Onchain Lensのモニタリングによると、BitMEX共同創設者Arthur Hayes（@CryptoHayes）がFalconXに3,597,122 ENA（約49.93万米ドル）と327,869 PENDLE（約50.16万米ドル）を移管し、さらに資金を移し続ける可能性がある。8時間前には、同氏はFalconXに231万LDO（約98万0300米ドル相当）を送金していた。

Foresight News posted on X (formerly Twitter). On January 23, River announced the completion of a $12 million strategic funding round, with public support from CryptoHayes. Interestingly, shortly after the announcement, the price of RIVER peaked and then began to decline. CoinGlass has previously used RIVER as an example to discuss how funding rates can be manipulated to influence price fluctuations, highlighting that this pattern has been observed in multiple tokens over the past two years. They emphasize that many traders misunderstand funding rates, which do not provide directional signals but rather indicate the imbalance between long and short positions, showing which side of the market is more crowded. The first step involves suppressing the price while pushing the funding rate into a deeply negative territory. This results in a concentration of short positions, creating a market consensus that a negative funding rate signals an impending rebound. In the second step, some traders are induced to go long during the deeply negative funding rate phase, motivated by the expectation of a rebound and the desire to receive funding rate payments. This expectation is described as part of a trap. CoinGlass argues that during extreme negative funding rates, prices do not need to undergo a trend reversal. A controlled upward push in the market can trigger a chain reaction among short positions, including liquidations, stop-losses, and passive covering.

LPL Financial's Chief Fixed Income Strategist Lawrence Gillum and Chief Economist Jeffrey Roach have highlighted the significance of the U.S. Treasury's Quarterly Refinancing Announcement (QRA) during atypical periods. According to Jin10, they noted that in most quarters, the QRA typically confirms existing market expectations. The Treasury usually adjusts auction sizes gradually and incrementally, providing signals well in advance. For instance, increasing the auction size of 10-year Treasury bonds by $1 billion to $2 billion rarely impacts the market significantly, as such changes are either anticipated or too minor to fundamentally alter the supply-demand balance. However, the experts emphasized that during unconventional times or when borrowing plans deviate from market expectations, the QRA becomes crucial. The U.S. Treasury is scheduled to release a new round of quarterly refinancing announcements on Wednesday, February 4, 2026.

Spot crypto trading volumes have fallen by half since October as liquidity dried up and investor engagement weakened. source: https://cointelegraph.com/news/crypto-volume-contraction-sends-markets-back-to-2024-levels-analyst?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

On February 3, Barclays highlighted that since 1930, the S&P 500 Index has typically seen an average decline of about 16% within six months of a new Federal Reserve Chair taking office. According to BlockBeats, this drop is notably higher than usual market corrections. If Kevin Warsh assumes the role in May, U.S. stocks may face renewed pressure. The report suggests that new chairs often encounter market 'tests' shortly after their appointment. Following U.S. President Donald Trump's nomination of Warsh to replace Powell, the stock market has already experienced a downturn, with investors perceiving Warsh as not being a dovish candidate. Analysts believe that amid controversies over the Federal Reserve's independence, high inflation, and slowing employment, a leadership change could heighten uncertainty in monetary policy. If Warsh advocates for balance sheet reduction, it might further drain liquidity and negatively impact risk assets. However, his hawkish stance on the balance sheet could help suppress gold prices and temporarily support the dollar.

Cardano is currently experiencing significant downward pressure in the market, largely due to the influence of Bitcoin's performance, which is causing ADA, Cardano's native cryptocurrency, to decline further and approach a crucial support level. Traders and investors are closely monitoring this situation, as a breach of this support could lead to increased volatility and further losses for Cardano, making it a critical point to watch in the ongoing market dynamics. source: https://blocknews.com/cardano-faces-heavy-pressure-as-bitcoin-drag-pulls-ada-toward-critical-support/

Monday's inflows ended a four-day streak of outflows and marked the ETFs' largest daily intake since Jan. 14. source: https://www.theblock.co/post/388134/spot-bitcoin-etfs-562-million-inflow?utm_source=rss&utm_medium=rss

ニューヨーク先物金、4900ドル/オンスを突破、日中は5.34%上昇。(金十)

ING Deutschland has opened retail access to cryptocurrency-linked ETNs, allowing customers to gain exposure to Bitcoin, Ethereum and Solana. source: https://cryptonews.com/news/german-bank-ing-deutschland-opens-retail-access-to-crypto-linked-etns/

世界市場の安定化と人工知能（AI）支出への懸念緩和を受け、火曜日の市場ではリスク選好が広く回復した。日韓株式市場は前日比で大幅反発し、韓国KOSPI指数は6.84％高の5288.08ポイントで取引を終えた。半導体メーカーのサムスン電子とSKハイニックスが最大の押し上げ要因となった。サムスン株価は一時10％上昇し、2020年3月以来の最大の日中上昇幅を記録した。日経平均株価は3.92％高の54720.66ポイントで取引を終え、史上最高値を更新した。台湾加権指数は1.81％高の32195.36ポイントで引けた。（金十）

ブロックチェーン初のAIエージェント経済統合プラットフォームとなる争いが激化している——MultiversXが先制攻撃を仕掛けた。

予測市場は決して新しい概念ではない。分散化を実現し、インフラと規制が市場の潜在力を解き放ちつつある一方で、不確実性が新たな金融資産クラスとして台頭している。

トランプ、ウォッシュ、マスク、ピーター・ティール、マイケル・セラー、ブロック・ピアース、ゲイリー・ゲンスラー……

イーロン・マスク、スペースX、XAI、人工知能、あるスペースX投資家が語るxAI買収ゴールデンファイナンス、マスクの物語の力を疑ってはいけない。

予測市場は決して新しいものではない。それらは最終的に分散化を実現し、インフラと規制が市場の潜在力を解き放ち、不確実性が新たな金融資産クラスとなりつつある。

野村證券は、暗号資産部門「レーザー・デジタル」の取引損失が第3四半期利益を9.7％押し下げたことを受け、リスク管理を強化した。この措置は、ビットコインが10月に史上最高値を更新した後の暗号資産市場の急落が同部門の取引ポジションに打撃を与えたことを受けたものである。

悪いニュースは：2025年1月以来、私たちは暗号通貨の冬の真っ只中にいる。良いニュースは：おそらく冬の終わりに近づいているのであって、始まりではないということだ。

仮想通貨市場に再びおなじみの冷え込みが忍び寄っている。取引画面は静まり返り、注文帳は薄くなり、主要仮想通貨取引所の株価は急落している——これは、激しい投機期に続く過去のビットコイン冬の記憶を呼び起こすものだ。

現地時間月曜日、米ホワイトハウス当局者は暗号資産業界および主要銀行業界団体のリーダーと会談し、ステーブルコイン保有収益に関する重要な規制論争の緩和を図った。

この巨大な名利の場で、K線は個人投資家向けに描かれているに過ぎず、真の取引はとっくに投票用紙に記されているのだ。