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.

SoSoValue 데이터에 따르면, 어제(미국 동부 시간 1월 13일) 이더리움 현물 ETF의 총 순유입액은 1억 3000만 달러였다. 어제 하루 동안 순유입액이 가장 많았던 이더리움 현물 ETF는 블랙록(Blackrock)의 ETF ETHA로, 하루 순유입액은 5330만 5500달러였으며, 현재 ETHA의 누적 순유입액은 126억 9200만 달러에 달한다. 그 다음은 그레이스케일(Grayscale) 이더리움 미니 트러스트 ETF ETH로, 일일 순유입액은 3,541만 7,100달러이며 현재 ETH의 누적 순유입액은 15억 6,600만 달러에 달한다. 기사 작성 시점 기준, 이더리움 현물 ETF의 총 순자산 가치는 196억 1500만 달러이며, ETF 순자산 비율(시가총액 대비 이더리움 총 시가총액 비중)은 5.07%에 달한다. 누적 순유입액은 이미 125억 6900만 달러에 이르렀다.

SoSoValue 데이터에 따르면, 어제(미국 동부 시간 1월 13일) 비트코인 현물 ETF의 총 순유입액은 7억 5,400만 달러였다. 어제 하루 순유입액이 가장 많았던 비트코인 현물 ETF는 피델리티(Fidelity) ETF인 FBTC로, 하루 순유입액은 3억 5,100만 달러였으며 현재 FBTC의 누적 순유입액은 121억 8,500만 달러에 달한다. 다음으로 비트와이즈(Bitwise) ETF인 BITB가 하루 순유입액 1억 5,900만 달러를 기록했으며, 현재 BITB의 누적 순유입액은 23억 1,700만 달러이다. 기사 작성 시점 기준, 비트코인 현물 ETF의 총 순자산 가치는 1230.03억 달러이며, ETF 순자산 비율(시가총액 대비 비트코인 총 시가총액 비중)은 6.52%에 달한다. 누적 순유입액은 이미 572.73억 달러에 이르렀다.

Bitcoin’s derivatives market is undergoing a structural shift, with options activity now surpassing futures — a signal that institutional investors are increasingly prioritizing hedging and volatility management over leverage-driven speculation.Key takeawaysBitcoin options open interest has exceeded futures since July 2025Options now total ~$65B in open interest versus ~$60B in futuresBlackRock’s IBIT controls a record 52% of BTC options open interestBullish has surged past Binance, OKX, and CME in options tradingOptions eclipse futures as BTC trades in a tighter rangeWith Bitcoin trading largely between $80,000 and $95,000 since November, derivatives activity has shifted decisively toward options.According to Checkonchain data, aggregate Bitcoin options open interest has climbed to roughly $65 billion, overtaking futures open interest at around $60 billion. Options have now maintained their lead over futures for more than six months, marking a notable change in market structure.This transition reflects a move away from leverage-heavy directional bets toward strategies focused on volatility, downside protection, and portfolio risk management, which are typically favored by institutional investors.Why options matter for market stabilityUnlike futures, options grant the right — but not the obligation — to buy or sell an asset at a fixed price before expiry. This makes them especially useful for hedging and volatility strategies, rather than pure speculation.Historically, futures dominance has been associated with higher leverage and sharper price swings. The growing prominence of options suggests a maturing market that may be more resilient to sudden liquidation cascades.The contrast was evident late last year. When Bitcoin hit a record high near $126,000 in October, options open interest surged to almost $120 billion. As contracts expired toward year-end, options exposure declined naturally, while futures open interest collapsed from roughly $94 billion as leveraged positions were wiped out during Bitcoin’s subsequent 35% drawdown.BlackRock’s IBIT dominates Bitcoin options marketThe Bitcoin options landscape is now increasingly shaped by BlackRock’s iShares Bitcoin Trust.Data shows iShares Bitcoin Trust (IBIT) accounts for approximately $33 billion in options open interest, representing a record 52% share of the entire Bitcoin options market.IBIT options launched in November 2024 and have rapidly become the preferred vehicle for institutional exposure. Reflecting this demand, Nasdaq ISE recently applied to raise IBIT options position limits from 250,000 contracts to 1 million, underscoring the scale of institutional participation.Deribit loses share as Bullish surgesThe rise of ETF-linked options has gradually eroded the dominance of crypto-native venues.Deribit, now owned by Coinbase, currently holds around $26 billion in Bitcoin options open interest — down sharply from $43 billion prior to the year-end expiries. Its market share has slipped below 39%, compared with more than 90% five years ago.Meanwhile, Bullish Exchange has emerged as a fast-growing competitor. The platform has surpassed $3 billion in notional Bitcoin options open interest after only a few months of trading.Bullish has now overtaken Binance, OKX, and CME, trailing only Deribit in Bitcoin options activity.Why it mattersThe shift toward options dominance signals a deeper institutionalization of Bitcoin markets.As ETF-linked options grow and leverage-driven futures trading fades, Bitcoin price action may become less volatile and more range-bound, reflecting structured hedging rather than speculative excess.For long-term investors, the trend suggests Bitcoin is increasingly behaving like a macro asset with institutional risk controls, rather than a purely speculative instrument — a development that could reshape market dynamics in the years ahead.

