bec

Market data shows that the price of Bitcoin has risen above the current 200-week exponential moving average at $68,338. Rekt Capital analysis points out that Bitcoin is being suppressed by this trend line, and the latest rebound may evolve into a "post-break EMA retest confirming new resistance." The market is focusing on the liquidity-rich area above $72,000, anticipating a potential "liquidity sweep" scenario. If the bulls successfully reclaim the key moving averages and confirm a weekly close, $80,000 may become the next target price.AlphaBTC analysis states: "The liquidity hunt for Bitcoin has just begun. Once new bearish catalysts emerge, higher price levels are expected to be tested in the coming weeks."

According to an interview with BeInCrypto, Dr. Han, the founder and CEO of Gate, stated that artificial intelligence will bring substantial changes to trading methods within two years when discussing "Intelligent Web3." He believes that the increasingly complex structure of crypto products and the rising operational thresholds have become significant obstacles to further adoption in the industry.In this context, Gate has launched AI-assisted features to help users understand token information, platform functions, and trading strategies; the next phase plans to replace traditional interfaces with natural language interactions, enabling automated execution of trades and profit management. He also mentioned that AI will not only optimize user experience but may also enhance capital flow and allocation efficiency through round-the-clock operation and scalable information processing capabilities.Since its establishment in 2013, Gate has developed into a global trading platform covering over 49 million users, operating under licenses in multiple jurisdictions, and continuously promoting compliance market expansion. At the same time, Gate is accelerating the integration of tokenized stocks, gold, silver, and indices, achieving 24/7 trading of crypto assets and traditional assets within a unified account system. From the current layout, Gate is advancing its next phase strategic deployment through AI and multi-asset integration on two fronts.

According to Zero Hedge citing Bloomberg terminal data, Jane Street increased its holdings in the iShares Silver ETF SLV by a record 20.6 million shares in the fourth quarter, making it the largest holder of this ETF.Zero Hedge states that investors should be aware of the potential financial engineering and market manipulation behind the fluctuations in silver prices.

Payment giant Stripe announced a tender offer, allowing current and former employees to sell their shares, with the company valued at $159 billion. By 2025, the total volume of Stripe's platform business is expected to reach $1.9 trillion, a year-on-year increase of 34%.The stablecoin business has become a significant highlight. The stablecoin orchestration platform Bridge saw its trading volume quadruple last year, and Stripe also received an OCC national bank trust charter last week to expand its stablecoin business. Co-founders John and Patrick Collison stated in the annual letter that, according to a McKinsey report, stablecoin payment volume doubled last year to about $390 billion, and they referenced the current situation as a "stablecoin summer" amid the crypto winter.In addition, the stablecoin-exclusive blockchain Tempo, jointly developed by Stripe and Paradigm, is still in the testnet phase, with Visa, Nubank, and Shopify participating in the testing, and the mainnet is expected to launch soon.

According to Goldman Sachs' hedge fund position data, Strategy has become the most shorted component stock in the U.S., with its short selling ratio ranking first among large-cap stocks.Last week, Strategy purchased 5,928 bitcoins for $39.8 million and currently holds 717,722 bitcoins. With the price of bitcoin around $66,000, its average holding price is $76,020, resulting in an unrealized loss of approximately $7 billion. Currently, 14 out of 16 brokerage firms have given Strategy a strong buy rating, accounting for about 94%.

Metaplanet CEO Simon Gerovich posted on the X platform, stating that the benefits of productivity booms are almost entirely flowing to the owners of computation and capital, rather than to workers or governments. He said, "Every company holding cash or bonds is extracting from a system where the tax base is disappearing, and the system's response will be to print money. This trend is accelerating."Simon Gerovich further emphasized that AI agents do not have bank accounts or brand loyalty, and when machines optimize the financial system, they will bypass traditional banking systems and payment networks, opting to use digital assets for transactions. When it comes to storing value, AI will not park in money market funds but will hold digital capital—especially Bitcoin. As the AI economy expands, digital assets may become the primary means of value storage in the machine age.

