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Cryptocurrency market sentiment has improved, with the Fear and Greed Index rising to 44 points, indicating a decrease in panic. The index combines multiple factors such as volatility, trading volume, social media activity, market surveys, and Bitcoin dominance to provide a comprehensive reflection of market conditions.

Bitcoin quickly rebounded amid geopolitical turmoil, with inflows surging by 1671%, indicating institutional accumulation. Bitcoin is gradually transforming into a safe-haven asset, driven by demand from mature markets, with investors focusing more on practicality rather than speculation.

Recently, political prediction markets have attracted attention due to insider trading, with accurate bets on a country's political situation earning insiders hundreds of thousands of dollars. In response, a New York State legislator plans to introduce the "2026 Financial Prediction Market Public Integrity Act," aimed at prohibiting federal officials from using their positions to obtain insider information for trading, in order to strengthen regulation and balance market innovation with risk prevention.

Recently, a major wallet address withdrew 1,000 BTC and then deposited it into an exchange, successfully earning $3.42 million. This move reflects the sharp market timing of large holders and also demonstrates that even in volatile markets, institutions can still achieve stable profits through arbitrage.

A leader of an investment group pointed out that 2026 will be a "problem year," calling on companies to stay vigilant and examine fundamentals as the economy improves. He emphasized the importance of long-term investment in artificial intelligence and blockchain, reminding the industry to be patient and farsighted, and to be cautious of potential risks.

【Crypto World】Cross-chain aggregation DeFi platform Infinex recently announced a series of major adjustments.
There are three core changes:
The investment cap has been relaxed. The previous $2,500 daily limit per user has been removed, now you can invest as much as you want, making your own decisions. This is good news for users who want to participate with large amounts.
The distribution rules have been changed to a fair mode. Instead of random lottery, it now uses a "Maximum-Minimum Fair Distribution"—simply put, prioritizing allowing everyone to receive a share until the tokens are exhausted. Remaining funds are fully refunded, with no waste. This helps avoid disparities caused by luck.
Patron status retains priority rights. Holders can still participate in allocations first, the specifics will be announced after the sale.
It seems Infinex has listened to the community and aims to handle this round in a more fair and transparent way. This attitude is still commendable.

In the past week, publicly listed companies worldwide have been actively deploying in the Bitcoin market, with a net purchase of $567 million. Among them, MicroStrategy increased its Bitcoin holdings by $116 million, reaching a total of 673,783 coins; Japan's Metaplanet also invested $451 million to increase its holdings. In total, these companies now hold 923,680 Bitcoins, worth approximately $85.78 billion, accounting for 4.62% of the market. Institutional influence has clearly increased.

Bitcoin's recent performance has attracted attention, with spot ETF trading volume rebounding to $5 billion and prices rising over 1.6%, approaching $92,970. However, selling pressure still exists, and market buying demand remains weak. Analysts are cautious about the future upward trend and recommend focusing on traditional safe-haven assets, with market opinions clearly divided.

Recently, a well-known major holder demonstrated their proficient trading strategy through on-chain data monitoring. They first closed a BTC short position with a loss of $11,000, then used 20x leverage to go long on 757.18 BTC, investing approximately $70.36 million. Additionally, they purchased FARTCOIN with 10x leverage, with a total investment of about $1.1 million. This series of operations reflects their excellent risk management and market judgment capabilities.

【区块律动】根据链上数据统计，1月5日过去24小时内，全球主要交易所出现了显著的以太坊资金流动。CEX平台合计净流出4056.15枚ETH，其中流出最为集中。某头部合规平台率先流出5827.95枚ETH，成为单日流出最大的交易所。随后是某知名交易所，流出规模达2516.56枚ETH，流动性相当活跃。Gate也录得940.79枚ETH的流出。
有趣的是，并非所有交易所都呈现流出态势。某交易所逆势吸入1599.79枚ETH，成为当日最大的资金流入方。这种不同交易所间的资金分化，反映出市场参与者在不同平台间的策略调整。大额ETH的转移通常预示着市场情绪或投资策略的变化，值得关注。

A leading bank in the United States announced that its wealth advisory team can recommend Bitcoin allocations to high-net-worth clients, with a maximum of 4% of the investment portfolio. This policy indicates a shift in traditional finance's attitude towards Bitcoin, as crypto assets are gradually integrating into mainstream wealth management.

