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Simon Gerovich, CEO of the Japanese Bitcoin listed company Metaplanet, posted on the X platform in response to the Japan Exchange Group (JPX) announcing the postponement of including companies with major assets in cryptocurrency into the index, stating that he respects the relevant procedures and will actively participate, which will not affect the advancement of Bitcoin strategy and ecological layout.He added that Metaplanet was established to provide Japanese investors with a compliant channel to access Bitcoin through companies listed on the Tokyo Stock Exchange, but the company's strategy goes beyond asset allocation and will promote the development of the Japanese Bitcoin ecosystem through "Project Nova," including the layout of operational businesses and investment in industry partners. So far, more than 216,000 Japanese shareholders have participated in this strategy, and Metaplanet will continue to maintain constructive communication with all parties, including JPX, to enhance the market's understanding of Bitcoin and the company's role in the Japanese financial system.

According to CoinDesk, Amy Oldenburg, the head of digital asset strategy at Morgan Stanley, stated at the New York Digital Assets Summit that the entry of large Wall Street banks into the cryptocurrency space is not driven by concerns over missed opportunities, but rather the result of years of advancing the modernization of financial infrastructure.Oldenburg pointed out that Morgan Stanley's digital asset strategy covers multiple aspects including trading, asset management, and infrastructure. The bank plans to launch support for tokenized stock trading on its alternative trading system in the second half of 2026, which currently handles stocks, ETFs, and American Depositary Receipts.Internally, the bank is overhauling its decades-old core systems to support faster settlement and continuous trading. Oldenburg emphasized that the complexity of financial institutions' systems far exceeds the expectations of startups, and no single institution can complete the modernization transformation alone; it requires the collaborative effort of the entire global financial network.

The Hong Kong-listed company Boyaa Interactive (00434) announced that the board of directors recommends seeking shareholder approval to grant a purchase authorization, in order to use the idle cash reserves generated from the company's business operations for potential cryptocurrency purchases within the next 12 months, with a total amount not exceeding 70 million USD.This move aims to take advantage of opportunities during the downturn in the cryptocurrency market, appropriately expand the allocation of cryptocurrencies, and further support the company's Web3 business development. As of the announcement date, the company holds a total of 4,092 bitcoins, with an average price of approximately 68,200 USD; a total of 302 ethers, with an average price of approximately 1,661 USD; and approximately 7,000,700 Tether coins purchased. The board plans to conduct these cryptocurrency purchases on regulated trading platforms to ensure market liquidity and security.

According to CoinDesk, Coinbase's asset management division has launched tokenized shares of a Bitcoin yield fund, deployed on its Ethereum Layer 2 network, Base, in partnership with Apex Group, which manages $35 trillion in assets.The product is open to non-U.S. investors and adopts the ERC-3643 standard, embedding compliance checks into the tokens to achieve automated access and transfer control. This move reflects that institutions, including BlackRock, Fidelity, and Franklin Templeton, are accelerating the push to put funds, bonds, and other assets on-chain to enhance settlement efficiency, reduce costs, and expand distribution channels.

According to official social media news, Huobi HTX will hold a themed live broadcast titled "HTX Comprehensive Empowerment: A New Cycle for $HTX" today at 20:00 (UTC+8). At that time, HTX DAO core builder Molly, HTX DAO governance committee members DaDa, Sister Mao, CDCClub co-founder Tingting, Ctalks co-founder Daling, CMO DI Michill, and HTX research team leader Cloud will be invited to attend. They will discuss the empowerment path of the HTX DAO ecosystem and the application expansion of $HTX in various scenarios such as trading and rights, exploring the positioning upgrade and value reassessment of $HTX in the new market cycle.

According to reports from Wu Shuo, Coinbase is in talks with Bybit regarding investment and cooperation agreements, as Bybit hopes to enter the compliant market in the United States.The report states that earlier, ICE invested in the offshore exchange OKX with an estimated valuation of about $25 billion, and the market expects Bybit's valuation to be similar to that of OKX.

Mizuho analysts stated that if payment company Stripe advances a potential acquisition deal for PayPal, it will help them further expand from traditional merchant payment business into the consumer market.Previously, there were reports that Stripe is considering acquiring all or part of PayPal's business. In terms of scale, the deal is feasible. Stripe's latest valuation is approximately $159 billion, significantly higher than PayPal's market value of about $43 billion. Analysts believe that PayPal's large user base and its peer-to-peer payment app Venmo will provide Stripe with strong consumer brand and user network support. Additionally, PayPal's Braintree merchant payment infrastructure may also enhance Stripe's competitiveness in the payment processing market. Analysis indicates that Braintree could bring Stripe approximately $700 billion in total payment volume (TPV), while Stripe's current annual TPV is about $1.4 trillion.

