Crypto Market Aggregator|币圈新闻汇总

Crypto Market Aggregator|币圈新闻汇总

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Crypto Market Aggregator|币圈新闻汇总

[3/3] ━━ Project Updates ━━ 1. Lido V3 mainnet launches and introduces stVaults: expanding from a single pooled staking system to a modular staking infrastructure. Lido V3 launched stVaults and its accompanying DeFi Wrapper, supporting diverse staking models; the institutional-grade vault solution is based on ERC-7540 and other designs, while also mentioning an extension of the Ethereum exit queue time. (CoinDesk | PANews) 2. Ripple launches the Treasury platform: unifying the management of cash, stablecoins, and tokenized funds, enabling cross-border settlements from "days to seconds". Following the $1 billion GTreasury transaction, Ripple launched the Treasury fund management platform, targeting enterprise funds and on-chain asset management. (CoinDesk) 3. Lightning Network native P2P platform RailsX launched: supports cross-asset atomic swaps between BTC and stablecoins. Amboss launched RailsX, which combines Magma and Taproot Assets to enable self-custodied exchange through a lightning channel mechanism, and plans to connect to the European and American banking systems to facilitate fiat currency deposits and withdrawals. (The Block | PANews) 4. Frequent updates to exchange products: ZAMA spot, INX/INX Alpha, MEGA pre-market, as well as XPT/XPD and US stock perpetual futures. OKX/Bybit plans to launch ZAMA spot trading and OKX will convert pre-market contracts to standard perpetual contracts; Binance Alpha will launch Infinex (INX) and open points redemption; MEGA pre-market perpetual contracts will be launched on multiple platforms; Binance Futures will launch tokenized metals XPT/XPD and will launch US stock perpetual contracts INTC and HOOD. (Foresight News | TechFlow | TechFlow | PANews | BlockBeats | TechFlow) 5. Paradex updates DIME TGE: Airdrop ratio increased, TGE expected by the end of February or early March. 25% of the total DIME supply will be allocated to XP holders and TGE will be fully unlocked; the allocation ratio for Season 2 will be increased from 15% to 20%, and Season 3 will begin on February 1st. (Foresight News) 6. Arbitrum Active Delegate Program (RAD) Update: Delegates are required to undergo KYC/KYB; Q1 budget review is expected to be completed by March 31st. The RAD program runs year-round, meaning compliance and agreement signing must be completed; the first quarterly budget review and transparency report timeline will be disclosed simultaneously. (Foresight News) ━━ Other ━━ 1. Opinion: Coinbase CEO says "tokenized stocks" will bring significant positive changes to the financial system. Coinbase CEO publicly stated that he is optimistic about the positive impact of tokenized stocks on the efficiency and accessibility of the financial system. (Odaily)

Crypto Market Aggregator|币圈新闻汇总

[1/3] [Crypto/TradFi Final Merge Report] 2026-01-31 00:00 (Beijing Time) ━━ Important News ━━ 1. Trump announced his nomination of Kevin Warsh as Federal Reserve Chair, but the confirmation process encountered political obstacles. Trump stated that he would nominate former Fed Governor Kevin Warsh to succeed Powell; the market is clearly divided on his policy stance (hawkish/emphasis on monetary discipline and balance sheet reduction vs. a "crypto-friendly" narrative). In the Senate, Warren requested a halt to confirmation until the Justice Department's investigation into Powell concludes; Republican Senator Tillis stated he would oppose any Fed nomination confirmation. (CoinDesk | TruthSocial | The Block | CoinDesk | BlockBeats | PANews) 2. US inflation is "hotter": December PPI/core PPI exceeded expectations, putting further pressure on interest rate cut expectations. December's PPI rose 0.5% month-on-month (expected 0.2%) and 3.0% year-on-year (expected 2.7%); core PPI rose 0.7% month-on-month (expected 0.2%) and 3.3% year-on-year (expected 2.9%). The market tends to interpret this as a "delayed rate cut," putting pressure on risk assets (including BTC); CME pricing shows a probability of approximately 15.3% for a 25bp rate cut in March, and a cumulative probability of approximately 48.3% by June. (BlockBeats | TechFlow | BlockBeats | PANews) 3. Divergent opinions within the Federal Reserve: Waller supports a 25bp rate cut, while Bostic says "it's not needed now." Governor Waller noted that the FOMC recently voted against a 25bp rate cut and mentioned the neutral interest rate of around 3%, expressing concern about a deteriorating labor market. Bostic emphasized the need for patience and waiting for more evidence that inflation will return to 2%. (BlockBeats | Foresight News | PANews) 4. After the Federal Reserve held rates steady, the US-listed spot BTC/ETH ETF saw a net outflow of nearly or more than $1 billion in a single day. Multiple media outlets reported that the total outflow of US-listed spot BTC/ETH ETFs was close to or exceeded $1 billion in a single day (another source said $817 million). BTC once fell below $83,000, and the market traded amid macroeconomic uncertainty and increased volatility. (The Block | Decrypt | CoinDesk) 5. High volatility across the network leading to forced liquidation: Approximately $1.228 billion to $1.464 billion in liquidations occurred in 24 hours, with long positions accounting for the majority; the largest single liquidation was approximately $80.58 million (HTX BTC-USDT). (Odaily | PANews | TechFlow) 6. Precious metals experienced an "epic" plunge: Gold briefly fell below $5,000/ounce, and silver briefly fell below $100. A series of liquidations occurred in derivatives markets. Gold briefly fell below $5,000/ounce, with a maximum drop of over 9%, before rebounding; silver briefly fell below $100. Many attributed the volatility to profit-taking, technical corrections, and high-leverage liquidations; multiple large-scale liquidations occurred on-chain and in derivatives markets. (PANews | Foresight News | BlockBeats | Kobeissi Letter) 7. Advances in the US Crypto Regulatory Framework: SEC/CFTC reportedly pushing "Project Crypto," but legislative disagreements may delay until after 2026. Reports indicate that the SEC and CFTC are pushing "Project Crypto" to coordinate regulations; Citi believes the "CLARITY Act" is gaining momentum, but disagreements over DeFi and stablecoin rewards may postpone the final implementation of the crypto legislation. (Odaily | CoinDesk | Decrypt) 8. Hong Kong promotes virtual asset regulation and tax information exchange: It plans to submit four VASP drafts this year, and CARF aims to be implemented from 2028.

