Novice

Key takeawaysRising US and Japanese bond yields signal mounting macro stress, dragging total crypto market cap 32% below its October 2025 peak.Bitcoin and Ether revisit two-week lows as investors de-risk amid tariff escalation fears.Gold and silver outperform as markets rotate toward traditional safe havens.The cryptocurrency market extended its sell-off on Tuesday as investors reacted to renewed tariff threats from US President Donald Trump, triggering a broader risk-off move across global markets.Bitcoin and Ether fell back to their lowest levels in more than two weeks as crypto traders digested rising geopolitical tensions tied to Washington’s standoff with Europe over Greenland. The proposed tariffs — aimed at pressuring Denmark to reconsider control of the territory — have so far met firm resistance from European leaders, raising fears of a prolonged trade confrontation.The risk aversion spread quickly across asset classes. The S&P 500 slid 1.9%, while gold surged to a fresh all-time high as investors sought safety. Total cryptocurrency market capitalization dropped to $2.71 trillion, down from nearly $3 trillion just one week earlier, according to market data.Bond yields flash macro warning signalsMacro stress intensified as sovereign bond yields climbed sharply. The US five-year Treasury yield rose to its highest level in nearly six months — a move often associated with recession concerns or rising inflation expectations, as investors demand higher compensation to hold government debt.Billionaire investor Ray Dalio warned that the global economy may be entering a “new phase of financial conflict,” telling CNBC that geopolitical disputes increasingly risk spilling beyond trade into capital flows and asset allocation decisions.Dalio has previously cautioned that confidence in US assets — including the dollar — could weaken during periods of fiscal strain. While such narratives often support the long-term case for digital assets, precious metals have so far captured the inflows. Silver has climbed roughly 64% since December, lifting its market capitalization to around $5.3 trillion.European Commission President Ursula von der Leyen added to market tension on Tuesday, stating that any EU response to US measures would be “unflinching, united, and proportional,” reinforcing concerns about broader economic spillovers.Crypto market loses ground to global assetsBitcoin currently ranks as the world’s eighth-largest tradable asset, with a market capitalization near $1.8 trillion. However, large corporates such as Saudi Aramco and Taiwan Semiconductor Manufacturing Company continue to narrow the gap.Ether’s position appears more vulnerable. With a market value near $360 billion, ETH has slipped to roughly 42nd place globally, falling behind companies including Home Depot and Netflix.Overall, the total cryptocurrency market capitalization remains about 32% below its October 2025 peak, underscoring the scale of the ongoing correction.Japan bond shock adds to global contagion fearsInvestor unease has also been amplified by developments in Japan. Yields on 20-year Japanese government bonds surged to record highs on Tuesday, reigniting concerns over fiscal sustainability in one of the world’s most indebted economies.Japan’s public debt exceeds 200% of GDP, and speculation over a snap election — which could grant Prime Minister Sanae Takaichi a mandate to expand stimulus — has unsettled bond markets, according to the Financial Times.TD Securities warned that the spike in Japanese yields has already spilled over into US, UK and Canadian bond markets, calling it a “warning sign” that global bond markets can reprice rapidly when fiscal credibility is questioned.Bitcoin recovery hinges on geopoliticsWith bond markets under strain and geopolitical tensions escalating, cryptocurrencies remain exposed to macro-driven volatility.For now, Bitcoin’s ability to reclaim the $95,000 level — and Ether’s prospects of revisiting $3,300 — appear heavily dependent on whether President Trump can reach some form of compromise with European leaders during high-level talks scheduled this week.Until clearer political or monetary signals emerge, analysts say crypto markets are likely to remain defensive, trading in reaction to global macro developments rather than internal fundamentals.

