Onchain Lens 모니터링에 따르면, Bitmine은 추가로 92,160 ETH를 스테이킹에 사용했으며, 현재 가격 기준으로 약 2억 9,300만 달러 상당이다. 이번 작업을 완료한 후 Bitmine의 누적 스테이킹 ETH 수는 1,436,384개로 증가했으며, 총 가치는 약 47억 7,000만 달러에 달한다.

미국 상원의 암호화폐 시장 구조 법안 텍스트가 공개되었으며, 이 법안은 미국 암호화폐의 미래 발전 방향에 대해 주목할 만한 몇 가지 타협점을 제시하고 있습니다. 이제 해당 법안의 다섯 가지 핵심 조항을 심층 분석해 보겠습니다.

Deribit 아시아태평양 비즈니스 책임자 린 첸(Lin Chen)은 X에 게시한 글에서 오늘 시장에서 대규모 옵션 거래가 발생했다고 밝혔다. 한 사용자가 두 건의 거래로 각각 약 114만 달러의 프리미엄을 지불하며, 총 2400 BTC 규모의 1월 말 만기 9만8000달러 콜옵션을 매수했다.

According to ChainCatcher, Galaxy Research has issued a warning regarding the draft of the 'Clarity Act,' a crypto market structure bill currently under review by the U.S. Senate Banking Committee. The proposed legislation aims to significantly broaden the financial surveillance powers of the U.S. Treasury. The draft includes provisions that would allow transactions to be frozen without a court order and extend 'special measures' to decentralized finance front-ends. Alex Thorn, Head of Research at Galaxy Digital, stated that if these measures are enacted into law, it would represent the largest single expansion of financial surveillance powers since the USA PATRIOT Act of 2001.

According to Foresight News, Monero (XMR) briefly exceeded $700, setting a new all-time high. The current price stands at $696, marking an 8.55% increase over the past 24 hours.

SoSoValue 데이터에 따르면, 어제(미국 동부 시간 1월 13일) 솔라나 현물 ETF의 총 순유입액은 591만 달러였습니다. 어제(미국 동부 시간 1월 13일) 피델리티 SOL ETF(FSOL)만 순유입되었으며, 단일일 순유입액은 591만 달러, 역사적 총 순유입액은 1억 3,900만 달러에 달했다. 기사 작성 시점 기준, 솔라나 현물 ETF의 총 순자산가치는 11억 8,000만 달러이며, 솔라나 순자산 비율은 1.45%이다. 역사적 누적 순유입액은 이미 8억 3,400만 달러에 이르렀다.

The UK economy is growing at a very slow pace, with only about 0. 1% growth in November and weak activity in December. source: https://www.cryptopolitan.com/uk-economy-shows-early-signs-of-weakness/

Ethereum is experiencing its fastest pace of wallet creation on record, driven by a rare alignment of protocol upgrades, rising stablecoin usage, and improving crypto market sentiment.On average, 327,000 new Ethereum wallets were created per day over the past week, marking the highest sustained growth rate in the network’s history, according to data shared by Santiment. Sunday alone recorded more than 393,000 new wallets, the largest single-day increase ever observed.Key takeawaysEthereum wallet creation hit an all-time high, averaging 327,000 new wallets per dayNon-empty ETH wallets reached a record 172.9 millionAnalysts point to protocol upgrades, stablecoin usage, and sentiment recovery as key driversMore than half of Ether’s total supply is now stakedWallet growth signals expanding Ethereum participationNew wallet creation is often viewed as an early indicator of ecosystem expansion, signaling that new users, developers, or institutions are entering the network.Alongside the surge in new addresses, the number of non-empty Ethereum wallets climbed to 172.9 million, another all-time high, reinforcing the view that growth is being driven by active participation rather than idle address creation.Ether (ETH) traded near $3,330, up roughly 7.5% over the past 24 hours, after moving within a $3,068–$3,292 range over the past week, according to market data.Protocol upgrades lower friction for usersSantiment analysts attributed part of the wallet surge to Ethereum’s Fusaka upgrade, deployed in December, which improved on-chain data handling and reduced costs associated with posting data from layer-2 networks back to Ethereum.The upgrade lowered transaction fees and reduced friction when interacting with decentralized applications and rollups.“Making Ethereum cheaper and easier to use tends to encourage new users to open wallets and start interacting with the network,” Santiment analysts noted.Stablecoin activity and sentiment shift add momentumBeyond protocol-level changes, Ethereum appears to be benefiting from a broader shift in crypto sentiment. According to Santiment, holder sentiment moved from negative toward neutral and positive in mid-December, a transition that historically coincides with increased retail onboarding.At the same time, Ethereum saw a notable increase in stablecoin transfer activity in late 2025, reflecting higher real-world usage for payments and settlement.“This kind of genuine financial activity tends to attract new participants who create wallets to send, receive, or hold stablecoins and other assets,” the analysts said.The combination of improving sentiment and rising transactional demand may be reinforcing wallet growth as users explore DeFi, NFTs, and other Ethereum-based applications.More than half of Ether supply now stakedEthereum’s long-term security participation continues to deepen. According to Nansen, more than 50% of Ether’s total supply is now locked in staking contracts.The Ethereum Beacon Deposit Contract alone holds over 77 million ETH, representing validator deposits securing the network.Centralized exchanges also remain significant custodians. Binance holds close to 4 million ETH on behalf of users, while Coinbase custody wallets contain roughly 2.3 million ETH.usage recovery may matter more than priceWhile ETH price action remains closely tied to broader market conditions, the surge in wallet creation suggests expanding on-chain engagement at a foundational level.Analysts caution that sustained growth will depend on whether decentralized application usage continues to recover and whether macroeconomic uncertainty eases. Still, the current data points to renewed activity rather than speculative churn.

