The colloquial metric of investor confidence in Strategy, its multiple-to-Net Asset Value or mNAV, has fallen to 1x its BTC holdings. source: https://protos.com/strategys-bitcoin-premium-vanishes-as-mnav-crashes-to-1x/

Tether and Rumble (NASDAQ: RUM) have launched Rumble Wallet, a self-custodial crypto wallet embedded directly into the Rumble platform. source: https://cryptonews.com/news/tether-and-rumble-launch-rumble-wallet-to-bring-self-custodial-crypto-payments-to-millions/

Riot Platforms sold 1,818 Bitcoin for $161. 6 million in December 2025, the largest monthly sell-off on record, amid ongoing hashprice challenges and shifting production dynamics. source: https://cryptonews.com/news/riot-162m-bitcoin-sale-hashprice-crisis/

Lucky Train launches a TON-based Web3 platform where users lock TrainCoin in staking-like rides via a Telegram Mini App, combining gamified rewards with on-chain transparency. source: https://catenaa.com/markets/cryptocurrencies/lucky-train-launches-web3-gaming-on-ton/

null source: https://x.com/solidintel_x/status/2008983763490058353

null source: https://x.com/BitcoinMagazine/status/2008983721047986377

FINRA has appointed four crypto policy hitters, including Rostin Behnam and Dan Gallagher, to its board. source: https://www.cryptopolitan.com/finra-taps-behnam-gallagher-crypto/

U. S. spot Bitcoin ETFs saw a net outflow of $243 million, ending an early-year inflow streak as investors tactically rebalance positions, while Bitcoin’s price pulls back moderately. source: https://cryptonews.com/news/bitcoin-etfs-shed-243m-market-pullback/

الرؤى الرئيسية: ظل سعر البيتكوين في المنطقة السلبية اليوم، حيث فقد بعضًا من مكاسبه الأخيرة وانزلق إلى ما دون مستوى الدعم القصير البالغ 92,000 دولار. وقد أثار ذلك مناقشات بين المتداولين، لا سيما وأن حيتان البيتكوين أو كبار المستثمرين يواصلون المراهنة على العملة الرقمية الرائدة. source: https://www.thecoinrepublic.com/ar/2026/01/07/%d8%a3%d8%ae%d8%a8%d8%a7%d8%b1-%d8%a7%d9%84%d8%a8%d9%8a%d8%aa%d9%83%d9%88%d9%8a%d9%86-%d8%a7%d9%84%d8%ad%d9%88%d8%aa-%d9%8a%d8%ad%d8%b5%d8%af-3000-%d8%a8%d9%8a%d8%aa%d9%83%d9%88%d9%8a%d9%86-%d9%81/

According to Cointelegraph, the upcoming 2026 midterm elections in the United States could see a shift in congressional power towards the Democrats, potentially altering the regulatory landscape established under the Republican Party and U.S. President Donald Trump. Billionaire hedge fund manager Ray Dalio has highlighted inflation concerns as a significant factor that might influence the elections, suggesting that affordability issues could become a primary political concern. Dalio predicts that these issues could lead to the Republicans losing control of the House, resulting in a tumultuous 2027 and setting the stage for a pivotal 2028 election. He noted that the current political dynamics allow President Trump a two-year mandate, which could be significantly weakened in the midterms and possibly reversed in the subsequent presidential election. The Trump administration's focus on technology, particularly digital technology and artificial intelligence, has benefited the crypto industry. However, a shift in congressional power could jeopardize the pro-crypto regulatory environment fostered under Trump's leadership. Key legislative initiatives, such as the CLARITY market structure bill, face potential delays. Investment bank TD Cowen suggests that Democratic lawmakers, anticipating a power shift, may postpone voting on the bill until after the 2026 elections. Currently, Republicans hold a narrow five-seat majority in the House of Representatives, but prediction markets like Polymarket estimate a 78% chance of Democrats gaining control in November. Joe Doll, general counsel at NFT marketplace Magic Eden, expressed concerns about the limited timeframe available for passing crypto regulations, noting that the slim Republican majority in the House could easily flip. He warned that a divided government might lead to legislative gridlock, stalling progress on crypto-related policies. As the political landscape evolves, the crypto industry remains attentive to the potential implications of the 2026 midterm elections on regulatory developments.

这篇文章讨论的，是一种我们不得不面对的「结构性现实」——除非你把比特币放进冷钱包，否则你几乎不可能不用影子比特币。

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隐私,DeFi,a16z《2026 年的隐私趋势》 金色财经,隐私将成为今年加密货币领域最重要的护城河。

进入2026年，以太坊正站在关键转折点，市场对其结构性行情充满期待。

稳定币,刘忆如：稳定币的全球博弈 金色财经,美元霸权的数字防线与全球金融变局。

2025年能让我们经济撑过5%的最大原因就是出口。2026年如果受阻，要用什么来替代呢？

过去一周，全球金融市场再次被一种熟悉却令人不安的语气包围。

在全球宏观不确定性与加密技术周期叠加影响下，2025 年的加密市场经历了从情绪驱动到结构重塑的深度转变。

2026 年，请将精力专注于正确的事情，追逐 Beta，而非 Alpha。

瑞波公司决定保持私有化状态，尽管其以400亿美元估值融资5亿美元，并将资金用于收购扩张和产品开发。2025年该公司处理的支付额超过950亿美元，在城堡投资集团和堡垒投资集团等主要投资者的支持下，进一步强化了其稳定币及机构加密货币服务。