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Dalio's warning is not only a prophecy, but also an arithmetic problem
Recently, many people ask: Why is it that despite working hard, money is becoming less valuable? Ray Dalio has actually broken through this layer of glass — the 'monetary order' that we take for granted is undergoing a typical collapse.
This is not black 🦢, but rather the inevitability of the debt cycle reaching its end.
When national debt becomes so large that it cannot be repaid, the printing press becomes the only lifeline. The outcome is destined to be a sharp dilution of fiat currency purchasing power.
Dalio's warning is not only a prophecy, but also an arithmetic problem
Dalio clearly points out that we are in the turbulent '5th stage', and we are only a step away from the upheaval of the 6th stage.
This is not black 🦢, but rather the inevitability of the debt cycle reaching its end.
When national debt becomes so large that it cannot be repaid, the printing press becomes the only lifeline. The outcome is destined to be a sharp dilution of fiat currency purchasing power.
Dalio's warning is not only a prophecy, but also an arithmetic problem
Dalio clearly points out that we are in the turbulent '5th stage', and we are only a step away from the upheaval of the 6th stage.
$ETH Institutions are retreating en masse, are you still blindly bottom fishing?
Still comforting yourself by watching on-chain activity? Wake up, the major funds are voting with their feet.
Last week (January 19-23), the net outflow of spot ETFs reached as high as $611 million. This is not just retail panic, but a strategic retreat by institutions. BlackRock's ETHA alone saw an outflow of $432 million, which can even be said to be the dominant force behind this round of decline. The so-called 'Wall Street Consensus' is collapsing.
Is $2800 possible?
From a technical perspective, the price barely holds in the $2900-$2950 range, but this support is extremely weak. The lower boundary of the rectangle at $2956 has been effectively broken, which is a textbook bearish signal. The lower level of $2800 is the last line of defense; once breached, heading straight to $2524 or even lower is not an exaggeration.
Last week (January 19-23), the net outflow of spot ETFs reached as high as $611 million. This is not just retail panic, but a strategic retreat by institutions. BlackRock's ETHA alone saw an outflow of $432 million, which can even be said to be the dominant force behind this round of decline. The so-called 'Wall Street Consensus' is collapsing.
Is $2800 possible?
From a technical perspective, the price barely holds in the $2900-$2950 range, but this support is extremely weak. The lower boundary of the rectangle at $2956 has been effectively broken, which is a textbook bearish signal. The lower level of $2800 is the last line of defense; once breached, heading straight to $2524 or even lower is not an exaggeration.
Stop believing in the "war bull"; haven't you paid enough tuition for this lesson on $BTC?
Many people are still applying the old logic of "When the cannon fires, a fortune is made" to the crypto market, which is simply providing liquidity to the big players.
Looking back at that wave in June 2025, $BTC instantly broke through the 100k mark. How many KOLs who only shout orders led their followers to liquidate? That night directly taught the market a lesson: in the face of a real geopolitical crisis, the first reaction of institutions is always "risk-averse selling" to cash out, rather than discussing faith with you at this time.
Currently, protests in Iran are escalating, and the situation is more treacherous than last year. Although funds from Tehran are fleeing rapidly through crypto channels, this buying pressure often struggles against the macro panic selling. Trump's "maximum pressure" continues, and any slight disturbance may trigger market fluctuations.
Looking back at that wave in June 2025, $BTC instantly broke through the 100k mark. How many KOLs who only shout orders led their followers to liquidate? That night directly taught the market a lesson: in the face of a real geopolitical crisis, the first reaction of institutions is always "risk-averse selling" to cash out, rather than discussing faith with you at this time.
Currently, protests in Iran are escalating, and the situation is more treacherous than last year. Although funds from Tehran are fleeing rapidly through crypto channels, this buying pressure often struggles against the macro panic selling. Trump's "maximum pressure" continues, and any slight disturbance may trigger market fluctuations.
Grayscale strikes hard with $BNB ETF, Wall Street's ambitions can no longer be hidden.
Stop focusing on those nutrient-less rumors. Yesterday (January 23) a significant event occurred that could change the landscape of the crypto world: Grayscale officially submitted the S-1 application for the $BNB spot ETF to the SEC.