Bitcoin’s rally gained momentum this week as spot market demand intensified, pushing prices above $95,000 and reigniting expectations of a move toward the psychologically important $100,000 level. Analysts say the structure of the move — led by direct spot buying rather than leverage — points to a healthier breakout setup.Key takeawaysBitcoin surged past $95,000 as spot buyers took control of market momentumOver $269 million in Bitcoin short positions were liquidated in 24 hoursAnalysts say a spot-driven rally increases the probability of a $100,000 testRetail FOMO could return if BTC sustains strength near six-figure territorySpot buying drives Bitcoin breakout above $95KBitcoin climbed more than 4.5% over the past 24 hours, trading near $95,200 at the time of writing, as buyers accumulated the asset directly on spot markets.“This rally on Bitcoin is being led by spot buying,” said Will Clemente, noting that demand is coming from investors purchasing the underlying asset rather than speculative derivatives.This distinction is significant. Spot-led rallies typically signal genuine capital inflows, whereas leverage-driven moves often fade quickly once momentum stalls.Short liquidations accelerate upside momentumThe price surge caught bearish traders off guard. According to derivatives data, more than $269 million in Bitcoin short positions were liquidated as BTC broke through key resistance levels.Liquidations tend to amplify upside moves by forcing traders to buy back positions at market prices, creating a feedback loop that accelerates price appreciation — particularly when spot demand remains strong.Bitcoin has struggled to reclaim the $100,000 level since falling below it in mid-November, making the current structure closely watched by traders.Analysts see clear path toward $100,000Market commentators say Bitcoin’s technical and flow-based signals now favor further upside.MN Trading Capital founder Michaël van de Poppe said the setup points to a continuation higher, arguing that dips are likely to attract buyers rather than sellers.Prediction markets also reflect rising optimism. Data from Polymarket shows traders assigning roughly a 50% probability that Bitcoin retests $100,000 by early February, with smaller odds placed on a move beyond $105,000.Historically, January has delivered modest average returns for Bitcoin, while February has tended to be stronger — a seasonal pattern some traders believe could reinforce bullish expectations.Retail sentiment remains subdued — for nowDespite the rally, broader crypto sentiment has yet to flip decisively bullish. The Crypto Fear & Greed Index continues to hover in fear territory following the October liquidation shock that wiped out billions in leveraged positions.Analytics platform Santiment warned that a sustained push toward $100,000 could quickly shift market psychology.“If Bitcoin starts teasing $100K again, retail FOMO is likely to creep back into the market,” Santiment said, noting that sentiment has remained depressed for more than two months.Why spot flows matter for the next legAnalysts emphasize that the current rally’s spot-led nature reduces the risk of an abrupt reversal. Unlike futures-driven rallies, spot accumulation reflects longer-term positioning and limits the impact of forced deleveraging.If Bitcoin can hold above the $94,500–$95,000 zone — now viewed as key support — traders say the probability of a renewed attempt at $100,000 increases materially.For now, the focus remains on whether spot demand continues to absorb supply without excessive leverage rebuilding beneath the surface.

