Insights

Jefferies executive Christopher Wood reduces 10% of BTC and reallocates to gold (5% physical + 5% mining stocks) due to concerns over quantum computing threats. The largest compliant crypto exchange in the US estimates that 32.7% (6.51 million coins) of BTC are at risk; developers say it would take 20-40 years to crack, but institutions have re-evaluated the risks.

Digital asset investment products have recorded their most substantial weekly inflow since October 2025, attracting a massive \$2.17 billion, according to the latest data from CoinShares. This surge in institutional capital underscores a robust underlying demand, with Bitcoin ETFs leading the charge at \$1.55 billion, followed by significant allocations to Ethereum and a broad basket of altcoins. However, the bullish momentum faced a late-week reality check, as \$378 million exited produc

Author: Janet Novack, Forbes Translation: Lemin, Forbes Original Title: "California 'Billionaire Tax' Sparks Controversy as Rich Vow to Vote with Their Feet" This innovative measure aims to impose higher taxes on the state's ultra-wealthy—some argue that these wealthy individuals are not bearing a tax burden commensurate with their wealth. The proposal may be put to a vote by California voters in November. Critics point out that the proposal to levy a one-time 5% tax on California billionaires' assets could jeopardize the economic recovery driven by the artificial intelligence industry in the San Francisco Bay Area. Image source: STEVE PROEHL/GETTYIMAGES The California wealth tax proposal has angered many billionaires in the state, who have even threatened to relocate their families (some have already begun to take action). However, despite the novelty and thoroughness of the proposal, it is not yet a law.

The New York Stock Exchange develops a tokenized securities platform, enabling stocks to be traded as on-chain tokens. 24×7 around-the-clock trading, with real-time settlement through stablecoins, shortening the T+1/T+2 cycle. Tokenized securities are fully equivalent to traditional stocks, offering complete shareholder rights. This is a "securities-native + blockchain" design, rebuilding the settlement system using blockchain technology.

China Trust and BCG reports show that 29% of billionaires hold cryptocurrencies, far exceeding the average of 5%. 74% hold offshore assets, with geopolitical risks being the main reason; 48% adjust their allocations due to US policies and conflicts, making Singapore the top choice. It is expected that by 2029, the number of billionaires will reach 155,000, with a 7% annual increase for those with assets in the billions.

Crypto analyst Garrett Jin has issued a sharp critique against comparisons between today's Bitcoin market and the 2022 bear cycle, branding such analysis as "absolutely unprofessional." He argues that while short-term price patterns may appear similar, the foundational logic—encompassing macroeconomics, technical structure, and investor composition—is fundamentally different. Jin details a complete reversal in the macro backdrop, from a high-inflation, tightening environment in 2022 to a

Pudgy Penguins (PENGU) started the new year around $0.009, after an impressive breakout phase. As speculative capital flowed in, the price quickly surged to about $0.013, accompanied by a significant increase in trading volume – a clear sign of speculative confidence rather than long-term accumulation. However, this upward momentum

The Injective community approved a proposal shifting INJ to a deflationary model, reducing long-term supply via adjusted issuance and existing token burns. Despite these changes, market volatility persists, affecting price performance.

_The CEO of Flare Networks writes that the perspectives of XRP are unbelievably optimistic, as billions of tokens can be locked on-chain. Since its release in September, the platform has already released 88,000,000 units of FXRP, with new

The U.S. Supreme Court is about to rule on the Trump administration's "Global Parity Tariffs" policy, affecting hundreds of billions of dollars in tariffs and supply chains. The White House has multiple legal protections for taxing authority, so even if they lose, they have contingency plans. If the ruling is unfavorable, companies can request a refund of approximately $140 billion in tariffs, but officials have hinted they may delay refunds citing national security reasons. The decision in this case will impact future tariff policies and international trade tensions.

President Trump of the United States is dissatisfied with the sovereignty and trade tariffs issues of many European countries due to not receiving the Nobel Peace Prize. In communications with the Prime Ministers of Norway and Finland, he stated that he is no longer considering peace. Subsequently, Trump announced tariffs on multiple countries, and the EU is considering retaliatory measures to counter trade threats. world leaders are calling for dialogue to de-escalate tensions and plan to discuss related issues at the Davos Forum.

Hard assets are experiencing a full-scale breakout, with gold rising 78% over 13 months to $4,690, and silver surging 235% to break $94. Central bank gold reserves have surpassed US Treasuries for the first time in 30 years, with 38 out of 47 commodities increasing in price. Bank of America predicts "all commodities will behave like gold."

XRP has faced significant selling pressure, declining for six consecutive days to trade around \$1.98, as escalating US-EU trade tensions and delays in US crypto legislation rattled investor sentiment. Despite briefly falling below \$1.85, the token found support, with its medium-term outlook buffered by robust demand for XRP-spot Exchange-Traded Funds (ETFs). Technical analysis shows XRP trading below its key 50-day and 200-day Exponential Moving Averages (EMAs), signaling bearish moment

In the third week of January, the market cleared nearly $900 million, with Trump's tariffs causing volatility. XRP, AXS, and DUSK are the most dangerous altcoins. XRP rebounded to $2.29, risking liquidation of $600 million in shorts, with whales buying at low levels. AXS surged over 120% but exchange deposits reached a three-year high. DUSK, after rising sixfold, fell below $0.13, risking liquidation of over $12 million in longs.

Magic Eden, the leading multi-chain NFT marketplace, has announced a major overhaul of its tokenomics, pledging to allocate 15% of all platform revenue to a dual-mechanism rewards program starting February 1. This groundbreaking initiative will see half of the allocated sum used for strategic buybacks of its native \$ME token on the open market, while the other half will be distributed as USDC rewards to long-term \$ME stakers. This move, a significant expansion from its previous marketpl

The price of Pi Coin (PI) has plunged to alarming lows, dropping nearly 94% from its all-time high and trading below \$0.19. This sharp decline coincides with a broader crypto market downturn and mounting macroeconomic tensions between the US and EU. However, a technical analysis of its charts reveals that key indicators like the Relative Strength Index (RSI) have reached extreme oversold levels, a condition that has historically preceded price rebounds. This analysis explores whether the

50T Funds founder Dan Tapiero recommends diversifying investments in BTC, ETH, and SOL, predicting Bitcoin will reach $180,000. Stablecoin trading volume surged from 19.7 trillion to 33 trillion, optimistic about tokenization and AI integration, but criticizes 95% of DAT companies as worthless.