BNB ETF
Many people have not yet realized what this means.
Grayscale is who? It is the 'dragon slayer' that once hard-fought the SEC and won the Bitcoin ETF lawsuit. This time it chooses to platform for $BNB and the code is set to GBNB, with Coinbase selected as the custodian. This is not only a business layout but also a direct test of regulatory bottom lines.
The core logic of this move is to force the SEC to make a statement.
BNB ETF
Many people have not yet realized what this means.
Grayscale is who? It is the 'dragon slayer' that once hard-fought the SEC and won the Bitcoin ETF lawsuit. This time it chooses to platform for $BNB and the code is set to GBNB, with Coinbase selected as the custodian. This is not only a business layout but also a direct test of regulatory bottom lines.
The core logic of this move is to force the SEC to make a statement.
Trump seeks $5 billion from JPMorgan Chase: The arrogance of traditional finance will eventually be settled
Trump has just officially sued JPMorgan Chase and its CEO Jamie Dimon, seeking damages of up to $5 billion.
The reason is simple and brutal: the bank closed his account in 2021 for 'political motives.' The irony of this event occurring is striking—just yesterday (January 22).
Trump seeks $5 billion from JPMorgan Chase
This is not just a commercial lawsuit; it is a signal of war against the centralized hegemony of TradFi (traditional finance). Jamie Dimon, as a representative of the old powers on Wall Street, has long criticized $BTC as a 'pet rock,' yet he is pleased with his own 'deletion rights.' If even a former U.S. president (the current president) can be arbitrarily cut off from financial services, who will ensure the safety of ordinary people's assets?
The reason is simple and brutal: the bank closed his account in 2021 for 'political motives.' The irony of this event occurring is striking—just yesterday (January 22).
Trump seeks $5 billion from JPMorgan Chase
This is not just a commercial lawsuit; it is a signal of war against the centralized hegemony of TradFi (traditional finance). Jamie Dimon, as a representative of the old powers on Wall Street, has long criticized $BTC as a 'pet rock,' yet he is pleased with his own 'deletion rights.' If even a former U.S. president (the current president) can be arbitrarily cut off from financial services, who will ensure the safety of ordinary people's assets?
Trump halts EU tariffs: How many shorts were fooled by this wave of the 'Greenland' script?
On January 21, Trump suddenly announced on Truth Social the cancellation of the tariff threat against the EU, claiming it was based on the so-called 'Greenland Framework Agreement.'
If you are still debating whether buying an island is real, then you have completely lost. This is not about geopolitics; it is top-level market sentiment manipulation.
Greenland script
Previously, the market was frantically pricing in the tariff stick on February 1, and risk assets were momentarily suppressed by risk-averse sentiment. Now, the alarm has been lifted, and the locked liquidity is instantly released. For $BTC and $ETH , nothing is more directly beneficial than the 'elimination of macro uncertainty.' The failure of trade war expectations means that the support level for the dollar index DXY has been invalidated, and funds will accelerate their return to high-volatility assets.
If you are still debating whether buying an island is real, then you have completely lost. This is not about geopolitics; it is top-level market sentiment manipulation.
Greenland script
Previously, the market was frantically pricing in the tariff stick on February 1, and risk assets were momentarily suppressed by risk-averse sentiment. Now, the alarm has been lifted, and the locked liquidity is instantly released. For $BTC and $ETH , nothing is more directly beneficial than the 'elimination of macro uncertainty.' The failure of trade war expectations means that the support level for the dollar index DXY has been invalidated, and funds will accelerate their return to high-volatility assets.
$SOL RWA TVL breaks $1 billion: Don't just focus on meme coins, Wall Street is 'stealing home'.
99% of retail investors are still on-chain looking for the next hundredfold Meme, while the sharp-eyed smart money has quietly pushed Solana RWA (Real World Assets) ecosystem TVL to a historical high of $1.12 billion.
This $1 billion increment is not just air; it is real on-chain government bonds and credit assets. Major players like c-32/Finance and BlackRock are continuously injecting hundreds of millions of dollars in liquidity into Solana. The reason is simple: the high-frequency settlement of traditional finance requires extreme efficiency, and Solana's high throughput and low fees are the optimal solution for the large-scale implementation of RWA.