Retail crypto traders retreated to Bitcoin and Ether following the sharp market crash and liquidation cascade in October 2025, abandoning riskier altcoins and reinforcing a defensive shift that weighed on the broader altcoin market throughout the year, according to a new report from Wintermute.In its Digital Asset OTC Market 2025 report released Tuesday, Wintermute said the Oct. 10 liquidation event marked a clear inflection point in retail behavior, accelerating a rotation back into large-cap cryptocurrencies after years of favoring smaller tokens.October crash triggered retail flight to majorsSince around 2022, retail traders had generally been net sellers of major cryptocurrencies, preferring to chase higher-beta returns in altcoins. That pattern broke decisively in 2025, Wintermute said.Following the October crash — one of the largest leverage flushes of the cycle — retail investors quickly pivoted back into Bitcoin and Ether, prioritizing liquidity and perceived safety.“This shows the immediate defensive posture following the liquidation shock and growing concerns of contagion and an imminent bear market,” Wintermute wrote.By year-end, retail positioning had largely converged with institutional behavior, with both cohorts emphasizing capital preservation and resilience over speculative exposure.Altcoin season failed to materializeThe rotation into majors effectively prevented a sustained altcoin season in 2025. While narratives continued to emerge, they failed to persist or attract durable capital, the report said.Altcoins “materially underperformed” during the year, with rallies becoming shorter and more tactical:Average altcoin rally duration in 2025: ~19 daysAverage duration in 2024: ~60 daysMedian rally length in 2025: ~20 daysFrom 2022 to 2024, altcoin rallies often lasted 45–60 days, supported by longer-lived themes such as memecoins and artificial intelligence. In contrast, 2025 rallies faded quickly, reflecting reduced conviction and faster profit-taking.“This led to altcoin rallies feeling like tactical trades rather than high-conviction trends,” Wintermute noted, describing a market showing “clear signs of exhaustion.”Panic fading, but momentum still limitedAlthough altcoins have yet to regain strong momentum entering 2026, Wintermute said panic linked to the October crash has gradually subsided, helping restore some investor confidence.Earlier this month, Matt Hougan, chief investment officer at Bitwise, said the market’s early-year rebound reflected investors moving past the shock of the October liquidation.“One of the reasons I think we’ve rallied to start this year is that investors have put October 10 in the rearview,” Hougan said.Market cap rebounds, but risk appetite remains selectiveTotal crypto market capitalization has climbed to its highest level so far in 2026, rising about 10% — roughly $300 billion — since Jan. 1, to reach $3.34 trillion, according to CoinGecko data.Still, Wintermute’s analysis suggests that risk appetite remains selective, with capital favoring large, liquid assets over peripheral tokens. Whether that balance shifts back toward altcoins will likely depend on sustained macro stability, renewed on-chain activity, and a return of higher-conviction narratives.Retail traders’ retreat into Bitcoin and Ether after the October crash reshaped market dynamics in 2025, leaving altcoins without the sustained momentum needed for a true season — a trend that has yet to fully reverse heading into 2026.

Vienna-based crypto exchange Bitpanda is reportedly seeking to go public in Germany at a valuation of roughly $4. 6 billion to $5. 8 billion. source: https://www.theblock.co/post/385494/bitpanda-ipo-2026?utm_source=rss&utm_medium=rss

스페인 정부는 동의 없이 상업적 목적으로 인공지능(AI)을 이용해 개인의 이미지나 음성을 생성하거나 재사용하는 것을 불법으로 규정하는 법안을 승인했다. 이 법안은 아동에 대한 보호를 강화하고 동의 가능 연령을 만 16세로 설정했다. 다만 창작물, 풍자적 콘텐츠 또는 공인에 관한 콘텐츠로 AI 생성임을 명확히 표시한 경우에는 예외를 허용한다.

비트코인이 계속 상승하며 다시 9만5000달러를 돌파했다. 대반등이 올 것인가? 그 배경에는 어떤 동인들인가? 시장에서는 "4년 주기 이론이 무효화됐다", "강세장이 끝났다"고 외치고 있지만, 결론을 내리기에는 너무 이른 것은 아닐까?

모네로가 이번 주 사상 최고가를 경신했다. 디지털 자산에 대한 규제 당국의 감시가 강화되면서 진화하는 암호화폐 생태계에서 금융 프라이버시의 역할에 대한 논쟁이 다시 불붙었다.

인공지능 기술의 지속적인 진화와 중국 규제 체계의 끊임없는 개선에 따라, 국경 간 인수합병 심사와 같은 절차는 더욱 일상화되고 정교해져 글로벌 기술 경쟁의 중요한 축소판이 될 것이다.

이번 강세가 단순히 가격 상승이 아니라 효용성 향상으로 이어져 ETF 시대의 합법성을 온체인 수요로 전환하고, 수동적 보유를 능동적 사용으로 전환하며, 진정한 수익을 창출한다면, 단순히 서사가 바뀌어서가 아니라면 정말 좋을 것이다.

2027년부터 CARF 협정이 CEX 암호자산 정보의 국제적 자동 교환을 시작하며, 과세 폭풍이 다가옴에 따라 온체인 탈중앙화 거래소(DEX)가 유일한 피난처가 된다.

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 아침 8시》 2936호를 발행합니다. 최신·최속의 디지털 화폐 및 블록체인 업계 소식을 제공합니다.

시장 성장이 지속될 것으로 전망되며, RWA와 AI 관련 이야기가 주목받을 것이다.

골든파이낸스가 《골든 Web3.0 일간지》를 출시합니다. 최신 MEME, DeFi, DAO, NFT 및 메타버스 업계 소식을 가장 빠르게 제공합니다.