A notable Ethereum transaction was recorded involving the transfer of 4,141.08 ETH from one anonymous address to another. According to ChainCatcher, this transaction occurred at 09:16 UTC+8. Three minutes later, the receiving address moved 4,141.12 ETH to Lido.

“1011 内幕巨鲸”代理人 Garrett Jin 在 X 平台发文表示，在去美元化背景下，延长债务周期以帮助美国解决债务问题似乎不切实际，将美股代币化以推动稳定币需求，是美国为其日益增长的债务进行再融资的主要可行路径，贝莱德推动 RWA 的举措说明了这一点，背景是美国债务持续累积。自 2025 年以来市场流传着所谓“海湖庄园协议”的传闻，但该协议从未正式签署或实施，其核心思想是减轻 36 万亿美元的美国联邦债务负担，现实情况是美国债务持续上升，去美元化并未放缓，瑞典、丹麦和印度等国均在减持美国国债，如果美国想以新债还旧债，唯一现实的路径是发行更多稳定币，将新的全球资本引入美国国债。为实现大规模操作，解决方案是 RWA，即将美国股票上链。将价值 68 万亿美元的美国股票代币化将大幅提升稳定币需求，间接吸收债务压力，这就是为什么与美国权力中心紧密相连的贝莱德正积极推动 RWA 和链上股票交易。在此背景下，ETH 会因现实需要而成为全球资本市场的结算层，2026 年将是“RWA 之年”。

1. 某巨鲸花费 260 万美元买入 PENGUIN；2. CZ：很少有策略能胜过“买入并持有”；3. Meme 币 PENGUIN 市值突破 1.7 亿美元创新高，24 小时涨幅 348%；4. 易理华：加密友好政策正逐步兑现，加密结构法案大概率通过；5. Space 发布公售退款细则：排名前 5%用户者仅退还投资金额的 11%至 21%；6. Pantera Capital：抗量子竞争或将强化以太坊等区块链网络“引力效应”；7. “1011 内幕巨鲸”代理人：若 Rick Rieder 当选美联储主席利好 ETH 和 RWA；8. 数据：全球前 100 家上市公司共持有 112.7 万枚 BTC。

The number of Bitcoin nodes indicating support for Bitcoin Improvement Proposal 110 (BIP-110) has increased to 2.38%. According to Cointelegraph, 583 out of 24,481 nodes are currently running BIP-110, with Bitcoin Knots being the primary node software implementation for this temporary soft fork. BIP-110 aims to limit the size of transaction outputs to 34 bytes and cap the OP_RETURN data limit to 83 bytes. This temporary measure is set to last for one year, with the possibility of extension or modification thereafter, as detailed on the proposal’s GitHub page. The OP_RETURN script code, which allows users to embed arbitrary data, has been a contentious topic within the Bitcoin community, especially following the release of Bitcoin Core version 30. This latest upgrade of the widely used Bitcoin node software removed the OP_RETURN limit, which had been capped at 83 bytes. The change, introduced through a controversial pull request first proposed in April 2025, faced significant opposition from the Bitcoin community. The update went live in October 2025, leading to criticism that removing the arbitrary data limit could encourage spam on the Bitcoin ledger. Critics argue that the increase in arbitrary data raises the storage costs of running a Bitcoin node, potentially leading to greater centralization of the network. Unlike high-throughput blockchains that require specialized hardware, Bitcoin nodes can typically be run on consumer-grade computers. However, increasing hardware requirements could undermine Bitcoin's value proposition as a decentralized monetary network. Bitcoin advocate Matthew Kratter likened the situation to a parasitical plant overwhelming a tree, suggesting that spam could similarly threaten Bitcoin's structure. Conversely, Bitcoin Core contributor Jameson Lopp supports the uncapped OP_RETURN limit, asserting that filters are ineffective in preventing spam on the network.

以太坊基金会已正式成立后量子团队并将后量子安全列为最高战略优先级。该团队由密码学工程师 Thomas Coratger 领导，研究员 Justin Drake 称 leanVM 将作为该战略基石。Ethereum Foundation 为此设立 100 万美元 Poseidon Prize，用于加强零知识证明系统中的哈希函数，此前已于去年设立 100 万美元 Proximity Prize。目前 Lighthouse 和 Grandine 已实现后量子共识开发网络，Prysm 预计随后跟进，下月将启动由 Antonio Sanso 领导的后量子交易双周开发者会议。

据 Onchain Lens 监测，某巨鲸（4wTHK...5LJo）花费 20,575 枚 SOL 买入 2078 万枚 PENGUIN，价值 260 万美元，随后将其转移至另一个钱包。

null source: https://x.com/WatcherGuru/status/2015229122281107572

CZ 在 X 上发文表示，多年来其已见过许多不同的交易策略，但很少有策略能胜过简单的“买入并持有”，而这正是他一直在做的。

A growing number of analysts believe Ethereum’s current price action is being misunderstood. Although frustration is growing due to Ethereum’s inability to hold above $3,000, some technical analysts are quick to point out that the structure forming beneath the surface tells a very different story. According to one analyst, the real risk right now is not being bullish on Ethereum and trying to short in anticipation of a downside breakout. Related Reading: Crypto Meets Private Banking: UBS Weighs New Offering Higher Lows And A Structure That Keeps Tightening The analyst’s technical view on Ethereum is focused less on short-term momentum and more on the structure developing on the chart, which he argues is even clearer than what is currently visible on Bitcoin’s chart source: https://www.newsbtc.com/altcoin/analyst-says-youre-not-bullish-enough-on-ethereum-what-does-he-mean/

The EU plans to bar high-risk Chinese vendors from telecoms, solar, and security systems under a Cybersecurity Act update, though member-state approval and industry pushback may delay enforcement. source: https://catenaa.com/industries/telecom/eu-to-ban-high-risk-chinese-vendors-from-telecom-networks/

我们认为在DAT模式，降息周期，加密政策和稳定币全球化下，四年周期大规律已经失效，目前是加密最好的抄底时刻，尤其是ETH，ETH将是这一轮牛市最大的受益者。

散户在股票市场获得高额收益的机会越来越渺茫，究其原因或与企业延迟上市有关。

未来并非一蹴而就，那些及早洞察趋势的人，将有机会抢占未来先机。

通过区块链技术赋能的 数位经济+人工智慧 = 产业更新 × N = 城市更新这将为多领域创造独有的场景和方案。丰富民生领域应用场景有望提升约53%的人均GDP！

“今天上午，我们占领了华尔街；今晚，我们占领了天空。”1月22日，加密托管巨头BitGo正式挂牌上市，打响了2026年加密IPO的第一枪。

黄金,白银,BTC,黄金白银齐创历史新高——「数字黄金」比特币掉队？ 金色财经,现货黄金 2025 年至今涨幅近 100%。

我们还没有真正搞清楚一个问题：当我们说“去中心化”的时候，我们到底在回避什么？是什么样的力量在对抗它走向中心化，又是怎样的逻辑让他不断自我纠正？

加密行业并未被简单“收编”，而是在合规压力下进入了一轮更深层次的分化与重组。

金色财经推出加密货币和区块链行业早报《金色早8点》2946期，为您提供最新、最快的数字货币和区块链行业新闻。

自2023年币安达成和解协议、赵长鹏于2025年获赦以来，这是他首次登上世界经济论坛的官方议程。这份邀请绝非宽恕，而是制度层面的必然选择。