Ethereum is quietly reinforcing its position as the backbone of onchain lending and borrowing, pulling decisively ahead of every competing network. According to Token Terminal data, active loans across Ethereum-based lending platforms have climbed to around $28 billion, marking a dramatic expansion from the lows seen in early 2023. source: https://www.ethnews.com/ethereum-tightens-its-grip-on-onchain-credit-markets/

The likelihood of a U.S. government shutdown by January 31 has surged to approximately 78%, prompting investors to turn to safe-haven assets such as gold and silver. According to NS3.AI, this development has caused a significant drop in crypto market sentiment, which has fallen to 'Extreme Fear' on the Crypto Fear and Greed Index. Concerns over delayed economic data and increased market volatility are contributing to this sentiment. Historically, precious metals have shown strong rallies during government shutdowns, while cryptocurrencies like Bitcoin tend to experience increased volatility and downside risk. Investors are closely monitoring these trends as the situation unfolds.

Coinbase’s CEO, Brian Armstrong, claims that the leader of a top 10 global bank now views crypto as their “number one priority” and an “existential” necessity, as he reported a few themes and personal takeaways from the week-long World Economic Forum on his X account. Brian Armstrong, the CEO of the leading exchange Coinbase, shared […] source: https://www.cryptopolitan.com/armstrong-bank-crypto-number-one-priority/

Ukraine blocks Polymarket due to unresolved legal issues amid current wartime legislative limitations. source: https://coincu.com/news/ukraine-polymarket-legal-issues/

XRP experiences a decline of 4% in value as traders closely monitor the situation to determine if the critical support level at $1.88 will hold steady amidst ongoing market fluctuations and uncertainties. source: https://www.coindesk.com/markets/2026/01/25/xrp-drops-4-as-traders-watch-whether-usd1-88-support-holds

The calls of a potential Bitcoin supercycle in 2026 intensified over the past week after former Binance CEO Changpeng ‘CZ’ Zhao — yet another prominent voice in crypto — laid out his predictions for the new year. However, a popular analyst on the social media platform X has released an opposing view, predicting a deep bottom for the BTC price this year. BTC Price At Risk Of Further 65% Decline In a January 25th post on the X platform, prominent crypto trader Ali Martinez said, in a sarcastic tone, that “the super cycle is super cycling. ” In what seemed like a response to the buzz around CZ’s Bitcoin supercycle projection, the market pundit tempered the expectations with a $31,000 price bottom call for the premier cryptocurrency in 2026 source: https://www.newsbtc.com/news/is-bitcoin-supercycle-truly-on-the-horizon/

null source: https://x.com/cointelegraph/status/2015485011055583659

President Donald Trump on Saturday warned Canada that the US would impose a 100% tariff on goods sold in the US if Canada strikes a trade deal with China. source: https://catenaa.com/markets/special-reports/trump-to-impose-100-tariff-on-canada-for-a-china-deal/

Ledger, a prominent manufacturer of cryptocurrency hardware wallets, is reportedly preparing for a $4 billion initial public offering (IPO) on the New York Stock Exchange in 2026. According to NS3.AI, this strategic move reflects the company's confidence in the rising demand for secure crypto storage solutions. Ledger's decision to pursue an IPO aims to leverage the growing interest from both institutional and retail sectors in cryptocurrency custody. The company is positioning itself to capitalize on the expanding market for secure digital asset management.

The CLARITY Act's Section 404 introduces significant changes to stablecoin platforms by prohibiting yield payments solely for holding stablecoins, aiming to prevent them from functioning like traditional bank deposits. According to NS3.AI, the legislation allows rewards linked to active participation, including transactions, liquidity provision, or governance activities, thereby transforming the structure of crypto rewards. Additionally, the Act requires transparent disclosures and restricts issuer involvement in reward programs, which may present compliance challenges and impact platform partnerships.

ARK의 연간 연구 보고서 《Big Ideas》는 이미 10년 연속으로 발간되고 있다. 이는 단순한 업계 전망이 아니라, 오히려 '향후 10년간의 기술 로드맵'에 가깝다.

골든 위클리는 골든 캐피털이 선보이는 주간 블록체인 업계 요약 코너로, 일주일 간의 주요 뉴스, 채굴 정보, 프로젝트 동향, 기술 발전 등 업계 소식을 다룹니다.

2026년 1월 24일, OKX '설날 저녁 식사' 행사가 예정대로 개최되었다.

우리는 종종 기사 제목 속 과장된 스테이블코인 거래량에 현혹되어, V/M 거래량을 뛰어넘는 흥분에 빠져 "계획 취소, 우승 준비"라는 SWIFT 대체의 꿈을 꾸곤 한다.

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 아침 8시》 2947호를 발행합니다. 최신·최속의 디지털 화폐 및 블록체인 업계 소식을 제공합니다.

DAT 모드, 금리 인하 사이클, 암호화폐 정책 및 스테이블코인의 글로벌화 속에서 4년 주기라는 대법칙은 이미 무효화되었다고 판단합니다. 현재는 암호화폐를 매수하기 가장 좋은 시점이며, 특히 이더리움(ETH)이 이번 강세장에서 가장 큰 수혜자가 될 것입니다.

개인이 주식 시장에서 높은 수익을 얻을 기회는 점점 희박해지고 있으며, 그 원인은 기업의 상장 지연과 관련이 있을 수 있다.

미래는 단번에 이루어지지 않는다. 추세를 일찍 간파하는 사람들은 미래의 선점을 위한 기회를 잡을 수 있을 것이다.

블록체인 기술로 강화된 디지털 경제 + 인공지능 = 산업 혁신 × N = 도시 혁신 이는 다양한 분야에 독자적인 시나리오와 솔루션을 창출할 것입니다. 민생 분야 애플리케이션 시나리오의 확대로 1인당 GDP가 약 53% 상승할 전망입니다!

"오늘 아침 우리는 월가를 점령했다; 오늘 밤 우리는 하늘을 점령했다." 1월 22일, 암호화폐 수탁 서비스 대기업 BitGo가 정식 상장하며 2026년 암호화폐 IPO의 첫 포문을 열었다.