CoinRank Daily Data Report (1/13)｜U.S. Crypto Regulation Delayed as Policy Frictions Persist

The delay of the U.S. crypto market structure bill to late January signals unresolved disputes around DeFi treatment, stablecoin yield, and political conflict-of-interest clauses. Near-term regulatory clarity expectations cool, but the process still reflects vote-building rather than legislative failure.

Crypto’s increasing politicization—highlighted by Charles Hoskinson’s criticism of Trump-era memecoins—raises the long-term policy risk premium for U.S.-centric projects and pushes meaningful reform further out on the timeline.

Market behavior points to rotation, not risk-on: bitcoin remains capped below key resistance while privacy coins outperform on censorship-resistance narratives, and crypto miners are being re-rated as AI and power-infrastructure assets rather than pure BTC beta.

U.S. Senate Delays Crypto Market Structure Bill to Late January

The Senate Agriculture Committee postponed the markup of its crypto market structure legislation to the last week of January, delaying an originally planned Jan. 15 session. Lawmakers said the extra time is needed to finalize remaining details and secure broader bipartisan support, following weekend negotiations between Republican and Democratic offices.

The delay highlights ongoing disagreements around DeFi treatment, illicit finance provisions, stablecoin yield, and whether the bill should restrict senior government officials from profiting from crypto-related businesses. While the bill is still moving forward, the timing risk has increased as the legislative calendar tightens.

Market implication: short-term negative for regulatory-clarity expectations, but the delay suggests negotiation rather than failure. A party-line markup would sharply reduce passage odds later in the Senate.

Lummis and Wyden Introduce DeFi Developer Protection as Standalone Bill

Senators Cynthia Lummis and Ron Wyden introduced a standalone bill aimed at shielding non-custodial blockchain developers from being classified as money transmitters. The proposal mirrors a provision long debated within the broader crypto market structure bill.

By introducing it separately, lawmakers are signaling that developer protections have bipartisan backing but remain at risk inside the larger legislative package. The move also increases pressure on Senate leadership to retain the provision during final negotiations.

Market implication: structurally positive for DeFi and infrastructure builders; politically, it exposes fracture points inside the main bill rather than resolving them.

Hoskinson Warns Trump-Era Crypto Policy Has Damaged Bipartisan Reform

Cardano founder Charles Hoskinson said Trump administration crypto policy has left the industry worse off by politicizing digital assets and undermining bipartisan trust. He criticized the launch of Trump- and Melania-linked memecoins, calling them extractive and harmful to public perception.

Hoskinson argued that without these politically branded tokens, Congress might have passed both the GENIUS Act and the Clarity Act during an earlier bipartisan window. Instead, crypto has become a partisan wedge issue, increasing the likelihood that regulatory clarity will be delayed for years.

Market implication: longer-term regulatory risk premium stays elevated; U.S.-centric crypto projects face higher political uncertainty regardless of party control.

Bitcoin Range-Bound Below $92,000 as Privacy Coins Outperform

Bitcoin failed to break above $92,000, remaining stuck below a dense resistance zone as macro uncertainty weighed on risk appetite. Traders instead rotated into privacy-focused tokens, with Monero, Zcash, and Railgun posting double-digit gains despite regulatory pressure in jurisdictions such as Dubai.

The divergence suggests investors are increasingly hedging geopolitical and regulatory risk by favoring censorship-resistant assets while large-cap majors consolidate. Derivatives positioning also reset, reducing forced flows but slowing upside momentum.

Market implication: neutral-to-cautious for BTC in the near term; selective altcoin strength driven by narrative rather than broad risk-on sentiment.

Crypto Mining Stocks Jump on Meta’s AI Infrastructure Expansion

Crypto mining stocks rallied after Meta announced a large-scale AI infrastructure initiative, boosting sentiment around data centers and high-performance computing. Investors are increasingly viewing miners as power, compute, and infrastructure plays rather than pure bitcoin proxies.

Names across the sector posted mid-to-high single-digit gains as capital rotated toward companies with scalable energy access and GPU-adjacent optionality. The move reinforces a broader re-rating trend tied to AI demand rather than crypto prices alone.

Market implication: positive for miners with strong balance sheets and infrastructure exposure; weak operators without AI optionality may continue to lag even if BTC stabilizes.

〈CoinRank Daily Data Report (1/13)｜U.S. Crypto Regulation Delayed as Policy Frictions Persist〉這篇文章最早發佈於《CoinRank》。