ME News

ME News report, January 26 (UTC+8), "1011 Insider Whale" agent Garrett Jin posted on platform X stating that in the context of de-dollarization, extending the debt cycle to help the U.S. solve its debt problems seems unrealistic. Tokenizing U.S. stocks to drive demand for stablecoins is the main feasible path for the U.S. to refinance its growing debt, as indicated by BlackRock's push for RWA, against the backdrop of the continuous accumulation of U.S. debt. Since 2025, there have been rumors circulating in the market about the so-called "Mar-a-Lago Agreement," but this agreement has never been formally signed or implemented. Its core idea is to alleviate the burden of $36 trillion in U.S. federal debt, while the reality is that U.S. debt continues to rise, and de-dollarization has not slowed down. Countries like Sweden, Denmark, and India are reducing their holdings of U.S. Treasury bonds. If the U.S. wants to pay off old debts with new ones, the only realistic path is to issue more stablecoins to attract new global capital into U.S. Treasuries. To achieve large-scale operations, the solution is RWA, which involves putting U.S. stocks on the blockchain. Tokenizing the $68 trillion worth of U.S. stocks will significantly enhance the demand for stablecoins and indirectly alleviate debt pressure. This is why BlackRock, closely connected to the U.S. power center, is actively promoting RWA and on-chain stock trading. In this context, ETH will become the settlement layer for the global capital market due to practical needs, and 2026 will be the "Year of RWA." (Source: ME)

ME News message, January 25 (UTC+8), for most of the past three years, the so-called "Seven Giants" (Alphabet, Amazon, Apple, Meta, Microsoft, NVIDIA, and Tesla) have been leading the stock market higher. However, this trend reversed at the end of 2025, as Wall Street began to doubt the hundreds of billions of dollars these companies have invested in developing artificial intelligence, and when these investments would yield returns. An index tracking the Seven Giants reached a record on October 29, and since then, the stock prices of five of the Seven Giants have fallen and lagged behind the S&P 500 index. During this period, only Alphabet and Amazon, with nearly 20% growth, have maintained their upward trajectory. Darrell Cronk, Chief Investment Officer at Wells Fargo Wealth and Investment Management, stated, "Tech stocks have turned into a story of 'show me the performance.' If the big tech companies can continue to deliver good results, I believe funds will flow back into the tech sector." Next week, Microsoft, Apple, Tesla, and Meta will successively release their earnings reports, which will provide insights into the health of industries ranging from cloud computing and electronic devices to software and digital advertising. (Jin Shi) (Source: ME)

ME News, January 25 (UTC+8), a16z Crypto published an article (Quantum Computing and Blockchain: Matching Urgency with Actual Threats) pointing out that the threat of quantum computing is severely polarized, with both overly optimistic and excessively worried views being incorrect. The current public progress in quantum computing is far from being able to run Shor's algorithm to break RSA/ECDSA, but long-term risks cannot be completely ignored. The threat time windows of quantum computing vary greatly for different cryptographic primitives, and encryption may be subject to 'harvest now, decrypt later' (HNDL) attacks, necessitating an early shift to post-quantum encryption; whereas signatures are not easily affected by HNDL, an early transition to post-quantum signatures might instead bring new risks such as performance loss, immature implementations, and code vulnerabilities, and a cautious advancement strategy should be adopted. (Source: ME)

ME News reported on January 25 (UTC+8) that the Office of the Comptroller of the Currency (OCC) stated that any political or personal financial relationships would not affect the review process for the Trump family's WLFI application for a banking license. Anti-crypto Senator Elizabeth Warren requested a suspension of the national trust bank license application for WLFI unless the Trump family sells its stake in WLFI, which the OCC has rejected. OCC's Auditor Jonathan Gould stated in a letter responding to Warren, "The OCC intends to fulfill this review responsibility rather than accommodate your request." For a long time, cryptocurrency companies have struggled to obtain a national trust bank license in the United States. However, there was a breakthrough last December when the OCC conditionally approved five digital asset institutions—Ripple, Circle, Paxos, BitGo, and Fidelity Digital Assets—to transition to federally chartered national trust banks. (Source: ME)

Are collectibles really ready to be introduced into the derivatives market?

