DAOplomacy

A well-known cryptocurrency asset management firm's investment director pointed out that, driven by loose fiscal policies and institutional capital inflows, Bitcoin is shedding its "risk asset" label and may become an independent investment instrument, similar to precious metals, changing its identity as an investment asset.

After a hacking attack on a crypto project, the real crisis often lies in the chaos of response. Data shows that nearly 80% of projects fail to fully recover, mainly due to a lack of emergency plans and blame-shifting among team members. The first few hours are crucial in determining the subsequent course; silence can instead fuel panic, ultimately leading to a collapse of trust and community loss.

The validator queue for the Ethereum PoS network is significantly backloged, with 2.59 million ETH waiting to be activated. The main reason is the concentration of staking by large institutions like BitMine, while the exit queue has been cleared, indicating that the market remains optimistic about staking yields and ETH prospects. This reflects the health of the PoS ecosystem.

The latest data shows that the Cryptocurrency Fear and Greed Index is at 49, indicating a neutral market sentiment with a slight rebound. The index combines multiple data dimensions, reflecting a significant change in market sentiment and suggesting that the crypto community's mindset is recovering.

Over the past year, the supply and number of holders of USDT on the TRON network have grown rapidly. The new issuance of USDT has reached 22.7 billion tokens, with a total supply exceeding 82.4 billion tokens. The number of holder addresses has increased by 11 million, reaching 70.6 million, indicating an increased penetration in the on-chain ecosystem.

White House Cryptocurrency Committee Director Patrick Witt stated that progress in establishing a Bitcoin strategic reserve in the United States faces legal obstacles, although it remains a priority. Agencies such as the Department of Justice are discussing relevant legal and regulatory issues, while the government retains seized Bitcoins, indicating a shift in attitude towards Bitcoin.

A certain crypto fund leader predicts that Bitcoin may face a systemic crisis in the next 7 to 11 years due to the halving of block rewards leading to reduced miner revenue. Whether transaction fees can make up for this gap will be crucial and could impact the security of the network.

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.