Wu Says Daily Selected Crypto News + This Week's Macro Indicators

1. Large Token Unlocks This Week

In the next 7 days, single large unlocks (unlock amount greater than $5 million) include ONDO, TRUMP, CONX, ARB, DBR, CHEEL, STRK, SEI, ZK, among others; linear large unlocks over the next 7 days (daily unlock amount over $1 million) include RAIN, SOL, TRUMP, WLD, RIVER, DOGE, AVAX, ASTER, TAO, and others, totaling over $1.69 billion in unlocks.

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2. Powell Responds to DOJ Subpoena: Claims Threats Are Due to Independence of Rate Policy, Not Presidential Preference

Federal Reserve Chairman Powell issued a statement on January 11, stating that the Department of Justice issued a grand jury subpoena to the Fed on Friday, threatening criminal charges related to his Senate Banking Committee testimony in June 2025, which partly involves the Fed’s historic building renovation project; Powell stated that the threat was not aimed at the testimony or the renovation project itself, but because the Fed sets interest rates independently based on economic assessments rather than following presidential preferences.

3. Tether Freezes Over $182 Million USDT in 24 Hours

Tether froze over $182 million USDT within 24 hours, targeting five Tron network wallets (single transaction amounts between $12 million and $50 million); specific trigger reasons were not disclosed; Chainalysis data shows that by the end of 2025, stablecoins account for 84% of illegal transaction volume; AMLBot reports that from 2023 to 2025, Tether froze approximately $3.3 billion in assets, blacklisting 7,268 wallet addresses.

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4. South Korea Ends Nine-Year Ban on Corporate Crypto Investments

The Korea Financial Services Commission finalized guidelines allowing listed companies and professional investors to invest up to 5% of their equity capital in the top 20 cryptocurrencies by market cap on Korea’s five major exchanges, involving about 3,500 entities; whether dollar-pegged stablecoins are included is still under discussion; exchanges are required to implement tiered execution and order size limits; industry insiders criticize the 5% cap as too conservative, noting that the US, Japan, and the EU have no such restrictions; the guidelines are expected to be announced in January or February, synchronized with the Digital Asset Basic Law, with corporate trading to be implemented before the end of the year.

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5. QCP: Concerns Over Fed Independence Boost Safe-Haven Assets, Bitcoin’s Rally Still Suppressed

QCP Capital analysis indicates that a weakening dollar has driven short-term gains in gold, silver, and Bitcoin, but BTC faced resistance near $92,000 and pulled back, continuing its oscillating pattern. Previously, news of Powell being subpoenaed by the DOJ was interpreted by the market as a “retaliatory action” against the Fed’s stance on monetary policy, raising concerns about the central bank’s independence. Derivatives data shows that bullish sentiment has been delayed rather than reinforced, with selling pressure and supply uncertainty still limiting gains. Amid rising macro volatility, funds are favoring precious metals and US stocks, with markets focusing on this week’s US CPI, PPI, and the Supreme Court’s tariff rulings.

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6. Strategy Announces Increase of 13,627 BTC, Total Holdings Reach 687,410 BTC

Strategy announced an increase of 13,627 BTC, costing approximately $1.25 billion, with an average cost of about $91,519 per BTC. As of January 11, 2026, Strategy’s total holdings amount to 687,410 BTC, with a total cost of approximately $51.8 billion and an average cost of about $75,353 per BTC.

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7. Wu’s Weekly Macro Indicators and Analysis: US CPI, Tariff Case Ruling

Summary

Last week’s US non-farm payroll data was mixed; this week’s focus is on the December US CPI, the US Supreme Court’s delay in ruling on Trump’s tariff case, and the Fed’s Beige Book on economic conditions.

Last Week’s Review

US December ADP employment increased by 41,000, versus an expected 47,000, previous value -32,000.

US initial jobless claims for the week ending January 3 were 208,000, versus an expected 210,000, revised from 199,000 to 200,000. US trade deficit in October was -$29.4 billion, versus an expected -$58.9 billion, revised from -$52.8 billion to -$48.1 billion.

US non-farm employment added 50,000 jobs in December, below the expected 73,000 and also below the revised November figure of 56,000; unemployment rate fell to 4.4%, below the expected 4.5%. Additionally, employment data for October and November was revised downward by 76,000. BLS data shows that the average monthly job growth for 2025 is only 49,000, significantly lower than 168,000 in 2024.

The University of Michigan Consumer Sentiment Index for January 2026 rose slightly to 54.0, reaching a new high since September 2025, but still down about 25% year-over-year; improvements mainly driven by low-income groups, while high-income groups’ confidence weakened. Consumers remain affected by high prices and slowing employment. Inflation expectations show one-year outlook steady at 4.2%, with long-term expectations slightly rising to 3.4%.

Key Events & Indicators This Week

January 12

US government shutdown risk increases again at the end of the month; relevant funding bills will be submitted to the Senate for review this week.

January 13

US December CPI (YoY, 21:30)

January 14

US November PPI (YoY, 21:30)

The US Supreme Court delays ruling on Trump’s tariff case; next decision scheduled for January 14.

January 15

Federal Reserve releases Beige Book on economic conditions (03:00)

US initial jobless claims for the week ending January 10( thousand) (21:30)