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F2Pool co-founder Wang Chun posted on platform X, stating that quantum computing is more like a technological bubble compared to AI. The current industry is filled with hype but has almost no actual delivery results. AI is continuously improving the real world, while quantum computing is expected to remain unable to achieve practical applications by 2026, and it is anticipated to struggle to generate substantial industrial value in the coming decades. His trading view is to short quantum computing while maintaining a long position in Bitcoin.He also specifically named several quantum computing concept stocks that he is bearish on, including: Rigetti Computing ($RGTI), D-Wave Quantum ($QBTS), Quantum Computing Inc. ($QUBT), and IonQ ($IONQ). Wang Chun added that the current products and commercialization capabilities of these companies are insufficient, and market valuations are largely based on long-term technological expectations.

F2Pool co-founder Wang Chun posted on social media, "Smart money is now buying Bitcoin."

xAI co-founder Jimmy Ba announced his departure. In a tweet, Jimmy Ba stated that today is his last day at xAI, expressing gratitude to Musk for bringing the team together to complete this journey, feeling proud of the achievements of the xAI team, and stating that he will continue to stay in close contact as a friend.According to previous reports from ChainCatcher, xAI co-founder Wu Yuhua announced his departure yesterday.

At the "Build and Scale in 2026" themed forum recently held by ChainCatcher in Hong Kong, Jayendra Jog, co-founder of Sei Labs, delivered a keynote speech on "The Future of Payments: The Current State of Stablecoin Development in 2026," stating that stablecoins are surpassing DeFi to become the killer application of blockchain, and their revenue model will become a more promising income model than transaction fees.However, regarding the current rise of the "dedicated stablecoin chain" trend, Jayendra Jog expressed a cautious attitude. He stated that while dedicated chains have optimized throughput and compliance features, their differentiated advantages are limited and have yet to prove effective in driving large-scale adoption.Jayendra Jog also highlighted the latest developments of Sei Network. He mentioned that Sei Network is now the lowest-cost EVM-compatible stablecoin transfer chain, with an average of 200 stablecoin transfers costing only $0.0005. The upcoming Sei Giga will achieve a throughput of up to 200,000 TPS and a final confirmation time of 400 milliseconds, providing high-performance infrastructure for stablecoin payments, RWA, and derivatives trading.

At the "Build and Scale in 2026" themed forum recently held by ChainCatcher in Hong Kong, Hunter, co-founder of the Web3 asset data platform RootData, delivered a speech on "Rebuilding Trust in the Crypto Market," proposing a new assessment system for crypto exchanges centered around "transparency."Hunter pointed out that the crypto industry currently faces the core pain point of severe "black box operations" and distorted traditional trading volume rankings. To address this issue, RootData has innovatively proposed six assessment dimensions for the transparency of crypto exchanges, covering: asset reserve transparency, compliance and auditing, token economics and unlocking, information disclosure mechanisms, listing standardization, and team and institutional endorsement.Hunter emphasized that this assessment system has abandoned the "volume-only theory," transforming "trust" into quantifiable and comparable dynamic data. This system was first unveiled last December at the Binance Blockchain Week in Dubai and is currently open for applications from exchanges worldwide.

xAI co-founder Wu Yuhua announced on Twitter that he officially resigned today.

At the "Build and Scale in 2026" themed forum recently held by ChainCatcher in Hong Kong, Spark co-founder Sam MacPherson delivered a keynote speech on "The Growth Engine of DeFi," systematically explaining how Spark builds an integrated solution to address the fragmentation and inefficiency of on-chain capital markets by integrating savings, lending, and institutional-level capital allocation.Sam MacPherson pointed out that the current on-chain capital market still faces challenges of severe fragmentation and low capital utilization efficiency. Spark builds its growth engine through three core products: first, the all-chain savings account Spark Savings, which has managed over $2.75 billion in deposits, providing users with a safe and stable income entry; second, the lending protocol SparkLend, which focuses on blue-chip assets and captures value by reducing external protocol commissions and protocol fees; third, institutional lending in collaboration with the Anchorage custodian, seeking risk-adjusted returns between DeFi, CeFi, and traditional finance.He believes that the next phase of DeFi's growth will rely on integrated protocols that can seamlessly integrate multi-chain liquidity, provide institutional-level risk control, and possess sustainable token economic models. Spark is promoting the evolution of DeFi towards a more efficient and robust direction through its product matrix and ecosystem development.

