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Wake up to the news in the cryptocurrency world, welcome to listen to 'Crypto Morning Know'. Today is January 30, 2026, Friday, good morning!

Macroeconomic aspects:
- The Federal Reserve announced in its January meeting that the benchmark interest rate remains at 3.75%.
- Reuters reports that the White House will convene bank and cryptocurrency industry executives for talks next Monday in an attempt to advance the legislative process of the 'CLARITY Act', which has stalled due to industry disagreements.
- The SEC has made it clear that tokens issued by third parties may need to be registered, and some products may be classified as security-like swaps subject to stricter regulation.

Market highlights:
- Yesterday, there was a net outflow of $19.6 million in the US Bitcoin spot ETF, while the Ethereum spot ETF saw a net inflow of $28.1 million, and the fear and greed index stood at 38 yesterday!
- JPMorgan stated that despite the weakening dollar, Bitcoin is still viewed by the market as a liquidity-sensitive risk asset and has not yet become a true hedge against the dollar.
- BiyaPay analysis suggests that Trump's increased military pressure on Iran exacerbates geopolitical uncertainty, significantly amplifying the volatility of gold and Bitcoin, with US stocks also facing greater turbulence risk.
- CoinDesk reports that Meta and Microsoft plan to significantly increase AI capital expenditures in 2026, and Bitcoin mining companies that have transitioned to AI infrastructure may benefit directly.

Industry dynamics:
- The Central Bank of the UAE has approved Universal Digital to issue the US dollar stablecoin USDU, making it the first dollar stablecoin to operate formally under a central bank payment regulatory framework.
- Coinbase is expanding its prediction market business nationwide in all 50 states through a partnership with Kalshi, further advancing its 'Universal Exchange' layout.

Crypto Circle Early Insights January 29, 2026
#区块链日报

First, let's focus on the macro aspects:
- The U.S. Representative from South Dakota has again proposed a Bitcoin Reserve Bill, aiming to allow the state investment council to allocate no more than 10% of public funds to Bitcoin. If passed, it will join the ranks of a few state-level holders.
- The ruling party in South Korea has officially finalized the Basic Digital Assets Act, planning to set a minimum capital threshold of about $3.5 million for stablecoin issuers, while key details like central bank authority are still pending coordination.
- Gold and silver spot prices have hit record highs, with gold surpassing $5,200 per ounce and silver breaking $115 per ounce.

Now let's look at market hotspots:
- Yesterday, the net outflow of Bitcoin spot ETFs in the U.S. was $147 million, and the net outflow of Ethereum spot ETFs was $63.6 million. The fear and greed index was at 37 yesterday!
- Bloomberg disclosed that Tether has held approximately 140 tons of gold, valued at about $23 billion, and is continuing to increase its holdings while also expanding into gold tokens and related industry layouts.
- BitMine has once again staked over 110,000 ETH, and its total Ethereum staking amount has exceeded 2.26 million coins.
- Arthur Hayes stated that the weakening yen and abnormal Japanese government bond yields may prompt the Federal Reserve to 'indirectly release liquidity' through the foreign exchange and bond markets, providing phased support for risk assets like Bitcoin.

Finally, let's look at industry dynamics:
- Ethereum has announced that the ERC-8004 standard will soon go live on the mainnet, aiming to support AI agents in cross-organizational collaboration and reputation circulation.
- The overall Bitcoin network hash rate has experienced the largest single drop in history, with analyses suggesting it is closely related to the extreme cold wave in the U.S. and widespread power outages affecting mining operations. The hash rate has now begun to recover.

Crypto Circle Early Insights January 28

First, let's pay attention to macro aspects:
- U.S. President Trump stated that if the South Korean National Assembly does not formally confirm the previous trade agreement, the U.S. is considering raising tariffs on South Korean goods from 15% to 25%, while simultaneously issuing new tariff threats to European, Canadian, and Iranian trade partners.
- The Australian regulatory agency ASIC has listed the regulatory gap in the crypto industry as a key risk for 2026, pointing out that some crypto, payment, and AI companies are operating at the edge of regulation, exacerbating market uncertainty.