According to The Block, Bitwise Chief Investment Officer Matt Hougan pointed out that there may currently be structural valuation errors in crypto assets, primarily due to investors' "anchoring bias," which keeps them focused on old narratives while ignoring the reality that Wall Street is accelerating its shift towards on-chain infrastructure.Hougan emphasized that although the market size for tokenized assets is currently only about $20 billion, the vast scale of traditional financial markets indicates significant growth potential. He cited examples such as BlackRock launching a tokenized government bond fund, JPMorgan issuing deposit tokens on the Base network, and Apollo's tokenized credit fund, arguing that the lagging consensus narrative compared to actual developments provides investors with opportunities to achieve excess returns (Alpha). He suggested that investors should establish broad market exposure to navigate the ongoing structural changes in finance.

Nasdaq-listed Bitcoin mining company Cipher Digital has released its fiscal year 2025 performance report, which discloses that the company has officially changed its name from "Cipher Mining" to "Cipher Digital" to complete its brand transformation. In terms of financing, the company has completed three financing transactions totaling $3.73 billion, including: $1.4 billion in senior secured note financing, $333 million in same-rate note financing, and $2 billion in senior secured note financing. These funds are expected to support its upgrade to a next-generation computing power infrastructure development and operation platform in 2026.

The panoramic exchange Bitget announced a comprehensive upgrade to its mobile App. It places cryptocurrency (Crypto) alongside traditional finance (TradFi) markets on the homepage, aiming to enhance the cross-asset trading experience. In the new interface, users can easily access crypto products such as contracts, spot trading, on-chain trading, leveraged trading, and wealth management through the trading tab. Additionally, a dedicated TradFi entry has been added, allowing users to access stock perpetual contracts, forex, gold, and RWA tokens with one click using USDT, reducing the overall operational path by about 30% compared to conventional industry processes.Bitget pointed out that the current global annual trading volume of stocks is approximately $100 trillion to $130 trillion, and it is expected to increase to $160 trillion to $200 trillion by 2030. As the circulation of tokenized assets accelerates, exchanges may undertake about 20% to 40% of the related trading volume. Bitget's UEX (Universal Exchange) strategic goal is to become a core liquidity and distribution hub, aiming to handle about 40% of the tokenized stock trading volume by 2030.Bitget CEO Gracy Chen stated that as the regulatory environment matures and the trend of institutional assets moving on-chain strengthens, crypto technology is gradually evolving into the settlement infrastructure for everyday finance. This product experience reconstruction aims to align with this asset migration trend. The upgraded App has been launched globally.

CoinVex ecological cooperation project EC Treasury announced the completion of a multi-million dollar financing round. This round was co-led by the well-known family office Eastern Fortune Investments and early-stage venture capital firm Ludus Ventures, further strengthening CoinVex's foundation in RWA asset on-chain, liquidity, and settlement capabilities.At the same time, EC Treasury announced a deep cooperation with the Hong Kong-listed company Ocean Group (HK 1991). Both parties will jointly promote the real-world asset (RWA) treasury plan by allocating diversified quality assets such as mainstream crypto assets, precious metals, and stocks, building a positive flywheel of "asset appreciation - market value enhancement," and facilitating more real assets to enter CoinVex's trading and liquidity system with higher efficiency.Eastern Fortune expressed optimism about EC Treasury's potential to enhance global asset allocation efficiency through innovative means; while Ludus Ventures pointed out that this move aims to support entrepreneurial teams with pioneering spirit in Web3 and emerging sectors.

According to the latest in-depth report by ChainCatcher, as liquidity in the cryptocurrency market continues to be under pressure and the trading activity of native assets declines, an increasing number of exchanges are turning their growth focus towards the on-chainization and derivatives trading of traditional assets such as metals and U.S. stocks. Among them, Gate is gradually demonstrating its platform advantages in this round of "all-asset competition" due to its early establishment of a complete product system and leading trading activity.Data from Coinglass shows that during the recent fluctuations in metal prices, the 24-hour trading volume of Gate's XAUT contracts remained stable in the range of $300 million to $500 million, with trading activity ranking among the top in the world for similar assets. In addition, Gate has maintained a high level of trading stickiness during the downturn in crypto spot markets through methods such as TradFi launch celebrations and trading incentives, with its strategy leaning more towards a "long-term retention" approach to all-asset expansion.ChainCatcher believes that as the industry gradually shifts from the "crypto narrative internal cycle" to a new stage of "global asset on-chain," the core of exchange competition is no longer just the speed of new listings, but rather the ability to find a balance between compliance boundaries, liquidity support, and risk management. From the current progress, Gate is occupying a more advantageous position in this structural shift and is expected to continue amplifying its first-mover advantage in the next stage of the integration of TradFi and the crypto market.

