GasWrangler

【BiTu】Key news coming—On January 19th, U.S. stock markets will be closed all day for Martin Luther King Jr. Day, which means trading hours will be adjusted.
CME's precious metals and crude oil futures will close early at 3:30 AM Beijing time on the 20th. U.S. Treasury and stock index futures will close even earlier, at 2:00 AM.
ICE and CBOT agricultural product trading will also be closed for the entire day.
If you have positions or plan to enter these markets, be sure to pay attention to the time changes in advance to avoid being caught off guard by the sudden market closure.

【Blockchain Rhythm】 Interestingly, the TRUMP project team has recently taken action again. According to on-chain data monitoring, the TRUMP team wallet has just transferred 381,000 TRUMP tokens to a major exchange, equivalent to approximately $2 million at the current price. Such large fund inflows into exchanges usually indicate that the project team is adjusting their strategy. Whether they aim to increase liquidity or have other plans, the market is watching.

Market monitoring shows that a whale holding $910 million worth of Bitcoin has seen its unrealized gains decrease from $60 million to $44.9 million. It primarily invests in ETH, BTC, and SOL, with the largest holdings in ETH. The whale's massive funding costs and shrinking unrealized gains reflect market volatility, providing emotional cues for retail investors.

In the crypto market this week, Pantera Capital performed outstandingly, with its wallet accumulating a total profit of $21.7 million, far surpassing other institutions; while Arrington XRP Capital also made a profit, but on a smaller scale. This reflects the differences in market strategy execution among various funds.

Trader beachboy4 on the crypto prediction platform has recently performed exceptionally well, consecutively predicting 40 sports event victories, with a single-day profit of $5.6 million. He achieved significant gains by heavily betting on the outcomes he believed in.

Hyperliquid Foundation recently donated 10,000 HYPE tokens, worth approximately $254,000, to on-chain detective ZachXBT. This is their second-largest donation in history. Donors include several well-known public chains and projects, demonstrating the growing trend in the Web3 space to support community members and analysts.

The US government announced that starting from February 1st, a 10% tariff will be imposed on goods from several European countries, which will increase to 25% on June 1st. This policy is related to global security and geopolitical issues, and the EU quickly convened a meeting to respond. Changes in trade policy may affect global market expectations, and the crypto market will also react accordingly.

【BitPush】On-chain data shows that at 00:28, a large XUSD transfer occurred—4.6 million XUSD (worth approximately $4.6 million) was transferred from a major exchange to the deposit address of StraitsX (Xfers). Such large fund flows often attract market attention and may indicate subsequent market movements.

BTC's recent price shows a fluctuating upward trend, breaking through highs but with decreasing trading volume, forming a divergence between volume and price. Technical indicators indicate a neutral state, and caution should be exercised as upward momentum diminishes. It is recommended that both long and short entry points be clearly defined, with support at 94252 and resistance at 97288. Traders should pay attention to changes in trading volume.

The U.S. Senate Banking Committee's consideration of the Crypto Market Structure Act has been postponed, reflecting deep disagreements between Congress and the industry on stablecoin and DeFi provisions. After the CEO of a leading exchange withdrew support, the Senate Chair announced the delay, putting pressure on the market. Analysts believe that although there is a consensus framework, disagreements over details have made it difficult to bridge the political divide.

An industry insider believes that Bitcoin's future gains could exceed expectations, pointing out that its fixed supply and continuous influx of institutional funds are fundamental supports. Despite the market's weakness, he remains optimistic about Bitcoin's long-term trend, highlighting the differences in expectations between institutions and retail investors.

A leading exchange will delist the four perpetual contracts BIDUSDT, DMCUSDT, ZRCUSDT, and TANSSIUSDT on January 21, 2026. Investors are advised to pay attention in advance and adjust their related positions to avoid automatic liquidation by the system.

Goldman Sachs CEO David Solomon stated at the earnings communication meeting that the company is focused on digital asset regulation bills, especially the Digital Asset Market Clarity Act. He pointed out that the bill could reshape the token and stablecoin ecosystems, but progress will still take time, reflecting traditional finance's emphasis on digital assets and the policy complexities.

Bitcoin mining company Riot Platforms acquires 200 acres of land in Texas for $96 million, paid with 1,080 bitcoins. At the same time, it signs a 10-year data center partnership agreement with AMD, with initial revenue reaching $311 million and overall potential exceeding $1 billion. Riot's stock price rose by 11%, reflecting market confidence in its expansion strategy.

The sports prediction trading on the Kalshi platform is becoming increasingly popular, accounting for 91% of total trading volume. The newly launched "Custom Combos" feature allows users to place bets on multiple events simultaneously, with odds dynamically determined through a transparent RFQ mechanism. CEO Vlad Tenev predicts that prediction markets will reshape the future of finance and news, demonstrating retail investors' desire to participate in price discovery.

Recently, a political token project launched in a certain city has experienced price fluctuations due to a lack of clear mechanisms and use cases, leading to a large number of investors withdrawing funds and a decline in market liquidity. This reflects that many political token projects focus more on creating buzz rather than building sustainable ecosystems, further damaging the reputation of the crypto market.

Trump hints that Haskett may stay on, and the market landscape for Federal Reserve Chair candidates is changing significantly. Haskett's nomination probability drops to 15%, while Waller rises to 60%. The two have very different policy stances: Haskett advocates for easing, while Waller leans towards hawkishness. Waller is optimistic about the US economic outlook, believing that inflation stems from Federal Reserve policy decisions.

The ETHGas Foundation announced the distribution plan for the governance token GWEI, with a total supply of 10 billion tokens. The ecosystem accounts for 31%, investors 27% (with lock-up periods), the team 22% (similar to an unlock mechanism), the community 10% (linear unlock over 4 years), the foundation 8% (immediate unlock), and advisors 2% (lock-up and linear unlock). The plan is designed to balance liquidity and governance incentives.

A leading investment bank's Q4 2025 financial report exceeded expectations, with a net profit of $2.68 per share, and the stock price rose by over 4%. Investment banking revenue surged by 47% year-over-year, driven by active M&A activities that increased debt underwriting fees. Meanwhile, wealth management client assets reached $7.38 trillion, reflecting high-net-worth individuals' new approaches to asset allocation, indicating that global capital restructuring will influence market dynamics.

【Crypto World】Another large Bitcoin holding exposure has been revealed. Billionaire Jon Abelure recently disclosed his crypto asset allocation, holding $32.4 million worth of Bitcoin in his account. This is not an isolated case—more and more top global billionaires are participating in the Bitcoin market through direct holdings. From institutions to individuals, from traditional financial giants to tech tycoons, Bitcoin is becoming a new asset allocation choice for high-net-worth individuals. Behind this ongoing buying frenzy reflects a renewed recognition of Bitcoin's long-term value in the market and also signals a deep shift in mainstream capital's attitude towards the crypto market.