AiCoin官方
Verified Creator
AiCoin(https://www.aicoin.com/)是全球领先的数据分析平台，提供专业K线、价格预警、AI分析、多样化数据、热点快讯、KOL社区、智能下单、套利工具等服务。
0 Following
11.5K+ Followers
14.9K+ Liked
2.2K+ Shared
All
Videos
See original
The U.S. Finally Gets It!
Introduction
On January 15, the U.S. Congress will hold its final vote on the (CLARITY Act). On the surface, this is a regulatory legislative move targeting the cryptocurrency industry; but at a deeper level, it reflects a significant shift in America's strategic positioning of cryptocurrency assets within the global financial competition landscape.
This is not the first time the United States has attempted to regulate cryptocurrency assets, but it may be the first time it chooses to abandon the comprehensive suppression based on uncertainty, opting instead to incorporate them into a controllable and absorbable institutional framework through legislation.
Figure 1: U.S. Congress
On January 15, the U.S. Congress will hold its final vote on the (CLARITY Act). On the surface, this is a regulatory legislative move targeting the cryptocurrency industry; but at a deeper level, it reflects a significant shift in America's strategic positioning of cryptocurrency assets within the global financial competition landscape.
This is not the first time the United States has attempted to regulate cryptocurrency assets, but it may be the first time it chooses to abandon the comprehensive suppression based on uncertainty, opting instead to incorporate them into a controllable and absorbable institutional framework through legislation.
Figure 1: U.S. Congress
See original
Is the Bitcoin Super Cycle Beginning or Just a Traditional Cycle?
When the Bitcoin candlestick chart is overlaid with the buying curves of sovereign funds, public companies, and Wall Street ETFs, the traditional four-year cycle appears to be being pushed toward a new trajectory by an unprecedented force.
In early 2026, the cryptocurrency market, after the year-end adjustment, is restarting with a clearer structure. The focus has shifted from the simple halving narrative to a more fundamental question: In the context of institutional capital building large positions, will Bitcoin follow historical cyclical patterns, or will it embark on an unprecedented 'super cycle'?:
In early 2026, the cryptocurrency market, after the year-end adjustment, is restarting with a clearer structure. The focus has shifted from the simple halving narrative to a more fundamental question: In the context of institutional capital building large positions, will Bitcoin follow historical cyclical patterns, or will it embark on an unprecedented 'super cycle'?:
See original
Starting today, gradually sell off a portion of gold
On Monday, gold prices surged almost abruptly.
After the opening of the spot gold market, prices surged rapidly, approaching the historical high of $4,600 per ounce; in just the first month of the new year, the cumulative increase has already reached nearly $280. Silver's movement has been even more aggressive, rising as much as 5% intraday, breaking through $84 and setting a new historical record.
On the news front, everything seems to be 'perfectly logical':
Recurring geopolitical tensions, weakening employment data, and rising expectations of interest rate cuts have driven safe-haven capital into precious metals. Yet precisely because the logic is so complete, it's even more important for ordinary people to take a step back and look at it calmly.
After the opening of the spot gold market, prices surged rapidly, approaching the historical high of $4,600 per ounce; in just the first month of the new year, the cumulative increase has already reached nearly $280. Silver's movement has been even more aggressive, rising as much as 5% intraday, breaking through $84 and setting a new historical record.
On the news front, everything seems to be 'perfectly logical':
Recurring geopolitical tensions, weakening employment data, and rising expectations of interest rate cuts have driven safe-haven capital into precious metals. Yet precisely because the logic is so complete, it's even more important for ordinary people to take a step back and look at it calmly.
See original
Chinese Meme Coin Frenzy: 2026, I'm Here, Damn It!
The phrase 'I'm here, damn it' ignited the BSC chain, causing a surge of over 400% within 24 hours. Chinese-language Meme coins are now sweeping through the crypto market with unprecedented momentum.
He Yi's post on a social platform, 'I'm here, damn it, 2026,' accompanied by a horse-riding image, led to the official launch of the homonymous Meme token on Binance Alpha just one week later.
