金马贺岁,祝大家马年行大运!机遇面前快马加鞭,成功路上一马平川。愿你财源滚滚来,事事顺心!💰 Golden Horse New Year! Good luck, swift success, and abundant wealth. May all your wishes come true! #btc #bnb
• The Shutdown Deal: On Jan 22, the House passed a spending package to avoid the Jan 30 shutdown. However, the market remains "fearful" (Fear & Greed Index at 34) because Senate approval is still pending, and the deal only funds part of the government through September.
• Gold at $5k: Gold has indeed crossed the $5,000/oz milestone this week. This is sucking liquidity out of "Risk-On" assets like Solana and $ADA Cardano.
• Ledger IPO: Confirmed. Ledger is officially working with Goldman Sachs for a $4Billion listing in New York. This is a massive win for the self-custody narrative, even if the current price of $BTC is sideways.
• $SOL Solana Performance: Solana has been the "weakest" major asset this week, dropping -11.79% over the last 7 sessions due to profit-taking after its massive 2025 run.
the market is navigating a high-stakes "tug-of-war" between long-term institutional accumulation and immediate macro-economic fears.
Today’s Core News • The "Quantum Security" Pivot: This morning, Pantera Capital issued a major warning that markets are misjudging the "Quantum Threat." Consequently, the Ethereum Foundation has officially launched a post-quantum security team with a $1 million research prize to future-proof the network. This is shifting the narrative from "price" to "long-term infrastructure resilience."
• Whale Activity: On-chain data (Arkham) confirmed a 9-year dormant whale just moved $397 million in ETH to Gemini. This has created a "sell-wall" psychological pressure, keeping $ETH suppressed below the $3,000 mark. • The Shutdown Countdown: With only 3 days left until the January 30 U.S. government shutdown deadline, capital is aggressively rotating into Gold (now $5,046/oz) and Silver ($115/oz). Bitcoin is currently acting more like a "tech stock" (risk-on) than "digital gold" (risk-off), causing a slight decoupling from the gold rally.
1. Gold Breaks $5,000 — Bitcoin $BTC Under Fire In a historic shift, Gold has surged past $5,000/oz for the first time ever in the last few hours. This is being driven by "safe-haven" panic as the January 30 U.S. government shutdown deadline looms.
• The Bitcoin Struggle: Unlike previous "digital gold" narratives, Bitcoin is being treated as a "risk asset" today. It is struggling to hold $87,000 (roughly ₱5.17M), down nearly 1.5% in the last few hours due to fears that a shutdown will freeze institutional ETF flows.
2. The "Dormant Whale" Warning Just two hours ago, blockchain trackers (Arkham/EmberCN) confirmed a long-dormant Ethereum whale moved 50,000 ETH ($145 Million) to Gemini.
• Why it matters: This wallet had been inactive for 9 years. Such a massive move to an exchange usually signals an intent to sell, adding heavy sell-side pressure to an already shaky market.
3. Ledger’s 4 Billion IPO Move Despite the market dip, Ledger (the hardware wallet giant) is reportedly in final talks with Goldman Sachs and Barclays for a 4 billion #NYSE IPO. This highlights a growing trend: as hacks increased in 2025, the "Self-Custody" business is now seen as a blue-chip sector.
This is "Earnings Week" for the Magnificent 7 (Apple, Microsoft, Meta, Tesla). • The Connection: If these companies report record AI spending, expect Render ($RNDR ) and Solana ($SOL ) to decouple from the broader market and rally. • The Risk: Federal Reserve interest rate decisions are due Wednesday. The market is pricing in a "Hold," but any hawkish tone could dampen the current recovery.
The "Monday Open" has brought a wave of institutional news that is effectively countering the weekend's "Sunday Slump." The market is currently pivoting from speculative fear to macro-political positioning
1. The "Big Three" News Events (Deep Dive) A. The US Treasury’s "No-Sell" Mandate In a massive policy shift announced this morning, Treasury Secretary Scott Bessent confirmed that the US government has halted all sales of seized Bitcoin. • The Reality: Previously, the US was the largest "whale" seller (dumping billions in Silk Road BTC). • The Impact: Under the Strategic Bitcoin Reserve (SBR), these assets are now classified as "Strategic National Reserves." This effectively removes over 210,000 BTC from potential market sell-side pressure permanently
Legitimate Risk: The "Greenland" Factor The "Sell America" trade mentioned in global news is being fueled by geopolitical drama surrounding Greenland's resource rights. This is causing a temporary rotation out of "risk assets" (Crypto) and into Gold, which just hit an all-time high of $4,980/oz.
