随着合规的推进，会有更多的人想着长期经营，做有稳定收入的企业，而不是发币为主的项目。

According to ChainCatcher, despite the recent significant drop in Bitcoin prices, Wall Street bank JPMorgan remains firm in its prediction that Bitcoin's theoretical price will approach $170,000 within the next six to twelve months. JPMorgan analysts emphasize that strategy is a key driver for Bitcoin, with the company holding a $1.4 billion reserve fund to mitigate the risk of Bitcoin sell-offs. They also highlight the MSCI index decision on January 15 as an asymmetric catalyst.

According to Foresight News, Ethereum's mainnet gas prices have hit a new low, dropping to 0.025 Gwei. Currently, the transaction fee for a mainnet transfer is only $0.0017. In contrast, most Layer 2 networks have transaction fees that are 3 to 5 times higher than the mainnet, ranging from $0.0055 to $0.0079.

According to PANews, the Canadian National Bank has disclosed its acquisition of 1.47 million shares in the Bitcoin financial company Strategy (MSTR), valued at approximately $273 million. This move marks a significant investment in the cryptocurrency sector by the Canadian financial institution. The acquisition highlights the growing interest and involvement of traditional banks in digital assets and related companies.

What to Know: IMF concerns about dollar stablecoins eroding local currencies reinforce the appeal of scarce, non-sovereign assets like Bitcoin in a fragmented monetary system. Bitcoin’s base layer remains constrained by slow confirmations, fee volatility, and minimal smart contract support, creating renewed interest in specialized Layer 2 infrastructure. Competing Bitcoin scaling projects, from Lightning to sidechains, are racing to capture BTC liquidity as programmable capital for payments and DeFi. Bitcoin Hyper uses an SVM-based Layer 2 anchored to Bitcoin to deliver extremely low-latency smart contracts, targeting DeFi, gaming, and high-speed BTC payments source: https://www.newsbtc.com/news/imf-warns-stablecoins-threaten-banks-boosting-bitcoin-hyper-layer-2/

In an industry that thrives on noise and chaos, Cardano is betting its future on a “quiet” hard fork and improved coordination among its leading internal stakeholders. The blockchain network is preparing to execute a technical upgrade engineered to be virtually invisible to the market. source: https://cryptoslate.com/cardano-is-executing-a-silent-reset-after-a-critical-ledger-error-nearly-fractured-the-network-in-november/

CEA Industries maintains BNB token strategy amidst shareholder concerns. Learn about the ongoing board discussions and market perspectives. source: https://coincu.com/news/cea-industries-bnb-token-strategy/

过去一年，在加密市场起伏不定、叙事快速更迭的表象之下，真正经过验证、跑出价值的项目屈指可数。

中国加快数字人民币发展，坚决遏制包括稳定币在内的虚拟货币的政策取向已经完全明确。

今日晚间推荐阅读：1.争议Strategy：大跌之后的BTC信仰股困局；2.L1代币为何持续跑输BTC；3.DAT神话终结？比特币财库公司下一步何去何从；

“仓位完成重置、升级变量浮现，上行机会更多来自战术性布局而非趋势反转”

Polymarket的操作非常直观——为热点事件创建“市场”

代币化可能会以互联网的速度发展，比大多数人预期的要快，在未来几十年内实现巨大的增长。

了解最后一枚比特币的挖出时间，以及减半机制、固定供应量及比特币经济设计如何塑造其长期稀缺性、价值与未来角色。

下一轮牛市，将由机构定价、由企业驱动、由基础设施决定。

如果未来五年内人民币兑美元的汇率逐步升值50%，将低估幅度由目前缩小一半至25%，不仅有基本因素支撑，而且对中国多方面有利。