Crypto Market Aggregator|币圈新闻汇总

[2/2] Monitoring indicates that the proportion of forced liquidation of long positions once approached 97%, but the funding rate was still positive (approximately 43% annualized in some metrics), suggesting that there is still a risk of a second deleveraging; the liquidation density remains high near key price levels. (BlockBeats | Odaily) ━━ Project Updates ━━ 1. Bit Digital has completely exited BTC mining and is shifting its focus to Ethereum infrastructure and AI/HPC, disclosing that it holds 153,546 ETH. The company stated that mining capital efficiency has declined, and it has integrated its digital asset exposure into Ethereum and increased its ETH holdings through convertible bonds and other means. (TechFlow | PANews) 2. Circle: In 2026, the focus will be on building a more "durable/resilient" stablecoin infrastructure and promoting institutional adoption. Circle plans to push L1 (Arc) for institutions to production environments, expand USDC/EURC multi-chain support, and improve the payment network and cross-chain experience. (Foresight News | Odaily) 3. Story Protocol: Early investors and the team have had their unlocking period extended by 6 months to August. A16z/Polychain and other partners agree that this move aims to reduce short-term selling pressure and volatility, and to advance revenue, PMF and enterprise partnerships in the coming months. (PANews | Foresight News) 4. 21Shares launched the Jito Collateralized Solana ETP (JSOL) in Europe, listed on the Amsterdam and Paris Euronext exchanges. This product directly holds JitoSOL, and the net asset value reflects the collateral yield, providing institutions with regulated collateralized SOL exposure. (PANews) ━━ Other ━━ 1. The U.S. Senate reportedly reached a spending/appropriation agreement, temporarily easing the risk of a government shutdown. Reports indicate that Senate Democrats and President Trump reached an agreement to provide funding for the government, alleviating concerns about a shutdown in the short term. (Kobeissi Letter | WatcherGuru) 2. Trump and his family sue the IRS and the U.S. Treasury Department for $10 billion in damages over tax record leaks. The lawsuit targets the "tax record leak" incident and seeks damages of up to $10 billion. (BWEtradfi | Kobeissi Letter)