This $1 billion increment is not just air; it is real on-chain government bonds and credit assets. Major players like c-32/Finance and BlackRock are continuously injecting hundreds of millions of dollars in liquidity into Solana. The reason is simple: the high-frequency settlement of traditional finance requires extreme efficiency, and Solana's high throughput and low fees are the optimal solution for the large-scale implementation of RWA.
Davos 2026 closed-door signal: Retail investors are gambling, institutions are 'changing blood'
The recently concluded Davos Forum (Davos 2026), 99% of retail investors only saw the excitement, but did not hear that this is actually the clarion call for traditional finance (TradFi) to fully take over the crypto world.
This year's biggest wind direction has completely changed.
The big shots no longer debate whether 'cryptocurrency is a scam', but are led by Circle and Coinbase to discuss how to reshape the capillaries of global finance with RWA (real-world assets) and stablecoins. The Bermuda government even directly threw out a heavy bomb, announcing its transformation into the world's first 'fully on-chain economy'.
Davos 2026 closed-door signal
This year's biggest wind direction has completely changed.
The big shots no longer debate whether 'cryptocurrency is a scam', but are led by Circle and Coinbase to discuss how to reshape the capillaries of global finance with RWA (real-world assets) and stablecoins. The Bermuda government even directly threw out a heavy bomb, announcing its transformation into the world's first 'fully on-chain economy'.
Davos 2026 closed-door signal
Is pricing at $18 just the beginning? The premium listing of $BTGO has revealed the institutions' bottom cards.
Many people are still watching the K-line for support, while Wall Street's 'smart money' has already voted with real cash.
BitGo has just completed its IPO priced at $18, raising $212.8 million directly. Note the details: this price is higher than the original range of $15-17. What does this mean? It means that in the eyes of institutions, the chips in the compliant custody track are scarcer than you might think.
As the first crypto IPO of 2026, BitGo has achieved a valuation of $2.1 billion. This is not only an individual victory but also a watershed moment for the industry. When underwriters of the caliber of Goldman Sachs and Citigroup are deeply involved, it indicates that the barriers between 'crypto-native' and 'traditional finance' are being completely dismantled. For long-term holders of $BTC and $ETH , this is the biggest fundamental positive — the more stable the infrastructure, the wider the channels for capital to enter.
BitGo has just completed its IPO priced at $18, raising $212.8 million directly. Note the details: this price is higher than the original range of $15-17. What does this mean? It means that in the eyes of institutions, the chips in the compliant custody track are scarcer than you might think.
As the first crypto IPO of 2026, BitGo has achieved a valuation of $2.1 billion. This is not only an individual victory but also a watershed moment for the industry. When underwriters of the caliber of Goldman Sachs and Citigroup are deeply involved, it indicates that the barriers between 'crypto-native' and 'traditional finance' are being completely dismantled. For long-term holders of $BTC and $ETH , this is the biggest fundamental positive — the more stable the infrastructure, the wider the channels for capital to enter.
Binance's move of 'growth leverage' is the real trump card of RLUSD
Ripple's stablecoin RLUSD has landed on Binance. Most people only saw the simple token listing announcement, but overlooked the hidden weapon in the details — Portfolio Margin eligibility.
This is the real 'growth leverage.' Binance has not just listed a token, but allowed institutions and whales to directly collateralize RLUSD to open $BTC and $ETH leveraged contracts. What does this mean?
It means RLUSD is no longer just a payment tool; it instantly transforms into a 'bullet' in the hands of traders. Coupled with the Zero-Fee promotion, Binance is clearly intentionally guiding the massive liquidity that was originally in USDT to migrate to RLUSD.
This is the real 'growth leverage.' Binance has not just listed a token, but allowed institutions and whales to directly collateralize RLUSD to open $BTC and $ETH leveraged contracts. What does this mean?
It means RLUSD is no longer just a payment tool; it instantly transforms into a 'bullet' in the hands of traders. Coupled with the Zero-Fee promotion, Binance is clearly intentionally guiding the massive liquidity that was originally in USDT to migrate to RLUSD.