Next, let's look at market hotspots:
- Yesterday, the net inflow for the U.S. Bitcoin spot ETF was $6.8 million, and the net inflow for the Ethereum spot ETF was $41,000, with a fear and greed index of 29 yesterday!
- Driven by continuously rising gold prices, the tokenized gold sector as a whole has strengthened, with XAUT and PAXG together accounting for nearly 90% of market share, becoming the absolute main force in current tokenized gold.
- BitMine Chairman Tom Lee stated that the surge in precious metals masks the ongoing improvement in the fundamentals of crypto assets, believing that the rise of Ethereum and Bitcoin is just a matter of time.
- On-chain data shows that a new address spent $23,000 betting on extreme changes in the Federal Reserve's interest rate decision, with potential returns reaching several million dollars if there are significant rate hikes or cuts.

Finally, let's look at industry dynamics:
- ClawdBot founder publicly declared that no tokens will be issued and warned that any actions associating it with token projects are scams, while also disclosing that after the project name change, their account was registered by speculators.
- Ripple announced a collaboration with the innovation department of a bank in Riyadh, Saudi Arabia, to explore institutional-level applications of blockchain in cross-border payments, digital asset custody, and asset tokenization.

Crypto Circle Insights January 27th
#区块链日报

- The UK's Financial Conduct Authority (FCA) has entered the final consultation stage for key cryptocurrency regulations, planning to fully introduce traditional financial regulatory standards into the crypto market and open licensing applications for crypto service providers in September 2026.
- Gold and silver prices continue to hit historical highs, with spot gold breaking $5,000. Institutions believe there may be room for mining stocks to catch up due to central bank gold purchases and risk aversion sentiment.

Market Highlights:
- CoinShares data shows that last week, net outflows from digital asset investment products reached $1.73 billion, the highest since November last year, with funds primarily flowing out of the US market. Bitcoin and Ethereum led the decline, while Solana saw a slight inflow against the trend.
- Yesterday's Fear and Greed Index was 29!
- A dormant Ethereum whale that had been inactive for 9 years recently transferred 50,000 ETH to Gemini, with paper profits exceeding 30 times, but the address still holds a large amount of Ethereum.
- The BSC ecosystem prediction platform Opinion's official website has added a new airdrop binding page supporting multi-wallet binding, viewed by the community as an important signal that a token airdrop is imminent.
- The AI agent tool Clawdbot has garnered attention for its powerful features, but multiple security experts have warned of serious privacy and security risks, advising users to operate in isolated environments to avoid data leaks.

Industry Updates:
- Hong Kong digital bank Mox Bank has been approved for an upgrade to license 1, officially allowing customers to trade Bitcoin and Ethereum, becoming the second digital bank in Hong Kong to support crypto trading.
- South Korea's third-largest exchange, Coinone, has been listed for sale, with its major shareholder in discussions with potential buyers regarding equity transactions. Coinbase will also visit Korea to assess investment and cooperation opportunities.

"Crypto Circle Early Insights" January 26
#区块链日报

First, let's focus on the macro aspects:
-The White House officially stated that under Trump's push, the U.S. has become the "global crypto capital." The new CFTC chair responded by saying that they will advance the modernization of regulatory rules to ensure that crypto and on-chain finance can develop in the U.S.
-With the continued advancement of the crypto market structure bill, the regulation of digital assets in the U.S. is gradually becoming clearer. Exchanges and stablecoin issuers may be included in a more explicit compliance framework, which is expected to enhance industry predictability and protect retail investors in the long run.
-Gold prices are approaching the $5,000 mark, historically surpassing U.S. Treasuries to become the largest single reserve asset for global central banks, reflecting a shift by central banks towards hard asset allocation amid geopolitical risks and de-dollarization.

Next, let's look at market hotspots:
-Last week, U.S. Bitcoin spot ETFs saw a net outflow of $1.33 billion, while Ethereum spot ETFs had a net outflow of $593 million. Yesterday, the fear and greed index was at 34!
-Michael Saylor once again released Bitcoin Tracker information, hinting that a new round of Bitcoin accumulation strategy will be disclosed soon.
-Microsoft, Apple, Tesla, and Meta will intensively release their earnings reports next week. Tech stocks are facing performance verification against the backdrop of high AI investment, and the flow of funds in U.S. stocks may reach a critical juncture.

