1. 美联储维持利率不变；2. 何一：Cathie Wood 不是币安用户，币安不服务美国人和美国主体；3. 鲍威尔建议继任者远离政治；4. 美联储 FOMC 声明：美联储理事米兰、沃勒对本次利率决议持反对意见，支持降息 25 个基点；5. 美联储主席鲍威尔：美国经济根基稳固，当前政策有助于在实现两大目标方面取得进展；6. 美联储主席鲍威尔：如果关税通胀触顶后回落，表明我们可以放松政策；7. Coinbase 将 Hyperliquid（HYPE）加入资产路线图；8. 美国证监会发布代币化证券新指导，明确代币化不改变证券法适用；9. MegaETH：公共主网将于 2 月 9 日上线；10. SEC 主席与 CFTC 主席将于 1 月 29 日共同讨论加密时代的监管协调问题；11. Coinbase 预测市场通过 Kalshi 在美国 50 个州全面上线；12. 富达将在以太坊上推出符合 GENIUS 标准的稳定币 FIDD；13. Uniswap：代币拍卖功能将于 2 月 2 日上线网页版应用；14. AI 行业寻求复制加密货币游说成功经验并投入资金参与中期选举；15. 英国广告标准局因“社交不责任”禁止 Coinbase 系列广告；16. 汇丰：Coinbase 反对不会阻碍美国加密市场结构法案进程；17. Altius Labs 联合创始人：华尔街交易机构正向链上转移；18. 易理华：币安与 Tether 应将利润投入 BTC 及 ETH 以支持行业建设；19. Delphi Digital：投机资金正从加密市场流向 AI 与机器人领域；20. 1INCH：团队均未卖出 1INCH 代币，不控制第三方持有者的交易决策。

据链上分析师余烬监测，某地址 (0x9D26...1BfF) 将 4500 万 USDC 转入 Hyperliquid 用于买入 HYPE。目前该地址已消耗 3050 万 USDC 买入 90.9 万枚 HYPE，买入均价为 33.5 美元。该地址购买行为仍在继续，剩余 1450 万 USDC 预计于今日内全部完成买入。

On Jan 29, 2026, 01:27 AM(UTC). According to Binance Market Data, BNB has dropped below 900 USDT and is now trading at 899.25 USDT, with a narrowed narrowed 0.14% increase in 24 hours.

Tokenizing a security does not change its legal status under US law. source: https://www.cryptopolitan.com/sec-issues-guidance-on-tokenized-securities/

Stablecoins are evolving beyond their traditional role as payment instruments, becoming crucial for emerging markets to access and utilize US dollars through crypto payment cards. According to NS3.AI, Galaxy is expanding its investments in stablecoin projects such as Rain and RedotPay, indicating a strategic pivot. The firm foresees stablecoins spearheading innovations in on-chain lending, deposits, and financial products, potentially transforming the internet into a digital banking ecosystem.

The White House convenes a meeting to address disagreements in the stalled crypto bill, focusing on stablecoin yields. source: https://coincu.com/news/white-house-crypto-bill-discussions/

The Trump administration has reopened direct talks between regulators, banks, and crypto companies. CLARITY discussions have resumed after months of regulatory stagnation and institutional hesitation. This meeting matters because it signals coordination, not ideology. Officials want practical alignment between traditional finance and digital asset markets source: https://www.techgaged.com/banks-crypto-and-washington-collide-again-as-clarity-talks-resume/

Galaxy investor Will Nuelle, in a recent interview, reflected on the unexpected success of the 'crypto payment card' sector in 2025. According to Odaily, while the team initially focused on cross-border payments as a core theme, the real breakthrough came from the adoption of crypto payment cards. Nuelle noted that stablecoins did not explode as a payment method but rather served as a gateway for emerging markets to access U.S. dollars, allowing users to spend their savings assets as an alternative to local currency through card formats. In response to this trend, Galaxy increased its investments in projects like Rain and RedotPay. Looking ahead to 2026, Galaxy is focusing on areas such as on-chain lending, savings net interest margin, securitization, and perpetual equity. The company believes stablecoins are reshaping the banking and deposit systems, gradually transforming the internet into a 'bank.'

Network progress is clear. Price conviction is not. source: https://ambcrypto.com/polkadots-smart-contracts-hub-is-live-but-dot-remains-stuck-why/

根据 msx.com 数据，美股收盘，道指涨 0.02%，标普 500 指数跌 0.01%，纳指涨 0.17%。加密板块涨跌不一，CRCL 涨 4%，HUT 涨超 4.46%；ALTS 涨超 3.2%，HODL 跌超 4.26%。据悉，msx.com 是一个去中心化 RWA 交易平台，累计已上线数百种 RWA 代币，涵盖 AAPL、AMZN、GOOGL、META、MSFT、NFLX、NVDA 等美股及 ETF 代币标的。

本次美联储FOMC声明措辞偏鹰派，就业市场企稳，匹配本次政策按兵不动。发布会许多问题与新人选、汇率和政治议题相关，鲍威尔连续用“无可奉告”进行回应。

白银,美股,美元指数,人工智能,全球金融市场展望：2026年结构性变化与潜在波动分析 金色财经,2026年市场虽稳健，但结构性变化预示波动加剧。

金色财经推出加密货币和区块链行业早报《金色早8点》2951期，为您提供最新、最快的数字货币和区块链行业新闻。

纽约证券交易所正在测试，在不依赖延迟交易来管理风险的情况下，一个大型的、受监管的市场能否在这些条件下正常运作。

金色财经推出《金色Web3.0日报》，为您提供最新、最快的MEME、DeFi、DAO、NFT和元宇宙行业新闻。

MSTR 溢价已经完成重置，风险释放相对充分，是否为比特币槓杆投资最佳进场时机？

2026年初，美国加密行业迎来关键转折点——《数字资产市场清晰法案》（CLARITY Act）在参议院审议阶段被推迟。

每一次Crypto的重燃，或者说中本聪写下创世区块的初衷，从来就不是为了“更快、更便宜”。 而是为了反抗。

目前量子计算技术到底发展到了什么阶段、而量子计算机对于区块链的加密算法到底是否会构成实质性威胁？

预测市场巨头卡尔希正深入美国政治核心圈，宣布计划在华盛顿特区开设办事处，并招募来自两党的资深政策专家。