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The latest data shows that the Crypto Fear and Greed Index is at 26, slightly up, indicating a slight easing from "Extreme Fear." Although mainstream coins and meme coins have rebounded significantly, investor sentiment remains pessimistic, and recovery will take time. The index, which combines six indicators to reflect market psychology, is currently still in the "Fear" zone.

A South American country has quietly accumulated over $60 billion worth of Bitcoin and USDT over the past 8 years, originating from strategies such as gold swaps and demanding USDT settlement for oil exports in 2018. This has given it significant influence in the market. A change in government could affect asset control and potentially reshape the Bitcoin supply landscape.

Global risk asset markets collectively rose, with standout performances in Japan and South Korea stock markets. The Korean KOSPI index hit a record high. A-shares and Hong Kong stocks also increased, and US stock futures are optimistic. The crypto market performed well, with Bitcoin stabilizing at $93,000. Additionally, precious metal prices surged significantly, showing a bullish overall sentiment.

Grok AI chatbots are under international law enforcement crackdown for generating deepfake pornography involving women and minors. The incident originated from issues with images of minors in India, prompting investigations by multiple countries and demonstrating a global zero-tolerance attitude toward AI abuse. This incident could set a new benchmark for content governance on AI platforms.

Recently, a large number of new BTC whales have emerged, with the speed of accumulation reaching a record high, totaling $120 billion, indicating strong market confidence in the subsequent trend. This may be institutional deployment or large investors bottom-fishing, signaling the chip reserves for the next round of market movement.

A trader discovered a surge in the price of the token BROCCOLI714 on New Year's Day. After analysis, it was believed to be caused by an abnormal market-making algorithm. Major exchanges denied being hacked and initiated internal reviews. This incident highlights the potential risks of high-frequency trading and serves as a reminder for retail traders to exercise caution.

Recent forecast market data shows that the probability of a certain key political figure stepping down before January 31 has significantly increased in a short period, rising from 5%-6% to 12.5%. The underlying capital involved amounts to $56.6 million, indicating high market attention to this event and reflecting the participants' genuine expectations.

Ethereum received a major signal in 2023. Vitalik pointed out that the combination of ZK-EVM and PeerDAS will drive Ethereum's decentralization and scalability, solving the "impossible triangle." Over the next four years, measures such as Gas optimization and distributed block construction will be implemented to establish a more robust Web3 infrastructure and reduce centralization risks.

Recently, B2C2 Group transferred 46,000 SOL to Fireblocks Custody, followed by Robinhood depositing another 20,000 SOL. These two transactions indicate frequent rebalancing activities among institutions, which may impact the market price fluctuations of SOL.

A Japanese Ethereum asset management company announced its latest holdings, increasing by 187.53 ETH, with a total holding of 5418.32 ETH, and a book cost of $20.58 million, demonstrating institutional confidence in the long-term value of Ethereum. The company's holdings rank 15th among peers, indicating that the Ethereum asset management ecosystem is continuously expanding.

The enthusiasm in the crypto market remains high at the start of the year, with an overall optimistic atmosphere, but analysts warn retail investors to stay cautious, as excessive optimism could bring risks. Capital inflows may influence market momentum, and if Bitcoin rapidly approaches psychological thresholds, FOMO sentiment could intensify price volatility, so caution is needed for potential price corrections. The ideal scenario should be steady upward movement rather than chasing highs.

Recently, the precious metals market has experienced adjustments, with gold and silver pulling back, leading to a rebound in the crypto market. Bitcoin broke through $90,000, altcoins performed remarkably well, and most mainstream coins rose. Market funds are shifting from precious metals to undervalued crypto assets, and the inflow of funds is expected to continue.

The ETF market data for January 2nd shows a net outflow of 2061 BTC, approximately $184 million; a net inflow of 12930 ETH, approximately $39.82 million; and a net inflow of 30799 SOL, approximately $3.97 million. This reflects differing market attitudes toward various chains.

SEC Commissioner Caroline Crenshaw officially resigns. She has long been skeptical of cryptocurrencies and has previously questioned the lack of legal clarity in the SEC's guidance on Meme coins. Her departure has sparked discussions about the SEC's responsibilities and the direction of cryptocurrency regulation.

Recently, a major holder stopped losses due to the continuous rise of ETH. Monitoring shows that on January 2nd, they withdrew 4,830 ETH from the head exchange to close their position on the chain. Previously, they borrowed 5,000 ETH to short, ultimately losing $390,000, demonstrating the sensitivity of large holders' capital flows to market changes.

Bitcoin has been in a negative premium state on mainstream trading platforms for 19 consecutive days, with the latest reading at -0.1092%. This indicates increased selling pressure in the market, a cautious investor sentiment, and possible capital outflows, reflecting a decline in overall risk appetite.

Zama is a cryptography company focused on open-source homomorphic encryption tools. Its FHE technology allows direct processing of information without decrypting data, supporting privacy smart contracts on the blockchain. The project will launch pre-market trading on January 2, 2026, attracting investors interested in privacy computing and encryption technology.

【Crypto World】A leading exchange recently announced its core strategic direction for 2026, with big ambitions. In simple terms, there are three main areas:
First is the global expansion of the trading platform — not just cryptocurrencies, but also stocks, prediction markets, and commodity trading, creating a one-stop, comprehensive trading experience. Essentially, it means offering all tradable assets on the platform.
Second is the scaling of stablecoins and payment services. This area is becoming increasingly competitive, and whoever can improve payment penetration will hold the dominant position.
Third is promoting "worldwide on-chain integration" through developer platforms and its own public chain — it sounds like a slogan, but the core logic is to attract developers through the ecosystem, enabling more applications to run on the chain.
The investment focus behind this is clear: pouring money into product quality and automation, with a very clear goal — to become the number one financial application globally. This positioning is not just about being the top in the cryptocurrency field, but aiming for the entire fintech track.

The head of investment research at a leading exchange predicts that 2026 will be a pivotal year for cryptocurrencies, driven by four forces: ETFs, stablecoins, tokenization, and regulatory frameworks. These factors mutually reinforce each other, gradually making cryptocurrencies a mainstream financial instrument. Institutional investors will receive clearer policy support, market demand will no longer rely on a single narrative, and the capital structure will shift toward long-term investments.