相場はビットコインが9万ドルを割り込んだ後、もみ合い調整を示している。アナリストは今回の下落が伝統市場のリスク回避ムードと一致し、暗号市場でもリスク回避感情が高まっていると分析している。デリバティブデータによると、ビットコインの30日インプライド・ボラティリティ（IV）は火曜日に44.34まで上昇し、過去24時間の未決済建玉（OI）は3.25%減の283億ドルとなった。これは空売りポジションのトレーダーがこの期間に利益確定を行ったことを示しているが、資金料率は売りが優勢だった期間を通じて概ねプラスを維持した。さらに、Zcashの未決済建玉は2.5%減少した一方で価格は1.5%上昇しており、1月8日以降ショートポジションを保有していた投資家が弱気ポジションの縮小を開始していることを示唆している。（CoinDesk）

バイナンス公式ツイッターの情報によると、バイナンスはAI製品「Topic Rush」を発表する見込みで、これはミーム取引に特化したサービスとなる。

Onchain Lensのモニタリングによると、ブラックロックはコインベースに635.16 BTCと30,827.68 ETHを預け入れ、今後も追加預入が行われる可能性がある。

Key takeawaysRising US and Japanese bond yields signal mounting macro stress, dragging total crypto market cap 32% below its October 2025 peak.Bitcoin and Ether revisit two-week lows as investors de-risk amid tariff escalation fears.Gold and silver outperform as markets rotate toward traditional safe havens.The cryptocurrency market extended its sell-off on Tuesday as investors reacted to renewed tariff threats from US President Donald Trump, triggering a broader risk-off move across global markets.Bitcoin and Ether fell back to their lowest levels in more than two weeks as crypto traders digested rising geopolitical tensions tied to Washington’s standoff with Europe over Greenland. The proposed tariffs — aimed at pressuring Denmark to reconsider control of the territory — have so far met firm resistance from European leaders, raising fears of a prolonged trade confrontation.The risk aversion spread quickly across asset classes. The S&P 500 slid 1.9%, while gold surged to a fresh all-time high as investors sought safety. Total cryptocurrency market capitalization dropped to $2.71 trillion, down from nearly $3 trillion just one week earlier, according to market data.Bond yields flash macro warning signalsMacro stress intensified as sovereign bond yields climbed sharply. The US five-year Treasury yield rose to its highest level in nearly six months — a move often associated with recession concerns or rising inflation expectations, as investors demand higher compensation to hold government debt.Billionaire investor Ray Dalio warned that the global economy may be entering a “new phase of financial conflict,” telling CNBC that geopolitical disputes increasingly risk spilling beyond trade into capital flows and asset allocation decisions.Dalio has previously cautioned that confidence in US assets — including the dollar — could weaken during periods of fiscal strain. While such narratives often support the long-term case for digital assets, precious metals have so far captured the inflows. Silver has climbed roughly 64% since December, lifting its market capitalization to around $5.3 trillion.European Commission President Ursula von der Leyen added to market tension on Tuesday, stating that any EU response to US measures would be “unflinching, united, and proportional,” reinforcing concerns about broader economic spillovers.Crypto market loses ground to global assetsBitcoin currently ranks as the world’s eighth-largest tradable asset, with a market capitalization near $1.8 trillion. However, large corporates such as Saudi Aramco and Taiwan Semiconductor Manufacturing Company continue to narrow the gap.Ether’s position appears more vulnerable. With a market value near $360 billion, ETH has slipped to roughly 42nd place globally, falling behind companies including Home Depot and Netflix.Overall, the total cryptocurrency market capitalization remains about 32% below its October 2025 peak, underscoring the scale of the ongoing correction.Japan bond shock adds to global contagion fearsInvestor unease has also been amplified by developments in Japan. Yields on 20-year Japanese government bonds surged to record highs on Tuesday, reigniting concerns over fiscal sustainability in one of the world’s most indebted economies.Japan’s public debt exceeds 200% of GDP, and speculation over a snap election — which could grant Prime Minister Sanae Takaichi a mandate to expand stimulus — has unsettled bond markets, according to the Financial Times.TD Securities warned that the spike in Japanese yields has already spilled over into US, UK and Canadian bond markets, calling it a “warning sign” that global bond markets can reprice rapidly when fiscal credibility is questioned.Bitcoin recovery hinges on geopoliticsWith bond markets under strain and geopolitical tensions escalating, cryptocurrencies remain exposed to macro-driven volatility.For now, Bitcoin’s ability to reclaim the $95,000 level — and Ether’s prospects of revisiting $3,300 — appear heavily dependent on whether President Trump can reach some form of compromise with European leaders during high-level talks scheduled this week.Until clearer political or monetary signals emerge, analysts say crypto markets are likely to remain defensive, trading in reaction to global macro developments rather than internal fundamentals.