This token, originating from a viral internet meme, surged immediately after its launch, increasing by approximately 150% from its initial price within 24 hours. Data also shows its maximum intraday gain reached about 816.6%, closing at $0.014726 as of January 8.
Market data shows that Meme coins dominated by Chinese on the BSC chain have demonstrated particularly strong momentum. The total market cap of the Meme coin sector has rapidly risen from its low point to $47.7 billion, increasing by nearly $10 billion in just a few days.
He Yi's post on a social platform, 'I'm here, damn it, 2026,' accompanied by a horse-riding image, led to the official launch of the homonymous Meme token on Binance Alpha just one week later.
This token, originating from a viral internet meme, surged immediately after its launch, increasing by approximately 150% from its initial price within 24 hours. Data also shows its maximum intraday gain reached about 816.6%, closing at $0.014726 as of January 8.
Market data shows that Meme coins dominated by Chinese on the BSC chain have demonstrated particularly strong momentum. The total market cap of the Meme coin sector has rapidly risen from its low point to $47.7 billion, increasing by nearly $10 billion in just a few days.
See original
The entry ticket to the Musk ecosystem
The entry ticket to the Musk ecosystem
——Full adoption of cryptocurrency payments across Musk's companies and affiliated ventures: A deep restructuring of the future economy
Elon Musk, as one of the most innovative and influential entrepreneurs globally, continuously drives the advancement of economic models and technological innovation through his diverse portfolio of companies spanning multiple industries. These firms form a highly integrated 'technology ecosystem,' including Tesla, SpaceX, Starlink (a global satellite internet service), X (formerly Twitter), a social media and future payment platform, Neuralink (a brain-computer interface technology company), The Boring Company (a developer of underground high-speed transportation), and various related investment projects. If these companies were to fully transition to using cryptocurrencies as a payment method, it would completely reshape the economic system, profoundly impacting payment ecosystems, industrial collaboration, consumer behavior, and global financial regulation. The following analysis explores the feasibility of this future scenario with data.
——Full adoption of cryptocurrency payments across Musk's companies and affiliated ventures: A deep restructuring of the future economy
Elon Musk, as one of the most innovative and influential entrepreneurs globally, continuously drives the advancement of economic models and technological innovation through his diverse portfolio of companies spanning multiple industries. These firms form a highly integrated 'technology ecosystem,' including Tesla, SpaceX, Starlink (a global satellite internet service), X (formerly Twitter), a social media and future payment platform, Neuralink (a brain-computer interface technology company), The Boring Company (a developer of underground high-speed transportation), and various related investment projects. If these companies were to fully transition to using cryptocurrencies as a payment method, it would completely reshape the economic system, profoundly impacting payment ecosystems, industrial collaboration, consumer behavior, and global financial regulation. The following analysis explores the feasibility of this future scenario with data.
See original
The Awakening of the Satoshi-era Miners, Releasing a Signal of $200 Million in Transfers!
At the beginning of 2026, the scales of the crypto world saw both the most mysterious and influential capital forces make directional decisions simultaneously.
One end is the 'Sleepers' from ancient times. On January 10, a Bitcoin genesis miner transferred 2,000 bitcoins that had been dormant for over 15 years to an exchange. Valued at approximately $180 million at the time, this transfer marked the first major move by this group since November 2024. Historical charts coldly show that spikes in the movement of these 'fossil-grade' bitcoins have repeatedly coincided with key market turning points.
One end is the 'Sleepers' from ancient times. On January 10, a Bitcoin genesis miner transferred 2,000 bitcoins that had been dormant for over 15 years to an exchange. Valued at approximately $180 million at the time, this transfer marked the first major move by this group since November 2024. Historical charts coldly show that spikes in the movement of these 'fossil-grade' bitcoins have repeatedly coincided with key market turning points.
See original
Unemployment Rate Unexpectedly Drops, January Rate Cut Door May Be 'Temporarily Closed'
After the release of December unemployment data, market expectations for a Federal Reserve rate cut sharply declined, with traders quickly shifting their bets; the probability of a rate cut in January dropped from 11% to just 5%.
