PANews posted on X (formerly Twitter). USD1 is no longer just a stablecoin story; it has evolved into a political theater. The developments surrounding USD1, including surpassing PYUSD, Binance pulling liquidity, the involvement of Pakistan's central bank, and the application for an OCC license, all point to it being a digital dollar project associated with the Trump family. Its future trajectory depends on the occupant of the White House.

根据 SoSoValue 数据，昨日（美东时间 1 月 27 日）XRP 现货 ETF 总净流入 916 万美元。昨日（美东时间 1 月 27 日）净流入最多的现货 XRP ETF 为 Bitwise XRP ETF XRP，单日净流入 708 万美元，历史总净流入达 3.32 亿美元。其次为 Franklin XRP ETF XRPZ，单日净流入 208 万美元，历史总净流入达 2.96 亿美元。截至发稿前，XRP 现货 ETF 总资产净值为 13.8 亿美元，XRP 净资产比率 1.18%，历史累计净流入已达 12.5 亿美元。

社交型 NFT 平台 Rodeo 宣布将停止运营，成为本周第二家宣布关停的 NFT 平台。Rodeo CEO 兼联合创始人 Kayvon Tehranian 表示，尽管产品在核心社区中获得积极反馈，但平台未能实现可持续所需的规模，继续运营已不可行。Rodeo 于 2025 年 3 月通过 iOS 上线，主打社交化 NFT 收藏体验，强调创作者因内容发布获得奖励，而非单纯交易。平台将于 1 月 27 日至 2 月 10 日维持正常功能，随后进入只读模式，并于 3 月 10 日彻底关闭。官方将协助用户将资产与数据迁移至 Arweave，并提供合约资产迁移指引。此外，Tehranian 还宣布其旗下 NFT 艺术平台 Foundation 的所有权将转移至 Blackdove。市场层面，NFT 行业自 2022 年高点后持续低迷，以太坊 NFT 月交易额已从 2022 年初的近 50 亿美元降至 2026 年 1 月的约 1.59 亿美元。与此同时，Nifty Gateway 也更新了关停计划，延长用户资产迁移期限至 4 月 23 日。

Santiment posted on X that the number of non-empty Ethereum wallets has surged to over 175.5 million, marking a record among all cryptocurrencies. This increase comes as staking remains a popular activity, particularly during periods of market stagnation. Consequently, the supply of Ethereum on exchanges is expected to decrease as more users engage in staking activities.

Rodeo, a social NFT marketplace, has announced its closure, becoming the second NFT platform to do so this week due to the challenging market environment for nonfungible tokens. According to Cointelegraph, Rodeo was launched on Apple's iOS store in March last year, aiming to create a social-media-focused NFT collecting platform that emphasized rewarding creators for posting rather than just buying and selling NFTs. The platform incorporated complex crypto and blockchain features to simplify the user experience for mainstream audiences. Rodeo's CEO and co-founder, Kayvon Tehranian, revealed in a post on X that the platform struggled to scale sufficiently to ensure sustainability. "We believed collecting could be playful and communal—not just transactional. That belief guided every product decision we made," Tehranian stated. However, he acknowledged that Rodeo did not achieve its core objective, as it failed to grow to the necessary scale for long-term sustainability. Consequently, continuing operations is not feasible. To assist users in transitioning, Rodeo has outlined a plan for asset and data migration to other platforms. Users will be able to transfer media and metadata to the blockchain data storage platform Arweave. Additionally, Rodeo will offer an asset migration assistant to guide users in transferring assets from the platform's smart contract. The platform will operate normally until February 10, after which it will switch to read-only mode, and by March 10, it will be completely shut down. In a related development, Tehranian announced that ownership of the NFT artist platform and gallery Foundation is being transferred to the digital art platform Blackdove. He noted that the project began as an experiment to ensure fair compensation for artists online, overseeing $230 million in primary sales since its inception. The platform will continue under new leadership committed to its long-term future. The NFT market has been in decline since the major crash in 2022, with only brief price spikes and no sustained recovery. At its peak in January 2022, Ethereum hosted nearly $5 billion in NFT trading volume, but by January 2026, this had dropped to just $159.2 million, according to CryptoSlam data. Meanwhile, Nifty Gateway, a prominent marketplace from the early NFT boom in 2021, has updated its winding-down process following community feedback. In a post on X, Nifty Gateway announced it will use Arweave for media and metadata transfers and extended its asset transfer deadline to April 23. The platform is also developing a bulk withdrawal tool for users with multiple NFTs, ensuring ample time for use before the deadline. Initially, Nifty Gateway announced its closure plans without specifying the reasons.

John (Lick) has been implicated in a significant theft case involving the misappropriation of over $90 million from a U.S. government-seized address, according to PANews. The case also includes a series of thefts targeting several unidentified victims between November and December 2025. Monitoring has revealed that John (Lick) has begun depositing funds into Tornado Cash, with a total of 11,037 ETH transferred to the mixer so far.

Bitwise Invest advisor and investor Jeff Park expressed his views on the age demographics of silver and Bitcoin investors. According to Odaily, Park speculated that the average age of silver investors might be lower than that of Bitcoin investors, which he believes is a significant issue.

South Korea is set to implement a new regulation requiring homebuyers in specific regulated regions, including Seoul, to disclose proceeds from cryptocurrency sales when submitting capital procurement plans. According to NS3.AI, the Korea Real Estate Board is in the process of finalizing system updates to enforce this requirement. The amendment to the Transaction Reporting Act is awaiting Cabinet approval and will be enforced immediately upon approval, with no grace period provided.

Rocket Lab's shares rose by more than 8% following the delivery of a crucial component for its Neutron rocket, marking a significant step towards its inaugural flight. According to NS3.AI, the company's stock has shown a robust start to 2026, with a 24% increase year-to-date and a remarkable 195% rise over the past year. Morgan Stanley has upgraded Rocket Lab to overweight, raising its price target from $67 to $105, highlighting the ongoing momentum in the space technology sector.

Bitwise Invest 顾问、投资人 Jeff Park 发文表示，他打赌白银投资者的平均年龄可能低于比特币投资者，而这“正是问题所在”。

2026年RWA关键在于是否能够被规模化分发与使用。随着现金收益率渐趋常态，投资需求可能从货币市场与信贷代币扩展至大宗商品、股票、房地产与差异化策略。

当货币的闸门被政治、财政和市场预期共同推拉时，它所释放出的力量，既能吹起资产的泡沫，也能点燃社会的火山，更能决定大国竞争的长期轨迹。

“新美联储通讯社”Nick Timiraos撰文称，美联储官员就通胀数据何时足以支持进一步降息存在分歧。在自去年 9 月以来连续三次降息后，美联储官员预计将于本周暂停降息。

美国CFTC“未来防范计划”的推出，标志着全球加密监管从“被动执法”进入“主动建规”的新时代。

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动荡宏观背景下的表现、资金流向、避险轮动与结构性进展。

它关乎如何将全球最大的借贷市场之一搬到更完善的轨道上。

越南财政部于1月下旬正式启动加密资产交易平台牌照试点，标志着其加密市场从“灰色地带”转向明确监管。

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