Prediction markets kicked off 2026 with record-breaking activity, defying growing regulatory pressure in the United States and abroad. Total prediction market trading volume reached $701. 7 million on Monday, the highest daily figure on record, according to Dune Analytics data cited by Gate Research. Key takeawaysPrediction market volume hit an all-time high of $701 source: https://www.binance.com/en/square/post/35059585445258?utm_source=BinanceNewsRSS

Prediction markets kicked off 2026 with record-breaking activity, defying growing regulatory pressure in the United States and abroad.Total prediction market trading volume reached $701.7 million on Monday, the highest daily figure on record, according to Dune Analytics data cited by Gate Research.Key takeawaysPrediction market volume hit an all-time high of $701.7MKalshi accounted for roughly two-thirds of total activityAdoption continues despite U.S. and international regulatory scrutinyExchanges and wallets are accelerating prediction market integrationsKalshi dominates record prediction market volumeU.S.-regulated prediction market Kalshi led trading activity, posting $465.9 million in volume, or roughly two-thirds of the daily total.Competitors Polymarket and Opinion collectively recorded around $100 million in trades.The latest figure surpassed the previous daily record of $666.6 million, set just one day earlier, underscoring the rapid acceleration of user activity across prediction platforms.Prediction markets have emerged as one of crypto’s fastest-growing use cases since mid-2025, driven by demand for real-time information markets covering politics, economics, sports, and global events.Crypto firms and Wall Street move into prediction marketsThe surge in activity has not gone unnoticed.Major crypto firms — including Coinbase and Gemini — have already integrated, or announced plans to integrate, prediction markets into their platforms.Self-custody wallets such as MetaMask have also expanded access to prediction markets, lowering barriers for retail participation.The momentum has attracted growing interest from Wall Street, with leading platforms Kalshi and Polymarket now reportedly carrying multi-billion-dollar valuations, reflecting expectations that prediction markets could become a core financial primitive.Regulatory scrutiny intensifiesDespite the record activity, prediction markets are facing renewed regulatory attention.Earlier this month, an anonymous user on Polymarket placed a $30,000 wager predicting the removal of Venezuelan President Nicolás Maduro just hours before his capture — a bet that paid out over $400,000 and triggered concerns about potential insider information.In the U.S., lawmakers in New York are reviewing proposed legislation that would restrict or ban certain prediction markets tied to politics, sports, and financial assets.Other states — including Connecticut, Nevada, and New Jersey — have also attempted to limit prediction market operations, prompting legal challenges from platform operators.On Monday, a Tennessee federal judge temporarily blocked state regulators from taking action against Kalshi, which had sued after being ordered to halt its sports-related contracts.International pressure is also mounting. In December, Ukraine blocked access to Polymarket, classifying prediction markets as a form of gambling under local law.Why it mattersThe surge to $702 million in daily volume highlights the resilience and growing demand for prediction markets — even as regulators attempt to rein them in.As platforms gain mainstream distribution through exchanges and wallets, prediction markets are increasingly viewed not just as speculative tools, but as alternative information markets that challenge traditional polling, forecasting, and derivatives.Whether regulators ultimately constrain or formalize the sector may determine whether prediction markets become a permanent fixture of global finance — or remain a contentious frontier at the edge of crypto innovation.

Corporate Bitcoin treasuries are accumulating BTC at a pace that far exceeds new supply, underscoring a growing structural demand dynamic in the market. Over the past six months, corporate digital asset treasuries (DATs) added a net 260,000 Bitcoin, nearly three times the estimated 82,000 BTC mined over the same period, according to data published by Glassnode. Key takeawaysCorporate Bitcoin treasuries grew by ~260,000 BTC in six monthsTreasury accumulation outpaced mining supply by roughly 3-to-1Strategy now controls about 60% of all corporate BTC holdingsETF demand could further tighten supply if inflows persistCorporate Bitcoin holdings expand sharplyGlassnode data shows that Bitcoin held on corporate balance sheets increased from roughly 854,000 BTC to 1. 11 million BTC over the past six months — a 30% expansion in total holdings source: https://www.binance.com/en/square/post/35059505938882?utm_source=BinanceNewsRSS