U.S. President Donald Trump is currently holding discussions with European leaders at the World Economic Forum in Davos, according to a post by Qinbafrank on X.The talks are reportedly focused on broader political and economic issues, with market observers speculating that European counterparts may be open to concessions, provided discussions do not involve sovereignty or territorial control.The outcome of the meetings could carry implications for transatlantic relations, trade policy, and global market sentiment, particularly as investors remain sensitive to geopolitical developments. 

On January 21, a notable trading address known as '20 Million Band Hunter' executed a reduction in its PAXG short position, according to BlockBeats. The address, identified as 0x880a…, decreased its PAXG short position by 78.14 tokens.Following this reduction, the total value of the PAXG short position stands at approximately $1.494 million. The position currently shows a floating loss of around $151,000, with a loss percentage of 50.66%. The average holding price is $4,399.04, while the liquidation price is $61,360.732.This address is recognized for its high-frequency, multi-currency trading style, with an average holding period of about 20 hours. Since October of last year, it has reportedly turned an initial capital of approximately $20 million into nearly $100 million in profits.

The InfoFi ecosystem has experienced a significant collapse, primarily attributed to its dependence on centralized platforms. According to NS3.AI, this downturn followed a policy change by X, formerly known as Twitter, which prohibited reward-based user posting. This shift led to the rapid disintegration of the ecosystem, affecting projects such as Kaito. Despite these challenges, the report suggests that certain projects with a strong product-market fit may endure and adapt. These projects could potentially evolve into a reimagined 'InfoFi 2.0' through strategic pivots.

Alchemy Pay has obtained a Money Transmitter License in Nebraska, bringing its total number of licensed states in the U.S. to 14. According to NS3.AI, this regulatory achievement strengthens Alchemy Pay's capacity to provide cryptocurrency payment services across the United States. The acquisition of this license marks a significant step in the company's strategic expansion within the U.S. market.

Finst, a regulated cryptocurrency platform based in the Netherlands, has successfully raised €8 million in a Series A funding round led by Endeit Capital. According to NS3.AI, the funds will be utilized to support the company's expansion across Europe and enhance its product offerings. Finst is known for providing ultra-low fees, institutional-grade security, and extensive EUR-denominated cryptocurrency coverage. The platform currently serves nearly 100,000 users. With the approval of a MiCAR license, Finst is set to expand its retail and institutional services, aiming to make cryptocurrency investing safer, fairer, and more transparent.

According to CoinMarketCap data, the global cryptocurrency market cap now stands at $3.01T, down by 2.241% over the last 24 hours.Bitcoin (BTC) traded between $87,896 and $91,443 over the past 24 hours. As of 09:30 AM (UTC) today, BTC is trading at $89,409, down by 1.80%.Most major cryptocurrencies by market cap are trading mixed. Market outperformers include SXT, D, and AXS, up by 46%, 25%, and 18%, respectively.Top stories of the day:Grayscale Seeks to Convert Near Trust into ETFDelaware Life Insurance Integrates Bitcoin Index into Annuity ProductsSilver Hits Record High, Surpassing Nvidia's Market CapU.S. Treasury to Include Seized Bitcoin in Digital Asset ReservesSolana's Staking Rate Reaches Record HighU.S. Treasury Yield Reaches Four-Month High, Impacting Bitcoin and Equity MarketsJapan Bond Yields Surge: 40-Year JGB Breaks Above 4% for First Time Since 2007 VIX Index Reaches Eight-Week High Amid Geopolitical Concerns NYSE Plans Tokenized Securities Platform for 24/7 Trading Netflix's Q4 Earnings Surpass Expectations Amid Market ConcernsMarket movers:ETH: $2970.72 (-4.11%)BNB: $874.01 (-4.31%)XRP: $1.9047 (-1.31%)SOL: $127.62 (-1.11%)TRX: $0.2964 (-3.14%)DOGE: $0.12457 (-0.99%)WLFI: $0.1702 (+5.65%)ADA: $0.3586 (-0.08%)WBTC: $89217.37 (-1.84%)BCH: $595.6 (+3.40%)

Morpho's RWA-related market deposits have exceeded $750 million. According to Foresight News, this milestone reflects the growing interest and investment in real-world asset markets on the platform. The achievement underscores the platform's expanding influence in the financial sector, as more investors seek opportunities in RWA markets. This development highlights the increasing integration of traditional financial assets into blockchain-based platforms, offering new avenues for investment and growth.

