BitMEX 联创 Arthur Hayes 在 X 平台发文表示，BTC 的价格将达到 100 万美元。

Polymarket refused to pay out over $10.5 million in bets after the U.S. captured Venezuelan president Nicolás Maduro, saying the operation did not meet their definition of an invasion. Traders are angry, arguing the action clearly counted as an invasion, while concerns have also been raised about possible insider trading on the platform.

According to PANews, recent analysis by crypto analyst Willy Woo indicates that Bitcoin's current long-term capital inflows have not yet experienced the large-scale influx typical of previous bull market cycles. This suggests that the market is still following the traditional four-year cycle rhythm. Despite Bitcoin's price reaching $91,000, the trend of capital inflows remains moderate, resembling the 'accumulation phase' seen in early 2020. Woo notes that unless there is a significant non-cyclical capital behavior by 2026, the notion of the 'end of Bitcoin's four-year cycle' does not hold. Current data continues to support the logic of cyclical price increases.

According to BlockBeats, the Bank of Japan is reportedly considering raising its economic growth forecast due to government stimulus measures. Sources indicate that while the central bank officials have no predetermined stance on the pace of interest rate hikes, they are expected to maintain the current interest rates this month.

日本央行据悉可能因政府刺激措施而上调经济增长预期。消息人士称，日本央行官员对加息步伐没有预设立场，预计本月将维持利率不变。(金十)

Key takeawaysWAL jumps over 15% on Binance campaign and volume surgePOL rises nearly 13% as payments strategy drives network demandACX gains more than 11% following technical breakoutWalrus (WAL) Rallies With Positive MomentumWalrus price surged 15.17% in 24 hours to $0.156, extending its seven-day gain to nearly 29%. The advance sharply outpaced the broader crypto market, which remained flat.WAL cleared the $0.149–$0.150 resistance zone, supported by a 472% jump in daily trading volume. Momentum indicators remain positive, with RSI below overbought levels.Beyond price action, WAL's price surge highlights growing interest in its decentralized storage solution for AI and Web3 data. However, protocol revenue remains limited, suggesting fundamentals lag recent price strength.Polygon (POL) climbs on payments focus and token burnsPolygon price rose 12.95% over the past 24 hours, extending its seven-day gain to more than 35%. Polygon recently introduced the Open Money Stack, a modular framework for regulated stablecoin payments. The initiative targets global fintech adoption and aligns with rising stablecoin transaction volumes on the network.Network usage continues to climb, with daily transactions exceeding five million. At the same time, POL token burns reached record levels, reducing circulating supply amid rising demand.From a technical standpoint, POL broke above its 50-day moving average, with momentum indicators approaching overbought territory. Key resistance is now seen near the $0.17 level.Across Protocol (ACX) Shows Technical BreakoutAcross Protocol price gained 11.41% in 24 hours, outperforming the broader market as attention shifted toward infrastructure-focused altcoins.ACX broke above a key Fibonacci level and is trading above short-term averages. RSI readings suggest positive momentum but also signal limited room before overheating.With a relatively small market capitalization and thin liquidity, ACX remains sensitive to shifts in broader altcoin sentiment.OutlookThe latest altcoin update reflects a broader rotation into higher-beta assets as market conditions stabilize. WAL, POL, and ACX each benefited from distinct catalysts, ranging from positive momentum to real-world payment use cases. Sustainability will depend on whether activity and usage metrics continue to support recent price gains.

由于伊朗境内抗议活动蔓延及里亚尔汇率跌至历史低点，伊朗政府于今日实施全国性互联网断网，导致约 700 万名加密货币用户交易受阻。TRM Labs 数据显示，2025 年 1 月至 7 月期间，伊朗境内的加密货币总流动额约 37 亿美元。在当前断网环境下，Bitwise 首席执行官 Hunter Horsley 建议将比特币作为财富存储手段。目前可行的离线交易方案包括：Starlink 卫星互联网已在境内激活，可提供高速连接；Blockstream 卫星网络支持在全球范围内广播比特币数据。此外，基于蓝牙网状网络的去中心化通信服务 Bitchat 自发布以来下载量已超 140 万次，支持手机间传输交易数据。由 Cyb3r17 开发的 Darkwire 项目利用长距离无线电技术创建网状网络，可在无网环境下传输比特币交易。南非开发者 Kgothatso Ngako 开发的 Machankura 则支持用户通过电信网络而非互联网收发比特币。上述离线方案最终仍需联网设备将交易上传至链上确认。