Corporate Bitcoin treasuries are accumulating BTC at a pace that far exceeds new supply, underscoring a growing structural demand dynamic in the market.Over the past six months, corporate digital asset treasuries (DATs) added a net 260,000 Bitcoin, nearly three times the estimated 82,000 BTC mined over the same period, according to data published by Glassnode.Key takeawaysCorporate Bitcoin treasuries grew by ~260,000 BTC in six monthsTreasury accumulation outpaced mining supply by roughly 3-to-1Strategy now controls about 60% of all corporate BTC holdingsETF demand could further tighten supply if inflows persistCorporate Bitcoin holdings expand sharplyGlassnode data shows that Bitcoin held on corporate balance sheets increased from roughly 854,000 BTC to 1.11 million BTC over the past six months — a 30% expansion in total holdings.At current prices, the additional BTC accumulated is valued at approximately $25 billion, equivalent to around 43,000 BTC per month. Glassnode described the trend as evidence of the “steady expansion of corporate balance-sheet exposure to Bitcoin.”By comparison, Bitcoin miners produce an average of 450 BTC per day, resulting in about 82,000 newly mined coins over the same timeframe. The imbalance highlights a potentially favorable supply-demand setup, particularly if accumulation continues. Strategy dominates corporate Bitcoin ownershipThe vast majority of corporate Bitcoin holdings remain highly concentrated.Strategy, led by Michael Saylor, currently holds 687,410 BTC, representing roughly 60% of all Bitcoin held by public and private company treasuries. At current market prices, those holdings are valued at approximately $65.5 billion.The firm recently resumed aggressive accumulation, disclosing the purchase of 13,627 BTC between January 5 and January 11, its largest acquisition since July.The second-largest corporate holder is MARA Holdings, which holds 53,250 BTC, worth about $5 billion, according to industry tracking data.ETF demand could reinforce the supply squeezeBeyond corporate treasuries, spot Bitcoin exchange-traded funds (ETFs) may further amplify demand pressures.Matt Hougan, chief investment officer at Bitwise, said that Bitcoin’s price could enter a parabolic phase if ETF demand remains sustained.“Since ETFs debuted in January 2024, they’ve been buying more than 100% of the new supply of bitcoin,” Hougan said, noting that prices have not yet accelerated sharply because existing holders have been willing sellers. If that selling pressure fades, he argued, the supply imbalance could become more visible in price action.U.S. spot Bitcoin ETFs recorded nearly $22 billion in net inflows during 2025, with BlackRock’s iShares Bitcoin Trust (IBIT) accounting for the largest share.The start of 2026 has been more mixed, with roughly $1.9 billion in inflows and $1.38 billion in outflows, leaving net inflows just above $500 million so far this year.

KB국민카드(KB Kookmin Card)는 스테이블코인 결제 관련 특허를 출원했다. 이 특허는 하이브리드 결제 시스템을 포함하며, 사용자가 블록체인 디지털 지갑 주소를 기존 신용카드에 연동해 결제 시 지갑 내 스테이블코인 잔액을 우선 사용하고 부족분은 신용카드로 보충해 결제를 완료할 수 있도록 한다. KB국민카드는 이 설계가 기존 신용카드 결제 인프라, 사용자 경험, 포인트 및 보장 체계를 유지하면서 디지털 자산 결제 진입 장벽을 낮추고 스테이블코인이 소수 시나리오에서 주류 금융 시스템으로 진출하도록 촉진하기 위한 것이라고 설명했다. 회사 관계자는 향후 규제 및 시장 조건을 종합적으로 고려해 해당 기술의 실제 적용 경로를 평가할 것이며 소비자 보호를 최우선으로 할 것이라고 밝혔다. 보도에 따르면, 이번 조치는 한국이 스테이블코인 규제 프레임워크를 추진 중인 시점에 이루어졌다. 관련 정책 추진에 따라 한국은 은행 연합을 핵심으로 한 자국 통화 기반 스테이블코인 발행 메커니즘을 연구 중이며, 올해 1분기 내 《디지털자산기본법》의 최종 시행을 추진할 계획이다. (The Block)

The patent application covers a hybrid payment system that allows users to spend stablecoins through their existing credit cards. source: https://www.theblock.co/post/385500/south-korea-kb-patent-stablecoin?utm_source=rss&utm_medium=rss

머스크는 같은 날 두 차례에 걸쳐 "2026년이 바로 특이점의 해"라고 단언하며, AI를 멈출 수 없는 초음속 쓰나미에 비유했다. 기술 곡선은 이제 '특이점의 벽'을 세우고 있다.

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.

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.