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The spot market today saw a confrontation between bulls and bears, with tokens like IOTA and GUN dropping sharply, while PIVX, BIFI, and PROM rebounded. Market sentiment is switching between panic and buying the dip, and some rebounds may indicate new long opportunities.

The President of Kazakhstan has signed the "Banking and Banking Activities Law" and the "Financial Market Regulation and Development Amendments," bringing digital financial assets (DFA) under regulation. These are categorized into stablecoins, physical asset tokens, and electronic financial instruments. The central bank will issue licenses and establish a list of cryptocurrencies to protect investors and combat illegal activities, marking the market's transition from disorder to order.

The French regulatory authorities pointed out that among approximately 90 cryptocurrency companies, nearly one-third have not clarified whether they have applied for a MiCA license. Missing the deadline will result in losing the legal operating qualification within the EU. Some companies have submitted applications, some have refused to apply, and another 30% are still observing. The implementation of MiCA will profoundly impact the European crypto ecosystem, and the critical decision period has arrived.

In 2025, the attitude of the financial industry towards crypto assets has shifted, with 32% of financial advisors already allocating crypto assets for clients, 56% holding personal investments, and allocation ratios increasing. Institutional investments are becoming more diversified, indicating widespread recognition of crypto assets.

Mining hardware manufacturer Canaan Inc. was warned by NASDAQ for having its stock price below $1 for 30 consecutive trading days and was granted a 180-day grace period. If the stock price can rise above $1 for 10 consecutive trading days during this period, it can avoid delisting. This event has sparked market concern about the prospects of the mining hardware industry.

Strive and Semler Scientific complete merger, with Strive's Bitcoin holdings increasing to 12,798 coins, valued at approximately $1.22 billion, becoming the 11th largest corporate Bitcoin holder. This merger has sparked further market attention and recognition of Bitcoin assets.

White House Economic Council Chair Harret stated that there would be no major issues with Federal Reserve Chair Powell's investigation, describing it as a routine information request. However, he also called for greater transparency from the Federal Reserve regarding renovation costs, indicating skepticism about its cost management. This could impact the Fed's decision-making independence, thereby affecting market liquidity and policy direction.

A leading exchange has begun piloting traditional stock trading and plans to launch an "all-in-one exchange" strategy. The future goal is to introduce on-chain native tokenized equities. However, achieving this goal requires coordination with regulatory authorities and resolving multiple compliance issues, making the process complex and lengthy.

Jeffrey Cleveland believes that AI-related expenditure mainly comes from corporate cash flow rather than excessive borrowing, thereby reducing the risks associated with debt growth. He points out that current corporate leverage ratios have not reached historical highs, so the risk of an AI bubble is not significant. Investors who exit out of fear of a bubble may face regret.

【Crypto World】Ethereum has been quite popular recently. Data shows that the number of new wallets is soaring, and the number of users onboarding for the first time is also significantly increasing. The reasons behind this are quite clear— the booming decentralized finance has attracted many people, the frequent transfers of stablecoins are driving activity, and the continued popularity of NFT trading, along with the launch of various new applications. These factors combined have boosted the overall activity on the Ethereum chain. It’s clear that this growth is not just a temporary spike, but a true sign that the application ecosystem is genuinely moving forward.

Starting from January 16, the Korea Google Play App Store requires all overseas crypto trading platforms and wallet applications that are not registered locally to be taken down. They must register with the Korea Financial Intelligence Unit (FIU) to continue operating. This has resulted in many users being unable to update or download related apps through official channels. While web access remains possible, it significantly impacts retail users who prefer using mobile devices. This policy reflects the strengthening of virtual asset regulation in various countries.

The total market capitalization of stablecoins in the Solana ecosystem has reached $15 billion, a record high, with an annual growth of over 200%. This growth reflects the high efficiency and low costs of the Solana network, as well as the prosperity of the DeFi ecosystem and the rising demand for stablecoins, highlighting its importance in liquidity infrastructure and market confidence in its long-term prospects.

NCAA pressures the CFTC to suspend college sports prediction markets due to harassment threats posed to student athletes. Chairman Baker recommends strengthening age restrictions and advertising regulations, enhancing event monitoring and anti-harassment mechanisms. Meanwhile, despite increased regulation, trading volumes on related platforms are rising, and the future regulatory direction remains to be seen.

Philadelphia Fed President Patrick Harker stated that it is not appropriate to rush into rate cuts at the moment, emphasizing the importance of continuing to bring inflation down to 2%. At the same time, he expressed concern about fluctuations in the labor market, noting that a shift from slowdown to collapse would require caution. Harker advocates patience and data-driven decisions, expecting the rate cut cycle to be delayed and the rebound pace of risk assets to be reassessed.

A trader invested $3 million USDC on Hyperliquid, enabling the highest leverage mode, shorting ETH and XMR, which is extremely risky. The liquidation price for their ETH position is set at $3,380, indicating a bet on a significant pullback. Market volatility could lead to substantial losses.

On-chain data monitoring agencies have discovered that a large whale exchanged 363 Bitcoins for 10,390.5 Ethereum on ThorChain, valued at $34 million. This move indicates that whales are adjusting their asset allocations, reflecting their market expectations and outlook on the cryptocurrencies.

In the Ethereum ecosystem, a veteran whale named 0xB3E8 has recently been active, depositing 13,083 ETH into Gemini exchange, worth approximately $43.35 million. The account now holds 34,616 ETH, with a total value of $115 million, and the market is highly focused on its trading movements.

【币界】根据BitcoinTreasuries.net的最新数据统计，关于MicroStrategy在2026年底的比特币持仓规模，市场上有近一半的参与者看好其扩张计划。具体来看，48.5%的投票者预期该公司到那时会持有100万枚比特币。这一预测反映了市场对这家企业比特币战略的持续关注，以及投资者对其长期布局的期待。

On January 15th, Bitcoin's premium index on a certain compliant platform turned positive again, indicating active buying in the US market and a more optimistic investor sentiment. This change reflects institutional funds actively deploying, ample US dollar liquidity, and marks a reassessment of Bitcoin's value by market participants.