News

On January 27, Michael Burry, a prominent U.S. investor known for his bearish market predictions, announced his investment in GameStop (GME). According to BlockBeats, Burry revealed that he has been purchasing GameStop shares recently and anticipates that the price he paid will soon align with the company's tangible book value and net asset value. He expressed his willingness to hold the stock long-term, without relying on a short squeeze to realize its value.

Following this announcement, GameStop's stock experienced a significant intraday increase of 8.8% on Monday, closing at $24.01, marking a 4.44% rise.

The Kobeissi Letter posted on X, highlighting the recent volatility in the silver market. Silver experienced two 4-sigma moves within the same day, with its price rising and falling by 14% in a matter of hours. This level of significance in market movement is noteworthy, indicating substantial fluctuations in silver's value. Such volatility can have implications for investors and market analysts, as they assess the factors contributing to these rapid changes in price.

The Federal Reserve is anticipated to announce its decision on interest rates during its January meeting, scheduled for January 29, according to ChainCatcher. A report by Huatai Securities suggests that the Fed is likely to pause any rate cuts and maintain its forward guidance through December 2025, with minimal new information expected. Attention will be on Federal Reserve Chair Jerome Powell's comments regarding the interest rate trajectory, the independence of the Federal Reserve, and his potential reappointment as a board member.

U.S. President Donald Trump announced on social media that the South Korean National Assembly has not fulfilled an agreement made with the United States. According to BlockBeats, Trump stated that he and South Korean President Lee Jae-myung reached a mutually beneficial agreement on July 30, 2025, which was reaffirmed during his visit to South Korea on October 29, 2025. Trump questioned why the South Korean National Assembly has yet to approve the agreement.

Due to the lack of approval for the historic trade agreement, which falls under the authority of the South Korean National Assembly, Trump declared an increase in reciprocal tariffs on South Korean automobiles, timber, pharmaceuticals, and all other goods from 15% to 25%. This decision marks a significant shift in trade relations between the two countries.

European investors have significantly increased their holdings in U.S. stocks, reaching a record $10.4 trillion. The Kobeissi Letter posted on X that this marks a surge of $4.9 trillion, or 91%, over the past three years. Countries including Denmark, Finland, France, Germany, the Netherlands, Norway, Sweden, and the UK collectively hold approximately $5.7 trillion in U.S. equities, accounting for 55% of total European holdings. In comparison, the rest of the world holds $10.9 trillion in U.S. stocks, indicating that European investors now represent about 49% of all foreign holdings of U.S. equities. This increase in European exposure to U.S. stocks is occurring despite ongoing trade tensions.

Crypto KOL IncomeSharks posted on X that the current market rotation has the potential to significantly boost smaller cap cryptocurrencies. The discussion highlights the possibility of a substantial influx of capital, ranging from 10 to 20 trillion, which could lead to a dramatic increase in the value of these smaller assets. This observation suggests a shift in investment focus within the crypto market, potentially driving growth and opportunities for lesser-known cryptocurrencies.

On Jan 26, 2026, 23:32 PM(UTC). According to Binance Market Data, BNB has crossed the 880 USDT benchmark and is now trading at 880 USDT, with a narrowed 1.84% increase in 24 hours.

A Democratic senator's aide has indicated that Democrats are willing to return to negotiations to achieve bipartisan compromise after talks on crypto market legislation in the Senate Agriculture Committee encountered difficulties. According to Odaily, the aide mentioned that at the start of the new year, Democrats were caught off guard when Republicans drafted a new version of the bill without sufficient consultation, intending to proceed to the markup stage by mid-January. In response, Democrats aim to communicate with the committee chairman, Republican Senator John Boozman's team, before this week's vote to reach a bipartisan consensus.The Senate Agriculture Committee had initially scheduled a markup and voting session on crypto legislation for Tuesday, but it was postponed to Thursday due to severe weather in Washington. Meanwhile, some Democratic lawmakers are actively pushing to restart negotiations to achieve a bipartisan text before the hearing.The crypto market structure bill seeks to establish a federal regulatory framework for digital assets, clarifying the regulatory roles of the SEC and CFTC and outlining related disclosure requirements. Analysts note that bipartisan cooperation remains crucial for the successful advancement of the legislation, as both the Senate Banking Committee and the Agriculture Committee need to advance their respective versions of the bill.

Clawdbot, an open-source AI assistant, has rapidly gained popularity among developers for its advanced automation features across various messaging platforms. According to NS3.AI, despite its innovative capabilities, the platform has been found to have significant security vulnerabilities. These issues expose users to potential remote attacks due to default open network configurations. Additionally, high operational costs and extensive token usage have raised concerns, leading to calls for cautious adoption and improved security measures.