December nonfarm data showed weak job growth, but the unemployment rate unexpectedly fell to 4.4%, below expectations.
The U.S. economy is showing a delicate balance of 'low hiring, low layoffs,' a contradictory situation that has put the Federal Reserve in a dilemma when deciding on rate cuts. Meanwhile, risk assets such as Bitcoin reacted immediately, with prices falling back to around $90,000, and market sentiment once again plunged into 'extreme fear'.
December nonfarm data showed weak job growth, but the unemployment rate unexpectedly fell to 4.4%, below expectations.
The U.S. economy is showing a delicate balance of 'low hiring, low layoffs,' a contradictory situation that has put the Federal Reserve in a dilemma when deciding on rate cuts. Meanwhile, risk assets such as Bitcoin reacted immediately, with prices falling back to around $90,000, and market sentiment once again plunged into 'extreme fear'.
See original
4 PM Live Stream: BTC Data Discrepancies! (Free Membership Gift)
At 4:00 PM (UTC+8) today, the AiCoin editor will break down the root causes behind the current market data discrepancies and potential implications in the 【AiCoin - Group Chat - Live Stream】. The driving factors behind BTC's price movements cannot be explained by a single logic. While ETF fund flows can reflect part of institutional sentiment, they don't fully determine short-term price fluctuations; Coinbase's premium, indicating supply and demand, is a strong signal but must be analyzed in conjunction with global market data; and the long-short position ratio on Bitfinex is like a tug-of-war between bulls and bears, with sentiment-driven博弈 full of uncertainty. How to seize opportunities amidst complex market conditions? Join the live stream and don't miss it~
See original
Crypto Weekly Highlights: CPI and Fiscal Policy Under Scrutiny
January 12 (Monday)
● The market has officially entered the "Super Week," where market sentiment will be tested under the dual pressure of macroeconomic data and micro-level earnings.
● Event: The G7 finance ministers' meeting was held in Washington, D.C., U.S. The core agenda is expected to focus on critical mineral supply chain security, particularly rare earth issues, reigniting concerns over the impact of geopolitics on resource dynamics.
● Event: The U.S. Supreme Court announced a delay in the key ruling on tariffs imposed during former President Trump's administration under the International Emergency Economic Powers Act. The new ruling date is set for January 14 (Wednesday), and the outcome will influence the scope of future U.S. executive authority in trade policy, drawing significant market attention.
● The market has officially entered the "Super Week," where market sentiment will be tested under the dual pressure of macroeconomic data and micro-level earnings.
● Event: The G7 finance ministers' meeting was held in Washington, D.C., U.S. The core agenda is expected to focus on critical mineral supply chain security, particularly rare earth issues, reigniting concerns over the impact of geopolitics on resource dynamics.
● Event: The U.S. Supreme Court announced a delay in the key ruling on tariffs imposed during former President Trump's administration under the International Emergency Economic Powers Act. The new ruling date is set for January 14 (Wednesday), and the outcome will influence the scope of future U.S. executive authority in trade policy, drawing significant market attention.
See original
AiCoin Daily (January 12)
1. Musk's X to introduce crypto trading features
Elon Musk's platform X announced it will launch in-app Bitcoin and cryptocurrency trading features, with the platform having around 700 million users. -Original
2. CZ said the Bitcoin super cycle is coming
CZ, founder of Binance, said Bitcoin will continue to rise and predicted that the Bitcoin super cycle is coming. -Original
Spot gold rose to $4,540 per ounce, approaching a historical high
Spot gold price touched $4,540 per ounce, up 0.67% on the day, approaching a historical high. -Original
Elon Musk's platform X announced it will launch in-app Bitcoin and cryptocurrency trading features, with the platform having around 700 million users. -Original
2. CZ said the Bitcoin super cycle is coming
CZ, founder of Binance, said Bitcoin will continue to rise and predicted that the Bitcoin super cycle is coming. -Original
Spot gold rose to $4,540 per ounce, approaching a historical high
Spot gold price touched $4,540 per ounce, up 0.67% on the day, approaching a historical high. -Original
See original
Trump's 'blind box' is about to open—Who will steer the Federal Reserve?
