DAOplomacy

The Federal Reserve shifts to an easing policy, and the US dollar may depreciate by approximately 3%. The US economic growth combined with expectations of interest rate cuts, along with the BRICS countries' efforts to de-dollarize, all contribute to the dollar's depreciation trend, significantly impacting holders of dollar assets and cross-border payment providers.

Recently, Ethereum is facing a key price resistance. If it falls below $3,200, long orders could be liquidated for up to $920 million; conversely, if it breaks above $3,400, short liquidations could reach $985 million. This shows the market's sensitivity to these two price levels, which could lead to sharp volatility.

In the past 24 hours, CEXs have experienced a total net outflow of 347.51 BTC, with significant differences in fund movements across exchanges. Kraken saw the largest outflow, with 1,623.52 BTC withdrawn, while another leading exchange absorbed 573.18 BTC, indicating that market participants are reallocating assets.

The Solayer team recently transferred 18.32 million LAYER tokens to Binance, worth approximately $3 million. This transfer may reflect their liquidity management strategy and has attracted investor attention. The team currently still holds 16.56 million LAYER tokens, valued at $2.7 million.

An Ethereum treasury company recently announced the launch of its own app, but shareholders have expressed doubts. The company's senior management plans to go beyond just an Ethereum revenue tool and aims to become a "holding company" in the digital economy sector, leveraging the stable cash flow generated by Ethereum for diversified investments. Although the idea is interesting, execution and strategic planning still need improvement.

Recently, Bitcoin has risen by 21%, but analysis indicates this is only a rebound, and market demand remains weak. Bitcoin's price has failed to break through the 365-day moving average, with historical performance similar to 2022, suggesting that bearish market characteristics still exist. Investors should pay attention to changes in fundamentals and technicals.

On January 17, the Cryptocurrency Fear and Greed Index rose to 50 points, indicating a neutral market state with balanced buying and selling forces. The index considers multiple factors to reflect market sentiment; 50 points mean the market direction is unclear, and traders should pay attention to volatility.

Ethereum has gained widespread market recognition through a decade of testing, and Wall Street giants are gradually deploying related solutions. Co-founder of Etherealize predicts that ETH's market capitalization could increase significantly, with a single token potentially reaching $15,000 by the end of 2026, driven by institutional entry, on-chain asset growth, and its role as a settlement layer.

MicroStrategy plans to raise funds by issuing perpetual preferred stock and continues to purchase 1,000 bitcoins daily, demonstrating confidence in the long-term value of Bitcoin. This move could provide stable financial support and potentially have a positive impact on market trends.

The maximum supply of Bitcoin is 21 million coins, with over 19 million already mined, demonstrating its increasing scarcity. Analysts believe that Bitcoin's position as a store of value will be strengthened, and it is expected to surpass $1 million between 2031 and 2033, with an average annual increase of $150,000. The key factors are its scarcity narrative and market demand.

Bitcoin financial service provider Strive completes acquisition of Semler Scientific, becoming the 11th largest publicly traded company worldwide with 12,797.9 BTC holdings. Management adjustments reinforce the company's strategic direction, demonstrating Strive's commitment to crypto asset allocation. This deal enhances capital strength and Bitcoin holdings, attracting market attention.

BitMine announced at the shareholders' meeting that it will invest $200 million in MrBeast's Beast Industries, becoming its largest investor. This move not only consolidates the cultural fit between the two brands but also lays the foundation for BitMine's layout in the Web3 ecosystem and enhances its influence in the blockchain field, demonstrating traditional capital's recognition and confidence in blockchain.

Dreamcash partners with Tether and Selini Capital to launch a HIP-3 perpetual contract market based on real-world assets on the Hyperliquid platform, allowing users to trade using USDT as collateral, marking further development in the DeFi derivatives market.

Forward Industries announced financial data, holding 6.97 million SOL as of January 15 and having staked almost all of them, with a total staking reward of 133,400 SOL, demonstrating a long-term optimism for the development of this ecosystem.

Moldova's Minister of Finance announced plans to implement a cryptocurrency legislative framework by the end of 2026, with regulatory standards aligned with the EU MiCA. The law allows citizens to legally hold and trade crypto assets but does not recognize them as legal tender. The government considers them a high-volatility speculative sector, aiming for compliance and risk prevention.

The meme coin GAS in the Solana ecosystem has recently shown active performance, with the top address accumulating a total purchase of $100,000, and its market capitalization once surpassing $37.95 million. GAS is inspired by Steve Yegge's tool Gas Town, designed to manage multiple AI agents. Although it attracts investment, meme coins are highly volatile and should be approached with caution.

Recently, a major institution adjusted its asset allocation, frequently converting BTC to ETH. In a short period, a total of 686.1 BTC was exchanged for 19,631 ETH, indicating the institution's optimism about Ethereum and strategic adjustments.

Ethereum spot ETFs have performed well recently, experiencing net inflows for four consecutive trading days, totaling $164.4 million. Among them, the ETHA product contributed the most, with a single-day net inflow of $149.2 million. Grayscale Ethereum products also recorded a net inflow of $15.2 million, indicating increased interest from institutions and investors in Ethereum.

Recently, an address from the Kaito team transferred 5 million KAITO tokens to Binance, attracting market attention. This move may be related to Kaito canceling API integration with Twitter, and the team may have been informed of unfavorable news in advance. Kaito products are also undergoing adjustments, and the overall changes are worth monitoring.

The possibility of the Bank of Japan internally shifting towards interest rate hikes has attracted market attention. This move could impact global liquidity, reduce the attractiveness of risk assets, especially cryptocurrencies. At the same time, it also reflects that Japan's economy may recover faster than expected, and subsequent central bank statements should be watched closely.