Crypto Market Aggregator|币圈新闻汇总

[1/2] [Crypto/TradFi Merge Update] 2026-01-30 16:00 (Beijing Time) ━━ Important News ━━ 1. Crypto market plunge triggers chain liquidations: Approximately $1.68-1.75 billion in liquidations occurred within 24 hours, with long positions dominating. BTC once dropped to about $81,000 and ETH fell below $2,700; the total liquidation across the network reached about $776-778 million within 1 hour, with the largest single liquidation occurring in HTX's BTC-USDT, at about $80.58 million. (BlockBeats | Coinglass | CoinDesk | Decrypt) 2. Trump is close to announcing the next Federal Reserve Chairman: Kevin Warsh's probability on Polymarket has risen to 90%+. Macroeconomic and crypto assets fluctuate with the news. Many interpretations suggest that Warsh's emphasis on "monetary discipline/Federal Reserve independence" may push up expectations of tightening real interest rates and liquidity, thereby amplifying volatility in risky assets. The White House schedule shows that Trump will sign an executive order and attend a meeting, but it is still unclear whether it will directly involve the nomination. (The Block | CoinDesk | BlockBeats | PANews) 3. Binance adjusts SAFU fund: Approximately $1 billion in stablecoin reserves are planned to be gradually converted into BTC within 30 days, and regular checks/audits will be conducted. Binance stated that if the market value of SAFU falls below $800 million due to BTC volatility, it will be replenished to $1 billion; multiple media outlets have also mentioned strengthening disclosure and audit arrangements. (Binance Blog | CoinDesk | The Block) 4. U.S. SEC Chairman Paul Atkins: Supports allowing cryptocurrencies into 401(k) status under "prudential protections"; "crypto innovation exemption" may not be introduced in the short term. Atkins stated that exemptions related to tokenized securities and DeFi are being handled cautiously and may await legislative progress from Congress; it also disclosed that traditional financial institutions have expressed concerns about the potential economic impact of these exemptions. (Odaily | PANews) 5. Hong Kong Financial Services and Treasury Bureau: Will implement a crypto asset reporting framework and promote the automatic exchange of cross-border crypto tax information by 2028. Hong Kong will promote the implementation of a crypto asset tax information reporting and cross-border automatic exchange mechanism to strengthen compliance and information sharing. (Odaily) 6. The U.S. Department of Justice finalized the seizure of approximately $400 million related to the Dark Web money mixer Helix. The Department of Justice stated that it has legally obtained final ownership of the relevant assets, which are alleged to be linked to the illegal flow of funds on the Dark Web. (The Block | Decrypt) 7. The U.S. Senate is advancing the CLARITY (Crypto Market Structure) Act, but partisan differences remain significant. The Senate Agriculture Committee advanced the relevant sections along a 12-11 partisan line, and further coordination with other committees and the Senate as a whole is still needed. (Foresight News | Cointelegraph) Market Analysis 1. Risk sentiment and funding conditions weakened simultaneously: The Fear & Greed Index dropped to 16 (extreme fear), and data on significant net outflows from spot ETFs showed that the BTC spot ETF saw a net outflow of approximately $818 million in a single day, and the ETH spot ETF saw a net outflow of approximately $156-178 million in a single day. The BTC ETF has recorded net outflows for several consecutive days. (CryptoRank | Foresight News | TechFlow) 2. Tightening liquidity explains the decline: Arthur Hayes stated that dollar liquidity has decreased by approximately $300 billion in recent weeks, while TGA has increased by approximately $200 billion. Hayes believes that the government may be stockpiling cash in advance of a potential shutdown (pushing up TGA), and the drop in BTC is not surprising given the tightening liquidity. (X/Arthur Hayes | PANews) 3. Hedging activity intensifies in options trading: Monthly notional expirations approach $9 billion, BTC DVOL rises to 44+, and IV increases. The biggest pain point for BTC at maturity is around $90,000, and for ETH it is around $3,000; the rise in implied volatility indicates increased hedging demand, but the overall sentiment is "cautious rather than panicked". (TechFlow | GreeksLive/X | Odaily) 4. Deleveraging may not be over: forced liquidations were almost entirely driven by long positions, and funding rates remain positive.