• Strategy: Don't panic-sell into the Sunday Slump. Institutional outflows from $BTC ETFs ($713M this week) appear to be "forced selling" by Japanese banks, not a fundamental rejection of crypto.
the "Sunday Slump" is in full effect. The market is currently digesting the aftermath of the Davos 2026 summit and preparing for the "Monday Open" in the Asian markets.
The most significant update shaking the industry today is the leaked confirmation that Ledger (the hardware wallet giant) is filing for a $4 Billion IPO in New York. • Why it matters: This signals that the "Self-Custody" era is no longer a niche hobby but a multi-billion dollar infrastructure play. • Davos Legacy: The final weekend reports from Davos confirm that G7 central banks are officially drafting "Digital Asset Reserve" frameworks. We are moving from a world where "companies buy $BTC " to "countries buy BTC."
The Strategy: Instead of just holding the SOL through this "boredom" phase, the RockawayX AI Curator Vault mentioned earlier has seen its yield tick up to 16.5% APY tonight as more AI startups rent GPU power over the weekend.
market has entered a "Cooling Phase" following the intense short-liquidation volatility earlier today. While the headlines are shifting from panic to policy, your portfolio is feeling the weight of a broader market "risk-off" sentimen.
Breaking News: The SEC’s "AI Shield" Initiative Just hours ago, the SEC issued a high-priority alert regarding "AI Wealth" scams. • The News: Regulators have shut down two major platforms—Morocoin and AI Wealth Inc.—that were using deepfake videos and AI-generated trading signals to lure investors into "guaranteed profit" pools. • The Impact: This is actually a positive for legitimate DePIN (Decentralized Physical Infrastructure) projects like Render, as it separates "AI hype scams" from real-world utility. • Davos Wrap-up: The WEF ended with a consensus that 2026 is the Year of Tokenization. Major banks are officially moving from "testing" to "deployment" on public ledgers like Solana and Ethereum.
In 2026, Kamino Finance and RockawayX have emerged as the "Institutional Tier" for DePIN (Decentralized Physical Infrastructure) yields. • The "RockawayX AI Curator" Vault: Launched this month (Jan 2026). It automatically routes your SOL to providers like Render and Nosana based on GPU demand. • Projected Yield: 14.5% – 16.2% APY. • Kamino "GPU-Inference" Vault: This vault uses your SOL as collateral to provide liquidity specifically for AI-agent trading pairs. • Projected Yield: 12.8% APY + KMNO token incentives.
January 24, 2026, the market is reacting to the conclusion of the World Economic Forum (WEF) in Davos and a massive "Short Squeeze" that just liquidated over $146 million in bearish bets within a single hour.
Market Update: The "Davos Consensus" The WEF 2026 summit ended yesterday with a definitive shift: "Wholesale Tokenization" is now the primary focus for global banks. • The Big News: Financial giants like Euroclear and Standard Chartered announced moves to put commercial paper and settlement rails on-chain (primarily targeting Solana and Ethereum). • Volatility Alert: In the last 24 hours, $303 million in total crypto positions were liquidated globally. Surprisingly, most of these were "shorts" ($146M), meaning the market spiked higher, catching "dip-sellers" off guard.
$XRP the Escrow Factor: Fuel for the Fire? Every month (on the 1st), Ripple releases 1 billion XRP from escrow. In a healthy market, this is absorbed; in a weak market, it acts as a "sell-side hammer."
That rally was "weak" (low volume), and the current crash back to $1.89 suggests the market cannot currently absorb the extra supply while institutions are in "risk-off" mode due to the Greenland Tariff news.
"Triple Tap" at $1.80. If this floor breaks, the next target is $1.25.