[1/2] [Crypto/TradFi Information Summary] 2026-01-19 08:00 (Beijing Time) ━━ Important News ━━ 1. Escalating US-EU trade tensions strengthened safe-haven assets and weakened stock index futures. Reports indicate that Trump plans to impose a 10% tariff on eight EU countries and has made demands such as "acquiring Greenland." The EU is preparing retaliatory tariffs and market restrictions on US companies amounting to up to €93 billion (approximately $100 billion). Market reaction was weak: stock index futures fell (S&P 500 -0.7%, Nasdaq 100 -1%, Dow Jones -0.5%), while safe-haven assets strengthened (gold approximately +1%, silver approximately +3%). (Kobeissi Letter | WatcherGuru) 2. Spot gold and silver both hit new highs in early trading: Silver hit a record high, and gold's gains widened. Silver refreshed its record high to $93.69/oz (some reports also say it once broke through $94/oz, up 31% so far in 2026), up more than 4% on the day; gold's gains widened to about 2%, to $4690/oz (some also mentioned that it hit a high around $4650-$4660/oz). (TechFlow TechFlow | BlockBeats | Kobeissi Letter | WatcherGuru) 3. Binance Restores Real-Time Bank Transfers for Australian Users: After more than two years of interrupted banking services, Binance Australia has reopened its direct AUD deposit and withdrawal channel. (Decrypt) 4. China-led CBDC project mBridge: Reportedly completed approximately $55 billion in cross-border payments. (Cointelegraph) Market Analysis 1. Crypto market experiences short-term pullback: BTC falls below 94,000, ETH falls below 3,300, and SOL falls below 140. BTC fell below $94,000/USDT (prices across multiple platforms were around $93,885–$93,988, a 24-hour drop of approximately 1.19%–1.29%); ETH fell below $3,300/USDT (prices were around $3,295–$3,298, a 24-hour drop of approximately 0.30%–1.16%); additionally, news reports indicated that SOL fell below 140 USDT, a 24-hour drop of 2.66%. (TechFlow TechFlow | BlockBeats | PANews | Odaily | Foresight News | Odaily | Odaily) 2. Institutional and Large Investor Signals: Glassnode indicates that the "fish to shark" group has increased its holdings by approximately 110,000 BTC in 30 days; BTC ETF net inflows of approximately $1.2 billion are seen as a new bullish signal. Glassnode data shows that the "Fish-to-Shark" address group has increased its holdings by about 110,000 BTC in the past 30 days, the highest since the FTX crash in 2022; another view is that the net inflow of about $1.2 billion into Bitcoin ETFs in a single day (or period) is a new bullish signal, and institutions are shifting from complex arbitrage to directional betting. (CoinDesk | CoinDesk) 3. Extremely low volatility in US Treasury bonds: The 30-day trading range for the 10-year US Treasury yield is only 8 basis points. The 30-day trading range for the 10-year U.S. Treasury yield narrowed to 8 basis points, the narrowest since 1972; the yield has fallen by about 100 basis points since April 2025. (Kobeissi Letter) 4. Japanese macroeconomic data: Core machinery orders in November were significantly lower than expected. Japan's core machinery orders in November decreased by 11% month-on-month (estimated -5.1%) and by 6.4% year-on-year (estimated +4.9%). (dbnewsdelayed) 5. China's credit slowdown: New bank loans in 2025 are said to decrease by about RMB 1.83 trillion year-on-year to RMB 16.27 trillion. This is the lowest since 2018 and the second consecutive year of year-on-year decline. (Kobeissi Letter) 6. Retail investor risk appetite: Retail investors reportedly accounted for a record 21.7% of options trading volume. Retail investors reportedly accounted for a record 21.7% of options trading volume, with their 21-day moving average up about 10 points from 2021; meanwhile, retail call option activity also increased. (Kobeissi Letter) ━━ Project Updates ━━ 1. Zerion's L2 "Zero Network" has been relaunched and fully restored. The project team claims that user funds are safe, and Caldera and ZKsync are providing support for the restoration; previously, there had been a situation where block production was suspended for more than 3 weeks. (BlockBeats) 2. Ethereum on-chain data shows "increased volume and decreased fees": daily transaction volume hits a new high, gas fees reach a record low; validator exit queue drops to 0. Reports indicate that Ethereum's daily transaction volume has risen to an all-time high, while gas fees have fallen to a record low; additionally, reports show that validator exit queues (unstaking) have dropped to 0, indicating strong staking demand. (The Block | Cointelegraph) 3. Derivatives Market Landscape: Hyperliquid regains the top spot in perps trading volume and online index (OI); Variational's daily trading volume is approximately $1 billion. CryptoRank reports that Hyperliquid has regained its number one position in perpetual contract (perps) trading volume and open interest (OI); Lighter's weekly trading volume has dropped nearly three times from its peak after the airdrop ended; Variational is also among the top five, with a daily trading volume of approximately $1 billion.