Trump's brief statement to The New York Times, 'I already have a decision in mind,' left global financial markets holding their breath. The person taking over the Federal Reserve will become the most critical variable in determining the direction of the U.S. economy.
U.S. President Trump said in an interview with The New York Times that he has already decided on who will be nominated as the next Federal Reserve Chair, but refused to reveal the specific person. The incoming Federal Reserve Chair will inherit an institution facing unprecedented political pressure.
Chairman Powell's term will end in May 2026, and he has long been a frequent target of Trump's criticism. Whoever takes over will stand at the center of policy and political博弈.
U.S. President Trump said in an interview with The New York Times that he has already decided on who will be nominated as the next Federal Reserve Chair, but refused to reveal the specific person. The incoming Federal Reserve Chair will inherit an institution facing unprecedented political pressure.
Chairman Powell's term will end in May 2026, and he has long been a frequent target of Trump's criticism. Whoever takes over will stand at the center of policy and political博弈.
See original
AiCoin Daily (January 11)
1. Trump announced the selection of the new Federal Reserve chairman
U.S. President Trump stated on Air Force One that he has selected the new Federal Reserve chairman. -Original
2. Michael Saylor said Bitcoin will no longer have a winter
Billionaire Michael Saylor said on live television that the Bitcoin market will no longer experience a winter. -Original
3. Trump's premature disclosure of non-farm payroll data draws attention
On January 10 (local time Thursday night), U.S. President Trump posted on the social platform Truth Social a chart of unpublished U.S. non-farm employment data, released nearly a day ahead of the official release time. The chart shows that since January this year, the U.S. private sector has added 654,000 jobs, while the government sector reduced 181,000 jobs. The White House responded by calling it an 'unintentional act' and will review the data release and embargo agreement. Trump stated the responsibility is not his. After the incident, U.S. stock index futures saw only minor fluctuations. Analysts warned that such events could undermine market trust in official data. -Original
U.S. President Trump stated on Air Force One that he has selected the new Federal Reserve chairman. -Original
2. Michael Saylor said Bitcoin will no longer have a winter
Billionaire Michael Saylor said on live television that the Bitcoin market will no longer experience a winter. -Original
3. Trump's premature disclosure of non-farm payroll data draws attention
On January 10 (local time Thursday night), U.S. President Trump posted on the social platform Truth Social a chart of unpublished U.S. non-farm employment data, released nearly a day ahead of the official release time. The chart shows that since January this year, the U.S. private sector has added 654,000 jobs, while the government sector reduced 181,000 jobs. The White House responded by calling it an 'unintentional act' and will review the data release and embargo agreement. Trump stated the responsibility is not his. After the incident, U.S. stock index futures saw only minor fluctuations. Analysts warned that such events could undermine market trust in official data. -Original
See original
JPMorgan: The Crypto De-risking Phase Is Over
A record flood of funds into global equity ETFs coincides with a temporary calm in the cryptocurrency market, and a JPMorgan report reveals key signals behind the shift in market sentiment.
Bitcoin and Ethereum ETF fund flows show 'bottoming out' signs, with perpetual contract and CME Bitcoin futures position indicators indicating that selling pressure is easing.
On January 9, 2026, the analysis team led by JPMorgan's Managing Director Nikolaos Panigirtzoglou released a report, clearly stating that the previous 'de-risking' process in the crypto market may be nearing its end.
The report specifically noted that MSCI's decision in the February 2026 index review to temporarily exclude Bitcoin and crypto reserve-type companies from global equity indices provided 'at least temporary relief' to the market.
Bitcoin and Ethereum ETF fund flows show 'bottoming out' signs, with perpetual contract and CME Bitcoin futures position indicators indicating that selling pressure is easing.
