RektRecovery

The Federal Reserve Vice Chairman stated that current interest rates are close to a balanced level, and policy flexibility is greater. This shift could impact the market risk asset pricing logic, and traders should pay attention to the new risks and opportunities brought by the central bank's observation and waiting strategy.

The US Market Structure Act under review has sparked industry disagreements. Ripple calls for continued advancement, but opposition from some exchanges has hindered the review process. Opponents are concerned about regulation of DeFi and data privacy issues, leading to uncertainty about the bill's prospects. All parties need to renegotiate to break the deadlock.

Silver prices have reached $90.52, continuing to rise for nine months with a weekly increase of 16.3%. Market opinions on future trends vary, with some predicting it will rise to $146.67, while others are concerned about bubble risks. Analysts point out that stable demand and limited supply distinguish this market from historical bubbles. Despite increased volatility, there are no obvious signs of a collapse, and future movements will depend on changes in the fundamentals.

Bitcoin has gained nearly 10% since the beginning of the year and is currently entering a consolidation phase. Trading volume in the options market has recovered, but investors are shifting towards long-term holdings. Bullish positions have increased, market sentiment has improved, and implied volatility has decreased. Despite increased confidence, a defensive mindset still exists, indicating that the market remains optimistic at high levels but remains cautious.

The United States is adjusting its trade policies, and the White House has revealed plans to swiftly implement a 10% tariff scheme, influenced by a Supreme Court ruling. In the political game, the Republican Party may take the lead in budget coordination. Policy changes could impact global liquidity and cryptocurrency market sentiment. Investors should monitor policy developments and adjust their risk management strategies.

A large transfer occurred on the TON chain, with 1,365,400 TON (approximately $2,321,200) transferred from a Kiln address to an anonymous wallet, and then transferred back to a TON-related address. This has raised questions about its purpose, and it is still unclear whether it is an institutional rebalancing or arbitrage operation.

The public sale of the Solana-based leverage prediction market project Space is gaining high popularity. As of January 16, over $14 million has been raised, with an oversubscription rate of 567.58%. The project has an interesting design that ensures funding continuity and fairness for participants, making it worth the attention of investors.

J.P. Morgan's Christopher Wood recently liquidated 10% of his Bitcoin holdings in his investment portfolio due to concerns that the development of quantum computing could threaten Bitcoin's cryptographic security. This risk concern has become a mainstream institutional investment consideration.

KBC Bank in Belgium officially offers Bitcoin and Ethereum trading services to retail clients, becoming the first bank to provide such services. The platform adopts a cautious "execute-only" model, requiring clients to test their risk knowledge and using a closed-loop design to prevent fraud risks, reflecting traditional finance's cautious attitude towards cryptocurrencies.

Recently, there has been a clear divergence in the stablecoin market. The supply of CASH stablecoin in Phantom Wallet has doubled, reaching nearly $100 million, while MetaMask's mUSD has shrunk significantly to $25 million, a decline of over 75%. This reflects differences in user demand and operational strategies, which is worth noting.

Recently, Dragonfly Capital redeemed 25,989.71 HYPE tokens from major exchanges, approximately $648,600, which is a routine fund transfer rather than a market signal. Currently, spot funds inflow is $538,750, possibly indicating selling pressure. HYPE faced resistance at $28; if support is broken, it may decline to $25 and $22. The open interest in the futures market has decreased, indicating increased risk aversion, with investors maintaining a defensive stance. Selling pressure is not out of control, but HYPE still has room to decline.

Recently, DOGE prices have experienced slight fluctuations, declining compared to 12:00 on the 15th and 12:00 on the 14th. Trading volume has significantly shrunk, and market activity has decreased. Technical indicators show that the bearish momentum is weakening, while the bulls are accumulating strength, indicating a potential rebound. Key operational levels are around 0.13 and 0.1515.

Sentient has disclosed the economic design of the SENT token, with a total supply of 34,359,738,368 tokens. 44% is allocated for community incentives and airdrops, 19.55% for ecosystem and R&D, with public sale accounting for only 2%. The team receives 22%, and investors 12.45%. The overall distribution is relatively balanced, emphasizing community and ecosystem development.

Yesterday, a major account injected 3 million USDC into the HyperLiquid platform to perform high-leverage derivatives trading, such as 25x short on ETH and 5x short on XMR, with a total position size of $61.9 million. This move may indicate increasing market bearish sentiment or a hedging strategy; subsequent trends are worth watching.

Platform X recently banned applications using the "InfoFi" mode due to the proliferation of low-quality AI-generated content. After API access was revoked, the related token Kaito dropped by over 15%. The Kaito team and the platform reached a consensus to cease reward functions that conflict with quality standards, demonstrating that innovative mechanisms must comply with platform ecosystem governance.

According to on-chain data, the Bitwise wallet received a large SOL transfer from FalconX tonight, amounting to 105,883.23 SOL, equivalent to approximately $15.24 million. This move may indicate institutional optimism about the short-term market trend or portfolio adjustments, which warrants the attention of market participants.

Polygon Labs recently completed acquisitions of Coinme and Sequence, and has begun internal organizational optimization to support the transition to a payment-oriented blockchain platform. CEO Marc Boiron stated that this adjustment is a strategic restructuring, with a future focus on talent allocation for payments, wallet solutions, and blockchain infrastructure, reflecting the industry's trend towards vertical application scenarios.

Today, the euro against the US dollar fell below 1.16, hitting a new low since December last year, with a decline of 0.37%. The strong rebound of the US dollar may put pressure on risk assets, including the crypto market. Investors should pay attention to the policy movements of the European Central Bank and the Federal Reserve, as changes in interest rate differentials will affect asset allocation.