The stock markets of Japan and South Korea have recently moved in sync, with the Nikkei 225 Index and KOSPI Index both reaching new highs, rising by 2.97% and 3.43% respectively. This increase indicates an improved global macroeconomic outlook, which could influence the performance of the digital asset market.

【Crypto World】The competition for the Federal Reserve Chairmanship is fierce. According to the latest data from the crypto prediction market, the decision to nominate Trump’s choice for Federal Reserve Chair is expected to be announced this month, with the two leading candidates, Hasset and Wosh, now tied in the nomination probability. Specifically, each has a 39% chance. Notably, recent changes in probabilities reflect the market’s dynamic adjustment of confidence in the two candidates—Wosh’s support has increased by 8 percentage points, while Hasset’s has decreased by 3 percentage points. This leadership change at the Federal Reserve could have far-reaching impacts on global financial markets and even the direction of crypto assets.

Recently, MetaMask users should be cautious of new phishing scams where scammers impersonate security verification pages to trick users into revealing their seed phrases. The preventive measure is to not trust any prompts asking for seed phrases and to directly visit the official website to verify information.

Bank of Japan Governor Kazuo Ueda stated that if economic expectations develop normally, the central bank may continue to raise the benchmark interest rate. He emphasized the importance of flexible monetary policy adjustments for price stability and economic growth, which means the central bank is seeking a balance between inflation and growth, and this will impact global capital flows and risk asset pricing.

Bitmine's technology company plans to expand authorized shares from 500 million to 50 billion, aiming to establish a presence in the Ethereum sector. The market reaction has been enthusiastic, with a significant increase in stock price. Although long-term fluctuations are considerable, the one-year increase has reached 310.68%. The current price-to-earnings ratio is as high as 40.5 times, and investors are full of expectations for its blockchain strategic transformation.

Top VC firms like a16z, Coinbase Ventures, and Polychain are accelerating collaborations, jointly participating in large-scale financing, with co-investment becoming the new norm. Investment strategies are shifting towards the integration of AI and blockchain, DeFi solutions, etc., and market logic is upgrading to specialization, with traditional funds pouring into Web3. Future focus will be on the development of AI-DeFi innovative products.

【Crypto World】Recently, some financial media figures have expressed sharp opinions about XRP community retail holders, suggesting that they have formed a certain faith-based group, and even recommending that these holders should provide more liquidity to Ripple executives. These remarks immediately triggered a backlash within the community.
In fact, XRP's performance has indeed disappointed many. From the historical high of nearly $3.65 in July 2025, the current trading price has fallen to around $2.00—representing a decline of approximately 45%. This drop occurred after the SEC reached a settlement with Ripple, and the originally anticipated rally ultimately reversed.
The significant price correction, differing voices within the community, and the tension between project teams and holders—all reflect a reality: XRP market participants are readjusting their expectations for the future. Is this a rational market pricing, or is there

【Blockchain Rhythm】Interesting things are happening. The Paradigm address has been very active in the past 24 hours—unstaking a total of 16,000 ETH, roughly equivalent to $50 million USD. More importantly, this batch of ETH was not spread out but all transferred into a major exchange wallet. What does such an operation by a large institution usually imply? Some speculate it’s preparing to buy the dip and position, while others believe it’s adjusting their holdings. Anyway, this scale of fund flow always leaves traces on the chain and is a window for us to observe market sentiment.

Large staking institution Bitmine staked 49,088 ETH on January 4th, with a total value of $152.7 million, reflecting the institution's confidence in the long-term value of ETH. Meanwhile, Bitmine has accumulated a total of 593,152 ETH staked, demonstrating a continuous increasing investment trend and becoming a market sentiment indicator.