データによると、1月中旬のビットコインオプションの未決済建玉総額は約741億ドルに増加し、ビットコイン先物の約652.2億ドルの未決済建玉総額を初めて上回った。分析では、オプションの未決済建玉が先物を上回った場合、市場が従来のレバレッジ型ポジションから、ヘッジ、収益戦略、ボラティリティポジションなどより構造化されたリスクエクスポージャーへと移行していることを示すことが多いと指摘されている。またCheckonchainのデータによると、昨年12月末にオプションの未決済建玉量が急激に減少した後、1月初めに再構築された。これは主要な満期日を過ぎた後の市場におけるリスク再構築のパターンと一致しており、対照的に同時期の先物の未決済建玉量の変化はより平坦であった。（CryptoSlate）

1.バイナンスがBTC/Uなどの現物取引ペアを上場し、取引ボットサービスを開始；2.Gate Launchpadが第6期Immunefi（IMU）の公募を正式開始；3.ある大口ユーザーがバイナンスから32,395ETH（約1億375万米ドル相当）を出金；4.バイナンスが2026年1月20日に複数現物取引ペアを廃止；5.Vitalik Buterin：ネイティブRollupへの姿勢を支持へ転換、ZKのタイムラインが成熟しつつある；6.Vitalik Buterin：トークン投票で制御される金庫だけでなく、より多く・より優れたDAOが必要；7.Xプロダクト責任者：クリエイターの収益はホームタイムライン閲覧数のみ集計、返信は計上対象外に；8. 厦門検察庁発表：従業員が153万元を横領しBTC等の仮想通貨取引で損失を出し有罪判決；9. Sol MemeコインGASが1日で82%暴落、時価総額300万ドルを割り込む；10. Binanceウォレット：SentientAGI（SENT）Pre-TGE参加ポイント要件は225ポイント、参加には15ポイント消費；11.韓国関税庁、仮想通貨を利用した違法為替取引事件を摘発、被害額約1400億ウォン；12.アナリスト：市場は「TACO取引」に注目、トランプ氏が関税脅威を交渉戦略として利用する可能性。

Ethereum-linked exchange-traded products were among the strongest crypto-related performers in December, according to data from ETFGI. source: https://cryptonews.com/news/ethereum-etfs-stand-out-in-december-inflows-etfgi/

A Polymarket trader netted $233,000 by exploiting low-liquidity weekend trading and automated bots during a short-term XRP price bet. source: https://www.cryptopolitan.com/polymarket-trader-nets-233k-on-xrps-5-dip/

null source: https://x.com/cryptoquant_com/status/2013210830196580521

تراجع سوق العملات الرقمية بأكثر من 100 مليار دولار خلال 24 ساعة، بعدما هبط سعر البيتكوين صباح الاثنين إلى ما دون 92,000 دولار في بداية أسبوع يشهد تصاعد غير معتاد في التوترات الجيوسياسية. source: https://arab-btc.net/crypto-markets-shed-over-100b/

Spot Bitcoin exchange-traded funds (ETFs) recorded their strongest weekly inflows since early October, signaling a renewed return of institutional capital as selling pressure from large holders continues to ease. According to data from SoSoValue, US-listed spot Bitcoin ETFs attracted $1. 42 billion in net inflows over the past week, marking the largest weekly total in more than three months. ETF inflows spike midweekETF demand accelerated sharply during the middle of the week source: https://www.binance.com/en/square/post/35292398734673?utm_source=BinanceNewsRSS