Microsoft has announced the release of its Maia 200 AI chip, featuring 140 billion transistors and 216GB of HBM3e memory. According to NS3.AI, this new chip offers a 30% improvement in performance per dollar compared to previous models. The Maia 200 is designed to support OpenAI’s GPT-5.2, Microsoft 365 Copilot, and other enterprise applications, aiming to decrease dependency on Nvidia’s AI hardware. The announcement has led to increased investor confidence, with Microsoft shares rising and analysts maintaining a strong buy rating with a $600 price target.

The stablecoin market has surpassed $284 billion, fueled by fiat-backed coins such as USDT and USDC. According to NS3.AI, this growth has sparked discussions about whether stablecoins pose a threat to traditional banking institutions. Analysts suggest that stablecoins serve as payment tools that complement bank deposits rather than competing destructively with them. Despite concerns within the banking industry about deposit migration, historical data indicates that both bank deposits and stablecoins have grown simultaneously. Stablecoins have facilitated trillions in transactions, enhancing the efficiency of cross-border payments.

Energy Transfer (ET) stock is currently trading below $20, which may present a buying opportunity due to its $5.5 billion plan to expand gas infrastructure. According to NS3.AI, analysts, including UBS, maintain a positive outlook with a price target of $22, bolstered by consistent dividend growth and strong demand from income-focused investors. The company's strategic investments and favorable sector sentiment make it an appealing option for generating income in the midstream energy market.

Nifty Gateway, a prominent platform in the NFT sector, has revealed plans to cease operations on February 23, 2026. According to NS3.AI, this decision has sparked apprehension among artists and collectors regarding the withdrawal of assets and the future of digital artworks. Despite the impending shutdown, Nifty Gateway's contributions to the NFT ecosystem are acknowledged for enhancing accessibility and providing opportunities for artists.

The U.S. government's initiative to create a $28 billion Bitcoin reserve is under examination following reports of a $40 million theft from seizure wallets overseen by contractors. According to NS3.AI, the fragmented custody system, which involves various agencies and third-party firms, has been highlighted as a potential security risk. This incident has led to questions regarding the government's capability to securely manage Bitcoin as a long-term reserve asset similar to gold.

Visa has secured control over 90% of on-chain card transaction volume through early infrastructure partnerships. According to NS3.AI, this dominance underscores Visa's strategic positioning in the blockchain payment sector. The report highlights Visa's significant influence and market share in facilitating crypto-enabled card transactions.

As January comes to a close, three American-origin cryptocurrencies—Chainlink (LINK), World Liberty Financial (WLFI), and Render (RENDER)—are displaying significant technical and on-chain signals that may indicate potential changes. According to NS3.AI, Chainlink is showing a bullish divergence on momentum indicators despite recent price declines. Meanwhile, WLFI is experiencing a volatile head-and-shoulders pattern with mixed holder activity. Render, on the other hand, is indicating reduced selling pressure, suggesting the possibility of a bullish breakout. These patterns and positions highlight distinct risk-reward scenarios as February approaches.

Peter Schiff has voiced criticism of Bitcoin, arguing that the push for cryptocurrency regulation is more about gaining government legitimacy than exercising self-restraint. According to NS3.AI, Schiff contends that Bitcoin lacks intrinsic value, is highly volatile, and is not a suitable reserve asset when compared to gold. He also predicted that institutional interest in Bitcoin would decrease over time. Additionally, Schiff pointed out that Bitcoin's price has declined relative to gold over the past four years.

The S&P 500, Nasdaq Composite, and Dow Jones Industrial Average all experienced gains at the close of trading, with increases of 0.50%, 0.43%, and 0.64% respectively. According to NS3.AI, this positive performance indicates a broad-based uptick in the U.S. equity market, highlighting investor confidence across major stock indices.

The Senate Agriculture Committee has delayed the markup vote on the Digital Commodity Intermediaries Act due to severe winter weather in Washington, D.C. According to NS3.AI, this legislation seeks to enhance the Commodity Futures Trading Commission's (CFTC) oversight of digital commodities such as Bitcoin. It contrasts with the Banking Committee's CLARITY Act in significant regulatory areas. The postponement introduces further uncertainty into the legislative process, which is already challenged by bipartisan disagreements and delays in the Senate Banking Committee.

Polymarket, a platform specializing in crypto-based prediction markets, has secured an exclusive licensing agreement with Major League Soccer (MLS). According to NS3.AI, this partnership establishes Polymarket as the official prediction market partner for significant MLS events, including the MLS Cup, conference matches, and the All-Star Game. The collaboration seeks to incorporate blockchain-powered prediction markets into the U.S. professional soccer landscape, enhancing fan engagement and interaction through innovative technology.