Crypto Market Aggregator|币圈新闻汇总

[2/3] (PANews | BlockBeats | Kobeissi Letter) Market Analysis 1. CoinDesk: BTC breaks below 85,000 after breaching "two-month support level," next technical level to watch may be around 75,000. The report points out that while gold and stocks have rebounded from their worst levels in the day, crypto assets remain relatively weak, and the market is focused on the risk of further testing of key support. (CoinDesk) 2. Increased volatility in precious metals: Gold experienced a "V-shaped reversal" with a single-day range exceeding $500; UBS raised its 2026 gold price target to $6,200. Spot gold fell rapidly from approximately $5,550/ounce to $5,155 before rebounding to around $5,450; silver also saw significant volatility before recovering. UBS raised its 2026 price target to $6,200 (upside scenario $7,200, downside scenario $4,600). (BlockBeats) ━━ Project Updates ━━ 1. Ethereum plans to use the "unclaimed ETH" from The DAO hack to establish a security fund of approximately $220-250 million for auditing, tools, and incident response. Ethereum developer Griff Green and others disclosed that the funds will be used to fund security audits, infrastructure, and incident response, and some security grants will be distributed through the DAO mechanism. (CoinDesk | The Block | Decrypt | Foresight News) 2. Bitmine has pledged another 314,496 ETH (approximately $887 million), bringing its total pledged ETH to approximately 2,831,392 ETH (approximately $7.98 billion). The continued increase in large-scale institutional pledging indicates that some funds are still choosing to obtain returns through pledging even in a declining market environment. (PANews) 3. Securitize reports 841% revenue growth and prepares for an IPO; its partner SPAC (Cantor Equity Partners II) rises 4.4%. The strong performance growth of tokenization and compliant issuance infrastructure has attracted market attention, and the listing process continues to move forward. (CoinDesk) 4. Crypto custody company Copper is in early talks about an IPO. Reports indicate that Copper is evaluating a potential listing, with Goldman Sachs, Citigroup, and Deutsche Bank reportedly involved, depending on recent revenue performance; the report also mentions that its peer BitGo is already listed on the NYSE. (CoinDesk | Foresight News | PANews | TechFlow) 5. On-chain monitoring: The "1011 / BTC OG Insider Whale" long position retraced by about $53 million in two hours, with an overall floating loss of about $84 million. Monitoring shows that it holds about $704 million of BTC long positions, which have experienced a significant retracement and floating loss as the market declines. (BlockBeats | Odaily) ━━ Other ━━ 1. The Central Bank of El Salvador purchases $50 million in gold: Gold holdings exceed $360 million; the government continues to increase its BTC holdings, with a total value of approximately $635 million. While continuing to increase its Bitcoin holdings, the country is further increasing the proportion of its gold reserves. (CoinDesk) 2. SpaceX is reportedly evaluating integration options: a merger with Tesla or a merger with xAI before its IPO, with a combined valuation potentially exceeding $1.5 trillion. Sources say the deal could attract the attention of infrastructure funds and Middle Eastern sovereign wealth funds and may require substantial financing, but no final decision has been made yet, and it may also remain an independent entity. (PANews | Watcher.Guru | Kobeissi Letter) 3. OpenAI reportedly plans to IPO in the fourth quarter of 2026 and is "accelerating" its progress to become the first major generative AI startup to go public. Reports indicate that it hopes to be the first to complete its IPO, competing with companies like Anthropic. (AGGR Newswire | Kobeissi Letter) 4. The CFTC will withdraw its 2024 "Political and Sports Events Contract" proposal and begin drafting new rules for prediction markets. The CFTC chairman has stated publicly that the focus will shift to advancing the development of a new regulatory framework for prediction markets. (BWEtradfi)

Crypto Market Aggregator|币圈新闻汇总

[1/3] [Crypto/TradFi Summary] 2026-01-30 08:00 (Beijing Time) ━━ Important News ━━ 1. The U.S. Senate Agriculture Committee advanced the Cryptocurrency Market Structure Act (CLARITY) by a vote of 12-11. This marks the first time a bill with a clear partisan divide has made significant progress at the Senate committee level. However, it lacks sufficient Democratic support and still needs to pass the Senate Banking Committee and secure bipartisan votes. One point of contention concerns the interests of Trump and his family in the crypto space; amendments restricting their profiting from crypto failed to pass. (CoinDesk | The Block | Decrypt | BlockBeats) 2. The SEC and CFTC are pushing forward with “coordination/modernization” of crypto regulation (Project Crypto, proposed MOU); senators warn against over-authorization of the CFTC when its staff is incomplete. The SEC and CFTC are reportedly planning to unify their regulatory approach through "Project Crypto" and a memorandum of understanding to align with Congressional progress on digital asset legislation. SEC Chairman Paul Atkins stated that clearer rules will be provided and that the time is "right" to include pension funds in crypto assets. Meanwhile, Senator Klobuchar warned that the CFTC should not be granted excessive new regulatory powers over crypto assets, given that it has only one commissioner remaining and the commission is not yet fully established. (The Block | CoinDesk | CoinDesk | BlockBeats | Cointelegraph) 3. The cryptocurrency market experienced a sharp overnight decline accompanied by massive liquidations: total market capitalization fell below $3 trillion, with approximately $798-803 million liquidated in 24 hours. The total market capitalization of cryptocurrencies declined by approximately 5.1% to approximately $2.953 trillion in 24 hours; BTC briefly touched approximately $83,383 before falling below $84,000, and ETH briefly reached approximately $2,754. Approximately $798-803 million in liquidations occurred across the network in 24 hours, affecting approximately 212,000 individuals; some altcoins and US-listed crypto-related stocks also experienced significant declines (such as MSTR and COIN). (BlockBeats | Decrypt | Coinglass | Odaily | Foresight News | PANews) 4. The risk of a US federal government shutdown remains high: The Senate procedural vote failed to pass; media reports indicate that an agreement was reached on funding issues to avoid a prolonged shutdown. The Senate procedural vote failed to advance the appropriations bill (45 votes in favor, 55 against, failing to reach the 60-vote threshold). Subsequently, reports indicated that Trump and Senate Democrats reached an agreement on funding issues, possibly splitting DHS funding for separate negotiations; the Senate could vote as early as Thursday evening, and the House could consider it on Monday, but the risk of a short-term shutdown has not been completely eliminated. (PANews | PANews | BlockBeats | BWEtradfi) 5. Trump: The Fed will announce its successor to Powell next week and says interest rates should be 2-3 percentage points lower. Powell's term will last until May 2026. Trump said he will announce the successor next week and continue to pressure for a significant rate cut. (PANews | BlockBeats | CoinGape | Cointelegraph) 6. Trump declared a national emergency and proposed imposing tariffs on goods from countries that sell or supply oil to Cuba; risk aversion fueled gold prices after his statement, leading to a short-term rise in spot gold prices. (PANews | BlockBeats | Kobeissi Letter) 7. Trump threatened to impose a 50% tariff on all Canadian aircraft imported into the US and said he would revoke some "Canadian-made aircraft certifications." Trump announced a 50% tariff on Canadian aircraft imported into the U.S. and stated that he would revoke the "Canadian-made aircraft certification" for aircraft such as the Bombardier Global Express until Gulfstream obtains full certification.