Spot Bitcoin exchange-traded funds (ETFs) recorded their strongest weekly inflows since early October, signaling a renewed return of institutional capital as selling pressure from large holders continues to ease.According to data from SoSoValue, US-listed spot Bitcoin ETFs attracted $1.42 billion in net inflows over the past week, marking the largest weekly total in more than three months.ETF inflows spike midweekETF demand accelerated sharply during the middle of the week.Wednesday recorded the largest single-day inflow at approximately $844 millionTuesday followed with about $754 million in net inflowsDespite a late-week pullback — including $395 million in outflows on Friday — the strong midweek demand was enough to lift the weekly total to its highest level since early October, when ETFs pulled in roughly $2.7 billion.The pattern suggests institutional buyers are selectively re-entering the market through regulated investment vehicles.Ether ETFs also see renewed interestSpot Ether ETFs showed a similar, though smaller, inflow pattern.Tuesday: ~$290 million net inflowsWednesday: ~$215 million net inflowsHowever, late-week selling trimmed gains, with roughly $180 million in outflows on Friday, bringing Ether ETF inflows to around $479 million for the week.Institutional bid strengthens as whale selling easesVincent Liu, chief investment officer at Kronos Research, said the data points to a gradual return of long-only institutional allocators.“ETF inflows point to long-only investors re-entering via regulated channels,” Liu told Cointelegraph.He added that onchain indicators show Bitcoin whale selling has declined compared with late December, easing a major source of distribution pressure.“ETF absorption alongside whale stabilization implies tightening effective supply and a more risk-on market environment,” Liu said.With fewer large holders distributing coins and ETFs continuing to absorb spot supply, available Bitcoin liquidity appears to be tightening beneath the market — even as price volatility remains elevated.Early-stage shift, not full confirmationDespite improving signals, Liu cautioned that the trend remains in its early stages.“This is an early phase of the shift, rather than full confirmation,” he said.Still, the combination of steady ETF inflows, reduced whale selling and improving market structure suggests a more durable institutional bid may be forming.“Odds point to more green days, though not in a straight line,” Liu added. “ETF inflows are providing a structural bid while easing whale selling suggests dips are more likely to be absorbed.”Short-term inflows alone may not sustain ralliesNot all analysts are convinced that ETF inflows are enough to drive a lasting uptrend on their own.According to Bitcoin macro research firm Ecoinometrics, recent ETF inflow spikes have often triggered short-lived price rebounds rather than sustained rallies.The firm noted that while positive inflow days can stabilize prices, Bitcoin typically requires multiple consecutive weeks of strong ETF demand to shift the broader trend meaningfully.Without sustained inflows, price strength has historically faded once ETF buying slows, suggesting that consistency — not isolated surges — remains the key factor for a durable recovery.

Bitcoin came under heavy selling pressure on Monday as renewed trade war tensions between the United States and Europe triggered a broad risk-off move across global markets, sending gold futures to record highs. Bitcoin drops as macro uncertainty returnsBitcoin fell nearly 3. 6% within hours, sliding from around $95,450 to below $92,000, according to TradingView data. The sudden decline sparked aggressive liquidations across derivatives markets source: https://www.binance.com/en/square/post/35292301048146?utm_source=BinanceNewsRSS

