数据显示 1 月中旬比特币期权的未平仓合约总额增至约 741 亿美元，首次超过比特币期货约 652.2 亿美元的未平仓合约总额。分析指出，当期权未平仓合约超过期货时，通常表明市场正从原始的定向杠杆转向更结构化的风险敞口，例如对冲、收益策略和波动率头寸。另据 Checkonchain 的数据显示，去年 12 月底期权未平仓合约量出现急剧下降，随后在 1 月初重建，这符合主要到期日过后市场重建风险的模式，相比之下同期期货未平仓合约量的变化则更为平稳。（CryptoSlate）

1.币安将上线BTC/U等现货交易对并开放交易机器人服务；2.Gate Launchpad正式开启第6期Immunefi（IMU）认购 ；3.某巨鲸从币安提取32395枚ETH，价值1.0375亿美元；4.币安将于2026年1月20日移除多个现货交易对；5.Vitalik Buterin ：对原生Rollup态度转向支持，ZK时间表逐渐成熟；6.Vitalik Buterin：我们需要更多、更好的DAO，而非仅由代币投票控制的金库；7.X产品负责人：创作者收入仅统计首页时间线浏览量，回复不再计入；8.厦门检察通报：公司员工侵占153万元炒作BTC等虚拟币亏损殆尽获刑；9.Sol Meme币GAS日内暴跌82%，市值跌破300万美元；10.币安钱包：SentientAGI（SENT）Pre-TGE积分门槛为225分，参与将消耗15积分；11.韩国关税厅破获利用虚拟资产非法换汇案件，涉案金额约1400亿韩元；12.分析师：市场将关注“TACO交易”，特朗普可能将关税威胁作为谈判策略。

Ethereum-linked exchange-traded products were among the strongest crypto-related performers in December, according to data from ETFGI. source: https://cryptonews.com/news/ethereum-etfs-stand-out-in-december-inflows-etfgi/

A Polymarket trader netted $233,000 by exploiting low-liquidity weekend trading and automated bots during a short-term XRP price bet. source: https://www.cryptopolitan.com/polymarket-trader-nets-233k-on-xrps-5-dip/

null source: https://x.com/cryptoquant_com/status/2013210830196580521

تراجع سوق العملات الرقمية بأكثر من 100 مليار دولار خلال 24 ساعة، بعدما هبط سعر البيتكوين صباح الاثنين إلى ما دون 92,000 دولار في بداية أسبوع يشهد تصاعد غير معتاد في التوترات الجيوسياسية. source: https://arab-btc.net/crypto-markets-shed-over-100b/

Spot Bitcoin exchange-traded funds (ETFs) recorded their strongest weekly inflows since early October, signaling a renewed return of institutional capital as selling pressure from large holders continues to ease. According to data from SoSoValue, US-listed spot Bitcoin ETFs attracted $1. 42 billion in net inflows over the past week, marking the largest weekly total in more than three months. ETF inflows spike midweekETF demand accelerated sharply during the middle of the week source: https://www.binance.com/en/square/post/35292398734673?utm_source=BinanceNewsRSS

Spot Bitcoin exchange-traded funds (ETFs) recorded their strongest weekly inflows since early October, signaling a renewed return of institutional capital as selling pressure from large holders continues to ease.According to data from SoSoValue, US-listed spot Bitcoin ETFs attracted $1.42 billion in net inflows over the past week, marking the largest weekly total in more than three months.ETF inflows spike midweekETF demand accelerated sharply during the middle of the week.Wednesday recorded the largest single-day inflow at approximately $844 millionTuesday followed with about $754 million in net inflowsDespite a late-week pullback — including $395 million in outflows on Friday — the strong midweek demand was enough to lift the weekly total to its highest level since early October, when ETFs pulled in roughly $2.7 billion.The pattern suggests institutional buyers are selectively re-entering the market through regulated investment vehicles.Ether ETFs also see renewed interestSpot Ether ETFs showed a similar, though smaller, inflow pattern.Tuesday: ~$290 million net inflowsWednesday: ~$215 million net inflowsHowever, late-week selling trimmed gains, with roughly $180 million in outflows on Friday, bringing Ether ETF inflows to around $479 million for the week.Institutional bid strengthens as whale selling easesVincent Liu, chief investment officer at Kronos Research, said the data points to a gradual return of long-only institutional allocators.“ETF inflows point to long-only investors re-entering via regulated channels,” Liu told Cointelegraph.He added that onchain indicators show Bitcoin whale selling has declined compared with late December, easing a major source of distribution pressure.“ETF absorption alongside whale stabilization implies tightening effective supply and a more risk-on market environment,” Liu said.With fewer large holders distributing coins and ETFs continuing to absorb spot supply, available Bitcoin liquidity appears to be tightening beneath the market — even as price volatility remains elevated.Early-stage shift, not full confirmationDespite improving signals, Liu cautioned that the trend remains in its early stages.“This is an early phase of the shift, rather than full confirmation,” he said.Still, the combination of steady ETF inflows, reduced whale selling and improving market structure suggests a more durable institutional bid may be forming.“Odds point to more green days, though not in a straight line,” Liu added. “ETF inflows are providing a structural bid while easing whale selling suggests dips are more likely to be absorbed.”Short-term inflows alone may not sustain ralliesNot all analysts are convinced that ETF inflows are enough to drive a lasting uptrend on their own.According to Bitcoin macro research firm Ecoinometrics, recent ETF inflow spikes have often triggered short-lived price rebounds rather than sustained rallies.The firm noted that while positive inflow days can stabilize prices, Bitcoin typically requires multiple consecutive weeks of strong ETF demand to shift the broader trend meaningfully.Without sustained inflows, price strength has historically faded once ETF buying slows, suggesting that consistency — not isolated surges — remains the key factor for a durable recovery.