Crypto Market Aggregator|币圈新闻汇总

[2/2] Amid cooling risk appetite, US stocks and crypto-related stocks weakened in tandem, with MSTR, COIN, and others experiencing the largest intraday declines (the extent of the decline varied depending on the timeframe and accounting method). (BlockBeats | PANews) 3. Precious metals experienced sharp fluctuations at high levels: Gold briefly fell below $5,200, and silver saw a maximum pullback of approximately 8%–9%. Spot gold quickly retreated from around $5,500 and fell below $5,200 per ounce, briefly approaching $5,100 during the session; silver saw a maximum intraday drop of approximately 8%–9%. Meanwhile, some observers cautioned against the risk of a reversal after a period of "unstable surge" in gold prices. (PANews | BlockBeats) 4. Options expiration is approaching: The concentrated settlement volume this week is approximately US$9.5-9.8 billion, with implied volatility (IV) at a low level. Deribit data shows that over $9.5 billion in options will expire (with the biggest hurdle for BTC at $90,000 and for ETH at $3,100); other institutions say that with the first "monthly expiry" of 2026 approaching and implied volatility continuing to decline, key price levels may amplify volatility. (PANews | GreeksLive) 5. On-chain token structure: Glassnode indicates that LTH's "actual reduction" over the past 30 days may be underestimated by net indicators. Glassnode claims that LTH has net sold approximately 144,000 BTC in the past 30 days, but the actual reduction in "cumulative reduction" may exceed 370,000 BTC. This is because some BTC have matured from short-term to long-term holding, which can distort the net indicator. (Foresight News) ━━ Project Updates ━━ 1. Unchained: The Ethereum Foundation and Vitalik reportedly plan to establish a $220 million "Security and Audit Fund". The report states that the funds are related to TheDAO and are intended for Ethereum security and auditing; currently, the information is mainly based on media disclosures, and details and implementation paths are yet to be confirmed. (Unchained | Odaily) 2. Optimism: OP holders approve the buyback program, and 50% of protocol revenue is redirected to OTC swaps. Once governance is approved, 50% of the revenue from the Optimism protocol will be used for buybacks/related arrangements via OTC swaps. (The Block) 3. Talos, an institutional-grade crypto trading infrastructure, has raised $45 million in expanded funding, valuing the company at approximately $1.5 billion. New strategic investors include Robinhood, Sony Innovation Fund, IMC, and QCP. The company stated that its institutional clients manage a total of approximately $21 trillion in assets. (CoinDesk | The Block) 4. The Bitcoin ZK Rollup project Citrea launched its mainnet with BTC-collateralized DeFi lending, structured products, and the native USD stablecoin ctUSD (issued by MoonPay and pegged to cash and short-term US Treasury bonds), emphasizing native issuance to reduce bridging risk. (BlockBeats) 5. Coinbase integrates Jupiter, a DEX aggregator within the Solana ecosystem. After Coinbase integrates Jupiter, users can directly trade Solana native assets through a self-custodied wallet on the Coinbase platform, aggregating liquidity on-chain and completing settlement. (PANews) ━━ Other ━━ 1. On-chain and leverage risks: Hyperliquid's "ETH super short" has accumulated profits of over $80.9 million and still holds a large short position. Address 0x20c2 is accused of short ETH on Hyperliquid and accumulating profits of over $80.9 million. It currently still holds a short position of approximately 30,582 ETH (previously 50x, currently approximately 25x). (BlockBeats | PANews) 2. Trend Research increased its defensive position: It withdrew 36.39 million USDT and deposited them into Aave as margin. During the ETH price decline, Trend Research withdrew 36.39 million USDT from Binance and deposited them into Aave in batches. Its ETH holdings were about 650,000 to 660,000 ETH, and the unrealized loss was about 179 million to 215 million USD depending on the statistical time. (PANews | Foresight News) 3. Exchange Announcement: Binance will remove and suspend 20 spot trading pairs and related trading bot services, including 0G/FDUSD, ARPA/BTC, AXS/ETH, NEAR/BNB, SEI/BNB, SOMI/FDUSD, etc. (subject to the official announcement time). This will not affect the trading of the relevant tokens on other trading pairs. (PANews | Foresight News) 4. DeFi Anomalies: Venus Protocol token XVS experienced a 24-hour flash crash of approximately 40%, triggering liquidation of whale revolving loans. XVS fell from around $5.3 to around $3.1, with an intraday low of around $2.97; on-chain data showed that a whale revolving loan position had approximately 287,000 XVS liquidated. (PANews | Foresight News)

