시황에 따르면 비트코인이 9만 달러를 돌파한 후 등락을 거듭하며 조정 국면에 접어들었다. 분석가들은 이번 하락이 전통 시장의 위험 회피 심리와 맞물리며 암호화폐 시장의 안전자산 선호 현상이 강화되고 있다고 분석했다. 파생상품 데이터에 따르면 비트코인의 30일 내재 변동성(IV)은 화요일 44.34로 상승했으며, 지난 24시간 미결제약정(OI)은 3.25% 하락한 283억 달러를 기록했다. 이는 해당 기간 동안 숏 포지션 보유자들이 이익 실현을 했다는 것을 의미하지만, 자금 요율은 매도세 전반에 걸쳐 대체로 양의 값을 유지했다. 또한, Zcash 미결제약정(OI)은 2.5% 감소한 반면 가격은 1.5% 상승하여, 1월 8일 이후 공매도 포지션 보유자들이 약세 포지션을 줄이기 시작했음을 시사한다. (CoinDesk)

바이낸스 공식 트위터에 따르면, 바이낸스가 밈 거래 서비스를 위한 AI 제품 'Topic Rush'를 출시할 것으로 보인다.

Onchain Lens 모니터링에 따르면, 블랙록이 코인베이스에 635.16 BTC와 30,827.68 ETH를 예치했으며, 추후 추가 예치가 있을 수 있다.

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 Power는 2026년 1월 20일 BNB 체인 상에서 RWA 인프라 플랫폼 PicWe를 통해 UCAR 발행 완료를 발표했습니다. U Power 공식 웹사이트 정보에 따르면, RWA 발행은 주로 신에너지 인프라의 지속적 구축, 운영 확장 및 글로벌 비즈니스 결제 시스템 업그레이드에 활용되며, 기업의 실제 비즈니스와 온체인 금융 시스템의 융합을 가속화할 예정입니다. 본문 작성 시점 기준, UCAR 토큰의 온체인 유통 시가총액은 700만 달러를 돌파했으며, UCAR 토큰 가격은 12시간 만에 68% 상승했습니다.

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.

Bakkt는 2025년 6월에 제출한 기존 유보 등록 신고서에 따라 ATM 주식 공모 계획을 수립했다고 발표했습니다. 이 계획은 Bakkt가 자체 판단에 따라 보통주를 발행 및 판매할 수 있도록(그러나 의무는 아님) 허용하며, 총 모금액은 최대 3억 달러 규모로, Bakkt의 재무 유연성 강화 및 장기 성장 전략 실행 가속화를 목표로 합니다. 여기에는 Bakkt Agent 프로그램 유통 확대, Zaira 스테이블코인 결제 플랫폼 신속 확장, Bakkt Global 프로그램 투자 증대, 기타 고성장 잠재력 시장 진출 등이 포함됩니다. (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.

최근 AI 업계에서 흥미로운 현상을 목격했는데, 점점 더 많은 여성 경영진이 무대 앞으로 나서고 있다.

홍콩은 규제된 암호화폐 생태계 구축을 위한 광범위한 추진의 일환으로 2026년 1분기에 첫 스테이블코인 라이선스를 발급할 계획이다. 해당 도시는 이미 암호화폐 거래 플랫폼에 대한 라이선스를 발급하고 있으며, 그린본드 및 디지털 자산 시범 사업 등 토큰화 프로젝트를 추진해 왔다.

금과 은은 지정학적 긴장 속에서 투자자들이 안전자산으로 몰리면서 사상 최고치를 경신했다. 비트코인은 8만8000달러 아래로 떨어졌다가 소폭 회복하는 등 전통적인 안전자산에 비해 변동성이 커진 모습을 보였다.

금 선물 거래에서 온스당 4,739달러라는 사상 최고가를 기록하며 급등했는데, 이는 지정학적·경제적 불확실성이 고조되는 가운데 투자자들이 전통적인 안전자산으로 몰려들었기 때문이다.

솔라나 모바일이 공식적으로 SKR 토큰 에어드롭을 시작하며, 시커 스마트폰 사용자 및 분산형 앱 생태계의 초기 개발자들에게 청구 권한을 개방했습니다.

그레이스케인과 21Shares의 배당 실천, 담보율이 사상 최고 기록을 경신하며 이더리움이 '수익 창출 자산'으로 가속화되고 있다.

"미국 매도"의 영향으로 암호화폐 시장 및 암호화폐 관련 주식이 단기적으로 압박을 받고 있다.

월드 리버티 파이낸셜은 마라라고에서 초대받은 인사만 참석 가능한 월드 리버티 포럼을 개최한다. 이 포럼에는 금융, 기술, 정책 분야의 고위 리더 약 300명이 모여 화폐와 규제의 미래에 대해 논의할 예정이다. 이번 발표는 해당 기업의 신규 암호화폐 대출 플랫폼 출시와 스테이블코인 및 디지털 뱅킹 서비스 확장 계획에 이은 것이다.

우리가 겪고 있는 것은 「평가 발견」(valuation)에서 「가치 발견」(value)으로의 구조적 전환이다.

암호화폐 시장, 톰 리가 보는 비트코인 슈퍼 사이클 골든파이낸스, 비트코인은 여전히 '디지털 골드'다.