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MSCI announced on January 7, 2026, that it will temporarily not remove Digital Asset Treasury Companies (DATCOs) from the Global Investable Market Index, maintaining the current index treatment. The decision is based on the need for further research into the definitions of "investment companies" and "operating companies," especially for firms with digital assets like Bitcoin accounting for over 50% of total assets. MSCI indicated that additional evaluation standards such as financial statements need to be introduced, but for now, the adjustment of share counts and inclusion factors will be pos

The US core CPI in December 2025 increased by 2.6% year-on-year and 0.2% month-on-month, both below market expectations, marking the lowest level since 2021. Falling energy prices (gasoline down 3.4% year-on-year) offset sticky pressures from housing costs (up 0.4% month-on-month) and food (up 3.1% year-on-year). After the data was released, the US dollar index fell briefly, and traders increased the probability of a rate cut by the Federal Reserve in April from 38% to 42%. Despite cooling inflation, Federal Reserve officials still emphasized the need for more evidence to confirm the downward

The cryptocurrency fundraising platform BlueVault launched by the Democratic Party in the United States went live in January 2026, aiming to attract crypto voters through Bitcoin and USDC donations to address voter loss issues following the 2024 presidential election defeat. The platform was founded by former military personnel Will Schweitzer, emphasizing compliance and referencing the regulatory framework of the GENIUS Act, allowing campaign activities to accept digital asset donations. Unlike the Republican-supported Fairshake, BlueVault focuses on small-scale fundraising and grassroots eng

Strategy recently invested $1.25 billion to acquire 13,627 Bitcoin at an average price of $91,519, bringing the total holdings to 687,000 BTC (accounting for 3.2% of Bitcoin's circulating supply), with a total investment of $51.8 billion and an average cost of $75,353. This increase continues its "Bitcoin-based" strategy, building a "financing-purchasing" cycle through issuing common and preferred shares to raise funds, strengthening the enterprise-level digital asset reserve model. Despite Bitcoin price fluctuations and the risk of MSCI index exclusion threatening financing capabilities, the

The cryptocurrency fundraising platform BlueVault launched by the U.S. Democratic Party officially went live on January 13, 2026. It aims to re-engage cryptocurrency-native voters and small donors by accepting Bitcoin and USDC donations, reversing the setback in the 2024 presidential election. The platform was initiated by former military personnel and Crypto4Harris organizer Will Schweitzer, emphasizing a "compliance infrastructure" positioning, supporting automated Federal Election Commission (FEC) reporting and custodial payment channels, and differentiating itself from the Republican Super

Solana (SOL) recent rally driven by multiple factors. On the technical side, its price reached $141.66 on January 12, 2026, with a daily increase of 3.84%. Short-term support remains solid in the $130-$140 range, but a breakthrough of the $150-$160 resistance zone is needed to confirm a trend reversal. On the fundamental side, the Firedancer upgrade will boost TPS to millions, combined with the potential $10-15 billion trading volume of the USDT stablecoin on Western Union remittances, driving network liquidity growth. Institutional ETF capital inflows have accumulated to $4.76 billion, and th

In December 2025, the US added 50,000 non-farm jobs, significantly below the expected 70,000, and the data for the first two months was revised downward by 76,000. The annual employment growth was only 584,000, the lowest since 2020. The unemployment rate unexpectedly fell to 4.4%, mainly due to a decline in labor force participation, but actual employment momentum remains weak. By industry, healthcare and the restaurant sector supported growth, while retail jobs decreased by 25,000, indicating a cooling in consumer demand. Wages increased by 3.8% year-over-year, outpacing inflation, but the p

MSCI announced on January 7, 2026, that it will not remove Digital Asset Treasury Companies (DATCOs) from its global indices for now and will maintain the current approach. The organization stated that further research is needed to distinguish between "investment companies" and enterprises whose core assets are digital assets, and plans to initiate broader industry consultations to develop new evaluation standards. This move alleviates market concerns about large-scale sell-offs of passive funds and caused the stock price of companies like Strategy (formerly MicroStrategy) to rise by over 6% a

The US trade deficit is a product of the contradictions between the global economic pattern and the domestic economic structure. Its roots lie in manufacturing offshoring, low savings high consumption models, and dollar hegemony. Since the deficit first appeared in 1971, the US has reduced production costs through industry outsourcing, but this has led to a decline in manufacturing's share of GDP from 25% to 10%, exacerbating the hollowing out of the industrial chain. The low savings rate (only 3.8% in 2024) and high consumer demand (accounting for 70% of GDP) force reliance on imports, and th

MSCI announced on January 7, 2026, that it will temporarily not exclude Digital Asset Treasury Companies (DATCOs) from the Global Investable Market Index. Companies holding more than 50% of their total assets in digital assets (such as Strategy Inc.) will maintain their current index treatment. This move aims to buy time to study how to distinguish between "investment-type" and "operational" companies, and plans to initiate broader consultations to develop new assessment standards (such as financial statement indicators). The market responded positively, with Strategy's stock price rising over