Crypto Market Aggregator|币圈新闻汇总

[1/2] [Crypto/TradFi Final Merge Report] 2026-01-30 00:00 (Beijing Time) ━━ Important News ━━ 1. Significant volatility in risk assets: Cryptocurrency prices fell, compounded by geopolitical and policy uncertainties. Iran announced that it will hold military exercises including "live-fire" in the Strait of Hormuz on February 1-2, which may disrupt shipping and risk appetite. In the United States, the Senate sought a compromise on temporary funding for DHS, but the risk of a government shutdown remains, coupled with rising macroeconomic uncertainty. (PANews | BlockBeats | TechFlow) 2. SEC Chairman Atkins: Crypto assets should be allowed to be included in 401(k) filings; SEC/CFTC jointly call for clearer rules. SEC Chairman Paul Atkins stated that "it's time to allow" crypto assets to be included in the approximately $12.5 trillion 401(k) retirement account portfolio; meanwhile, SEC and CFTC officials said that a clear and predictable regulatory framework for crypto assets should be provided through legislation or institutional coordination, rather than continuing to rely on "enforcement instead of regulation". (BlockBeats | TechFlow TechFlow | Foresight News) 3. Latest SEC guidance: Tokenized securities remain subject to existing securities laws, and the secondary market path remains unclear. The SEC emphasized that tokenized securities (including tokenized stocks) do not escape the framework of securities laws due to changes in technology. Requirements such as registration, disclosure, reporting, and anti-fraud remain applicable, and a distinction is made between "issuer-supported issuance" and "third-party-supported issuance." However, no clear solution has yet been provided for compliant trading in the secondary market. (BlockBeats) 4. Stablecoin regulation continues to heat up: The UK launches an investigation; Tether says the "yield" controversy is slowing down legislation. The UK House of Lords has launched an investigation into stablecoin regulation and is soliciting opinions; it is also reported that the Bank of England plans to prioritize the "systemic stablecoin" mechanism in 2026. In the US, Tether's CEO stated that the controversy surrounding "stablecoin yields" is slowing down the progress of crypto-related legislation; at the same time, there are conflicting statements that "Tether has no objection to the clauses in the draft that prohibit stablecoin yields" or "has no position." (BlockBeats | PANews | The Block | Foresight News) 5. Russia plans to introduce cryptocurrency market regulations by 2027, which will set a single purchase limit of $4,000 for retail investors, allow qualified investors to trade with retail investors, prohibit anonymous coins and domestic cryptocurrency payments, and explicitly state that BTC and ETH will not be legal tender. (CoinDesk) 6. Institutions and exchanges are accelerating their "bank/brokerage-like" transformation: Bybit launches IBAN accounts; Matrixport launches stablecoin direct investment in US stocks. Bybit says it will launch its IBAN-based fiat currency account "MyBank" as early as February, and is assessing the possibility of RWA custody, expansion in the US, and listing; Matrixport launches "USDT/USDC direct investment in US stocks", supports stablecoin deposits and withdrawals 24/7, and will open for trading on February 3. (CoinDesk | The Block | BlockBeats) 7. Japanese listed company Metaplanet plans to raise approximately $135-137 million to expand its Bitcoin reserves. The company plans to raise approximately $135-137 million (approximately 20.74 billion yen net) through equity financing/placement and other means to continue buying BTC and to partially repay loans to restore/retain its reserves; its holdings data vary in different reports. (The Block | Foresight News | PANews) 8. Security Incident: The Holdstation project wallet was compromised, resulting in a loss of approximately $100,000. The attacker transferred assets across World Chain, BSC, Berachain, zkSync, and other platforms, ultimately consolidating the assets on Ethereum into 22.41 ETH and bridging them to the Bitcoin network for 0.755 BTC. The team has released an on-chain message and is attempting to negotiate. (PANews | Foresight News) Market Analysis 1. Crypto Market Rapidly Declines: BTC briefly fell below $85,000, and ETH fell below $2,800. Liquidations amplified volatility. Multi-source data shows BTC hovering around $84,910–$84,970, down about 5% in 24 hours; ETH briefly fell to around $2,798–$2,800, down about 6.8%–7.0% in 24 hours; SOL fell below $120. Regarding liquidations, approximately $575 million–$665 million (depending on the source) were liquidated across the network in 24 hours, primarily long positions, with the largest single liquidation occurring on Hyperliquid's BTC-USD pair. (BlockBeats | PANews | TechFlow) 2. Risk assets "resonate": US stocks weaken and crypto concept stocks decline in tandem.