European Central Bank Governing Council member Fabio Panetta commented on the United States’ recent digital finance initiatives, saying they reflect Washington’s broader effort to reinforce global demand for the U.S. dollar, according to ChainCatcher.Panetta noted that developments in digital finance are not purely technological, but carry strategic monetary implications, particularly as major economies compete to shape the future of global payments and financial infrastructure. 

On Jan 21, 2026, 05:47 AM(UTC). According to Binance Market Data, Bitcoin has crossed the 90,000 USDT benchmark and is now trading at 90,028.953125 USDT, with a narrowed narrowed 1.84% decrease in 24 hours.

Qinbafrank posted on X. Several key developments anticipated this week are unfolding as predicted. Firstly, the Supreme Court is likely to continue delaying decisions, particularly regarding the Greenland tariff dispute, which serves as a political balancing act. As expected, the Supreme Court postponed its ruling last night.Secondly, concerns about Netflix's earnings report have proven valid. The company's latest financial guidance fell short of expectations, and it announced a halt to stock buybacks. Consequently, Netflix shares dropped by 5% in after-hours trading.Lastly, there is a cautious outlook for the market this week, with warnings of a potential 'spring trap' scenario occurring before the anticipated spring market rally.

Hong Kong's Financial Secretary, Paul Chan, addressed the World Economic Forum in Davos, emphasizing the mutual benefits of finance and technology. According to BlockBeats, Chan highlighted digital assets as a prime example of financial innovation that enhances transparency, efficiency, inclusivity, and risk management in financial services, while effectively channeling capital into the real economy. He also noted that finance plays a crucial role in supporting technological development.Chan stated that Hong Kong, as an international financial center, is adopting a proactive yet cautious approach to developing digital assets. The city adheres to the principle of "same activity, same risk, same regulation" to promote responsible and sustainable market development. Since 2023, Hong Kong has licensed 11 virtual asset trading platforms and plans to issue stablecoin licenses later this year. Additionally, the government is actively promoting tokenization, having issued three batches of tokenized green bonds totaling approximately $2.1 billion, and has launched a regulatory sandbox to encourage innovation.

Grayscale has submitted an S-1 filing to the U.S. Securities and Exchange Commission, aiming to transform its Grayscale Near Trust into an ETF. According to Foresight News, the trust's shares are currently traded on the OTCQB market under the ticker "GSNR." Once the registration statement attached to its prospectus becomes effective, the trust plans to list these shares on the NYSE Arca, maintaining the same ticker symbol "GSNR."

Delaware Life Insurance Company has announced the inclusion of the BlackRock U.S. Equity Bitcoin Balanced Risk 12% Index in its fixed index annuity offerings. According to ChainCatcher, this index combines U.S. equities with Bitcoin exposure through the iShares Bitcoin Trust ETF (IBIT), aiming for a target volatility of 12% while safeguarding the principal of the fixed index annuities.

Silver has achieved a record price of $95, elevating its market capitalization to $5.3 trillion, surpassing Nvidia's valuation of $4.53 trillion. According to NS3.AI, investors are increasingly turning to precious metals such as silver and gold as secure investments in response to ongoing geopolitical tensions and macroeconomic uncertainties. Meanwhile, the cryptocurrency market, including Bitcoin, has experienced a downturn. However, there is potential for a reversal with anticipated liquidity injections from the Federal Reserve.

New York silver futures saw a substantial intraday increase of 8%, reaching $95.62 per ounce. According to NS3.AI, this sudden rise indicates heightened market activity and a growing demand for silver. The price movement highlights significant volatility and investor interest in the precious metal during the trading session.