Bitcoin price forecast for 2026 shows significant divergence: the bullish camp believes that institutional demand expansion and clearer regulations will drive prices to new all-time highs. The JPMorgan model predicts a theoretical peak of $170,000, while institutions like Standard Chartered and Bernstein have lowered their targets to $150,000. Ripple CEO is more aggressive, predicting prices could reach $180,000-$200,000; cautious views emphasize technical correction risks, with Fidelity noting that if following the four-year cycle, prices could dip to $65,000-$70,000, and CryptoQuant forecast

According to recent on-chain data, Ethereum whales are showing significant divergence and strategic adjustments. The Hyperunit Whale account's ETH long positions are nearing $70 million in unrealized gains, with a total holding cost of approximately $636 million, indicating a phased market confidence rebound in ETH. Meanwhile, the anonymous whale "0x46DB" has been increasing its ETH holdings since December 2025, accumulating a total of 51,374 ETH (worth $160 million) at an average cost of $3,110, creating a subtle game with the current price of $3,100. Notably, some whales are choosing arbitra

Bitcoin's price in 2026 may experience a key breakthrough. After the 2024 halving, supply tightens, coupled with increasing institutional allocation demand and continuous inflows into spot ETFs, reinforcing the long-term bullish logic. If the macro environment warms (such as the Federal Reserve cutting interest rates), or the technological ecosystem improves, it could challenge historical highs. Market consensus generally expects prices to rise to $100,000-$300,000, with an extremely optimistic scenario potentially exceeding $400,000. However, caution is needed regarding risks such as tighteni

The cryptocurrency market has recently experienced increased volatility, with Bitcoin repeatedly oscillating around the $90,000 mark as supply and demand dynamics heat up after the halving; the Ethereum ecosystem remains active, with Layer 2 lock-up volumes surpassing $30 billion, and DeFi innovation accelerating. Institutional funds continue to flow in, with BlackRock's spot ETF holdings exceeding 100,000 BTC. However, regulatory uncertainties still exist, and some countries are tightening compliance requirements. In the short term, market sentiment drives movements, while in the long term, a

Strategic accumulation of Bitcoin requires a long-term perspective and discipline. In the current market volatility, focus on dip-buying opportunities at key support levels (such as $30,000), combined with fundamental signals like halving cycles and institutional holdings data. Maintain a dollar-cost averaging approach to smooth out costs, keep position sizes within 10%-15% of total assets, and avoid excessive leverage. The key is to participate with idle funds, using time to gain space, capturing the scarcity and anti-inflation potential of digital assets, while staying alert to regulatory de

Meme coin ETFs are financial instruments that track the performance of popular meme coins (such as DOGE, SHIB), providing investors with an accessible way to participate in the crypto market. These ETFs reduce the risk associated with individual coins through diversified holdings while maintaining the profit potential from high volatility. It is important to note that meme coins are highly susceptible to social media sentiment, experience significant price fluctuations, and the regulatory environment is still unclear. Investors should fully understand the risks and allocate assets rationally.

The current cryptocurrency market is experiencing increased volatility, making it the right time for strategic accumulation of Bitcoin. As "digital gold," its scarcity (total supply of 21 million coins) and anti-inflation properties are highlighted. Coupled with the approaching halving cycle in 2024, supply contraction may boost price elasticity. Institutional funds continue to flow in (such as ETF approvals), reinforcing long-term consensus. It is recommended to adopt a phased accumulation strategy, control position sizes, and avoid short-term volatility risks, with a 3-5 year cycle to seize

The Federal Reserve FOMC meeting focuses on the direction of monetary policy. The latest decision maintains the benchmark interest rate at 5.25%-5.50%, continuing the tightening stance. The statement emphasizes that the return of inflation to the 2% target still needs to be verified, and the resilience of the employment market supports expectations of a soft landing for the economy. Powell stated that adjustments will be "data-driven," and market opinions on the timing of rate cuts are becoming more divided. This meeting reaffirmed the commitment to fight inflation while leaving room for polic

Binance ABCs: A leading global digital asset trading platform that offers a variety of services including spot trading, futures, and wealth management. With high liquidity and top-tier security (90% of assets stored in cold wallets) as core advantages, it covers over a thousand cryptocurrencies. User-friendly interface, convenient app operation, real-time market data, and advanced tools; includes Binance Academy free courses to help beginners get started. 24/7 customer support with quick response, broad compliance coverage, making it the preferred gateway for users to embrace the crypto ecosys

The US SEC plans to introduce a tokenized stock trading scheme, exploring the issuance and trading of traditional stocks in blockchain form. The plan may allow compliant brokers to provide tokenized stock services through on-chain platforms, enhancing settlement efficiency, reducing costs, and simultaneously strengthening investor protection and anti-money laundering regulation. This move is seen as a key attempt to balance financial innovation with risk control, potentially driving the digital transformation of capital markets, but it requires the improvement of supporting rules such as prici