特朗普：提名凯文·沃什为美联储主席。

2026年1月30日（周五），全球金融市场经历了罕见的剧烈震荡，让无数玩家心惊肉跳。

前 Coinbase 的首席技术官和 A16z 的普通合伙人 Balaji 在 X 平台发文表示，法币危机已经开启，比特币的核心价值主张在于抗审查性。Balaji 认为，虽然黄金在高度组织化的国家具有价值，但同时也面临被追踪和没收的风险。相比之下，以比特币为代表的数字黄金（及加密货币）具有不可见性、国际化、即时性及互联网原生属性，在可运输性、可编程性和易验证性方面优于实物黄金。Balaji 指出，随着黄金价格上涨，针对实物黄金征税或没收的行为也会增加。其预测中国等东方国家可能会重新转向金本位、数字金本位或两者的混合体系，而互联网将通过数字黄金及可加密、可验证的数字资产取代美元。此外，Balaji 建议投资者在主权债务危机加深背景下，应考虑撤出 G7 国家等高度依赖美元的地区，并强调在当前环境下，地理位置的选择比资产配置更为重要。

There's been a sharp drop in the number of people who own crypto in the UK, but those still HODLing are adding to their positions. source: https://cryptonews.com/exclusives/fascinating-report-exposes-new-trends-in-uk-crypto-ownership/

New Jersey Governor Mikie Sherrill has declared an energy cost emergency in response to soaring electricity prices, according to Jin10. This move fulfills a campaign promise and serves as a warning to utility companies across the United States. The surge in electricity costs is attributed to the increasing demand on the power grid from artificial intelligence data centers. Residents in New Jersey are experiencing higher electricity price hikes compared to most other regions. To address this, Sherrill has introduced a series of measures, including direct subsidies funded by the state government to offset the rising costs. Additionally, she has instructed regulatory bodies to pause or modify utility companies' investment plans and to review their business models. With gubernatorial elections set to take place in several U.S. states in 2026, New Jersey's actions may inspire similar measures elsewhere. For utility investors focused on AI growth narratives, such interventions are emerging as significant political risks.

아서 헤이즈는 최근 비트코인 가격 하락이 미국 달러 유동성 경색과 시기적으로 일치한다고 밝혔습니다. 계속 읽어보세요: BitMEX 창립자 아서 헤이즈는 최근 비트코인 가격 하락의 원인을 바로 이것으로 지목했습니다! 자세한 내용은 다음과 같습니다 source: https://kr.bitcoinsistemi.com/bitmex-founder-arthur-hayes-attributed-the-recent-drop-in-bitcoin-to-this-reason-here-are-the-details/

Arthur Hayes stated that the recent price drop in Bitcoin coincided with a tightening of US dollar liquidity. Continue Reading: BitMEX Founder Arthur Hayes Attributes Bitcoin’s Recent Drop to This Reason! Here Are the Details source: https://en.bitcoinsistemi.com/bitmex-founder-arthur-hayes-attributes-bitcoin-s-recent-drop-to-this-reason-here-are-the-details/