The European Parliament’s upcoming vote on the digital euro faces uncertainty as support falls short of a majority amid divided party positions. source: https://catenaa.com/markets/cryptocurrencies/european-parliament-faces-uncertain-vote-on-digital-euro/

据 Lookonchain 监测，3 小时前，Metalpha (0x4a2...b82) 从 Kraken 提取 6000 枚 ETH，价值 1867 万美元。

null source: https://x.com/lookonchain/status/2009512906707370357

Key takeawaysSolana price gains 3% in 24 hours, beating flat crypto marketSOL breaks $136 resistance with strong momentum indicatorsSolana ETF inflow expectations reach $14B+, per JPMorgan SOL price climbs as market stays mutedSolana news shows SOL rising 2.33% over the last 24 hours, extending a 9.78% weekly advance. This contrasts with the broader crypto market’s modest 0.014% gain over the same period.Trading volumes increased 27% to $4.94 billion, signaling heightened participation as SOL cleared the $136 resistance zone. Price is now consolidating above $138, maintaining short-term strength.A key Solana update came from Solana Mobile, which announced the January 21 launch of its SKR governance token. The token is designed to support smartphone governance and developer incentives within the Solana ecosystem. Institutional Interest and ETF NarrativeSolana ETF expectations are also shaping sentiment. A January JPMorgan report projects more than $14 billion in potential altcoin ETF inflows, identifying Solana as a primary beneficiary alongside XRP.Several asset managers, including Bitwise, VanEck, and Fidelity, have filed for Solana-related ETF products. Anticipation around regulatory decisions has contributed to speculative demand across digital assets. Technical Indicators Confirm BreakoutFrom a technical perspective, SOL’s breakout above $136 marked a shift in near-term structure. The MACD histogram remains positive, while the RSI sits near 67, below overbought levels.Solana price is trading above both its 7-day and 30-day simple moving averages. Key support levels are seen near $138 and $135, while resistance remains at $140 and $142. Solana Outlook: Levels to WatchThe short-term Solana forecast depends on whether SOL can maintain strength above $138. A sustained move above $142 could open the path toward the $145 resistance zone.On the downside, failure to hold $135 may expose lower support near $132 and potentially $124. SKR token adoption metrics and ETF-related developments remain the primary catalysts to monitor.

Binance said Thursday it has introduced gold (XAUUSDT) and silver (XAGUSDT) perpetual futures contracts settled in Tether’s USDT stablecoin, giving crypto traders round-the-clock exposure to precious metals markets without expiration dates or physical delivery.

“我踏马来了”为何会爆火？网友对此现象有何评论？币安上还有哪些中文Meme币？中文Meme币带来了什么？

Web3金融（特别是二级市场交易部分）大概率将被融入Web2金融，成为传统金融的一个交易品类。听起来可能让加密原教旨主义者感到不爽，但这恰恰是资产成熟的标志。

VanEck：基本情况模型预测，到2050年比特币将达到 290 万美元，这主要得益于比特币被全球5-10%的贸易用作结算货币 ，以及成为中央银行资产负债表 2.5% 的储备资产。

BTC是能源的顶层价值锚定，而AI是能源的生产力化应用。

加密货币正分裂为三条并行发展的赛道：投机与文化赛道（如 Meme 币、小众公链）；信息与真相市场赛道（以预测市场为核心）；实体经济金融基础设施赛道（如稳定币、RWA）。

China’s decision to allow banks to pay interest on digital yuan wallets from Jan. 1 is emerging as a pointed challenge to U.S. stablecoin policy, exposing a growing divergence between Beijing’s state-backed digital currency strategy and Washington’s restrictions under the GENIUS Act.

US President Donald Trump said he will not pardon jailed FTX founder Sam Bankman-Fried, who is serving 25 years for fraud. Bankman-Fried’s appeal is still in progress, but Trump made clear his support for crypto does not extend to forgiving financial crimes.

2026年底，隐私究竟会成为全球金融基础设施的持久支柱，还是会继续成为创新与管控之间反复出现的摩擦点，应该会更加明朗。