U Powerは2026年1月20日、BNBチェーン上でRWAインフラプラットフォームPicWeを通じUCARトークンの発行を完了したと発表した。U Power公式サイトの情報によると、発行されたRWAは主に新エネルギーインフラの継続的建設、事業拡大、グローバル決済システムのアップグレードに活用され、企業の実体経済とブロックチェーン金融システムの融合を加速させる。本稿執筆時点で、UCARトークンのオンチェーン流通時価総額は700万米ドルを突破し、UCARトークン価格は12時間で68％上昇した。

Bitcoin slipped below the $90,000 psychological level on Tuesday as onchain data pointed to renewed selling from whales and long-term holders, raising the risk of a deeper pullback toward the $84,000–$86,000 support zone.The move comes as large investors increased exchange deposits and long-term holders accelerated profit-taking following Bitcoin’s recent rally toward $97,000.Bitcoin falls below $90K as selling pressure buildsBitcoin, during the New York trading session, BTC dropped below $90,000, extending losses as broader market sentiment weakened and onchain indicators signaled rising distribution activity.According to CryptoQuant’s Whale Screener, large wallets deposited more than $400 million worth of Bitcoin into spot exchanges on Jan. 20, a level historically associated with preparation to sell or increased market-side liquidity.“This marks the second major BTC deposit spike in a short period,” said CryptoQuant analyst Amr Taha, noting that a similar $500 million whale inflow occurred on Jan. 15.“Large BTC deposits to spot exchanges usually indicate elevated sell-side pressure,” Taha said, adding that such moves often precede short-term price weakness.Long-term holders accelerate profit-takingBeyond whale flows, long-term holder (LTH) behavior is adding to downside pressure.Glassnode data shows the LTH net position change has remained negative since early January, with approximately 68,650 BTC sold over the past 30 days.This indicates that long-term investors — typically considered a stabilizing force — are distributing into price strength, including the recent rally toward $97,000.In practical terms, long-term holders appear to be locking in profits during rebounds rather than accumulating, reinforcing the current corrective structure.Still, analysts note that similar levels of LTH selling were observed in mid-December 2025, shortly before Bitcoin rebounded from $84,000 to $94,700 in early January — offering a potential historical parallel.Key Bitcoin support levels to watchWith BTC now trading near $89,000, analysts are closely monitoring nearby technical zones.$87,300: 100-week simple moving average (SMA)$84,000–$86,000: Major demand and psychological support zone$80,500: November local low and deeper downside targetA sustained break below the 50-day SMA near $90,000 and the 20-day EMA around $92,000 could open the door for a retest of lower support levels. Analysts warn bounce may be temporaryMN Capital founder Michael van de Poppe said Bitcoin is now trading back inside its broader range as geopolitical risks intensify.“Bitcoin breaks down into the range as geopolitics worsen,” van de Poppe wrote on X, noting that momentum indicators are approaching oversold levels.His analysis points to a potential short-term relief bounce between $84,000 and $86,000, but not yet a confirmed trend reversal.“The RSI is just as oversold as during the collapse toward $80,000,” he said. “We could see a bounce — not a reversal.”Can Bitcoin regain $90K?For bulls, reclaiming and holding above $90,000 remains critical to restoring market confidence.Until whale exchange inflows slow and long-term holder selling stabilizes, analysts warn that Bitcoin may remain vulnerable to downside volatility — particularly as macro uncertainty and geopolitical tensions continue to pressure risk assets.For now, the market appears caught between distribution at higher levels and defensive positioning, with traders watching closely whether the $84,000 zone can once again act as a structural floor, according to Cointelegraph.