On January 9, 2026, the analysis team led by JPMorgan's Managing Director Nikolaos Panigirtzoglou released a report, clearly stating that the previous 'de-risking' process in the crypto market may be nearing its end.
The report specifically noted that MSCI's decision in the February 2026 index review to temporarily exclude Bitcoin and crypto reserve-type companies from global equity indices provided 'at least temporary relief' to the market.
See original
AiCoin Daily (January 10)
1. U.S. non-farm employment increased by 50,000 in December, below expectations, while the unemployment rate declined; traders are betting the Fed will pause rate cuts
U.S. released December non-farm data, with employment rising by 50,000, below the expected 60,000; the unemployment rate recorded at 4.4%, below the expected 4.5%. - Original
2. Trump will use alternative tariff powers in response to the ruling
U.S. President Trump stated that if the Supreme Court rules against him, he will use alternative tariff powers as a response measure. - Original
3. Ripple receives FCA registration approval in the UK
Ripple has obtained registration from the UK's Financial Conduct Authority (FCA) through its UK subsidiary, marking a significant regulatory advancement in the UK's efforts to integrate cryptocurrencies into its financial framework. - Original
U.S. released December non-farm data, with employment rising by 50,000, below the expected 60,000; the unemployment rate recorded at 4.4%, below the expected 4.5%. - Original
2. Trump will use alternative tariff powers in response to the ruling
U.S. President Trump stated that if the Supreme Court rules against him, he will use alternative tariff powers as a response measure. - Original
3. Ripple receives FCA registration approval in the UK
Ripple has obtained registration from the UK's Financial Conduct Authority (FCA) through its UK subsidiary, marking a significant regulatory advancement in the UK's efforts to integrate cryptocurrencies into its financial framework. - Original
See original
Hyperliquid On-Chain Smart Money Insights: These Top Players Are Aggressively Positioning!
0x94d3…3814: BTC short position trapped, recent loss over $390k, but total profit in 30 days exceeds $930k, still leading in profits, average SOL holdings.
0x77da…171d: XRP long position, earned $1.03M in 30 days, minor recent loss of $73k, no major impact, win rate 37.9%.
0x880a…311c: HYPE long position, +$940k in 30 days, recent loss of $35k, win rate over 55%.
0xcecb…2b00: 1887 long position, nearly $800k profit in 30 days.
0x5b5d…c060: BTC long position, +$320k in 30 days, minor recent loss of $18k.
Hyperliquid smart money preferences are clear: high win rate strategies in SOL, XRP, HYPE, and BTC directions; recent drawdowns on both long and short sides, but long-term profit leaders remain strong.
Want to trade leverage on-chain? Follow the right direction + strict risk control is the key!
More smart money strategies, click the link to learn more:
https://www.aicoin.com/zh-Hans/hyperliquid/smart-money
#Hyperliquid #DEX #聪明钱
0x94d3…3814: BTC short position trapped, recent loss over $390k, but total profit in 30 days exceeds $930k, still leading in profits, average SOL holdings.
0x77da…171d: XRP long position, earned $1.03M in 30 days, minor recent loss of $73k, no major impact, win rate 37.9%.
0x880a…311c: HYPE long position, +$940k in 30 days, recent loss of $35k, win rate over 55%.
0xcecb…2b00: 1887 long position, nearly $800k profit in 30 days.
0x5b5d…c060: BTC long position, +$320k in 30 days, minor recent loss of $18k.
Hyperliquid smart money preferences are clear: high win rate strategies in SOL, XRP, HYPE, and BTC directions; recent drawdowns on both long and short sides, but long-term profit leaders remain strong.
Want to trade leverage on-chain? Follow the right direction + strict risk control is the key!
More smart money strategies, click the link to learn more:
https://www.aicoin.com/zh-Hans/hyperliquid/smart-money
#Hyperliquid #DEX #聪明钱
See original
Deep Dive into Binance DEX: Which Alpha Is Quietly Rewriting Millions' 'Life K-Line'?