QCP Group released the latest analysis indicating that Bitcoin fell below $65,000 in the early morning session today, triggering approximately $230 million in long liquidations. The market is under pressure as it digests a new round of tariff risks and broader geopolitical uncertainties. President Trump’s move to raise global tariffs from 10% to 15% further exacerbates the cooling of macro risk appetite.With Bitcoin prices still significantly below the average mining cost, pressure on mining companies is evident, prioritizing liquidity over hoarding strategies. Bitdeer has liquidated its Bitcoin reserves, becoming the latest signal of miners de-risking and partially shifting towards the AI sector. However, the market is not entirely bearish; this round of liquidations has been noticeably milder compared to earlier this year, with the market's reaction to news being more restrained.Although the options market is still pricing in downside risks, indicating a cleaner position structure, ETF fund flows resemble basis trade liquidations rather than a complete withdrawal, reflecting an adjustment in the funding structure rather than a total exit from the market.

According to Forbes, the probability of the Cryptocurrency Market Structure Bill (Clarity Act) passing recently rose to 90%, before falling back to around 70%. It may become a key variable for the next phase of the Bitcoin market. Many believe that this bill could be a "major trigger" for a Bitcoin rebound, similar to how the previous "Genius Bill" boosted market sentiment for stablecoins.Dennis Porter, co-founder of the Satoshi Action Fund, stated that once the Cryptocurrency Market Structure Bill is signed, "the floodgates will open," and trillions of dollars in capital may wait to enter the market after the compliance framework is established. The market generally believes that if the Cryptocurrency Market Structure Bill makes substantial progress, it will become an important catalyst for a new wave of capital inflow into the cryptocurrency market.

According to official disclosure data, the decentralized lending protocol Aave has become the first lending protocol to have real-world asset (RWA) deposits exceed $1 billion, marking a further acceleration in the integration of on-chain finance with traditional assets.The RWA sector has grown rapidly in recent years, with institutional funds continuously flowing in, driving the expansion of on-chain government bonds, credit assets, and other products, which also reflects the market's ongoing demand for compliant on-chain assets and yield-generating products.

According to Cointelegraph, Senate Banking Committee senior member Elizabeth Warren has written to Treasury Secretary Scott Basset and Federal Reserve Chairman Jerome Powell, urging the government not to use taxpayer funds to bail out the cryptocurrency industry.In her letter, Warren warned that any form of bailout would mean "transferring wealth from American taxpayers to cryptocurrency billionaires," which is not only "extremely unpopular" but could also directly benefit President Trump and his family's cryptocurrency project, World Liberty Financial.The letter comes at a time when the price of Bitcoin has fallen over 50% from its historical highs, reaching a local low of $60,000. On the same day, World Liberty Financial held its first "World Liberty Forum" at Mar-a-Lago, inviting several executives from the cryptocurrency industry and policymakers who support cryptocurrencies to attend.Warren also referenced the Financial Stability Oversight Council hearing on the 4th of this month, pointing out that Secretary Basset had "avoided core concerns" when responding to questions about a bailout for Bitcoin.She emphasized that the government should not intervene in the Bitcoin market through direct purchases, guarantees, or liquidity tools, to avoid "making cryptocurrency billionaires the biggest beneficiaries of a bailout."

According to a post by ProCap's Chief Investment Officer Jeff Park on the X platform, the latest 13F filing from BlackRock's iShares Bitcoin Trust (IBIT) reveals that Laurore Ltd is the largest new holder, with a position size of approximately $436 million, and it holds only one asset, IBIT. Jane Street is the second largest holder of IBIT for Q4 2025.It is worth noting that Laurore Ltd currently has no official website or publicly disclosed background, nor does it have a historical investment portfolio, and its corporate structure is listed as a Ltd entity.

According to Cointelegraph, the American cryptocurrency exchange platform Kraken has announced that its over-the-counter trading desk has officially integrated with the ICE Chat messaging platform under the Intercontinental Exchange. This means that over 120,000 users from banks, brokers, and trading institutions in the global financial market can directly communicate with Kraken's OTC team and access cryptocurrency liquidity within their existing trading workflows.Kraken stated that it is the first cryptocurrency platform authorized to access ICE Chat, marking a further embedding of digital asset trading into the infrastructure of traditional financial markets.ICE owns the New York Stock Exchange and provides data, clearing, and technology services for global financial markets. Over the past year, ICE has continued to invest in the digital asset space, including investments in the prediction market Polymarket and the cryptocurrency payment company MoonPay, as well as collaborating with Chainlink to bring foreign exchange and precious metals data on-chain.With this integration, Kraken's cryptocurrency spot and options block trading will be alongside traditional asset categories such as stocks and derivatives within institutional-grade communication networks.