Bitcoin's electricity cost metric is raising concerns for bullish investors, with a potential 'miner exodus' contributing to a bearish outlook. According to Cointelegraph, the cryptocurrency could see its value drop toward the $59,000–$74,000 range, which aligns with the estimated costs of mining a single Bitcoin. As of January, the average electricity cost to mine one Bitcoin is approximately $59,450, while the net production expenditure stands at about $74,300, based on data from Capriole Investments, a crypto-focused hedge fund. Bitcoin was trading at around $82,500 on Friday, remaining above the miners' estimated costs. However, many miners can continue operations even if the price falls below the average cost. The market has room to decline toward the $74,300–$59,450 zone before miners experience significant financial strain, according to Charles Edwards, founder of Capriole Investments. Edwards highlighted the ongoing 'Bitcoin miner exodus' as a factor contributing to the bearish outlook. The hash rate for Bitcoin dropped to mid-2025 levels at the end of January, with some analysts suggesting that miners may have shifted resources to power AI operations, while others attributed the decline to the US winter storm. Despite the hash rate dips, Bitcoin has historically rebounded, as noted by Jeff Feng, co-founder of Sei Labs. When miners shut down, the network adjusts by lowering mining difficulty over time, making it easier and cheaper for remaining miners to earn Bitcoin, thus stabilizing the network. Following China's 2021 mining ban, the hash rate fell by about 50%, causing Bitcoin's price to drop from approximately $64,000 to $29,000. However, the price recovered to $69,000 within five months. As of Friday, Bitcoin's fair price was estimated at around $120,950, based on its energy value—a metric that calculates Bitcoin's fair value using the network's energy and production inputs. Historically, Bitcoin tends to climb back toward its energy value after a prolonged downtrend, suggesting that the price could bottom anywhere from $74,300 to $59,450, with any rebound potentially triggering a mean-reversion move toward the energy value price.

由于电力成本上升及哈希率下降，比特币矿工正出现迁徙迹象。数据显示，目前开采单枚比特币的平均电力成本约为 59,450 美元，净生产支出约为 74,300 美元。尽管比特币交易价格约为 82,500 美元，高于矿工平均成本，但 Capriole Investments 创始人 Charles Edwards 表示，市场仍有跌至 74,300 美元至 59,450 美元区间的空间。此外，1 月底比特币哈希率降至 2025 年中期水平，分析认为这与矿工将资源重新分配至 AI 业务以及美国冬季风暴有关。根据能源价值模型，比特币目前的公允价格约为 120,950 美元。Sei Labs 联合创始人 Jeff Feng 表示，哈希率下降后网络难度会随之调整，历史上比特币在长期下跌后通常会向能源价值回归。（Cointelegraph）

The Democratic Party of South Korea has proposed tabling the Virtual Asset Phase 2 Act ahead of the Lunar New Year, aiming to regulate stablecoins and shareholder limits. source: https://www.cryptopolitan.com/south-koreas-table-virtual-asset-phase-2/

null source: https://x.com/reutersbiz/status/2017198710271148083

加密货币,币圈刑案的黑与白：侦查人员“偷币”该当何罪？ 金色财经,侦查人员在办案过程中，如何保证职务行为的廉洁性？

英国广告标准管理局禁止了Coinbase的一项广告活动，因其暗示加密货币可缓解生活成本压力，同时淡化投资风险。该裁决涉及一段两分钟视频及三张海报，这些采用幽默讽刺手法的广告被监管机构认定可能误导缺乏经验的投资者。

哈萨克斯坦正将没收的加密货币转化为国家支持的数字财富，利用从犯罪分子手中查获的资产为其新宣布的国家加密货币储备提供资金。

市场波动从不缺解释，绝大多数只是事后安慰。早上的市场波动被解释成与Warsh即将被提名美联储主席有关。

欧洲正推进数字欧元计划，以减少对外国支付系统的依赖——这些系统被视为长期风险。欧洲央行计划于2027年启动试点，2029年前全面推行，旨在提供与现金并行的公共数字支付选项，同时确保银行在支付体系中的核心地位。

比特币周五早盘跌至81,058美元的九个月低点，引发了一波残酷的强制平仓浪潮。随着地缘政治紧张局势加剧、白宫发出新的关税威胁，以及科技和人工智能领域再度引发担忧，交易员们纷纷抢先规避风险。

Hyperliquid创始人Jeff Yan分享了他的职业历程与对加密交易的深刻洞察。

当黄金和白银持续创出新高、Trade.xyz的日交易量逼近 20 亿美元，而 Binance 又几乎没有犹豫地上线 TSLA 永续合约时，趋势已经很难再被忽视。

本文透过历史纵深与金融实战，揭示了一个更为冷峻的真相：资本出逃并非系统失常，而是一种高度理性的经济战争行为。