TokenSherpa

An experienced trader pointed out that as confidence in fiat currencies declines, the performance of digital assets will diverge. Altcoins have a bleak outlook, while Bitcoin, often called "digital gold," remains unstable and may face strong competition. He also mentioned the pattern of Bitcoin's movements: after a sharp surge, there is often an 80% correction, and the current downtrend has not yet ended. This reminds us that the performance differences among various assets may exceed expectations.

The Trump administration's Treasury Department emphasized the independence of the Federal Reserve, indicating that the incoming chair will not significantly change monetary policy. For the crypto market, this means clear expectations for monetary policy, which helps stabilize asset allocation.

Next week will see multiple major token unlock events, which are expected to impact market liquidity. The main tokens include LayerZero, Plume, and Humanity, with a total unlock market value of $170 million. Traders should pay attention to corresponding price and trading volume changes.

Huang Licheng recently increased his ZEC long positions by approximately $246,000, with the average cost decreasing to $411.29. Although there is still an unrealized loss, he remains confident in the market. At the same time, he took profit on HYPE and ETH contracts, with the total long position in his account approaching $45 million, and recent unrealized gains exceeding $2.538 million.

Platform X plans to increase support for creators in 2026, calling 2025 the "Year of Creators," with a focus on in-depth content and long-form articles. The latest incentive program offers rewards of up to $1 million to encourage original, high-quality articles. Participants must adhere to community policies, and opportunities are primarily available to users in the United States.

The global financial landscape is undergoing profound changes, with gold prices expected to rise by over 60% by 2025. Central banks' changing attitudes towards gold, significant growth in global gold demand, active trading in the Hong Kong gold market, and accelerated infrastructure development all reflect increased economic uncertainty and a diversified asset allocation demand.

The Meme coin TRUMP launched by Trump quickly ignited the market after its debut, with its market capitalization soaring from $1 billion to $20 billion, setting a record. However, the coin's price then sharply declined, prompting deeper reflection on the nature of the crypto market. This event highlights the contradiction between hype and the ideals of decentralization, as well as the influence of political power on the crypto space.

An early Bitcoin investor accumulated 5,000 BTC at $332 in 2013, and recently sold 500 BTC. His total profit has reached $260 million. He currently still holds 2,500 BTC, which is estimated to be worth approximately $237 million at the current price, demonstrating a prudent investment style.

Platform X is developing an intelligent asset tagging feature, but the existing backend query system faces difficulties in retrieving small-cap cryptocurrencies. Product manager Nikata Bier pointed out that the API can process newly minted assets in real-time and theoretically identify tokens that have not yet been listed on exchanges. When asked about future trading features, Bier responded with "Stay tuned," indicating that the feature is still under evaluation.

Monero's recent price has increased by 44%, with a 19% surge on January 12th alone, but there is no clear reason, and no significant protocol or policy changes. Despite lively social media discussions, its privacy features have led exchanges to generally avoid listing it, limiting its prospects for mainstream market adoption. The future sustainability of its upward trend remains uncertain.

Recently, a trader shared their position adjustment approach. Although their altcoin long positions have been closed, having profits in hand is more important. They still hold a long position in Bitcoin, with cash on hand to wait for clear market signals. This "buy low and sell high" strategy is considered prudent for long-term traders.

FTX creditor representative Sunil updates on the payout progress. Creditors must complete registration by February 14 to participate in the payout on March 31. KYC verification, submission of the W-8 BEN form, and selection of the payout distribution agent are all mandatory. Creditors need to act quickly to ensure they receive their compensation.

Recently, the crypto market has experienced adjustments, with the funding rates of mainstream CEX and DEX showing a market shift to bearish sentiment, especially with the increasing pessimism towards altcoins. Funding rates below 0.01% indicate a bearish market. Currently, both major and small-cap coins are underperforming, reflecting a clear change in market sentiment.

The US spot ETF market has shown divergence, with Bitcoin spot ETFs experiencing a net outflow of $394.7 million, and institutional performance varies significantly. BlackRock absorbed $15.1 million, while Fidelity saw an outflow of $205.2 million. Meanwhile, Ethereum spot ETFs attracted $4.7 million, indicating differences among institutions in crypto asset allocation.

New developments in cryptocurrency industry regulation: Galaxy CEO Novogratz expects the comprehensive regulatory bill to be finalized within a few weeks. Although Senate discussions have stalled, both sides still need to reach a compromise on stablecoin yield issues to promote industry growth.

The United States' first federally chartered digital asset bank, Anchorage Digital, is planning a new funding round of $200 million to $400 million to prepare for a potential initial public offering next year. After obtaining federal charter status, Anchorage plans to collaborate with Tether Holdings to launch the USAT token, marking a new phase in the compliant stablecoin market. The appeal of digital asset finance continues to grow.

Trump mentioned the possibility of imposing tariffs on countries with different stances on Greenland, reflecting adjustments in U.S. trade policy. This will boost inflation expectations, impact the dollar and global capital flows, and increase market risks. Crypto traders should pay attention to the impact of this policy on the macroeconomy.

On January 16, the three major U.S. stock indices opened strongly, but the performance of cryptocurrency concept stocks was mixed. MSTR, COIN, and CRCL declined slightly, while RIOT surged 7.7% due to a partnership with AMD. BMNR fell by 2.7%. Fundamental and partnership news drove stock price movements.

【BlockBeats】On-chain data monitoring shows that a large holder quietly moved assets during the noon of January 16. About 20 minutes ago, a whale address withdrew 235,472 TRUMP tokens from a major exchange in one go, which was worth nearly $1.27 million at the market price at that time. This operation was quite significant in scale and also attracted market attention—every withdrawal action by large holders often reveals the true attitude of market participants.