Billionaire Michael Thaler stated in a live television broadcast that the Bitcoin market will no longer experience a cold winter. （The Bitcoin Historian）

[A dormant whale withdraws 80,000 SOL from Binance after 1 year] According to Lookonchain monitoring, a whale dormant for 1 year withdrew 80,000 SOL from Binance 5 hours ago, valued at $10.87 million.

[Swing Address 0x69b…0e37 Withdraws 1,458 ETH from Binance] On-chain analyst Ai Yi monitoring shows that the swing Smart Money address 0x69b…0e37 transferred out 1,458 ETH from Binance 2 hours ago. Currently, this swing has accumulated a total of 2,597 ETH, with a total value of $7.993 million and an average withdrawal price of $3,078.

[CZ: Complaining about others not being decentralized enough is a sign of centralized thinking] CZ posted on the X platform, stating that complaining about others not being decentralized enough is actually a manifestation of centralized thinking. He pointed out that complaining about others usually implies an attempt to control or change them, while decentralization means everyone has their own choices. Even if others choose to group together (centralization), it is their freedom in a decentralized world. Truly decentralized thinking does not complain about others not being decentralized enough.

[Solana Status Recommends Upgrading Mainnet Beta Validator Nodes to v3.0.14] Solana Status has issued an urgent notice on the X platform, recommending all mainnet beta validator nodes upgrade to version v3.0.14. This version includes critical patches applicable to both staked and unstaked nodes.

[ONDO Tokens Worth $23.1 Million Allocated to 4 Wallets] ONDO tokens worth $23.1 million were transferred early this morning from a suspected team address and allocated to 4 wallets. Historical data shows that these wallets have previously deposited ONDO tokens to exchanges in batches.

[Bitdeer Sold 137.9 BTC This Week, Total Holdings Reduced to 1,990.9 BTC] The Nasdaq-listed Bitcoin mining company Bitdeer released the latest data on the X platform. As of January 9, the total Bitcoin holdings have decreased to 1,990.9 BTC. This week, 137.7 BTC were mined, while 137.9 BTC were sold, resulting in a net decrease of approximately 99.1 BTC in total holdings.

[Guotai Haitong: Probability of Fed Rate Cut in January Only 5%] Guotai Haitong's research report pointed out that the U.S. labor market in December continued its state of low hiring and low layoffs, with the unemployment rate unexpectedly falling to 4.4% and the growth in new jobs showing a slowing trend, which may be revised downward in subsequent annual adjustments. Since the unemployment rate has not risen further and the risk of a labor market stall is relatively low, the Federal Reserve may have room to pause rate cuts. According to CME data, after the release of non-farm payroll data, the market expects the probability of a rate cut in January to be only 5%. The market expects the Federal Reserve to cut rates twice in 2026, with the timing postponed to June and September. Future rate cut expectations may depend on the appointment and statements of the new Federal Reserve Chair.

**[Binance Releases 2025 Annual Review, Total Trading Volume Reaches $34 Trillion]** Binance has released its 2025 annual review, reporting a total trading volume of $34 trillion across all products in 2025. Among this, spot trading volume exceeded $7.1 trillion, with the platform's historical cumulative trading volume reaching $145 trillion. The spot market expanded to include 490 tokens and 1,889 spot trading pairs, while contract products now cover 584 tokens. Binance Alpha 2.0 achieved a trading volume of over $1 trillion, attracting 17 million users and distributing $782 million in rewards through 254 airdrop events. Binance prevented potential fraud losses of $6.69 billion, processed over 71,000 law enforcement requests, and assisted in seizing approximately $131 million in illicit funds. Fiat and C2C trading volumes grew by 38% year-over-year, while Binance Pay users increased by 30%, expanding to over 20 million merchants.

The asset manager’s base case assumes bitcoin gains traction as a settlement tool and reserve asset over the next 25 years.

[Binance Alpha to Launch CharacterX (CAI) on January 12] Binance Alpha will launch CharacterX (CAI) on January 12. Eligible users can claim CAI airdrops on the Alpha activity page using Binance Alpha points after trading begins. Specific rules and further details will be announced separately. Users can follow Binance's official channels for updates.

[Sky Protocol Stablecoins USDS and DAI Total Supply Exceeds $10 Billion] Sky Protocol tweeted that the total supply of its stablecoins USDS and DAI has exceeded $10 billion.