Despite ongoing regulatory uncertainty in the U.S. with delays to the Clarity Act, blockchain adoption continues to grow robustly across institutional finance. According to NS3.AI, major financial institutions are expanding their use of tokenized products and on-chain infrastructure even without clear market structure legislation. Analysts caution that regulatory setbacks may slow adoption and reduce competitiveness but highlight resilient institutional momentum as a key driver.

According to the announcement from Binance, Binance Futures is set to introduce the AIAUSDT Perpetual Contract on January 20, 2026, at 11:15 (UTC). This new contract will offer up to 20x leverage, aiming to expand trading options and enhance user experience on the platform. The underlying asset for this contract is DeAgentAI (AIA), an AI infrastructure project focused on enabling the creation, deployment, and coordination of autonomous agents in on-chain environments. The settlement asset for this contract is USDT, with a tick size of 0.00001 and a minimum trade amount of 1 AIA. The minimum notional value is set at 5 USDT, and the capped funding rate is +2.00% / -2.00%, with funding fees settled every four hours.Binance has announced that the AIAUSDT Perpetual Contract will be available for Futures Copy Trading within 24 hours of its launch. The platform may adjust the contract specifications based on market risk conditions, including funding fees, tick size, maximum leverage, initial margin, and maintenance margin requirements. The Multi-Assets Mode is supported, allowing users to trade the contract across multiple margin assets, subject to applicable haircuts. For instance, users can use BTC as margin when trading this perpetual contract. It is important to note that futures and spot token listings are not correlated, and a token listed on Binance Futures does not guarantee its listing on Binance Spot. The contract is subject to Binance's Terms of Use and the Binance Futures Service Agreement.

The 10-year U.S. Treasury yield has climbed to 4.27%, reaching its highest level in four months. According to NS3.AI, this increase is raising borrowing costs globally, posing challenges for Bitcoin and equity markets. Typically, higher yields diminish the attractiveness of riskier assets by elevating financing expenses and opportunity costs.

According to CoinMarketCap data, the global cryptocurrency market cap now stands at $3.07T, down by 2.26% over the last 24 hours.Bitcoin (BTC) traded between $90,693 and $93,420 over the past 24 hours. As of 09:30 AM (UTC) today, BTC is trading at $91,051, down by 2.18%.Most major cryptocurrencies by market cap are trading lower. Market outperformers include MEME, ARPA, and AXS, up by 25%, 17%, and 14%, respectively.Top stories of the day:New York Stock Exchange Unveils 24/7 Blockchain Trading Platform for Tokenized Stocks and ETFsFederal Reserve Announces $8.3B Treasury Bill Purchase as Bitcoin Faces Market VolatilityCrypto Market Sentiment Shifts to Fear as Index DeclinesSouth Korea Plans to Reform Digital Asset RegulationsHong Kong to Announce 2026/2027 Budget with Focus on Virtual Assets Global Investor Optimism Reaches Highest Level Since 2021, Survey Reveals Crypto Market Stabilizes as RWA Sector Leads Gains, NFT and SocialFi Lag Bitcoin Slips Below $91K as Solana, XRP and Cardano Extend Weekly Losses Bitcoin Institutional Demand Remains Strong Despite Market Volatility, According to CryptoQuant Memecoin Trading Volume Briefly Spikes to $5.6B as Analysts See Profit-Taking and Cooling MomentumMarket movers:ETH: $3097.99 (-3.52%)BNB: $913.54 (-1.28%)XRP: $1.9299 (-2.31%)SOL: $129.05 (-3.64%)TRX: $0.306 (-2.55%)DOGE: $0.12583 (-1.49%)WLFI: $0.1611 (-0.68%)ADA: $0.359 (-2.92%)WBTC: $90877.05 (-2.15%)BCH: $576.1 (-2.27%)