Prediction MarketsWith PhDs and six-figure traders now involved, prediction markets are likely to evolve beyond simple binary bets into more complex instruments, including:Multi-event combo contracts (similar to parlays)Time-based probability contractsConditional probability products (B given A)This mirrors the historical evolution of forex, futures, and crypto markets — retail-driven discovery followed by institutional dominance.The Bottom Line for Retail TradersPrediction markets are entering a new phase:Capital scaleTechnological edgeRule-level privilegeThese factors will increasingly determine who profits.Retail participants may still find opportunity in long-tail events or niche markets, but the era of easy gains from simple information asymmetry is fading fast.

BTCは相変わらず流動性の問題であり、2026年には米ドル建て流動性が大幅に増加する見込みである。

Xは、チャットボットの悪用に対する世界的な反発と規制当局の措置を受け、実在の人物を性的に表現した画像の編集・作成をGrokに制限した。複数の国が調査を開始またはサービスを遮断したため、同社は安全対策の強化と画像ツールの有料ユーザー限定化を迫られている。

レイヤー1ブロックチェーンは6時間に及ぶコンセンサス停止の後、運用を再開した。これは2023年のローンチ以降で2度目となる大規模な障害である。

中国AI業界をリードする企業MiniMaxと智譜AIが1000億以上の時価総額で資本市場に上場し、太平洋の向こう側ではa16zが150億ドルの資金調達を完了したと発表した。これは単なる資本の出来事ではなく、技術時代における米中両国の国家能力と二つのイノベーション・パラダイムの対比である。

金色财经は暗号通貨とブロックチェーン業界の朝刊『金色早8点』第2937号を発行し、最新かつ最速のデジタル通貨とブロックチェーン業界ニュースをお届けします。

polymarket、100%返還から20%へ：Polymarket手数料調整の背景にある駆け引き金色财经、Polymarket手数料関連イベントのタイムライン。

金色财经は『金色Web3.0日報』を創刊し、MEME、DeFi、DAO、NFT、メタバース業界の最新ニュースをいち早くお届けします。

イーロン・マスク、X.comの亡霊マスクの25年にわたる復讐ゴールデンファイナンスある夢は決して死なない、ただ時を待っているだけだ。

木曜日の注目される値上げに先立ち、暗号通貨業界は昨日、新たな文書を検討し対応していた。