Welcome new friends who just joined the live stream! Today's session is all about guiding you step-by-step through Binance Wallet registration + Meme coin strategy—learn practical skills and get access to projects that can actually make you money.
But first, make sure you've linked our AiCoin exclusive invite code on the Binance Wallet, or you won't unlock the following benefits!
Here's the invite code directly: SEPRFR9Q
I've also posted the link here: https://web3.generallink.top/referral?ref=SEPRFR9Q
Some friends have already linked their codes and started reaping rewards—jealous?
New viewers in the live stream, check this out! I've posted the tutorial on how to bind the invite code in the app. Friends who've completed the binding, please type 'Bound' in the comments—immediately sending红包! While waiting for the红包, let's chat about recent Meme coins on DEX—did you watch 'Binance Life' yesterday? It dropped sharply today, many friends got stuck—haha! But doing short-term trades is still rewarding.
But first, make sure you've linked our AiCoin exclusive invite code on the Binance Wallet, or you won't unlock the following benefits!
Here's the invite code directly: SEPRFR9Q
I've also posted the link here: https://web3.generallink.top/referral?ref=SEPRFR9Q
Some friends have already linked their codes and started reaping rewards—jealous?
New viewers in the live stream, check this out! I've posted the tutorial on how to bind the invite code in the app. Friends who've completed the binding, please type 'Bound' in the comments—immediately sending红包! While waiting for the红包, let's chat about recent Meme coins on DEX—did you watch 'Binance Life' yesterday? It dropped sharply today, many friends got stuck—haha! But doing short-term trades is still rewarding.
See original
Oh wow, the December NFP report—another 'expectation killer.' ❓
Not the kind of scene where the data is terrible and the market crashes outright. Instead, it's that subtle torment: calm news flow, yet the market is all over the place.
On the surface, the numbers look unremarkable:
Approximately 60,000 new jobs added, unemployment rate dropping to 4.5%, even slightly better than November.
But what traders feel in their accounts might be entirely different. Undercurrents of volatility, holding their breath for the 'surprise.'
Many are wondering:
"Could there be a sudden bombshell?"
"Are there hidden negative factors not yet revealed?"
Here’s a more direct answer: it’s not about waiting for a bomb, but for the 'expectation gap' to be executed.
Take a signal often underestimated:
ADP Employment (the 'little NFP'): only 41,000 new jobs, far below expectations. The market appears calm on the surface, but funds have quietly reduced positions, waiting for the official NFP to confirm or contradict.
Not everyone is betting on direction—most players are simply waiting for the data release to realize their positions. And even a mild deviation can trigger massive swings.
Why is the 'gap' so critical?
The more consensus there is, the more the market moves in reverse: expecting 60,000 new jobs? Actual figures of 50,000 or 70,000 can shake market sentiment.
'Good' data becoming a negative? If employment meets or slightly exceeds expectations, the market may worry: the Fed won’t rush to cut rates!
The market doesn’t panic over the data itself—but over the gap between data and expectations.
What people are really holding their breath for isn’t the answer, but the unexpected gap.
Not the kind of scene where the data is terrible and the market crashes outright. Instead, it's that subtle torment: calm news flow, yet the market is all over the place.
On the surface, the numbers look unremarkable:
Approximately 60,000 new jobs added, unemployment rate dropping to 4.5%, even slightly better than November.
But what traders feel in their accounts might be entirely different. Undercurrents of volatility, holding their breath for the 'surprise.'
Many are wondering:
"Could there be a sudden bombshell?"
"Are there hidden negative factors not yet revealed?"
Here’s a more direct answer: it’s not about waiting for a bomb, but for the 'expectation gap' to be executed.
Take a signal often underestimated:
ADP Employment (the 'little NFP'): only 41,000 new jobs, far below expectations. The market appears calm on the surface, but funds have quietly reduced positions, waiting for the official NFP to confirm or contradict.
Not everyone is betting on direction—most players are simply waiting for the data release to realize their positions. And even a mild deviation can trigger massive swings.
Why is the 'gap' so critical?