Countdown to Powell's Departure: If Kevin Warsh Takes Over, Will $BTC Face the Biggest Black Swan?
Powell has less than 4 months left in his term, but the market's speculation has already heated up. The top candidate currently circulating on Wall Street — former Federal Reserve Governor Kevin Warsh — could be the "invisible killer" of the crypto market.
Don't be brainwashed by the macro narrative of "Republican benefits." Warsh is actually a typical hawk; he has publicly mocked cryptocurrency as "software pretending to be money" and strongly advocates for "wholesale CBDCs." If he comes to power, he is likely to tighten liquidity under the guise of compliance, which is potentially bearish for DeFi and $ETH .
Don't be brainwashed by the macro narrative of "Republican benefits." Warsh is actually a typical hawk; he has publicly mocked cryptocurrency as "software pretending to be money" and strongly advocates for "wholesale CBDCs." If he comes to power, he is likely to tighten liquidity under the guise of compliance, which is potentially bearish for DeFi and $ETH .
Galaxy Digital establishes a 100 million dollar fund: Why does the main player only buy 30% in crypto?
Don't rush to shout bull market just because of the '100 million dollar entry.' This move by Galaxy Digital reveals a deeper institutional barometer.
This new fund, scheduled to launch in Q1 2026, has an extremely 'cunning' strategy: 30% is invested in $BTC , $ETH and other digital assets, while surprisingly 70% is directed towards traditional banks and fintech stocks.
Galaxy Digital establishes a 100 million dollar fund
Do you understand? Mike Novogratz, this old fox, is not simply betting on the rise of cryptocurrency prices, but rather on the 'transformation of traditional finance by crypto technology.' While retail investors are still gambling for hundredfold returns in meme coins, Wall Street is already capitalizing on the 'infrastructure dividend' by going long on fintech and shorting lagging banks. This is no longer just a simple coin hoarding game, but a dimensionality reduction attack merging TradFi and Crypto.
This new fund, scheduled to launch in Q1 2026, has an extremely 'cunning' strategy: 30% is invested in $BTC , $ETH and other digital assets, while surprisingly 70% is directed towards traditional banks and fintech stocks.
Galaxy Digital establishes a 100 million dollar fund
Do you understand? Mike Novogratz, this old fox, is not simply betting on the rise of cryptocurrency prices, but rather on the 'transformation of traditional finance by crypto technology.' While retail investors are still gambling for hundredfold returns in meme coins, Wall Street is already capitalizing on the 'infrastructure dividend' by going long on fintech and shorting lagging banks. This is no longer just a simple coin hoarding game, but a dimensionality reduction attack merging TradFi and Crypto.
Davos Heavyweight: Trump has laid it all out, the crypto 'ultimate bill' is about to be implemented.
The market is still struggling with short-term fluctuations, but the smart money has already understood Trump's hints in Davos.
He clearly stated at the World Economic Forum: the U.S. is about to pass significant crypto market structure legislation. This is not a blank check, but the last ticket for Wall Street to enter.
The crypto 'ultimate bill' is about to be implemented.
Looking back over the past year, Paul Atkins has indeed cleared a lot of legacy lawsuits since taking charge of the SEC, and last year's (GENIUS Act) also addressed compliance issues with stablecoins. But the real 'big meat' — a comprehensive market structure bill covering exchanges and asset definitions, has been stuck in Congress due to details. Trump's high-profile remarks in Davos this time mean that the final political obstacles have been cleared.
He clearly stated at the World Economic Forum: the U.S. is about to pass significant crypto market structure legislation. This is not a blank check, but the last ticket for Wall Street to enter.
The crypto 'ultimate bill' is about to be implemented.
Looking back over the past year, Paul Atkins has indeed cleared a lot of legacy lawsuits since taking charge of the SEC, and last year's (GENIUS Act) also addressed compliance issues with stablecoins. But the real 'big meat' — a comprehensive market structure bill covering exchanges and asset definitions, has been stuck in Congress due to details. Trump's high-profile remarks in Davos this time mean that the final political obstacles have been cleared.
