Chinese Meme Token "I'm Here, Damn It" launched on Binance Alpha, with market cap briefly surging past $10 million, currently at $5.5 million, up 91.2% in 24 hours, and 24-hour trading volume at $6.4 million.
XXYY.cc Morning Brief | January 8 - Selected Overnight Key Developments 21:00-07:00 Keywords: Trump Banking · 93,000 Consolidation · Whale Stop-Loss · JPMorgan 1️⃣ Trump-Linked Project WLFI Applies to Establish a National Trust Bank World Liberty Financial has formally applied for a banking charter with the OCC, aiming to create a compliant institution supporting the custody and issuance of its stablecoin USD1. This move is seen as a symbol of deep integration between political and business forces in the crypto finance space, with WLFI's stablecoin supply now exceeding $3.3 billion. 2️⃣ BTC at $92,700, Longs and Shorts Battle at the $93,000 Level BTC's overnight movement has turned cautious, currently fluctuating near $92,700$ . Derivatives market data shows that as key macro data approaches, traders are more inclined to take profits before the $95,$ k resistance level, with overall market liquidity remaining stable. 3️⃣ A Swing Whale Stops Out 3,846 BTC, Incurring $3.8M Loss A well-known whale, who previously made nearly $100M in ETH swing trades, chose to stop-loss their BTC long position during the overnight correction. This large-scale liquidation temporarily dampened market momentum. 4️⃣ JPMorgan Plans Native Deployment of JPM Coin on Canton Network JPMorgan's blockchain division, Kinexys, announced the expansion of its dollar-denominated token JPMD to the Canton chain. This move aims to enhance interoperability for real-time settlement among institutions, marking accelerated progress in the tokenization of traditional banking assets. 5️⃣ Wyoming's Stablecoin FRNT Officially Open to Public via Kraken The Frontier Stable Token (FRNT), issued by the Wyoming State Stablecoin Commission, is now available on Kraken. As the first state-backed stablecoin in the U.S., its legal standing and regulatory transparency are attracting significant interest from conservative institutional investors. 6️⃣ Trump Proposes Increasing 2027 Military Spending to $1.5 Trillion, Supporting Safe-Haven Assets Trump announced a substantial increase in military budget and restrictions on Wall Street housing investments. Changes in macro expectations led to a 0.94% drop in the Dow Jones, with capital shifting partially toward gold and cryptocurrencies, supporting BTC's floor above $90,000.
Prince Group assets frozen globally: U.S. Department of Justice seizes 127,000 bitcoins.
Major seizure: Following the arrest of Chen Zhi, founder of Prince Group, in Cambodia, multiple countries have initiated asset recovery efforts. The U.S. Department of Justice has frozen 127,000 bitcoins held by the group, valued at approximately $15 billion based on the 2025 October market price.
Fraud network: Official investigations reveal that the group is suspected of operating a large-scale online fraud complex, with staff numbers ranging from 5,000 to 10,000, and over 700,000 registered fraudulent accounts. Its money laundering network has drawn attention from INTERPOL.
Business crisis: Although entities such as Prince Bank and Prince Real Estate continue to operate in Phnom Penh, the group's cash flow and cross-border operations have faced a substantive collapse after assets and high-value real estate were frozen in the U.S. and Singapore simultaneously.
