LiquidityWitch

Cryptocurrency ETPs have recently experienced net outflows, mainly due to repeated expectations of Federal Reserve rate cuts leading institutions to reduce risk. When market expectations for rate cuts adjust, Bitcoin and Ethereum face selling pressure, while Solana, XRP, and others attract capital, reflecting capital allocation choices and indicating increased market maturity.

Neuramint platform recently completed a $5 million seed round of funding, aiming to accelerate development, expand the integration of Web3 native SDKs, and launch a beta public testing version. The plan covers areas such as DeFi, NFT, and cross-chain bridging, dedicated to playing a role in core Web3 business.

Today, the US stock market opened lower, with the Dow Jones Industrial Average falling about 300 points. The stock prices of crypto-related listed companies also generally declined. Against this backdrop, the Real-World Asset (RWA) tokenization sector is active, with many platforms launching RWA token products, becoming a new bridge connecting traditional finance and the crypto market.

Bitcoin has recently been fluctuating within the range of $93,500 to $95,000, with ETF capital flows being unstable and suppressing the price. Currently in a dense accumulation zone, selling pressure is expected to impact short-term breakthroughs, and market sentiment remains cautiously optimistic.

A leading exchange will delist 20 spot trading pairs on January 13, 2026, to improve market quality. Users can still trade related assets through other trading pairs. It is recommended that users utilizing trading bots adjust their strategies in advance to avoid losses.

Cardano founder Hoskinson criticizes White House crypto chief Sacks for failing to push key legislation and suggests considering resignation if there is no progress. He is dissatisfied with the official Trump meme coin, concerned that it may intensify anti-crypto forces, and emphasizes the industry's anxiety over regulatory progress and expectations for market structure reforms.

Discussions in the U.S. Congress regarding stablecoin reward policies are intensifying, with compliant platforms increasing lobbying efforts to protect the reward mechanisms. The banking industry opposes stablecoin rewards, fearing the diversion of traditional deposits, and regulatory classification issues could impact the business models of exchanges and payment platforms. If only licensed financial institutions are permitted to issue rewards, smaller platforms will face greater pressure, and compliance will become the core of competition.

The market is focused on the upcoming December CPI data, which is expected to rebound slightly to 3.1%. Poor employment data limits the expectation of rate cuts, leading to market anxiety. Different data outcomes will have varying impacts on risk assets, especially extreme readings that could intensify market volatility.

【Blockchain Rhythm】On January 12th, a well-known whale address made a big move. This major player, known in the community as the "ZEC biggest short," partially reduced their short position on MON.
Specifically, in this move, they reduced their short position by approximately 44.75 million MON, worth $1,468,600. Sounds like a lot, right? More importantly, they took a profit of $621,200 this time, with a return of 42.21%. The average purchase price was just $0.03, and now the liquidation price has reached $0.243, making the leverage effect quite significant.
Interestingly, this guy has a story in the crypto market. He started shorting ZEC when the price was at $184, and at one point, the unrealized loss reached $21 million. In the end, he managed to turn the loss into a profit. Now, he still holds large short positions in ETH and MON, seemingly sticking to this strategy to the end. The recent operation on MON

Although the New Year market appears quiet, the sentiment is gradually warming up. The greed and fear index is at a bottoming pattern, indicating an increased possibility of Bitcoin rebound. Agile traders may benefit from this, as the market will reward those who go with the trend.

Gate's recently released reserve report shows that its total reserve ratio has increased to 125%, with a reserve scale reaching $9.478 billion, covering nearly 500 user assets. The excess reserve ratios for BTC and ETH have also improved, indicating the platform's strong commitment to the security of user assets.

【Blockchain Rhythm】Recently, the growth lead of BNB Chain and developers from the Solana ecosystem interacted on the X platform regarding the smart tag feature, drawing attention.
It is reported that BNB Chain has proactively expressed to the product manager of the X platform its willingness to provide technical support for the smart asset tagging project. This indicates that both mainstream public chains are optimistic about the potential of this feature in the Web3 ecosystem.
CZ also responded today. Although he modestly stated as "just a small shareholder of X," implying a positive outlook on the development of this direction.
So, what exactly is this smart tag feature? Simply put, when posting market updates on X, users can directly tag specific assets or smart contracts. Other users clicking on these tags can see real-time price trends of the asset and all related discussion information. This allows traders to quickly grasp market dynamics and track hot assets.

Pump.fun recently launched a fee sharing feature, allowing creators to distribute fees to up to 10 wallets. It supports token ownership transfer and revocation of permissions, aiming to optimize the creator ecosystem experience. More incentives will be introduced in the future.

The Hong Kong government plans to gradually advance stablecoin regulation. The first phase will focus on building solid infrastructure and regulatory frameworks, with subsequent considerations of linking stablecoins to assets such as gold. Although the policy still requires time for research, Hong Kong's open attitude towards stablecoins sends a positive signal for the development of the Web3 industry.