On January 28, Rick Rieder, a seasoned Wall Street professional, is expected to bring a market-focused approach to the Federal Reserve. According to Odaily, last September, Rieder advocated for a more aggressive 50 basis point rate cut, contrasting with the Federal Reserve's preference for a gradual 25 basis point reduction. He also opposed the central bank's forward guidance on future interest rate trends, known as the 'dot plot.' Economists from Evercore ISI, including Krishna Guha, noted earlier this week that Rieder is likely to adopt a dovish stance on interest rates and may propose three rate cuts this year. Currently, the interest rate swap market is pricing in less than two 25 basis point cuts by 2026. However, the SOFR options market has recently seen a surge in positions that would benefit from multiple rate cuts, aiming to lower the federal funds rate to as low as 1.5% by the end of the year, significantly below the current interest rate swap market pricing of approximately 3.2%.

1 月 28 日，作为一位华尔街资深人士，Rick Rieder 被认为将为美联储带来以市场为中心的工作方法。去年 9 月，他主张进行更激进的 50 个基点降息，而非美联储当时倾向的 25 个基点渐进步伐。同时，他也反对央行对未来利率走势的前瞻性指引，即所谓的 “点阵图 ”。包括 Krishna Guha 在内的 Evercore ISI 的经济学家们在本周早些时候写道， “他将持鸽派利率立场，并可能主张今年降息三次。 ”目前，利率互换市场仅定价 2026 年不到两次的 25 个基点降息。但在 SOFR 期权市场，近期涌现了大量头寸，这些头寸将从多次降息中获益，目标是将联邦基金利率在今年年底前降至低至 1.5% 的水平，远低于当前利率互换市场约 3.2% 的定价。（金十）

据 Onchain Lens 监测，一个新创建的地址 (0x9D2...1BfF) 向 Hyperliquid 存入 884 万美元 USDC，并下达了 2 笔 TWAP 订单，计划在 5 小时内买入 HYPE。

The euro has dropped below 1.2 against the U.S. dollar, experiencing a daily decline of 0.35%. According to ChainCatcher, this marks a significant movement in the currency exchange market.

1. 特朗普：不担心美元贬值，可以让其像悠悠球一样涨跌；2. Arthur Hayes：若美联储为稳定日元与日本国债而扩表，将利好比特币等风险资产；3. 美国南达科他州议员再推比特币储备法案，拟允许最多 10%公共资金投资 BTC；4. 特朗普家族支持的矿企 American Bitcoin Corp 增持 416 枚 BTC，总持仓达 5843 枚；5. Moonbirds：Nesting 2.0 上线，持有者在接下来的 24 个月获取 birb 代币；6. Coinbase 与 Glassnode：比特币正进入更稳定阶段，杠杆风险显著下降；7. Trend Research 从 Aave 借款 8000 万美元 USDT 并转入币安；8. Bitwise：CLARITY 法案支持动摇，加密行业面临关键“分岔路口”；9. Rick Rieder 成为美联储主席热门人选，曾称比特币将取代黄金；10. PayPal：大型企业正引领加密支付采用，近 85%商户预计 5 年内将成常态；11. 野村控股旗下 Laser Digital 申请美国国家信托银行牌照；12. Moonbirds：TGE 期间将上线 Birb Game One，旨在将社区池中未被申领的代币重新分配给社区；13. 白宫加密货币顾问：达沃斯 2026 世界经济论坛是全球加密货币正常化的转折点；14. Tether 正式推出受美国联邦监管的稳定币 USA₮；15. 1inch 投资人/团队地址清仓卖出 1400 万枚 1INCH，致使价格下跌 7%。

Spot gold prices have reached an unprecedented level, exceeding $5,200 per ounce. According to NS3.AI, this milestone highlights the precious metal's increasing value. The surge is attributed to robust investor demand and favorable market conditions for gold.

Spacecoin has recently held a technology seminar in collaboration with KAIST's School of Electrical Engineering to explore its decentralized satellite internet project and its implementation strategies. According to NS3.AI, the event was attended by notable figures such as Spacecoin founder Taelim Oh, former senior engineers from Samsung, and researchers from KAIST. The seminar aimed to further the Spacecoin vision and advance the development of SpaceNetwork technology.

A South Korean court has confirmed the decision by tax authorities to impose taxes on cryptocurrency prizes awarded during an exchange trading event. According to NS3.AI, the plaintiff argued that these prizes were part of a ranking competition and should be eligible for a tax deduction. However, the court ruled against this claim, stating that the crypto prizes do not qualify for deductible ranking competitions under South Korea's Income Tax Act. This decision provides clarity on the taxation of cryptocurrency prizes in the country.

现货黄金再创新高，首次突破 5200 美元/盎司，新年首月累计涨超 880 美元，超 20%。(金十)

Arthur Hayes has released an article titled 'Woomph,' analyzing the recent depreciation of the yen and the decline in Japanese government bond prices, which are causing disruptions in global financial markets. According to Foresight News, Hayes suggests that the Federal Reserve and the U.S. Treasury might be compelled to intervene directly in the yen exchange rate and the Japanese bond market by expanding their balance sheets, thereby injecting new liquidity into the global fiat currency system. Hayes notes that a stronger yen against the dollar correlates with a decline in Bitcoin prices. He states that he will not increase risk until it is confirmed that the Federal Reserve is printing money to intervene in the yen and Japanese bond markets. If there is a significant increase in foreign currency-denominated assets on the Federal Reserve's balance sheet, it would be an opportune time to increase Bitcoin holdings. Before the yen's volatility, he had closed positions in high-leverage Bitcoin-related assets such as Strategy and Metaplanet. If his assessment proves correct, he plans to re-enter the market. While awaiting policy clarity, his fund, Maelstrom, continues to increase its holdings in Zcash, maintaining positions in other quality DeFi tokens. Once the Federal Reserve confirms balance sheet expansion intervention, he will consider increasing investments in DeFi assets like ENA, ETHFI, PENDLE, and LDO.

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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本指南涵盖 8 家推出有效积分计划、值得参与挖矿的头部永续合约去中心化交易所，并分享经验证的挖矿策略与工具。准备就绪，即刻开启。

美国史上最大福利欺诈案、明尼苏达州暴乱，为什么会影响政府是否关门。