Author and source of the article: MarsBit

Trove has been seen by many as an advanced attempt at the financialization narrative of collectibles.

It depicts a highly imaginative future: from Pokémon cards, CSGO skins, luxury watches to various cultural assets, collectibles that were originally illiquid and difficult to standardize in pricing will be indexed, leveraged, pushed into the perpetual derivatives market, and become tradable and hedgeable financial instruments.

However, with the official launch of $TROVE on January 20, this vision was quickly shattered by the market.

LP sometimes asks me who I think the best venture capitalist in the cryptocurrency space is.

Article author, compiler: Haseeb Qureshi, Managing Partner at Dragonfly, Gu Yu,

Source: ChainCatcher

I often think about this question.



Since I started in cryptocurrency venture capital, I have always aspired to be the best. I am driven by competition, and investing itself is a pure competition. Ultimately, only one person can win the deal, and only one person can predict the winner of the cycle.



But when you take a serious look and analyze, you will find that three people have proven themselves to be the GOAT (Greatest of All Time) in cryptocurrency venture capital.

On January 16, 2026, a reminder from the State Taxation Administration caused quite a stir in the financial and cryptocurrency circles: the tax authorities officially required mainland residents to conduct self-assessments and pay taxes on overseas income for the years 2022 to 2024 (the past three years). (See the article from Xinhua News: (Conduct self-assessment on overseas income for the past three years! Reminder from the State Taxation Administration))

Article author: Liu Zhengyao

Source: Wu Shuo

Introduction - The net of regulation is being woven globally

On January 16, 2026, a reminder from the State Taxation Administration caused quite a stir in the financial and cryptocurrency circles: the tax authorities officially required mainland residents to conduct self-assessments and pay taxes on overseas income for the years 2022 to 2024 (the past three years). (See the article from Xinhua News: (Conduct self-assessment on overseas income for the past three years! Reminder from the State Taxation Administration))

On January 20, Trump Media & Technology Group (NASDAQ: DJT) announced that the record date for its previously announced digital token plan will be set for February 2, 2026.

Article Author: Ding Dong (@XiaMiPP)

Source: Odaily Planet Daily (@OdailyChina)

On January 20, Trump Media & Technology Group (NASDAQ: DJT) announced that the record date for its previously announced digital token plan will be set for February 2, 2026. Beneficial owners and registered shareholders who hold at least one full share of DJT stock on the record date will be eligible to receive the digital tokens and accompanying incentives to be issued in the future. After the record date, Trump Media will collaborate with Crypto.com, responsible for the minting and distribution of the tokens, with specific execution mechanisms yet to be disclosed.

ME News reported on January 25 (UTC+8) that the civil recovery hearing for Qian Zhimin's Bitcoin case was held this week. Judge Turner, who is in charge of the case, has clearly pointed out that if multiple teams of lawyers, without fundamental conflicts of interest, pursue litigation based on the same factual basis and similar legal issues with different strategies and processes, the procedure will be severely delayed, and legal costs will quickly accumulate to high levels. Ultimately, what is likely to be eroded is the portion of assets that the victims hope to recover. The court's rational concern is not the tragic differences between individual victims, but the controllability of the judicial process. Meanwhile, the UK prosecution (DPP) still insists that its proposal submitted to the court on October 15, 2025 - to reserve certain assets for the collective compensation arrangement for numerous Chinese victims in the civil recovery process - is the most effective practical solution. This means that once the amount of those assets (funds) is reserved, it can be coordinated by the law enforcement departments of China and the UK in the future to transfer the assets (funds) to the Chinese government to implement its specific victim compensation plan, compensating victims after verifying their identities and losses. Under this pathway, it is unrealistic for Chinese victims to expect a relatively 'satisfactory' high compensation through years of Bitcoin price surges. The implied compensation boundary of this proposal points at most to the actual losses that victims have already registered and confirmed with the Chinese police. (Source: ME)