Insights

Key Takeaways Ondo (ONDO) has recorded an all-time high TVL of $2.52 billion, rising over 31% in the past 30 days, signaling strong on-chain

Bitcoin holds the support at $80,700-$83,400, but Glassnode warns of insufficient liquidity. The realized profit and loss ratio needs to break 5x to confirm a recovery, with the current 22% supply loss increasing the risk of a pullback. Binance's monthly average inflow of 5,700 coins hits a new low since 2020, indicating strong holding sentiment but unable to replace liquidity confirmation.

Ethereum on the 26th surged to $2,787, and Brother Maji opened a new position seconds after a 25x liquidation. Yilihua holds 651,300 ETH with an unrealized loss of $215 million. This time, instead of adding to the position, he increased his debt repayment by 30 million USDT to reduce leverage to 2.2x. The divergence between the two major E-guard strategies highlights market polarization.

SoftBank in talks to add $30 billion investment in OpenAI, having sold $5.8 billion worth of NVIDIA stock and reduced T-Mobile holdings for cash. OpenAI's valuation is expected to reach $750 billion, surpassing Arm to become SoftBank's largest holding (accounting for over 30%). S&P warns that BB+ credit rating faces downward pressure. Following the news, SoftBank's stock price rose 8.8%. OpenAI launches research tool Prism.

In the past seven days, the price of Dogecoin has decreased by approximately 1% with almost no significant daily fluctuations. Over the monthly timeframe, DOGE still records a decline of about 2.5%. This development continues to keep market sentiment cautious, although the overall cryptocurrency market remains quite stable.

Hong Kong Treasury Department announces the adoption of the OECD Crypto Asset Tax Reporting Framework (CARF), starting in 2028, exchanges will be required to automatically report users' cryptocurrency trading information to the tax authorities and exchange data with over 140 countries worldwide. Commissioner Xu Zhengyu personally promoted this initiative, positioning it as a top-tier strategic move to compete for the high ground of the regulatory system. Investors will have full transparency in trading after 2028, leaving no room for tax evasion.

2025 witnessed the rise of security coins, but as we move into 2026, the market has become much more brutal. The major players that once led now face significant corrections, while new projects show unstable recovery. As February approaches,

_Key Takeaways_ _Virtuals Protocol (VIRTUAL) is holding around 20% monthly gains despite short-term market weakness._ _The 4H chart shows a

XRP is at the center of a compelling market narrative that blends bullish price predictions with a fundamental re-evaluation of its core utility. Analysts project an 80% surge towards \$3.40 in the coming months, fueled by record-shattering institutional demand for XRP ETFs, which have amassed \$1.3 billion in inflows with near-uninterrupted buying. Beyond short-term momentum, a groundbreaking new analysis argues that XRP's price is not a speculative "crypto" question, but a function of

Bitcoin trades near $89K as derivatives volume and open interest rise alongside balanced long and short positioning. Short liquidations dominate recent sessions, suggesting downside pressure faces resistance despite the absence of strong upside momentum. State Bi

Tether CEO revealed to Bloomberg that the company holds 140 tons of gold (valued at $23.3 billion), stored in a Swiss nuclear bunker, with plans to buy 1-2 tons weekly. They have recruited HSBC traders to enter the arbitrage market. The gold stablecoin XAUT has a market capitalization of $2.32 billion, accounting for 50% of the market. The funds come from USDT treasury yields, and a compliant version USAT has been launched.

Pi coin fundamentally challenges the assumption that cryptocurrencies must be valued in USD. The core idea is "1π equals 1π," aiming to become a native value unit of Web3 rather than a speculative asset.

Tether, the issuer of the world's dominant stablecoin USDT, has unveiled an aggressive, multi-billion dollar pivot into physical gold. CEO Paolo Ardoino announced plans to allocate 10-15% of the company's massive investment portfolio to bullion, revealing a staggering accumulation of approximately 140 metric tons already held—a hoard worth roughly \$24 billion stored in a high-security Swiss vault. This strategic move, involving weekly purchases of up to two tons, positions Tether among

XRP remains at $1.9, with US XRP spot ETF inflows reaching $1.26 billion for six consecutive days. On January 29, the Senate Agriculture Committee will vote on the Market Structure Bill. Analysts expect the bill's progress to boost demand, with a medium-term target of $3 and a long-term target of $3.66.