Crypto Market Aggregator|币圈新闻汇总

[2/2] (PANews | BlockBeats) 3. Coinbase's listing roadmap adds Hyperliquid (HYPE) and Infinex (INX). Coinbase stated that formal trading will be announced separately once market-making and technical conditions are met; this news is also seen as one of the catalysts for HYPE's recent strong rebound. (Foresight News | BlockBeats) 4. World releases World ID v4.0: Introduces account abstraction and multi-key, enhances privacy and anti-phishing mechanisms. The new version supports key rotation/revocation and optional recovery agent, and enhances privacy through OPRF one-time null values, etc.; a trusted party registry has been added to reduce phishing risks. (PANews | Foresight News) 5. OKX will delist some leveraged cryptocurrency pairs and flexible lending services from February 4th to 5th (UTC+8), including SAHARA, HMSTR, YB, BICO, AEVO, WOO, SOPH, etc. The platform advises users to close their positions and adjust their lending before trading is suspended. (BlockBeats) ━━ Other ━━ 1. The stablecoin USDF briefly de-pegged to approximately 0.987 before rebounding; the project disclosed reserve and circulation data. USDf (Falcon Finance) briefly dipped to around $0.9871 before rebounding; the project disclosed a circulating market capitalization of approximately $2.06 billion and an underlying asset value of approximately $2.43 billion. (BlockBeats | PANews) 2. Derivatives risks escalate: Approximately $299 million in positions were liquidated across the network in the past 24 hours, with long positions accounting for about $203 million. The liquidations were mainly concentrated in BTC and ETH, amounting to approximately $119 million and $42.01 million respectively, indicating that leveraged funds are under pressure driven by macro events. (Foresight News) 3. Rumors surrounding OpenAI intensify: It is reported that Nvidia, Microsoft, Amazon, SoftBank, and others may be involved in a new round of investment negotiations; reports also indicate that OpenAI is considering launching a "real-person-only" social product, possibly using Face ID or World's Orb as a personal verification tool, causing WLD fluctuations. (BlockBeats | Foresight News)