Wall Street has finally bowed: The 24/7 casino model is officially launched.
If you still think RWA is a false proposition, then the NYSE's recent actions have directly slapped all the skeptics in the face.
According to the latest news, the parent company of the New York Stock Exchange, ICE, is building a blockchain-based trading platform with a clear goal: stock tokenization and 24/7 trading. What does this mean? It means the traditional 9 to 5 work hours are completely over, and Wall Street is becoming 'cryptocurrency-ized'.
The 24/7 casino model is officially launched.
Don't naively think this is just a technological upgrade. This is Old Money's extreme thirst for liquidity. When Tesla can settle in seconds like $DOGE at midnight on Saturday, the efficiency of capital turnover will explode exponentially. Whether it's $BTC or $ETH , the value as underlying assets or settlement layers will be repriced.
According to the latest news, the parent company of the New York Stock Exchange, ICE, is building a blockchain-based trading platform with a clear goal: stock tokenization and 24/7 trading. What does this mean? It means the traditional 9 to 5 work hours are completely over, and Wall Street is becoming 'cryptocurrency-ized'.
The 24/7 casino model is officially launched.
Don't naively think this is just a technological upgrade. This is Old Money's extreme thirst for liquidity. When Tesla can settle in seconds like $DOGE at midnight on Saturday, the efficiency of capital turnover will explode exponentially. Whether it's $BTC or $ETH , the value as underlying assets or settlement layers will be repriced.
The White House has given banks the green light; this is not a market rescue, but Wall Street's "clearing signal".
White House officials clearly stated support for banks to "fully enter" the cryptocurrency field; don't naively think this is just a simple regulatory loosening. This is the major offensive launched by Wall Street after completing strategic positions.
From the passage of the GENIUS Act to the OCC's joint lifting of custody restrictions, the goal of traditional financial institutions (TradFi) is no longer just to get a piece of the pie, but to completely control the core pricing power of $BTC and $ETH through monopolizing custody, payments, and stablecoin tracks. The current tug-of-war between Coinbase and the White House over the CLARITY Act is essentially the final game between native crypto forces and bank capital.
From the passage of the GENIUS Act to the OCC's joint lifting of custody restrictions, the goal of traditional financial institutions (TradFi) is no longer just to get a piece of the pie, but to completely control the core pricing power of $BTC and $ETH through monopolizing custody, payments, and stablecoin tracks. The current tug-of-war between Coinbase and the White House over the CLARITY Act is essentially the final game between native crypto forces and bank capital.
1 billion USD liquidation bloodbath for the bulls, is $BTC 89,000 the bottom or a pit?
In one night, 180,000 people received liquidation messages, and a total of $1.09 billion vanished into thin air. The most ironic data from this drop is not the percentage decline, but the liquidation ratio — 92% were bulls.
1 billion USD liquidation bloodbath for the bulls
When the market uniformly expects $BTC to break through the $100,000 mark, the main force used a sharp drop below $89,000 to harshly teach a lesson to this arrogance. Many people are looking for macro reasons, whether it’s risk aversion or U.S. Treasury yields, don’t be naive, this is essentially a targeted cleanup of high-leverage bulls.
The current $89,000 seems to have support, but in reality, it is dangerous. As long as the bulls do not die, the bears will not stop. If this is just a downward continuation, then the so-called 'bottom fishing' is like catching a flying knife. Even mainstream coins like $ETH are not the time to rush in blindly.
1 billion USD liquidation bloodbath for the bulls
When the market uniformly expects $BTC to break through the $100,000 mark, the main force used a sharp drop below $89,000 to harshly teach a lesson to this arrogance. Many people are looking for macro reasons, whether it’s risk aversion or U.S. Treasury yields, don’t be naive, this is essentially a targeted cleanup of high-leverage bulls.
The current $89,000 seems to have support, but in reality, it is dangerous. As long as the bulls do not die, the bears will not stop. If this is just a downward continuation, then the so-called 'bottom fishing' is like catching a flying knife. Even mainstream coins like $ETH are not the time to rush in blindly.
$750 million! Morpho quietly ignites the RWA track, has DeFi 2.0 really arrived?
