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The January Fund Manager Survey by Bank of America shows that global investor optimism has reached its highest level since July 2021, with cash holdings dropping to a historic low. However, market correction protection measures have fallen to their lowest since 2018, indicating a decline in risk awareness. Despite the bull-bear indicator soaring to extreme bullish levels, it is still recommended to increase risk hedging and allocate to safe-haven assets. Geopolitical conflicts and the AI bubble are seen as the main risk factors, reminding investors to maintain moderate hedging amid high valuation environments.

On January 20th, Bitcoin experienced a short-term correction, falling below $91,000. BTC OG's large whale's unrealized losses expanded to $7.26 million. Long positions are heavily underwater, with only SOL maintaining an unrealized profit of $760,000. The overall market risk has increased, and attention should be paid to institutional movements.

【BitPush】Interesting on-chain movement: A newly activated wallet address withdrew a large amount of 8,551 ZEC from an exchange yesterday. At the current price, this withdrawal is worth approximately $3.12 million. The fact that a new wallet address made such a large transaction suggests that the person behind it still has some confidence in ZEC, or it could simply be a fund transfer strategy. Such large withdrawals usually indicate that the funds are being prepared for long-term holding, or is there another trading plan? Market attention to ZEC has always been quite high, and this movement may be worth monitoring.

Pasay City police in the Philippines successfully rescued a kidnapped cryptocurrency holder. The kidnappers illegally detained the victim on false debt charges, threatened their life, and stole a large amount of cryptocurrency and cash. This incident serves as a reminder for cryptocurrency holders to be vigilant about personal information leaks and security risks.

The new U.S. president has launched the "Peace Committee" framework, requiring countries to sign and invest $1 billion for a permanent seat, sparking tensions in Europe. After France's rejection, EU member states are observing, posing a challenge to the global multilateral system. The market faces geopolitical risks, and cryptocurrencies are becoming hedging tools. The future global power structure may shift toward a fragmented game theory model.

The security monitoring team detected a large-scale abnormal transaction in the SynapLogic ecosystem. Attackers used flash loans to carry out arbitrage attacks, successfully minting 16,000 SYP tokens and repaying the loan. This incident exposed security vulnerabilities in the contract design, reminding project teams to strengthen audits and users to stay vigilant.

Recently, a large-position trader has attracted attention due to their continuous reduction of HYPE holdings. Starting with significant losses, they reduced their position from $2.82 million to zero, ultimately losing $560,000. Having previously profited handsomely in the blue-chip NFT sector, she has faced successive failures in recent years, prompting reflection.

The Trove project launched token trading on January 20th, with an opening valuation of up to $20 million, but within less than 4 hours, it dropped to $950,000. During the fundraising process, the Trove team reserved $9.4 million for Solana development, sparking anger and accusations from investors. The project also faced issues such as unclear funding flow for KOL promotion and multiple rescheduling of the ICO deadline, ultimately leading to a large sell-off of tokens that intensified community dissatisfaction.

【Crypto World】Monitoring data shows that an unknown address has just transferred 24,544 ETH to Beacon Depositor, equivalent to approximately $78.91 million at current prices. Large inflows of ETH into staking contracts are usually seen by the market as a sign that institutions are optimistic about the long-term prospects. This transfer is quite significant in scale and warrants ongoing attention to subsequent on-chain movements.

Recently, Galaxy Digital released 13,000 Ethereum through over-the-counter trading accounts, worth approximately $41.75 million. Some of these have entered the market and moved into hot wallets across multiple exchanges. This move has attracted market attention, and the specific purpose remains to be seen.

Bitcoin Hyper has launched a Layer-2 extension ecosystem combining Solana and Bitcoin technology, with its native token HYPER currently in presale. Meanwhile, 49 publicly listed companies have accumulated approximately 5% of Bitcoin, and institutional investment continues to grow, indicating that Bitcoin is shifting from retail asset holdings to corporate asset allocation.

Recently, DOGE price has shown signs of a rebound, despite the continued decline in trading volume and low market participation. Technical indicators indicate that bullish momentum is building, and the rebound opportunity is gradually maturing. It is recommended to set key buy and sell points to cope with market fluctuations.

Recent analyst opinions on the current state of Bitcoin tend to be bearish; however, comparing the current trend to 2022 seems inappropriate. In 2022, the market was risk-averse, whereas now liquidity is rising, and technical indicators show a stronger foundation for a rebound. While a bear market risk cannot be completely ruled out, the investor composition has shifted from retail investors to stable institutional investors, and market dynamics have consequently changed.

Gate Contract Points 66th Airdrop has started, with individual earnings exceeding $31, and the highest price reaching $10.36. The market cap is approximately $1.01 billion. The airdrop is divided into two tiers, with different rewards for holding different points. The 67th airdrop will begin at 6 PM tomorrow afternoon, with a prize pool of 3 BTC5S. Participants, act quickly.

Renowned trader "Bai Sheng War God" closed a 73.49 BTC long position with 40x leverage on January 19, earning a profit of $6,063. He then went long on 249.23 ETH with 20x leverage, with an entry average price of $3,210.2. His account has completed a total of 176 trades with a win rate of 97.73%, and total profit has reached $345,700, attracting market attention.

The well-known on-chain trader "Maji" has recently attracted attention. He reduced his HYPE positions and increased his ETH long positions. The total value of his leveraged longs now reaches $43.51 million, indicating an adjustment in market expectations.

【Crypto World】Paradex posted the latest progress on the official status page: the team has successfully identified the root cause of the issue and decided to roll back the blockchain status to block 1604710. This block height represents the last normal checkpoint before the database maintenance operation, ensuring the accuracy of the status. Based on this operation, all user accounts will be restored to their original state before the database maintenance, ensuring the integrity of transaction records and asset information.

【Crypto World】Interestingly, in the global trading activity rankings, the performance of the LIT token is quite eye-catching. According to exchange data, the trading popularity of LIT on a major exchange has stabilized at the second position worldwide, only behind its native token on the platform. This indicates that LIT is not only recognized on mainstream exchanges but also that its trading depth and market participation are continuously increasing. The stability of this ranking reflects the growing genuine demand for this token in the market.

Ethereum network activity has recently rebounded, with daily active addresses surpassing 800,000, forming a capital support. Technically, the price is oscillating within a triangle, with the support level at $3085 helping to stabilize a rebound. Breaking through $3400 could point to $3660, or even test $4000.

The United States may impose new tariffs on Europe, putting pressure on the dollar. Analysts believe this could just be a bargaining chip, and the dollar will receive some support. Meanwhile, the Eurozone faces a more severe dilemma, with the economy affected by tariffs, and the euro could become the biggest victim.