Crypto Market Aggregator|币圈新闻汇总

[1/2] [Crypto/TradFi Merge Update] 2026-01-29 16:00 (Beijing Time) ━━ Important News ━━ 1. The Federal Reserve kept interest rates unchanged at 3.50%-3.75%, and its post-meeting statement was cautious; the cryptocurrency market experienced a brief decline. The FOMC held rates steady, which the market interpreted as continued vigilance regarding inflation; after the decision, BTC briefly fell below $88,000, triggering a short-term concentrated liquidation (mainly by long positions). Precious metals continued their strong performance, with gold and silver prices maintaining high volatility. (BlockBeats | TechFlow) 2. The U.S. SEC clarifies its rules on "tokenized securities/tokenized stocks": tokenization does not change the security's nature; "synthetic stocks" will be strictly investigated. The SEC emphasized that tokenized securities remain subject to federal securities laws, and their issuance and sale require registration or exemption; it also noted that many retail-oriented "equity tokens" may only offer indirect or synthetic exposure, and regulators will increase scrutiny. (CoinDesk | The Block) 3. Reuters: The White House plans to convene a closed-door meeting with bank and crypto industry executives to push forward the Clarity Act and focus on "interest/yield" clauses for stablecoins. The report states that the meeting aims to push both sides to reach a compromise on "whether stablecoins can provide users with interest or other benefits"; crypto institutions believe that the yield mechanism affects customer acquisition and product competitiveness, while banks are concerned about deposit outflows and financial stability risks. (BlockBeats | Foresight News) 4. The Central Bank of the UAE approved the first USD stablecoin, USDU, under the PTSR framework. USDU is issued and managed by Universal Digital (regulated by ADGM FSRA), with reserves held 1:1 in a protected account within the UAE. Partner banks include Emirates NBD, Mashreq, and Mbank, and Aquanow participates in global distribution cooperation, aiming to improve the efficiency of digital asset settlement. (CoinDesk | BlockBeats) 5. The UK government requires banks not to refuse services outright because of "crypto business". The UK government instructed banks and financial institutions to assess crypto companies/clients that meet regulatory requirements on a case-by-case basis and not to deprive them of basic banking services simply because of their industry characteristics; at the same time, it emphasized that AML/CTF obligations will not be relaxed. (BlockBeats | PANews) 6. Russia plans to establish comprehensive crypto regulation: the framework is aimed to be completed by July 2026 and take effect in July 2027, and retail limited participation will be allowed. Reports indicate that it will differentiate between "accredited/non-accredited investors". Ordinary investors may need to pass a test and have an annual purchase limit of about $4,000. Unregistered exchanges/illegal intermediaries may face fines or even criminal liability, and anonymous cryptocurrencies may be restricted. (Foresight News | DLNews) 7. European Central Bank: Will accept DLT-issued assets as eligible collateral for the Eurosystem. Starting March 30, the Eurosystem will accept tradable assets issued in the CSD using DLT as collateral for credit transactions, provided that they meet the collateral eligibility and management requirements and can be settled in a T2S-connected settlement system. This will be implemented in phases. (Foresight News) Market Analysis 1. Glassnode: Key support levels for BTC are $80,700–$83,400; $96,500 is the "bull-bear dividing line" for short-term holders' costs. The report states that if the price falls below $83,400, it may retreat further to around $80,700; the options market is leaning towards a defensive stance (bearish skew is increasing, short-term implied volatility is rising), while the 30-day moving average of ETF selling pressure is close to zero, and there are signs of improvement in spot buying on the Binance side. (TechFlow | BlockBeats) 2. Deribit: A large number of BTC/ETH options are about to expire on January 30. BTC is under pressure around $90,000. BTC and ETH options with a notional value of about $9.697 billion will expire at 16:00 on January 30. Among them, BTC has about $8.387 billion, with a maximum pain point of $90,000; ETH has about $1.31 billion, with a maximum pain point of $3,100. (Foresight News) 3. US Spot ETF Fund Flows: BTC Slight Net Outflow, ETH and SOL Net Inflow. On January 28th (Eastern Time): BTC spot ETF saw a net outflow of approximately $19.65 million (IBIT saw a net outflow of approximately $14.18 million, while FBTC saw a net inflow of approximately $19.45 million against the trend); ETH spot ETF saw a net inflow of approximately $28.1 million (ETHA contributed approximately $27.34 million); SOL spot ETF saw a net inflow of approximately $6.69 million. (SoSoValue | Foresight News) 4. CoinDesk: Stronger gold, silver, and oil prices may boost inflation expectations, diverting attention from BTC and posing downside risks. CoinDesk points out that rising precious metals and crude oil prices may boost inflation expectations and make rapid interest rate cuts more difficult, causing macro trading to take over again; traders also warn that continued strength in gold may divert market attention from Bitcoin. (CoinDesk) ━━ Project Updates ━━ 1. Bloomberg: Bybit plans to launch a bank-like account called "MyBank," positioning itself for institutional custody and RWA tokenization, and is exploring a US market entry. "MyBank" plans to support fiat currency balances such as USD and provide IBANs, allowing transfers in/out of 18 currencies, with an expected launch in February 2026; fiat currency can be directly exchanged for crypto assets upon arrival. Bybit also plans to launch a new custody product for institutions that supports RWA tokenization and is exploring the possibility of entering the US market and a long-term listing. (Bloomberg | Foresight News) 2. Optimism pilots OP buyback program: Over the next 12 months, it will use 50% of Superchain sorter net revenue to buy back OP. The buyback is expected to begin in February, and the proceeds will go into the Optimism Collective treasury. The subsequent use of these proceeds (staking/incentivizing/burning, etc.) will be determined by governance.

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