XXYY.cc | January 7 Important News Highlights Keywords: MSCI Holds Firm · 92,000 Tug of War · Solana Annual Report · Venezuela Black Swan
1️⃣ MSCI Confirms Retaining MicroStrategy (MSTR) Index Position MSCI Officially Announces It Will Not Remove “Digital Asset Financial Companies” Holding Over 50% of Coins, Alleviating Concerns of a Billions-Level Passive Fund Panic. MSTR Responded with a 6% After-Hours Bounce, Significantly Strengthening Market Confidence in Corporate Holding Models. 2️⃣ BTC Fails to Break 95,000, Currently at 92,000 with Repeated Tug of War Driven by Geopolitical Risk Aversion from the Situation in Venezuela (Maduro's Arrest), BTC Broke Through $95,000 Last Night but Encountered Resistance and Retreated Due to Overall ETF Net Outflows (-$243 Million), Currently Stabilizing at $92,000$ Key Support Level. 3️⃣ Solana's 2025 Annual Report Released: Application Revenue Reaches $2.39 Billion, Setting a Historical Record Official Data Shows That 2025 is the “Year of Asset Explosion.” Network Revenue Increased 48 Times to $1.4 Billion, with 7 Applications Surpassing $100 Million in Revenue. Daily Active Wallets Increased to 3.2 Million, and Total Stablecoin Transfer Volume Reached $11.7 Trillion, with Multiple Indicators Ranking First Among L1. 4️⃣ Ethereum ETF Sees Net Inflows for Three Consecutive Days, ETH Outperforms the Market Unlike BTC's Outflows, ETH Spot ETF Saw Overnight Net Inflows of $115 Million. Driven by TVL Approaching $100 Billion and Expectations for the 2026 “Glamsterdam” Upgrade, Signs of a Recovery in ETH/BTC Exchange Rate Have Emerged. 5️⃣ CES 2026 Opens: NVIDIA Launches “Physical AI,” Computing Sector Active Jensen Huang Unveiled a New AI Model in Las Vegas, Announcing the Entry of Robots into the “ChatGPT Moment.” Strong Performance of Tech Stocks Led to a Counter-Trend Surge in Computing Tokens (Such as RENDER, NEAR). 6️⃣ South Korea Plans to Introduce “Major Shareholder Ban,” Limiting Exchange Holdings to 15% The South Korean Government's New Regulation Draft Proposes to Forcefully Split the Equity Structure of Major Exchanges. If Implemented, Giants like Upbit May Face Management Turmoil, Raising Concerns in the Asian Market About Increasing Compliance Costs.
Liberty Accelerates RWA Track Layout: Reshaping On-chain Asset Settlement with USD1.
Asset On-chainization: World Liberty Financial ecosystem project Liberty officially announces the advancement of multi-asset category on-chainization centered around USD1, covering stocks, funds, bonds, and commodities, aiming to build a complete real-world asset (RWA) ecosystem.
Settlement Standards: USD1 will serve as the core pricing and settlement unit for all RWA assets within this ecosystem. Through a unified value anchor, Liberty aims to address the challenges of liquidity fragmentation and settlement efficiency in on-chain real asset transactions.
Practical Verification: With the support of the WLFI Foundation, Liberty is about to launch the USD1 trading competition. This initiative aims to observe liquidity formation in a real market environment and verify USD1's practical ability to coordinate multi-asset trading.
Rumble partners with Tether to launch native wallet: Opening the channel for creators' crypto tips.
Major collaboration: Video platform Rumble and stablecoin giant Tether announce the joint launch of the non-custodial Rumble Wallet. The wallet will be directly integrated into the Rumble platform, aiming to reshape creators' monetization models.
Multi-asset support: The wallet supports USDT, gold token XAUt, and Bitcoin (BTC). This configuration covers the three core needs of store of value, safe-haven assets, and value storage, offering global users diversified payment options.
Non-custodial empowerment: Upholding the non-custodial principle ensures users have absolute control over their assets. Creators can now bypass traditional financial intermediaries and directly receive instant crypto tips from fans worldwide, significantly improving the efficiency of cross-border fund settlement. #Rumble #Tether #加密钱包 #创作者经济 #Web3支付
Pre-market decline across crypto sector: MSCI index weight adjustments triggered volatility.
Index trend: Affected by MSCI's decision to temporarily refrain from removing DAT Company from its index, pre-market crypto-related stocks across the U.S. market weakened collectively. This decision altered market expectations regarding changes in key stock weights, leading to short-term signs of portfolio rebalancing.
Stock divergence: Despite the overall sector decline, Strategy demonstrated strong resilience, rising 4.26%逆势. In contrast, Circle (CRCL) experienced the largest drop, falling 0.92%; mining firms Riot Platforms and MARA declined by 0.53% and 0.29%, respectively.
Minor losses: Coinbase (COIN) and BitMine (BMNR) saw relatively small declines, both around 0.15%, indicating that major trading platforms and specific niche sectors still maintain certain holding support during market fluctuations.
News trader 0xb319 immediately bought after Binance announced the listing of the 'Binance Life' spot, then quickly sold, earning $46,000. The total profit from rapid trading based on news has exceeded $1.4 million.