Bitcoin came under heavy selling pressure on Monday as renewed trade war tensions between the United States and Europe triggered a broad risk-off move across global markets, sending gold futures to record highs.Bitcoin drops as macro uncertainty returnsBitcoin fell nearly 3.6% within hours, sliding from around $95,450 to below $92,000, according to TradingView data.The sudden decline sparked aggressive liquidations across derivatives markets. More than $750 million in long positions were wiped out in four hours, pushing total 24-hour liquidations beyond $860 million, data from Coinglass shows.At the time of writing, Bitcoin had recovered slightly to around $92,580, but remained under pressure as traders reassessed macro risk.Gold and silver surge as investors seek safetyWhile crypto and equities weakened, capital rotated sharply into traditional safe-haven assets.Gold futures surged to a record high of $4,667 per ounce, while silver futures climbed above $93 per ounce, marking the highest level in history, according to Google Finance.The move highlights a growing short-term divergence between digital assets and hard commodities during periods of geopolitical stress.U.S. equity futures also traded lower, reflecting heightened uncertainty ahead of Wall Street’s full reopening.EU threatens retaliation over Trump tariff planMarket volatility intensified after U.S. President Donald Trump announced plans to impose 10% tariffs starting Feb. 1 on imports from several European countries, including:DenmarkSwedenFranceGermanyNetherlandsFinlandThe tariff rate would increase to 25% by June if negotiations fail. Trump also named the United Kingdom and Norway among countries that could face higher U.S. levies.The announcement is linked to escalating tensions surrounding Greenland, which has emerged as a new flashpoint in transatlantic relations.European leaders responded swiftly. French President Emmanuel Macron urged the European Union to activate its “anti-coercion instrument,” widely referred to as the EU’s “trade bazooka.”The mechanism would allow Brussels to restrict U.S. access to European markets. EU officials are also weighing €93 billion ($108 billion) in previously delayed retaliatory tariffs.“At least judging from the first reactions, some European leaders are willing to play hardball,” said Carsten Brzeski, global head of macro at ING, according to CNN.Trade war fears drive risk-off sentimentCrypto analysts say the tariff escalation is reinforcing a defensive posture across risk assets.“Trump’s tariff threats are reviving trade war fears and pushing markets into a risk-off mode,” said Andri Fauzan Adziima, research lead at Bitrue.“Bitcoin still behaves like a high-beta technology asset. When macro uncertainty spikes, it gets hit first.”Jeff Mei, chief operating officer at BTSE, said investors are currently pricing in worst-case outcomes.“This time the tariffs target some of America’s closest allies,” Mei said.“If U.S. markets conclude that these threats are credible, institutions may continue reducing exposure.”volatility likely to persistAnalysts caution that Bitcoin’s short-term trajectory remains highly sensitive to geopolitical developments, particularly trade policy, inflation expectations and liquidity conditions.While previous macro-driven sell-offs have ultimately given way to recoveries, the immediate environment favors capital preservation rather than risk expansion.With gold and silver entering price discovery and crypto facing renewed volatility, markets appear set for continued turbulence until clarity emerges on the U.S.–EU trade negotiations.

韓国当局は、国内外の口座を通じて約1500億ウォン（1億170万ドル）を洗浄した国際的な仮想通貨マネーロンダリング組織を摘発した。中国籍の3名は、美容整形手術費や留学費用などの正当な支払いを装って資金を使用した疑いで起訴される見込みだ。

米連邦検察当局は、ベネズエラ国籍のホルヘ・フィゲイラ容疑者（59）を、仮想通貨を利用した10億ドル規模の資金洗浄工作を主導したとして起訴した。当局によれば、これは司法省がこれまで追及した同種事件の中でも最も重大な事例の一つとされる。

政治、金融、そして個人の運命を跨ぐ対立が、トランプ家とウォール街の間で繰り広げられている。

ある暗号通貨ウォレットの所有者がソーシャルエンジニアリング詐欺に騙された結果、2億8200万ドル相当のビットコインとライトコインが失われた。盗まれた資金の大部分はモネロに換金され、複数のブロックチェーンを跨いで移動されたため、モネロの価格が急騰した。

ドナルド・トランプ米大統領は、欧州 8 カ国に対して包括的な関税を課すと脅し、ビットコインを含む世界市場に波紋が広がり始めている地政学的な不確実性を再燃させました。大統領は、デンマークがグリーンランドを米国に売却することに合意しない限り、2 月から 10%、6 月までに 25% に引き上げられる関税が、デンマーク、ノルウェー、スウェーデン、フランス、ドイツ、英国、オランダ、フィンランドに課されると述べました。

グリーンランド関税問題とトランプの「関税戦略」に関する詳細な分析。

Coinbase：ニッチプロジェクトからグローバル金融インフラへの進化混乱の中に秩序を築き、反体制的なコンプライアンスからシステム的な独占へ。

人工知能,a16z：万物がPalantir化する背景にある、必然的に失敗する模倣劇金色财经,Palantirモデルの真に再現可能な部分を解体する。

パソコンを購入し、あなたの「インスピレーションの源泉」を構築し、最初の小さな油井を掘り当てよう。

Xは2025年末にクリエイターへの支払額が過去最高を記録したと報告し、2026年を「クリエイターの年」とする取り組みの一環として、最優秀長文記事に100万ドルの賞金を授与すると発表した。同プラットフォームは収益源をホームタイムライン上の実際の視聴数へ移行させるとともに、質の高いクリエイターを惹きつけ収益化を促進するため、文章コンテンツの比重を高めている。