Matrixport announced that its Bhutan entity, Matrix Bhutan Pte Ltd, has obtained a Financial Services License (FSL) issued by the Bhutan Financial Services Office (GFSO).The license authorizes the company to conduct multiple regulated financial services within or from the Bhutan Grelup Mindfulness City (GMC), including currency services, OTC operations (facilitating proprietary trading), and custodial services. This licensing is a significant advancement based on the principle approval (IPA) obtained in December 2025, and marks the official commencement of approved business activities for Matrix Bhutan Pte Ltd under Bhutan's regulatory framework.In the future, Matrixport will continue to strictly adhere to the relevant regulatory requirements of GFSO and GMC, focusing on compliance, risk management, and robust governance, while continuously promoting the development of institutional-grade digital financial services.

According to Cointelegraph, data shows that the price of Bitcoin relative to gold has fallen to a historic low. This indicator has appeared multiple times near the phase bottoms of the Bitcoin market, suggesting that Bitcoin is in a clearly weak position relative to gold. However, it also leads some analysts to view the current market environment as a potentially better opportunity for positioning compared to the pre-bull market setup of 2015-2017.Market analysis suggests that long-term holders are absorbing recent selling pressure. As funds rotate between safe-haven assets and risk assets, some traders expect a potential flow of funds from gold to Bitcoin starting in February. However, there are also views cautioning that such fund rotation is not guaranteed and that it is necessary to observe changes in the macro environment and market risk appetite.

According to Hyperinsight monitoring, the "Strategy opponent" closed a total position of 265 million dollars in BTC and ETH long positions 3 hours ago, incurring a loss of 324,000 dollars. Currently, they are shorting 73,000 DASH (approximately 5.46 million dollars) with 5x leverage, with an average entry price of 78.26 dollars, resulting in an unrealized profit of 255,000 dollars, making them the largest short position on-chain for DASH.This address built short positions in mainstream coins like BTC and ETH during the continuous accumulation of BTC by Strategy, and at one point held a position size of 120 million dollars, becoming the largest short position for BTC on Hyperliquid.

According to Reuters, Wall Street investment banking giant Morgan Stanley has filed documents with the U.S. Securities and Exchange Commission (SEC) to apply for a cryptocurrency-linked exchange-traded fund (ETF). The documents indicate that Morgan Stanley plans to launch an ETF product that tracks the prices of Bitcoin (BTC) and Solana (SOL).This move will further deepen the bank's involvement in the cryptocurrency space. Notably, this action comes two years after the SEC approved the spot Bitcoin ETF, marking a continued commitment from traditional financial institutions to the digital asset market.

According to the official announcement, the globally leading pioneer in the cryptocurrency industry, Gate Group, has announced that its entity Gate Technology FZE (referred to as "Gate Dubai") has officially launched operations. Gate Dubai holds a Virtual Asset Service Provider (VASP) license under the regulation and supervision of the Dubai Virtual Assets Regulatory Authority (VARA), allowing it to provide cryptocurrency spot trading services to institutional investors, qualified investors, and retail users. This launch is seen as an important advancement in Gate Group's global compliance strategy, further consolidating its compliance layout in the Middle East and North Africa (MENA) region and enhancing its ability to connect regional and global markets.It is reported that Gate Dubai will offer spot trading services covering mainstream cryptocurrency assets and support spot matching of local currencies and cryptocurrency assets to enhance asset allocation and trading convenience. At the same time, the platform has activated an independent localized site and is advancing the construction of a local team and customer support system, planning to participate in the development of the local digital asset ecosystem through industry collaboration and educational activities. According to official information from Gate Group, its related entities have obtained or completed relevant regulatory registrations, license applications, authorizations, or approvals in jurisdictions such as Malta, the Bahamas, Japan, Australia, and Dubai, continuously promoting a globalization path centered on compliance.