Brothers, if you're still watching the ups and downs of meme coins, you might be missing the most hardcore narrative of this bull market.
According to the latest news from Foresight News, Morpho platform's total deposits in the RWA (real-world assets) market have exceeded $750 million!
Morpho platform's total deposits in the RWA market have exceeded $750 million!
This is not just a simple numbers game; several key signals have been released behind this:
Smart Money is entering the market:
While retail investors are still focused on PVP on-chain, large funds have already started injecting hundreds of millions of dollars into RWA through Morpho's efficient lending protocol. This indicates that institutions have gained stronger confidence in the safety and compliance of on-chain yields.
According to the latest news from Foresight News, Morpho platform's total deposits in the RWA (real-world assets) market have exceeded $750 million!
Morpho platform's total deposits in the RWA market have exceeded $750 million!
This is not just a simple numbers game; several key signals have been released behind this:
Smart Money is entering the market:
While retail investors are still focused on PVP on-chain, large funds have already started injecting hundreds of millions of dollars into RWA through Morpho's efficient lending protocol. This indicates that institutions have gained stronger confidence in the safety and compliance of on-chain yields.
2026 New Era of Cryptocurrency: Goodbye to 'Computing Power Leasing,' Embrace the AI Agent Economy
Today is January 21, 2026. If you are still focused on simple computing power leasing (GPU DePIN) projects, you may already be falling behind. Looking back over the past year, the narrative in the AI track has made an astonishing leap from 'infrastructure' to 'application.'
2026 New Era of Cryptocurrency
The real 2026 dark horse is no longer those projects that merely provide shovels but those protocols that enable AI to pick up the shovel and work on its own — Decentralized AI Agents.
Why are AI agents the key to victory in 2026?
We are entering the era of the 'Agentic Economy.' Previously, we used AI; now, AI uses AI. Your wallet is no longer just a storage for assets; it will have a 'brain' that automatically negotiates, trades, and arbitrages with other AIs through smart contracts.
2026 New Era of Cryptocurrency
The real 2026 dark horse is no longer those projects that merely provide shovels but those protocols that enable AI to pick up the shovel and work on its own — Decentralized AI Agents.
Why are AI agents the key to victory in 2026?
We are entering the era of the 'Agentic Economy.' Previously, we used AI; now, AI uses AI. Your wallet is no longer just a storage for assets; it will have a 'brain' that automatically negotiates, trades, and arbitrages with other AIs through smart contracts.
Pancakes $BTC pretending to sleep, $XRP stealing home. Don't fantasize about 'rising together' anymore, this round is only about 'value solidarity'.
Funds are no longer buying faith, only recognizing on-chain data. Everyone is talking about flying, is the coin in your hand supported by business, or is it all just hot air based on calls?
#加密市场观察
Funds are no longer buying faith, only recognizing on-chain data. Everyone is talking about flying, is the coin in your hand supported by business, or is it all just hot air based on calls?
#加密市场观察
Witness History: Gold $4800, is it the death knell of the old world or the dawn of a new order?
Today is January 21, 2026, a day destined to be recorded in financial history. Gold breaks through $4838, silver stands at $95. Watching the red numbers jumping on the screen, this is not just a celebration, but a deep-rooted fear.
Gold $4800
The 'Greenland Crisis' is escalating, the shadow of the US-EU trade war looms, coupled with the violent fluctuations in the Japanese debt market... The familiar traditional financial world is visibly tearing apart.
Wall Street's major firms are shouting the slogan 'Gold $5000'; rather than being bullish, it is more of a vote of no confidence in the fiat currency system. Funds are frantically searching for safe havens, as holding fiat currency itself may be the biggest risk in this fractured era.
Gold $4800
The 'Greenland Crisis' is escalating, the shadow of the US-EU trade war looms, coupled with the violent fluctuations in the Japanese debt market... The familiar traditional financial world is visibly tearing apart.
Wall Street's major firms are shouting the slogan 'Gold $5000'; rather than being bullish, it is more of a vote of no confidence in the fiat currency system. Funds are frantically searching for safe havens, as holding fiat currency itself may be the biggest risk in this fractured era.
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