📊 Wintermute analysis:
BTC broke $95K on Jan 19 (first since Nov), peaking at ~$98K on $1.4B weekly ETF inflows ($760M on Tue) and 2.6% Core CPI. However, tariff headlines triggered a drop to $92K with $850M in long liquidations (half BTC/ETH).
This week includes Davos (Trump's first in 6 years), an EU summit on Thu, and Core PCE on Fri.
Regulatory updates: The CLARITY Act is stalled due to the Coinbase-White House stablecoin dispute. Goldman is exploring tokenization and stablecoins, South Korea has passed a tokenized securities law, and the NYSE is considering 24/7 trading via tokenization. #regulation link
BTC broke $95K on Jan 19 (first since Nov), peaking at ~$98K on $1.4B weekly ETF inflows ($760M on Tue) and 2.6% Core CPI. However, tariff headlines triggered a drop to $92K with $850M in long liquidations (half BTC/ETH).
This week includes Davos (Trump's first in 6 years), an EU summit on Thu, and Core PCE on Fri.
Regulatory updates: The CLARITY Act is stalled due to the Coinbase-White House stablecoin dispute. Goldman is exploring tokenization and stablecoins, South Korea has passed a tokenized securities law, and the NYSE is considering 24/7 trading via tokenization. #regulation link
❤1
🇺🇸📉 According to Bloomberg, the Trump family's net worth is $6.8 billion, with crypto projects contributing $1.4 billion in wealth over the past year, accounting for about one-fifth of the total. Main sources include World Liberty Financial ($390M from token sales, $500M from Alt5 Sigma deal), Trump memecoin ($280M value), and American Bitcoin Corp. (Eric Trump's stake worth $114M). Additionally, USD1 stablecoin circulation exceeds $3 billion, while Trump Media shares have fallen 66% over the past 12 months. #stablecoin link
💰 Strategy has acquired 22,305 BTC for approximately $2.13 billion at an average price of $95,284 per bitcoin.
As of Jan. 19, 2026, the company holds 709,715 BTC, acquired for about $53.92 billion at an average cost of $75,979 per bitcoin. link
As of Jan. 19, 2026, the company holds 709,715 BTC, acquired for about $53.92 billion at an average cost of $75,979 per bitcoin. link
📊 The co-founders of Digital Assets, acquired by SBF in 2021 and rebranded as FTX EU, have launched a new trading platform for Perpetuals com, focusing on trading derivatives based on #AI. link
🤡2
📊 The co-founders of Digital Assets, acquired by SBF in 2021 and rebranded as FTX EU, have launched a new trading platform for Perpetuals com, focusing on trading derivatives based on #AI. link
🤡1
💼 TradeWars Danish pension fund AkademikerPension will exit American treasury bonds.
🤡1
📊 Nasdaq And Tokenized Stocks:
Nasdaq filed an SEC rule change on September 8, 2025, to allow trading and settlement of tokenized Nasdaq-listed equities and ETPs.
Tokenized securities must be fully fungible with traditional shares, sharing the same CUSIP and identical rights (voting, dividends, etc.).
Trading will use the same order book, with optional blockchain settlement via DTC's DLT platform.
The proposal restricts trading to regular market hours, prevents liquidity fragmentation, aims for T+0 settlement, and rejects non-fungible "shadow tokens," viewing tokenization as an evolution of digital book-entry records.
A potential launch is expected in late Q3 2026 if approved. #regulation link
Nasdaq filed an SEC rule change on September 8, 2025, to allow trading and settlement of tokenized Nasdaq-listed equities and ETPs.
Tokenized securities must be fully fungible with traditional shares, sharing the same CUSIP and identical rights (voting, dividends, etc.).
Trading will use the same order book, with optional blockchain settlement via DTC's DLT platform.
The proposal restricts trading to regular market hours, prevents liquidity fragmentation, aims for T+0 settlement, and rejects non-fungible "shadow tokens," viewing tokenization as an evolution of digital book-entry records.
A potential launch is expected in late Q3 2026 if approved. #regulation link
🕵️ SOL Strategies Deepens Solana Footprint With STKESOL Liquid Staking Token - link
🕵️ In the past 12 hours, TrendResearch deposited a total of 50M $USDT into Binance and withdrew 17,899 $ETH.
After that, he staked all of them into #AAVE.
Address:
intel.arkm.com/explorer/entit…
After that, he staked all of them into #AAVE.
Address:
intel.arkm.com/explorer/entit…
🤔 Prediction markets captured over $2.7 million in fees in the past week, hitting an all-time high. Opinion dominated with 54.3% of the fee market share, generating more than $1.5 million in fees. Polymarket's 15-minute up/down markets contributed $787k in fees, accounting for 28.4% of the market share. link
This media is not supported in your browser
VIEW IN TELEGRAM
🗽 Treasury Sec. Scott Bessent says, “The policy of this government is to add seized Bitcoin to our digital asset reserve.” #regulation