Phyrex posted on X. As January 2026 progresses, the U.S. stock market has been underperforming, with international stocks consuming nearly all net inflows into developed market equities. Currently, developed market equity funds have seen over $50 billion in net inflows, with international shares accounting for $39 billion. Europe and Japan have attracted $5 billion and $2 billion respectively, while the U.S. has only seen $771 million in inflows. A significant factor affecting the U.S. market is U.S. President Donald Trump's stance on tariffs related to Greenland, which could lead to substantial capital withdrawal from U.S. stocks into international markets. The exposure of international markets to U.S. income is approximately 22%, which is insufficient to offset the risk of capital outflow from the U.S. Trump's focus on securing votes appears to be diverging from his goal of revitalizing the U.S. stock market.

Phyrex posted on X. U.S. President Donald Trump has announced a potential 100% tariff on all Canadian goods entering the United States if Canada finalizes a strategic partnership agreement with China. This agreement focuses on cooperation in energy, clean technology, and climate competitiveness. Under the deal, Canada would allow up to 49,000 Chinese electric vehicles into its market with a most-favored-nation tariff rate of 6.1%. In return, China would reduce the comprehensive tariff rate on Canadian canola to approximately 15%, and Canadian canola meal, lobster, crab, and peas would be exempt from anti-discrimination tariffs until the end of the year. While there is no official response from China and Canada yet, it is anticipated that both countries might react on Monday. The market is concerned that if Trump imposes the 100% tariff, it could lead to retaliatory measures from China and Canada. Currently, the market is experiencing low liquidity and minor fluctuations, typical of short-term investor activity over the weekend. There is uncertainty about how the market will react to Trump's tariff threat on Monday. The distribution of market positions remains healthy, and there is hope for the formation of a more stable support level. Observers are also waiting for the Supreme Court to define Trump's tariff policies. Meanwhile, there is a call for restraint from Trump to avoid further market disruptions.

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.

Garrett Jin, an agent for "1011 Insider Whale," published an article on the X platform stating that in the context of de-dollarization, extending the debt cycle to help the US solve its debt problem seems impractical. Tokenizing US stocks to drive demand for stablecoins is the main feasible path for the US to refinance its growing debt. BlackRock's move to promote RWA illustrates this point, against the backdrop of continued US debt accumulation. Since 2025, rumors of a so-called "Mar-a-Lago Agreement" have circulated in the market, but this agreement has never been formally signed or implemented. Its core idea is to alleviate the $36 trillion US federal debt burden. The reality is that US debt continues to rise, de-dollarization has not slowed down, and countries such as Sweden, Denmark, and India are reducing their holdings of US Treasury bonds. If the US wants to repay old debt with new debt, the only realistic path is to issue more stablecoins and introduce new global capital into US Treasury bonds. To achieve large-scale operation, the solution is RWA, which involves putting US stocks on the blockchain. Tokenizing $68 trillion worth of US stocks will significantly increase demand for stablecoins, indirectly absorbing debt pressure. This is why BlackRock, closely linked to the US power center, is actively promoting RWA and on-chain stock trading. Against this backdrop, ETH will become a settlement layer for global capital markets due to practical needs, and 2026 will be the "Year of RWA."

Ethereum’s derivatives market is undergoing a clear reset, with open interest falling to its lowest level since mid-December while price remains relatively stable. Data from CryptoQuant shows this is not a simple exit from risk, but a redistribution of leverage across venues, with Binance standing out as an exception to the broader contraction. source: https://www.ethnews.com/ethereum-deleveraging-reshapes-the-derivatives-landscape/

1. A whale spent $2.6 million to buy PENGUIN; 2. CZ: Few strategies can beat "buy and hold"; 3. Meme coin PENGUIN's market capitalization surpassed $170 million, hitting a new high, with a 24-hour increase of 348%; 4. Yi Lihua: Crypto-friendly policies are gradually being implemented, and the crypto infrastructure bill is likely to pass; 5. Space released details of its public sale refund policy: the top 5% of users will only receive 11% to 21% of their investment; 6. Pantera Capital: Resistance to quantum competition may strengthen the "gravitational effect" of blockchain networks such as Ethereum; 7. Agent of "1011 Insider Whale": If Rick Rieder is elected Chairman of the Federal Reserve, it will be good for ETH and RWA; 8. Data: The top 100 listed companies in the world hold a total of 1.127 million 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.

The extended outflow streak comes as a widely used crypto sentiment indicator has stayed within the “Extreme Fear” range since Wednesday. source: https://cointelegraph.com/news/bitcoin-etfs-outflow-streak-crypto-sentiment-down?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

The Ethereum Foundation has officially established a post-quantum team and listed post-quantum security as its highest strategic priority. Led by cryptography engineer Thomas Coratger, researcher Justin Drake stated that leanVM will serve as the cornerstone of this strategy. The Ethereum Foundation has established a $1 million Poseidon Prize to strengthen hash functions in zero-knowledge proof systems, following a $1 million Proximity Prize established last year. Lighthouse and Grandine have already implemented post-quantum consensus development networks, and Prysm is expected to follow suit, launching a bi-weekly developer conference on post-quantum transactions next month, led by Antonio Sanso.

According to Onchain Lens monitoring, a whale (4wTHK...5LJo) spent 20,575 SOL to buy 20.78 million PENGUIN, worth $2.6 million, and then transferred them to another wallet.

We believe that under the DAT model, interest rate cut cycle, crypto policies, and the globalization of stablecoins, the four-year cycle pattern has become invalid. Now is the best time to buy crypto, especially ETH, which will be the biggest beneficiary of this bull market.

The chances for individual investors to obtain high returns in the stock market are becoming increasingly slim, which may be related to companies delaying their IPOs.

The future is not something that can be achieved overnight; those who foresee trends early will have the opportunity to seize future opportunities.

The combination of blockchain technology and artificial intelligence—digital economy + artificial intelligence = industrial upgrading × N = urban renewal—will create unique scenarios and solutions for multiple fields. Enriching applications in people's livelihoods is expected to increase per capita GDP by approximately 53%!

"This morning, we took over Wall Street; tonight, we've taken over the skies." On January 22, crypto custody giant BitGo officially went public, firing the first shot in the 2026 crypto IPO race.

Gold, silver, and BTC all hit record highs – Is Bitcoin lagging behind in the "digital gold" market? Jinse Finance reports that spot gold has risen nearly 100% since 2025.

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？

The crypto industry has not been simply "incorporated," but has instead entered a deeper round of differentiation and restructuring under compliance pressure.

Jinse Finance launches its daily cryptocurrency and blockchain news bulletin, "Jinse at 8 AM," issue 2946, providing you with the latest and fastest news on the digital currency and blockchain industry.

This is the first time Zhao Changpeng has appeared on the official agenda of the World Economic Forum since the settlement agreement reached with Binance in 2023 and his pardon in 2025. This invitation is by no means an act of forgiveness, but rather an inevitable choice at the institutional level.