Vietnam has initiated a pilot licensing regime to regulate cryptocurrency exchanges, marking the end of years of legal uncertainty. According to NS3.AI, banks and securities firms are gearing up to enter the market under strict regulatory standards. This move aligns with the rising adoption of cryptocurrencies and seeks to establish a professional investment environment, backed by the State Securities Commission.

India's BRICS presidency, set to begin in 2026, is poised to challenge U.S. protectionist 'America First' policies by advocating for reduced reliance on the U.S. dollar and promoting trade using local currencies among BRICS nations. According to NS3.AI, the presidency will emphasize the Global South agenda, prioritizing climate justice, debt relief, and equitable development over Western-centric priorities. BRICS member states are working together to counteract tariffs imposed during U.S. President Donald Trump's administration and are seeking reforms in global governance institutions.

The Crypto Community Conference is set to return to Łódź on February 21, 2026, marking its place as one of Poland's largest grassroots blockchain gatherings. According to NS3.AI, the event will focus on education, networking, and practical applications of blockchain technology. The conference aims to enhance community connections and facilitate knowledge exchange within the Polish crypto ecosystem.

A veteran teller at Fifth Third Bank faces charges for allegedly forging customer signatures and stealing $8,450 from accounts between September and October 2025. According to NS3.AI, surveillance footage and the teller's admission have implicated her in the unauthorized withdrawals. Authorities emphasize the necessity for enhanced internal controls to prevent similar financial misconduct.

香港计划于2026年第一季度发放首批稳定币牌照，作为推动建立受监管加密生态系统的一部分。该地区已对加密货币交易平台实施牌照管理，并持续推进代币化项目，包括绿色债券及数字资产试点计划。

Global markets have shifted decisively toward a risk-off stance over the past week, as renewed volatility in Japanese government bonds and rising geopolitical tensions weighed on investor sentiment, according to QCP Asia’s latest market commentary.The trading firm said global risk appetite has cooled noticeably, with equity markets weakening and interest-rate risks returning to the center of macro discussions.Japan bond repricing becomes global risk factorQCP noted that the recent repricing in Japanese government bond yields has implications beyond Japan’s domestic market. Rising yields are increasing local financing costs and are beginning to transmit stress globally through cross-border duration positioning, funding assumptions, and shifting risk premiums.“In an environment where markets are extremely sensitive to policy misjudgments, Japan has once again emerged as a potential core source of volatility,” QCP said.The firm warned that even modest disruptions in Japan’s bond market can trigger broader ripple effects, given the country’s long-standing role in global liquidity and carry trade dynamics.Tariff risks re-emerge between U.S. and EuropeAt the same time, trade tensions between the United States and Europe are resurfacing. QCP said renewed tariff-related rhetoric and the possibility of retaliatory measures have increased the risk of a more confrontational global trade environment.Market focus has shifted away from political signaling alone toward whether such actions could materially tighten financial conditions and weaken investor confidence worldwide.Bitcoin trades like a high-beta macro assetAgainst this backdrop, crypto markets have also come under pressure. QCP Asia said Bitcoin is currently behaving less like a safe-haven asset and more like a high-beta macro instrument, showing elevated sensitivity to interest rates, geopolitical developments, and cross-asset volatility.“Until clearer policy direction emerges, crypto assets are likely to remain reactive rather than trend-driven,” the firm said, adding that sustained upside momentum may remain difficult to establish in the near term.The analysis reinforces the view that Bitcoin’s short-term performance remains closely tied to global liquidity conditions and macro stability, rather than crypto-native catalysts alone.

Exchange inflows have shown a temporary increase, according to Foresight News. CryptoQuant analyst xwinfinance noted that this rise aligns with short-term position adjustments. However, the inflows have not persisted, indicating a lack of sustained structural selling pressure.

