XXYY.cc Evening Report | January 26, 2026

Keywords: AFF Forum Opening · BitGo Listing Surge · Visa On-Chain Card · RWA Integration

1️⃣ The 19th Asian Financial Forum (AFF) opened today in Hong Kong

The forum focuses on "Rebuilding Economic Cooperation" and AI Finance. Global leaders discuss how to use RWA (Real World Assets) and cross-border payment stablecoins to alleviate market uncertainties amid trade frictions.

2️⃣ Crypto infrastructure giant BitGo makes its debut on the NYSE with a stock price surge

BitGo (Ticker: BGO) officially listed at a price of $18, rising on its first trading day. As the first major crypto IPO of 2026, its successful listing has significantly boosted the valuation of the Web3 compliant infrastructure sector.

3️⃣ Visa partners with Mercuryo to launch Visa Direct crypto debit card

Users can convert their wallet's crypto assets to fiat currency almost in real-time and spend at 100 million merchants worldwide. This partnership marks a complete shift of Web3 payments from investment attributes to everyday high-frequency applications.

4️⃣ The Ethereum Foundation establishes a "Post-Quantum Security" team with a million-dollar prize

In response to future computational threats, Ethereum's official team has been formed to research anti-quantum attack technologies. This move aims to ensure the mathematical security of on-chain assets after 2026, representing a long-term defensive positive.

5️⃣ Asian Stablecoin Hub: The Monetary Authority of Singapore (MAS) has issued 36 licenses

As of today, Singapore has granted payment token licenses to 36 institutions, including OKX. The share of compliant stablecoins in cross-border clearing in the Asia-Pacific region has significantly increased, becoming the underlying support for RWA development.

6️⃣ Macroeconomic: BTC holders experience the first "net loss realization" of 2023

On-chain data shows that due to volatile market conditions, many short-term holders have chosen to cut losses and exit. BTC is experiencing significant turnover in the $88,000 - $92,000 range and is currently looking for technical rebound momentum.