Data analyst Peter posted on platform X that last week the data for stablecoins on the Polygon network performed significantly. The weekly transaction volume of Polygon's USDC reached 28 million, setting a new weekly record and surpassing Solana's 22 million, making it the most active USDC chain in the ecosystem. The number of USDC transfers reached 103 million, setting a weekly record and capturing 46% of the market share.In terms of all dollar stablecoins, Polygon recorded 32.6 million transactions, a growth of 67%, only trailing Solana by 600,000 transactions. Polygon processed 120 million dollar stablecoin transfers, surpassing BNB for the first time. In terms of payment transfers, the number of transfers in January approached 2 million. Additionally, Polygon's x402 weekly native transfer volume reached $1.2 million, with a transaction count of 358,000, both ranking first across all chains.In other developments, Polygon joined the Enterprise Ethereum Alliance; Polygon will provide USDC tax refund services at Milan, Rome, and Venice airports during the 2026 Winter Olympics; Polygon proposed the PIP 82 proposal, planning to recover up to $1 million in Gas base fees through PIP 65 to support proxy business activities.

In discussions related to Consensus HK, Yoyee, the head of institutional business at Bybit, stated that RWA is an important practical path for effectively bridging Web2 and Web3.She pointed out that there are already relatively mature solutions available in the market:Real-world assets are custodied by trusted custodians or banks, allowing investors to enjoy the returns from the underlying assets; at the same time, they are mapped onto the blockchain for circulation and trading on platforms, enhancing returns and improving liquidity.This model ensures asset security while introducing on-chain liquidity and trading efficiency, creating a win-win structure for custodians, platforms, and investors.RWA is gradually transitioning from narrative to a replicable financial model.

According to FinanceFeeds, Binance founder Changpeng Zhao stated at the 2026 World Economic Forum that the lack of trading privacy is the last major obstacle for cryptocurrencies to become mainstream payment methods.Although issues of high fees and slow speeds have been significantly improved over the past decade through technologies like Layer 2, the completely transparent and permanently traceable nature of transactions on public chains makes it difficult for ordinary consumers and businesses to accept them for everyday payments.If a company pays its employees' salaries using cryptocurrency on-chain, it is easy to see everyone's salary level with just a click on the sending address. When businesses make payments to suppliers, they inadvertently expose their entire balance, lists of other suppliers, and cash flow details to competitors, which is commercially unacceptable.Changpeng Zhao proposed a solution concept called "invisible rails," utilizing blockchain as backend infrastructure to provide faster and cheaper settlements for existing payment providers, allowing users to avoid direct contact with wallet addresses or private keys. Developing privacy protection technologies to hide sensitive data while maintaining compliance and verifiability.

According to CoinDesk, at the Consensus Hong Kong conference, Sui executives Stephen Mackintosh and Evan Cheng stated that 2025 will be a "watershed year" for institutional crypto adoption, as the introduction of the "Genius Act" has significantly increased institutions' understanding and demand for crypto assets.Mackintosh pointed out that the surge in Digital Asset Treasury (DAT) tools, the successful issuance of spot Bitcoin ETFs, and the entry of large trading firms like Citadel and Jane Street all indicate that institutions are accelerating their investments in crypto infrastructure and talent. He noted that even though market sentiment may weaken temporarily, options trading volume has reached record levels, and the structural growth trend remains unchanged, stating that "institutional demand has never been stronger."Cheng emphasized that traditional finance (TradFi) and decentralized finance (DeFi) will move towards integration rather than competition in the future. He pointed out that traditional products often have a "T+1" or longer settlement period, while DeFi offers "T+0" instant settlement, providing a clear efficiency advantage. Through asset tokenization, investors can immediately engage in collateralized lending after acquiring assets, thereby layering DeFi strategies on top of traditional exposures.Both executives also stated that tokenization and "agentic commerce" (AI-driven on-chain transactions) will become key focus areas in the next phase.