[A Whale Has Deposited $12.06 Million USDC into Hyperliquid and Purchased 480,000 HYPE] According to Onchain Lens monitoring, a whale address 0x23Af…E2C0 deposited $1 million USDC into Hyperliquid to increase its HYPE holdings. Since December 17, 2025, the whale has cumulatively deposited $12.06 million USDC and purchased 480,997 HYPE at a price of $25.07 each.

According to AiCoin monitoring, over the past four trading days, funds from the US spot BTC ETF have continued to flow out, reaching $1.378 billion. During this period, the largest outflow was from FBTC, with a total of 672 million US dollars; Next is IBIT, with an inflow of $347 million. According to the "Spot BTC ETF Tracking" real-time trading strategy developed by AiCoin, there is a significant positive correlation between the inflow of ETF funds and BTC prices. Subscription indicators can be used to automatically place orders based on the flow of funds in the program. Data for reference only

[USDC Circulation Decreases by Approximately 300 Million in 7 Days] According to official data, over the past 7 days as of January 8, Circle issued approximately 5.4 billion USDC and redeemed approximately 5.7 billion USDC, resulting in a circulation decrease of about 300 million USDC. The total circulation of USDC stands at 74.9 billion, with total reserves of approximately $75 billion. Among these reserves, U.S. Treasury securities in overnight reverse repurchase agreements amount to approximately $50.7 billion, Treasury securities with maturities of less than 3 months amount to approximately $13.7 billion, deposits at systemically important institutions amount to approximately $9.9 billion, and other bank deposits amount to approximately $700 million.

[Goldman Sachs Analyst Says 'Crypto Market Structure Bill' Could Be a Key Catalyst] On January 10, a team led by Goldman Sachs analyst James Yaro stated in a report that an improved regulatory environment is a key driver for institutional adoption of cryptocurrencies, particularly for buy-side and sell-side financial institutions. The report mentioned that the U.S. Market Structure Bill is advancing in Congress and must be passed by the first half of 2026; otherwise, the November midterm elections could delay the process. Jim Ferraioli, Director of Crypto Research and Strategy at Charles Schwab, noted that after a sharp sell-off at the end of 2025, institutional adoption may slow in the first half of this year, but the passage of the 'Clarity Act' could accelerate the entry of institutional investors. Youwei Yang, Chief Economist at BIT Mining, predicted that Bitcoin prices could reach $225,000 in 2026, though macroeconomic and geopolitical uncertainties may increase market volatility.

[XRP Spot ETF Attracts Over $1 Billion, Some Institutions Still View It as a Meme Coin] Since its launch in November 2025, the XRP Spot ETF has accumulated over $1 billion in funds. However, some analysts predict that the hype may not last. Brian Huang, co-founder of the investment platform Glider, stated that the lack of ecosystem builders for XRP limits its growth potential. Additionally, most major institutions do not regard Ripple-associated XRP as a serious project and may be unwilling to hold XRP, considering it a Meme coin.

[Whale Address 0x94d… Profits $9.9 Million in 22 Days, Currently Holds $310 Million in Long Positions with $1.4 Million Unrealized Loss] On-chain data analyst Yu Jin detected that 22 days ago, whale address 0x94d… transferred 255 BTC (approximately $21.77 million) to Hyperliquid, selling at a price of $85,378. Through 69 transactions with a 62% win rate, the address achieved a profit of $9.9 million. In the past two days, the address has been consistently opening long positions, currently holding $310 million in long positions with an unrealized loss of $1.4 million, including: - 1,699 BTC ($154 million), opening price $90,801; - 33,000 ETH ($102 million), opening price $3,099; - 336,000 SOL ($45.83 million), opening price $138.6; - 3.777 million XRP ($7.91 million), opening price $2.13. The long positions of this address are similar to those of the 'BTC OG Insider Whale,' with the total value of long positions across the two addresses reaching $1.1 billion, accounting for one-third of all long positions on the Hyperliquid platform.

Tom Lee stated in a CNBC live stream that Bitcoin will reach a historic high by the end of January. （The Bitcoin Historian）

[Bitcoin OG Long Position Floating Loss Exceeds $9 Million, Funding Fee Loss Reaches $5.56 Million] According to Onchain Lens monitoring, the well-known Bitcoin OG (10/11) currently holds long positions with a floating loss exceeding $9 million and has paid cumulative funding fees of approximately $5.56 million. The BTC and ETH long positions at this address are both in a loss state, while the SOL long position remains profitable.