At the "Build and Scale in 2026" themed forum held by ChainCatcher in Hong Kong, Michael, co-founder & CEO of the ZK verifiable computing platform Brevis, delivered a keynote speech on "The Infinite Computing Layer Where Everything Can Be Computed," sharing how ZK technology is driving a fundamental transformation in the blockchain computing paradigm.Michael pointed out that the current on-chain computing costs are high and the speed is slow. The "verifiable computing" paradigm proposed by Brevis can offload heavy computations to off-chain, requiring only low-cost verification on-chain, achieving decoupling of computation and verification while supporting privacy protection scenarios.The speech showcased the performance breakthroughs of Brevis's core product, Pico ZKVM: its latest generation, Pico Prism, can complete Ethereum block proofs in an average of 6.9 seconds, with 99.6% of blocks completed within 12 seconds, achieving real-time proof (RTP) for Ethereum for the first time. Currently, Pico ZKVM, as an "on-chain ZK data co-processor," has been applied in various scenarios such as privacy-preserving incentive distribution, high-performance DeFi, and trustless on-chain data computation, providing Rust programming support for developers with zero ZK development experience.Michael predicts that in the next 10 years, 99% of blockchain computing will occur off-chain, verified through ZK proofs. Brevis is driving this process through its verifiable computing infrastructure.

Crypto.com co-founder and CEO Kris Marszalek tweeted that the team will launch the official product to registered users of ai.com within 48 hours. Due to the large number of users in the queue, the team will adopt a phased rollout strategy to ensure that the infrastructure can handle it.

Chainlink co-founder Sergey Nazarov stated that despite the cryptocurrency market's total market capitalization dropping 44% from the historical high of $4.4 trillion in October, this bear market has two essential differences from previous cycles.First, unlike the collapse of crypto lending institutions like FTX in 2022, this downturn has not seen significant institutional failures or systemic risks; there have been no major risk management failures leading to institutional bankruptcies or widespread systemic risks, indicating that the industry is now better equipped to handle volatility. Second, the on-chain RWA tokenization value has grown by 300% over the past 12 months, proving that this innovation has value independent of speculation and is not closely tied to cryptocurrency prices.Bernstein analyst Gautam Chhugani also mentioned that the current Bitcoin price movement is merely a crisis of confidence, with nothing collapsing. BTSE exchange COO Jeff Mei pointed out that this sell-off is primarily driven by non-crypto catalysts, including concerns over the bursting of the AI tech bubble and the nomination of Kevin Warsh as Federal Reserve Chair, which may tighten liquidity.

Co-founder of Story Protocol, SY Lee, responded to the project's postponement of the first large-scale IP token unlock to August 2026, stating that the blockchain network still needs "more time" to build real use cases. This postponement lasts for 6 months, during which the team and investors' tokens will remain locked to reduce short-term circulation pressure.SY Lee mentioned that the current on-chain revenue being close to zero does not accurately reflect Story's business status, as its business model does not rely on gas fees, but instead provides licensing services for human-generated data to AI training in an off-chain manner.He pointed out that the project is shifting from tokenized media content to "non-scrapable" human contribution data and enterprise-level licensing collaborations. While this adjustment reduces short-term visible on-chain revenue, it helps to release long-term commitments and alleviate token supply pressure.

According to the Financial Times, Kris Marszalek, co-founder and CEO of Crypto.com, purchased the ai.com domain last spring through broker Larry Fischer, with the transaction price exceeding twice the over $30 million deal for voice.com, setting a new record.Since April, he has assembled a team to develop autonomous AI agents, aiming to handle practical tasks such as stock trading and schedule management through a private and user-friendly architecture, dedicated to building a decentralized network that advances the development of general artificial intelligence.It is reported that Kris Marszalek previously spent $12 million to acquire the crypto.com domain, completing the transaction and making it public around July 2018.

According to Lookonchain monitoring, well-known ETH holder and staker, P2P.org and Cyber.Fund co-founder Konstantin Lomashuk (@Lomashuk) seems to be selling ETH.Two wallet addresses possibly related to him transferred 12,458 stETH (approximately $23.76 million) and 2,566 ETH (approximately $5.38 million) to Wintermute.

Scimitar Capital co-founder zlex posted on platform X that in the past week, two ETH whales holding substantial assets have closed most of their leveraged positions. This move has caused ETH to drop over 20%, dragging BTC down to the support level of the last cycle's historical high.The decline began when "10·11 insider whale" Garrett's 200,000 ETH perpetual long position was forcibly liquidated over the weekend, bringing the price close to the liquidation line of Trend Research's leveraged position on Aave. Currently, Trend Research has repaid hundreds of millions in positions, while Garrett has additionally sold approximately $300 million worth of ETH in spot. Trend Research's liquidation price has dropped to around $1,600, which is about 24% away from the current price. Once Ethereum rebounds, this vicious cycle will come to an end. The market should realize this soon, and strong technical support makes this the right time for Ethereum and the entire cryptocurrency market to bottom out. We hold a direct long position in Ethereum.