Finally, let's look at industry dynamics:
-Colombia's second-largest pension fund, AFP Protección, plans to launch a Bitcoin exposure fund for long-term asset allocation and risk diversification, showing that institutional acceptance of Bitcoin continues to rise.
-In 2025, stablecoin issuers are expected to generate about $5 billion in revenue on Ethereum, with total stablecoin supply increasing by about $50 billion throughout the year, making Ethereum still the core issuance and settlement network for stablecoins.

Crypto Circle Early Insights January 23, #区块链日报

- The final value of the U.S. third-quarter PCE price index year-on-year is 2.7%, unchanged from the previous value. Additionally, the final value of the U.S. third-quarter real GDP annualized quarterly rate is 4.4%, consistent with expectations and the previous value.
- Bitcoin and Ethereum have rebounded after consecutive declines, benefiting from Trump's withdrawal of tariff threats against Greenland at the Davos Forum.
- The Thai SEC is preparing to launch a new regulatory framework, planning to support crypto ETFs, crypto futures, and tokenized investment products, and promote the legalization of digital assets in the domestic financial system.
- ARK Invest's latest report points out that Bitcoin, DeFi, and the tokenization of real-world assets will dominate the next stage of development in the crypto industry, with expectations that the total scale of digital assets may grow to $28 trillion by 2030.

Market Highlights:
- Yesterday, the U.S. Bitcoin spot ETF had a net outflow of $709 million, and the Ethereum spot ETF had a net outflow of $287 million, with the fear and greed index at 34!
- Goldman Sachs has raised its gold price forecast again, increasing the target price to $5,400 by the end of 2026, and pointed out that in extreme cases, gold prices may exceed $7,000, with safe-haven funds continuously flowing into precious metals.
- The open-source AI platform Sentient has officially launched the airdrop claim for the SENT token, with qualified users who have completed registration able to start claiming tokens.
- The crypto custody company BitGo has raised its IPO pricing to $18 per share, higher than the previously given issuance range.

Industry Dynamics:
- The Web3 infrastructure project Saga has suffered a hacker attack, with approximately $7 million in funds stolen and transferred across chains to Ethereum; SagaEVM is currently still in a suspended state.

Crypto Circle Early Knowledge January 22, #区块链日报

First, let's pay attention to the macro aspects:
-The Executive Director of the U.S. Presidential Advisory Council on Digital Assets stated that in the current environment of a pro-crypto government, Congress, and regulatory framework, the industry should push for the implementation of the crypto market structure bill as soon as possible, rather than passively accepting stricter regulations after the next financial crisis. 
-The U.S. stock market faced its worst single-day drop of the year, with the Nasdaq down over 2%, and the S&P and Dow Jones also weakened, while gold and silver both reached historic highs, and Bitcoin fell below $88,000 during trading. 
-Tom Lee pointed out that geopolitical issues, tariffs, and political polarization could trigger a painful correction in early 2026, with U.S. stocks potentially dropping by 15% to 20%, but as the Federal Reserve shifts to a dovish stance, a significant rebound by the end of the year remains possible, and Bitcoin may still reach new highs within the year.

Now let's look at market hotspots:
-Yesterday, the U.S. Bitcoin spot ETF had a net outflow of $480 million, and the Ethereum spot ETF had a net outflow of $240 million; the fear and greed index dropped to 32!
-The American fast-food chain Steak ’n Shake announced that it will distribute Bitcoin bonuses to hourly employees, with a reward of $0.21 worth of BTC for every hour worked, but it must be locked for two years before it can be claimed. 
-On-chain data shows that an ancient Ethereum whale who has held since 2016 deposited 14,183 ETH into Coinbase, worth about $41.93 million, marking its first large recharge in three years.

Finally, let's look at industry dynamics:
-The Sei Foundation announced a partnership with the Sovereign Wealth Fund DHI of the Kingdom of Bhutan to deploy and operate Sei blockchain validation nodes in Bhutan as part of its national digital transformation strategy.