The more consensus there is, the more the market moves in reverse: expecting 60,000 new jobs? Actual figures of 50,000 or 70,000 can shake market sentiment.
'Good' data becoming a negative? If employment meets or slightly exceeds expectations, the market may worry: the Fed won’t rush to cut rates!
The market doesn’t panic over the data itself—but over the gap between data and expectations.
What people are really holding their breath for isn’t the answer, but the unexpected gap.
See original
MSCI 'Freezes' MicroStrategy: The 'Infinite Printer' of Crypto Vaults Fails
A technical freeze by MSCI, the global index provider, has deprived cryptocurrency vault companies—known for their 'perpetual motion' model of Bitcoin—of a core automatic funding engine.
On January 8, 2026, global index provider MSCI announced that it would retain 'digital asset vault companies' in its global indices during the February quarterly review. However, it will freeze technical parameters such as the number of outstanding shares for these companies, meaning future stock issuances will no longer automatically attract passive investment from index-tracking funds.
On January 8, 2026, global index provider MSCI announced that it would retain 'digital asset vault companies' in its global indices during the February quarterly review. However, it will freeze technical parameters such as the number of outstanding shares for these companies, meaning future stock issuances will no longer automatically attract passive investment from index-tracking funds.
See original
Bitcoin Taking Over Gold: The New Landscape of Digital Assets in 2026
I. Market Transformation: From Speculative Experiment to Mature Asset Class
Digital assets are undergoing a profound transformation from fringe speculation to mainstream financial instruments. In 2025, the Bitcoin and broader digital asset markets showed stable performance, but the underlying infrastructure and institutional participation have quietly been restructured. Traditional banks, payment institutions, and government agencies are accelerating their deployments, with the first U.S. specialized crypto regulation enacted, European frameworks taking effect, and even state-level Bitcoin strategic reserves emerging.
Pension funds, endowments, sovereign wealth funds, and central banks are beginning to allocate digital assets, marking the sector's transition beyond the 'Trough of Disillusionment' into a phase of substantive industry restructuring. This process is akin to the container revolution—initially not widely recognized, yet gradually reshaping the global trade system.
Digital assets are undergoing a profound transformation from fringe speculation to mainstream financial instruments. In 2025, the Bitcoin and broader digital asset markets showed stable performance, but the underlying infrastructure and institutional participation have quietly been restructured. Traditional banks, payment institutions, and government agencies are accelerating their deployments, with the first U.S. specialized crypto regulation enacted, European frameworks taking effect, and even state-level Bitcoin strategic reserves emerging.
Pension funds, endowments, sovereign wealth funds, and central banks are beginning to allocate digital assets, marking the sector's transition beyond the 'Trough of Disillusionment' into a phase of substantive industry restructuring. This process is akin to the container revolution—initially not widely recognized, yet gradually reshaping the global trade system.
See original
Non-Farm Night Showdown: Is the Data Back to Normal?
At 21:30 on January 9, Beijing Time (UTC+8), the U.S. Department of Labor will release the December 2025 non-farm employment report. Market expectations suggest a moderate increase in new jobs, with the unemployment rate slightly declining to 4.5%.
This is the first report considered to mark a return to normalcy following the longest government shutdown in U.S. history. Goldman Sachs analysts previously noted that the November unemployment rate rose to 4.6%, 'mainly due to federal employees being forced to take leave during the government shutdown period.'
This delayed report fails to ease investors' concerns. Fed Chair Powell admitted last December that official employment data might suffer from 'serious systematic overestimation,' and the actual situation could already be in negative growth.
This is the first report considered to mark a return to normalcy following the longest government shutdown in U.S. history. Goldman Sachs analysts previously noted that the November unemployment rate rose to 4.6%, 'mainly due to federal employees being forced to take leave during the government shutdown period.'
This delayed report fails to ease investors' concerns. Fed Chair Powell admitted last December that official employment data might suffer from 'serious systematic overestimation,' and the actual situation could already be in negative growth.
Login to explore more contents