According to community user records, Multicoin co-founder Kyle Samani stated yesterday in response to X user Taran (@Taran_ss) regarding the "bear market complaints":"Cryptocurrency is not as interesting as many people (including myself) once imagined. I used to believe in the vision of Web3 and in dApps. Now I don't. Blockchain is essentially just an asset ledger. They will reshape finance, but that's about it, nothing much more. DePIN is another noteworthy area. Cryptocurrency will continue to improve, but all the truly interesting questions have already been answered, except for the issue of on-chain privacy/confidentiality. (I still firmly believe that Zama will win this race.)"Shortly after, Kyle quickly deleted the tweet and earlier today posted a resignation announcement, stating that he has decided to step down from Multicoin Capital and will continue to serve as the chairman of Forward Industries (the largest SOL treasury company), looking forward to taking a break and exploring new directions in the tech field.Kyle also tweeted in response that he remains extremely bullish on SOL and cryptocurrency personally, and will continue to participate in the cryptocurrency space both as an individual and as the chairman of Forward.However, Multicoin Capital's letter to LPs may further validate the notion that "Kyle is no longer interested in crypto." The letter states, "Kyle's interests have expanded from cryptocurrency to other tech fields such as artificial intelligence, life sciences, and robotics, and he has decided to invest time in exploring these emerging technologies."

Co-founder of Multicoin Capital, Kyle Samani, announced on social media that he has decided to step down from Multicoin Capital and will continue to serve as the chairman of Forward Industries (the largest SOL treasury company).As part of the redemption request planned to be submitted to the Multicoin main fund, he will apply for a physical redemption in the form of FWDI stock and warrants, rather than cash in USD, depending on Multicoin's subsequent decisions, legal and compliance approvals, and the independent consent of Forward. Kyle expressed mixed feelings about saying goodbye, as his time at Multicoin has been one of the most meaningful and rewarding experiences of his life. Nevertheless, he looks forward to taking a break and exploring new directions in the tech field.Kyle Samani is one of the most influential investors in the cryptocurrency space. Since its founding in 2017, Multicoin has become one of the most successful crypto-focused funds, managing billions of dollars. Multicoin is one of the most well-known early institutional investors in Solana, heavily investing in the seed/early stages and steadfastly holding during the extreme situation when Solana plummeted over 90% after the FTX collapse.Kyle is one of the investors in the crypto space who loves to write long articles, and the "three mega theses" proposed by him and the Multicoin team have influenced a generation of practitioners' understanding of the intrinsic value of crypto. Forward Industries will completely pivot to the crypto space in September 2025 through a $1.65 billion PIPE (private investment in public equity), led by crypto giants such as Multicoin Capital, Jump Crypto, and Galaxy Digital, with Kyle Samani personally adding $25 million and serving as chairman.According to the latest report, as of January 15, 2026, the publicly listed Solana treasury company Forward Industries holds a total of 6,979,967.46 SOL, far exceeding other competitors, and has staked almost all SOL since establishing the Solana treasury, earning 133,450 SOL in staking rewards.

Solana co-founder Toly changed his avatar on the X platform, adding laser eyes and Backpack elements to the original Moonbird derivative avatar, which has attracted community attention. Many users interpret this change as a possible indication that the Token Generation Event (TGE) for Backpack is imminent.Previously, Toly had changed his avatar to a derivative of the Moonbird series NFT on January 27, and the Moonbird project subsequently completed its TGE on January 28.

Real Vision co-founder and CEO Raoul Pal stated on a podcast this week that, according to the global liquidity model, Bitcoin's price should currently be around $140,000. However, the "1011" event caused cryptocurrencies to lag behind the stock market and gold. Raoul Pal attempted to recap what he believes to be the process of the "1011" event in the video as follows:On that day, a significant macro shock (Trump's tariff policy) led to a collective explosion of highly leveraged positions. During the peak of the liquidation cascade, Binance's API briefly went down, preventing professional market makers from placing orders, providing liquidity, or hedging risks. A chain reaction followed, with liquidations continuing to amplify, forcing major CEXs to step in with their own balance sheets to prevent a complete system collapse.Raoul expects that the CEXs passively absorbed a large amount of assets during the event (potentially around $10 billion in inventory). The reason for the market's subsequent long-term weakness is that the CEXs that took over at that time concentrated on algorithmic selling during the U.S. stock market opening hours to gradually sell off their inventory.Raoul anticipates that the "digestion period" of this round of selling pressure is expected to clear by the end of February, and believes that after the selling pressure is cleared, Bitcoin will quickly rebound and reach $140,000. Additionally, Raoul believes that the debt risk of Strategy is manageable, and Saylor has cleaned up the balance sheet through bond/equity issuance.However, in response to the above speculation, Zhao Changpeng publicly stated during a Space on Friday that "the 1011 crash was not caused by any issues with the Binance system or operations; Binance is regulated and has no conditions to engage in any violations."

According to Cointelegraph, Grow California, co-founded by Ripple co-founder Chris Larsen and Bitcoin supporter and venture capitalist Tim Draper, has disclosed that it has received approximately $40 million in donation commitments for an independent expenditure committee and related nonprofit entities to combat California's wealth tax and union power. Chris Larsen is expected to contribute up to $30 million of his own funds over multiple election cycles.Industry observers note that crypto-backed political action committees (PACs) are gearing up for the 2026 U.S. midterm elections to expand the industry's influence. Fairshake disclosed on Wednesday that its cash reserves have reached $193 million, funded by crypto institutions such as Ripple Labs, Andreessen Horowitz, and Coinbase.