Bitcoin experienced a pullback after a bullish rally at the beginning of the year, with the current quote at $92,488. The Meme coin "114514", which sparked a surge yesterday, reached a historical peak market cap of $57.03 million but has since dropped over 90% within one day, now standing at $3.91 million. Previously strong Meme coins have also seen some retracement from their recent rebound highs, including:
· PEPE down 10%, current quote at $0.00000653 · NEIRO down 9.34%, current quote at $0.000143 · FLOKI down 9.64%, current quote at $0.0000559 · PENGU down 7.36%, current quote at $0.0128 · BONK down 13.51%, current quote at $0.0000116 · PNUT down 14.66%, current quote at $0.09 · BOME down 11.84%, current quote at $0.000774
Bitcoin miner Riot sells $200 million in holdings: shifting from 'strong holding' to 'AI transformation'.
Selling details: According to the December production and operations report, Riot Platforms sold a total of 2,201 BTC between November and December of last year, successfully cashing out nearly $200 million. Its holdings dropped from 19,324 BTC in October to 18,005 BTC by year-end.
Strategy reversal: This move stands in stark contrast to 2024, when the company maintained a 'zero sell-off' policy and increased its reserves by $500 million. By the end of 2025, its holdings rose by only 293 BTC compared to the previous year, indicating a significant shift in asset allocation strategy.
AI transformation narrative: Matthew Sigel, head of digital assets at VanEck, pointed out that the recent large-scale减持 suggests Riot is actively transitioning into the AI sector. By unlocking Bitcoin liquidity, the company aims to secure more power resources and high-performance computing infrastructure to enter the high-yield AI computing market.
Identifying 'Vectors': Shenyu on the Deep Connection Between Enterprises and Talent in 2026.
Early Identification: Shenyu emphasizes the importance of recognizing high-potential talent early by reflecting on Xiao Hong's journey from a Huazhong University of Science and Technology intern to a rising star in the AI field. The foundational traits of BTC Holders have laid the groundwork for their explosive growth in the AI Agent era.
Talent Logic: In 2026, enterprises will no longer merely recruit employees but identify 'vectors'—those with direction and momentum. Finding talent capable of transcending cycles and demonstrating explosive potential across different industry trends will be key to future success.
Epoch Transition: From the early days of OneBit to today's AI Agents, Shenyu's insights reflect the growing role of crypto-native talent in global technological frontiers.
1️⃣ BTC回落至93,000 USD range, slight correction after geopolitical热度 fades BTC entered a low-volume consolidation after failing to break $95,000$ yesterday. Overnight, it traded near $93,050$ , as market sentiment around the 'Maduro incident' was absorbed, leaving the market lacking new momentum in the short term. 2️⃣ U.S. Supreme Court may rule on Trump's global tariff case this Friday Bloomberg disclosed that Friday is the day for the court's decision. As the biggest macro uncertainty of 2026, the ruling on the tariff case will directly determine the strength of the U.S. dollar and indirectly influence liquidity pricing in the crypto market. 3️⃣ Bitcoin miner Marathon Digital (MARA) transferred 519 BTC to FalconX Monitoring shows MARA transferred approximately $48.3 million worth of BTC to an exchange overnight. Miners have been frequently selling off BTC above $90,000 to replenish 2026 operating funds, creating noticeable downward pressure at higher levels. 4️⃣ Coinbase launches Brevis (BREV) spot trading, suspends some low-liquidity pairs Coinbase announced the launch of the ZK co-processor project BREV today. Meanwhile, to improve market health, it suspended trading for ETH-DAI, FLOW-USDT, and MANA-ETH, signaling that leading exchanges are accelerating cost reduction and efficiency improvements. 5️⃣ Princeton researcher: Stablecoins cannot solve the rising U.S. debt cost issue In response to Treasury Secretary Scott Bessent's proposal to back U.S. treasuries with stablecoins, researcher Bill Dudley stated that the current scale of stablecoins is insufficient to alleviate trillion-dollar debt pressure. The comment has cooled down the recent overheated 'stablecoin bullish narrative'. 6️⃣ Flow releases security report, disclosing Cadence VM type confusion vulnerability Flow's official team reviewed the security incident from late December overnight. Although no large-scale losses occurred, the disclosure of technical vulnerabilities has reignited market concerns about the underlying security of non-EVM chains.