Bakktは、2025年6月に提出した既存の仮登録声明に基づき、ATM株式調達計画を確立したことを発表しました。これによりBakktは、自らの裁量により普通株を発行・売却することが可能となります（ただし義務ではありません）。総調達額は最大3億米ドルに達する見込みで、Bakktの財務的柔軟性を強化し、長期成長戦略の実行を加速することを目的としている。これにはBakkt Agentプログラムの販売網拡大、Zairaのステーブルコイン決済プラットフォームの迅速な拡張、Bakkt Globalプログラムへの投資増強、およびその他の高成長市場への進出が含まれる。（Globenewswire）

A substantial transfer of SOL tokens has been detected between anonymous addresses. According to ChainCatcher, Arkham data reveals that at 19:23, a total of 25,005 SOL was moved from one anonymous address, beginning with 4WgJTGd, to another, starting with 7VqNJUX. This transaction highlights ongoing activity within the cryptocurrency space, emphasizing the movement of digital assets between unidentified parties.

AI startup Lightning AI has merged with computing power provider Voltage Park to establish a comprehensive AI cloud platform. According to Odaily, the newly formed company will retain the name Lightning AI and is valued at over $2.5 billion, with annual recurring revenue exceeding $500 million. Lightning AI is known for developing the open-source tool PyTorch Lightning, while Voltage Park was founded with a $900 million grant from Navigation Fund, a nonprofit organization led by Ripple and Mt. Gox co-founder Jed McCaleb. The merger will see Navigation Fund holding a significant equity stake in the new entity, which manages over 35,000 Nvidia GPUs.

最近、AI業界で興味深い現象に気づいた。ますます多くの女性幹部が舞台の前に立つようになってきている。

香港は、規制された暗号資産エコシステム構築に向けた広範な取り組みの一環として、2026年第1四半期に初のステーブルコインライセンスを発行する計画だ。同市は既に暗号資産取引プラットフォームのライセンスを発行しており、グリーンボンドやデジタル資産パイロット事業を含むトークン化プロジェクトを推進している。

地政学的緊張の中で投資家が安全資産を求める中、金と銀は過去最高値を更新した。ビットコインは苦戦し、8万8000ドルを下回った後、わずかに回復した。これは伝統的な安全資産と比較してボラティリティが高まっていることを反映している。

地政学的・経済的不確実性の高まりを受け、投資家が伝統的な安全資産に殺到したことで、金先物相場は1オンスあたり4,739ドルという史上最高値を更新した。

ソラナ・モバイルは正式にSKRトークンのエアドロップを開始し、シーカースマートフォンユーザーおよび分散型アプリエコシステムにおける初期開発者への請求受付を開始しました。

グレイスケールと21Sharesの配当実践により、ステーキング率が過去最高を記録。イーサリアムは「利回り資産」への転換を加速している。

「米国売り」の影響を受け、暗号資産市場および暗号資産関連株は短期的に圧迫されている。

ワールド・リバティ・ファイナンシャルは、招待制の「ワールド・リバティ・フォーラム」をマーアラゴで開催する。金融、テクノロジー、政策分野のシニアリーダー約300名が集い、通貨と規制の未来について議論する。この発表は、同社が新たな暗号資産貸付プラットフォームを立ち上げたことに続き、ステーブルコインおよびデジタルバンキングサービスの拡大計画を明らかにしたものである。

私たちが経験しているのは、「評価発見」（valuation）から「価値発見」（value）へと向かう構造的転換である。

暗号資産市場、トム・リーはビットコインのスーパーサイクルをどう見るかゴールデンファイナンス、ビットコインは依然として「デジタルゴールド」である。