2026-01-20 03:40:13

#数字资产市场动态 The global markets are experiencing a clear shift in the landscape. Trump's tariffs on Europe—rising from a 10% rate on February 1, 2026, to 25% in June—have triggered a re-pricing of geopolitical risks. This uncertainty has directly increased demand for safe-haven assets: precious metals hit record highs, with gold and silver becoming investor refuges.

Meanwhile, the U.S. stock market shows an interesting contrast. The NYSE is advancing the construction of a 24-hour trading platform, which could enable continuous trading of U.S. stocks and ETF products in the future. This reform will fundamentally change the trading rhythm for traditional investors.

Over the past three months, U.S. ETFs have attracted over $400 billion in inflows, with 401(k) retirement accounts and institutional funds heavily allocating to large-cap and technology-weighted assets. This capital concentration reflects market optimism about a soft landing, a rate-cutting cycle, and the ongoing development of the AI industry.

Traditional finance is also paying increasing attention to crypto assets. BlackRock’s iShares ETF has publicly disclosed holdings of nearly $471 million in Bitcoin treasury company stocks (about 3.3% weight), further indicating that crypto assets are being integrated into the mainstream financial ecosystem.

On the macro front, the International Monetary Fund has raised its global growth forecast to 3.3%, but also warned that trade barriers and geopolitical conflicts could hinder economic growth. Oxford Economics’ model shows that if U.S.-EU tariff conflicts continue to escalate, global GDP growth could fall to 2.6%, the lowest since 2009.

In on-chain data, BitMine recently staked an additional 86,848 ETH, bringing the total staked amount close to 1.77 million ETH. The continued expansion of staking indicates that market perceptions of Ethereum’s long-term value remain unchanged.

BTC0,71%

ETH1,11%

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LiquidatorFlash

· 01-20 16:56

$400 billion flows into ETFs, but once tariff barriers are triggered, the entire collateralization system will collapse. This is a hidden liquidation risk threshold.

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AltcoinTherapist

· 01-20 04:10

Whoa, BlackRock is officially announcing their involvement in crypto? Is this for real?

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DeFi_Dad_Jokes

· 01-20 04:07

Black swan events are everywhere, yet major institutions are still frantically buying up assets? This tactic is getting really old. BlackRock is secretly purchasing BTC-related assets, while retail investors are still debating whether to buy the dip. LOL. Will raising tariffs to 25% really cause a market crash? It doesn't seem as scary as everyone says. ETH staking has nearly reached 1.77 million. This data really puts people at ease. 24-hour trading is here, now even sleeping means watching the market... Soft landing? GDP drops to 2.6%? The IMF's expectations are so two-faced.

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ThesisInvestor

· 01-20 04:05

Black swans are flying everywhere, precious metals are surging, but the US stock market is still dreaming... The contrast is truly remarkable. Is 24-hour trading coming? That would mean many people staying up late to monitor the market—just thinking about it is exhausting. ETH staking is still increasing; it seems everyone is betting on the Merge story, but nobody knows how long it can last. BlackRock quietly entered the BTC market—this signal is clear enough... Mainstream finance is slowly eroding our dividends. Tariffs raised to 25%? When that happens, the global GDP will be directly halved, and this time, it’s not just the crypto world that will be trembling.

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FortuneTeller42

· 01-20 04:04

Black swan events are happening frequently, and precious metals are in demand, but I am more optimistic about the transformation brought by overnight trading, as retail investors can finally be on the same wavelength as institutions.

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liquidation_watcher

· 01-20 04:04

Will the frequent occurrence of black swans and capital clustering in technology really be able to avoid the impact?

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MainnetDelayedAgain

· 01-20 03:55

According to the database, the process of increasing tariffs from 10% to 25% takes 4 months, and we have been waiting even longer for the market to bottom out... It's been so long since the last optimistic soft landing promise, and the pie is still the same pie. The news that BlackRock bought 471 million Bitcoin stocks should be included in the Guinness World Records—institutions will eventually enter the market, it's just a matter of timing. Wait, the figure of 1.77 million ETH staked also seems to be the result of a delayed notification; how long has the project team been fermenting that pie? The tariff conflict dropping to 2.6% of GDP growth rate might be another "gentle blow"… just wait and see.

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AirdropHunterXM

· 01-20 03:48

Black swans are flying everywhere, precious metals are surging wildly, but tech stocks are still holding steady? This stark contrast is indeed a bit extreme. --- $400 billion poured into the US stock market, do institutions really believe in a soft landing? I feel like they’re just throwing a tantrum. --- BlackRock is buying shares in Bitcoin companies. Is traditional finance truly understanding this or just following the hype? Can anyone clarify? --- ETH staking is approaching 1.77 million, but it seems not many people are paying attention to this. Let’s just quietly hold our positions. --- Tariffs raised to 25%? Europe must be going crazy, but is this good news or bad news for the crypto world? I’m a bit confused about the direction. --- The NYSE 24-hour trading is here, now US stock investors will have to work 996 like us haha. --- Global GDP might drop to 2.6%, sounds terrifying, but why does the crypto price still seem to be hanging in there?

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