Bitcoin came under heavy selling pressure on Monday as renewed trade war tensions between the United States and Europe triggered a broad risk-off move across global markets, sending gold futures to record highs. Bitcoin drops as macro uncertainty returnsBitcoin fell nearly 3. 6% within hours, sliding from around $95,450 to below $92,000, according to TradingView data. The sudden decline sparked aggressive liquidations across derivatives markets source: https://www.binance.com/en/square/post/35292301048146?utm_source=BinanceNewsRSS

Bitcoin came under heavy selling pressure on Monday as renewed trade war tensions between the United States and Europe triggered a broad risk-off move across global markets, sending gold futures to record highs.Bitcoin drops as macro uncertainty returnsBitcoin fell nearly 3.6% within hours, sliding from around $95,450 to below $92,000, according to TradingView data.The sudden decline sparked aggressive liquidations across derivatives markets. More than $750 million in long positions were wiped out in four hours, pushing total 24-hour liquidations beyond $860 million, data from Coinglass shows.At the time of writing, Bitcoin had recovered slightly to around $92,580, but remained under pressure as traders reassessed macro risk.Gold and silver surge as investors seek safetyWhile crypto and equities weakened, capital rotated sharply into traditional safe-haven assets.Gold futures surged to a record high of $4,667 per ounce, while silver futures climbed above $93 per ounce, marking the highest level in history, according to Google Finance.The move highlights a growing short-term divergence between digital assets and hard commodities during periods of geopolitical stress.U.S. equity futures also traded lower, reflecting heightened uncertainty ahead of Wall Street’s full reopening.EU threatens retaliation over Trump tariff planMarket volatility intensified after U.S. President Donald Trump announced plans to impose 10% tariffs starting Feb. 1 on imports from several European countries, including:DenmarkSwedenFranceGermanyNetherlandsFinlandThe tariff rate would increase to 25% by June if negotiations fail. Trump also named the United Kingdom and Norway among countries that could face higher U.S. levies.The announcement is linked to escalating tensions surrounding Greenland, which has emerged as a new flashpoint in transatlantic relations.European leaders responded swiftly. French President Emmanuel Macron urged the European Union to activate its “anti-coercion instrument,” widely referred to as the EU’s “trade bazooka.”The mechanism would allow Brussels to restrict U.S. access to European markets. EU officials are also weighing €93 billion ($108 billion) in previously delayed retaliatory tariffs.“At least judging from the first reactions, some European leaders are willing to play hardball,” said Carsten Brzeski, global head of macro at ING, according to CNN.Trade war fears drive risk-off sentimentCrypto analysts say the tariff escalation is reinforcing a defensive posture across risk assets.“Trump’s tariff threats are reviving trade war fears and pushing markets into a risk-off mode,” said Andri Fauzan Adziima, research lead at Bitrue.“Bitcoin still behaves like a high-beta technology asset. When macro uncertainty spikes, it gets hit first.”Jeff Mei, chief operating officer at BTSE, said investors are currently pricing in worst-case outcomes.“This time the tariffs target some of America’s closest allies,” Mei said.“If U.S. markets conclude that these threats are credible, institutions may continue reducing exposure.”volatility likely to persistAnalysts caution that Bitcoin’s short-term trajectory remains highly sensitive to geopolitical developments, particularly trade policy, inflation expectations and liquidity conditions.While previous macro-driven sell-offs have ultimately given way to recoveries, the immediate environment favors capital preservation rather than risk expansion.With gold and silver entering price discovery and crypto facing renewed volatility, markets appear set for continued turbulence until clarity emerges on the U.S.–EU trade negotiations.

韩国当局破获一个国际加密货币犯罪团伙，该团伙通过国内外账户洗钱约1500亿韩元（1.017亿美元）。三名中国籍嫌疑人因伪装成整容手术费、留学费等合法支付用途挪用资金，面临起诉。

美国联邦检察官指控59岁的委内瑞拉籍公民豪尔赫·菲盖拉策划了一项涉嫌利用加密货币进行洗钱的10亿美元操作，当局称此案是司法部迄今追查的同类案件中规模最大的案件之一。

一场横跨政治、金融与个人命运的冲突，正在特朗普家族与华尔街之间展开。

某加密钱包因所有者遭遇社会工程学诈骗，损失逾2.82亿美元的比特币和莱特币。被盗资金大部分被转换为门罗币并转移至多个区块链网络，导致该币种价格急剧飙升。

美国总统唐纳德·特朗普威胁对八个欧洲国家征收全面关税，重新点燃了正开始在全球市场（包括比特币市场）蔓延的地缘政治不确定性。总统表示，除非丹麦同意将格陵兰岛出售给美国，否则将从2月起对丹麦、挪威、瑞典、法国、德国、英国、荷兰和芬兰征收10%的关税，并于6月升至25%。

关于格陵兰岛关税事件及特朗普“关税策略”的深度分析。

Coinbase,Coinbase：从边缘项目到全球金融基础设施的演进 金色财经,在混乱中建立秩序，从反叛合规走向系统性垄断。

人工智能,a16z：万物 Palantir 化背后 一场注定失败的模仿秀 金色财经,拆解 Palantir 模式真正可复制的部分。

买台电脑，建立你的「灵感数据源」，去打下你的第一口微型油井。

X平台在2025年底创下创作者收益支付纪录，并宣布设立百万美元奖金评选年度最佳长文，以此推动2026年成为"创作者之年"。该平台正将收益导向转向主页时间线上的真实浏览量，同时提升文字内容权重，旨在吸引优质创作者并促进变现能力。