Binance Alpha announced it will be the first platform to list ETHGas (GWEI), with Alpha trading scheduled to open on January 21, 2026, at 12:00 UTC.According to the announcement, eligible users will be able to claim an airdrop of 2,400 GWEI tokens via the Alpha Events page after trading begins.To qualify, users must hold at least 230 Binance Alpha Points at the time of claiming. The airdrop will be distributed on a first-come, first-served basis. If the reward pool is not fully claimed, the point requirement will automatically decrease by 5 points every five minutes.Binance Alpha noted that 15 Alpha Points will be consumed when claiming the airdrop. Users must complete confirmation on the Alpha Events page within 24 hours, otherwise the reward will be considered forfeited.Binance advised users to follow its official channels for further updates and detailed rules. 

以太坊联合创始人 Vitalik Buterin 在 Ethereum Research 论坛提出一项“原生 DVT（分布式验证者技术）”设想，建议将 DVT 直接写入以太坊质押协议层，以在提升网络安全性的同时，进一步推动验证者去中心化。根据该方案，单个验证者可注册多个相互独立的密钥，这些密钥共同组成一个验证者身份。区块提议、见证等关键操作需达到预设阈值的密钥共同签名后才被视为有效，从而降低单点故障或单节点被攻破导致验证者离线的风险。在合理的阈值设置下，现有的惩罚（Slashing）机制仍可正常发挥作用。Vitalik 表示，该设计允许验证者在不完全依赖单一节点的情况下参与质押，只要超过三分之二的节点保持诚实，验证者即可持续正常运行。与目前依赖外部协调层、部署复杂的 DVT 方案不同，该提议主张在协议层原生支持相关机制。满足最低质押倍数要求的验证者，最多可配置 16 个密钥并设定签名阈值，本质上是多个标准节点协同作为一个验证者运行。在性能方面，Vitalik 认为该方案带来的额外开销有限，仅在区块生产中增加一轮延迟，对见证过程不产生额外延时，并且可兼容不同的签名方案，从而降低对单一密码学假设的长期依赖风险。他还指出，原生 DVT 不仅是技术改进工具，也有助于改善去中心化指标。通过降低容错质押的运维门槛，更多个人和机构可选择自行质押而非依赖大型服务商，从而提升验证者分布的多样性，包括 Nakamoto 系数等衡量指标。目前该想法仍处于提案阶段，后续仍需在以太坊社区内进行广泛讨论与评估，尚未进入具体实施流程。

Netflix fell in premarket despite beating Q4 estimates, as weaker growth trends and the Warner Bros. Discovery deal overhang pressured sentiment. source: https://tokenist.com/why-is-netflix-stock-down-in-premarket-today-q4-earnings-beat-isnt-enough/?utm_source=rss&utm_medium=rss&utm_campaign=why-is-netflix-stock-down-in-premarket-today-q4-earnings-beat-isnt-enough

The Bill Gates Foundation and OpenAI have launched a $50 million collaborative effort to front-run artificial intelligence usage in Africa’s health systems. Horizon1000, the AI program announced by the Gates Foundation earlier this week, is meant to provide African governments with the know-how to use artificial intelligence in healthcare. It would also reduce mortality rates […] source: https://www.cryptopolitan.com/bill-gates-foundation-openai-ai-africa/

金银价格飙升至历史新高，投资者在地缘政治紧张局势中寻求避险。比特币则表现疲软，一度跌破88,000美元后小幅回升，其波动性较传统避险资产更为显著。

随着地缘政治和经济不确定性加剧，投资者纷纷涌向传统避险资产，黄金期货价格飙升至每盎司4,739美元的历史新高。

Solana Mobile已正式启动其SKR代币空投活动，向Seeker智能手机用户及其去中心化应用生态系统的早期开发者开放申领通道。

灰度与 21Shares 分红实践，质押率创历史记录，以太坊正加速转向「生息资产」。

受“抛售美国”的影响，加密市场及加密相关股票短期承压。

世界自由金融公司将在海湖庄园举办一场仅限受邀人士参加的世界自由论坛，汇聚约300位来自金融、科技和政策领域的高层领导者，共同探讨货币与监管的未来。此次公告紧随该公司推出全新加密货币借贷平台之后，并计划扩展其稳定币和数字银行服务。

我们正在经历的，是一场从「估值发现」（valuation）走向「价值发现」（value）的结构性转型。

加密市场,Tom Lee怎么看比特币超级周期 金色财经,比特币仍然是「数字黄金」。

ABC 投资法：Anything But Crypto。