區塊客

Despite recent headwinds in the cryptocurrency market, Standard Chartered remains bullish on Ethereum. Although it has revised down its price targets for the next two years, Standard Chartered's Global Digital Assets Research Head Geoffrey Kendrick still stated that 2026 will be Ethereum's year, with performance expected to surpass other cryptocurrencies.

Geoffrey Kendrick mentioned in the investment note released with the report that, as blockchain technology and on-chain products become increasingly widespread, Ethereum will have the potential for 'significant outperformance' in the market. He said: 'I believe 2026 will be Ethereum's 'Year One,' as brilliant as 2021 was.'

According to the Glassnode report, spot market trading volume has slightly rebounded from the cycle low, indicating early signs of liquidity rebuilding, but the spot market conditions remain fragile. The spot CVD (Cumulative Volume Delta) has worsened, signaling an increasing dominance of sellers and a more defensive short-term stance.

Bitcoin has entered a consolidation phase after hitting resistance at the $90,000 high. With the 14-day RSI (Relative Strength Index)回落 to the neutral zone, growth momentum has cooled down, and prices are fluctuating within the range of mid-$80,000 to low-$90,000, reflecting the market reassessing confidence in its future direction.

Author: Wenser, Odaily Star Times

2026, Survival First.

In our previous article, (2026, Survive: A Bear Market Survival and Counterattack Manual for Crypto Enthusiasts), we systematically outlined this year's "survival strategies," with a strong emphasis on allocating assets to gold and other precious metals. For those seeking to hedge against inflation, fiat currency devaluation, and declining US dollar exchange rates, the next challenge becomes how to allocate gold-related assets.

In this regard, based on the author's personal understanding, XAUT issued by Tether may be the most suitable way for the crypto community to allocate gold assets. Considering Tether's recent introduction of a new accounting unit called "Scudo" for Tether Gold (XAU₮), the entry barrier for gold token allocation has also dropped dramatically to just a few dollars.

Author | Wenser, Odaily Star Daily

The revival of the cryptocurrency market in 2026 will begin with meme coins. Overnight, 'the whole world is speaking Chinese.'

As veteran meme coins surged first, the BSC ecosystem quickly took over, with a wave of Chinese meme coins emerging rapidly, leveraging simple and bold concepts like 'I'm fucking here,' spreading with immense virality within days. In an environment of scarce liquidity, each surge is no accident but a result of attention competition.

This article briefly reviews the hottest Chinese meme projects in the BSC ecosystem for readers' reference (Odaily note: meme coin prices are highly volatile; the following content is for sharing only and does not constitute investment advice).

VanEck, a asset management company, released a research report stating that if Bitcoin becomes a trade settlement tool and a reserve asset within the next 25 years, its price could potentially exceed $2.9 million by 2050.

This analysis report, titled 'Long-Term Capital Market Assumptions for Bitcoin,' was co-authored by Matthew Sigel, Head of Digital Assets Research at VanEck, and Senior Analyst Patrick Bush. The report presents a 'Base Case' valuation model, projecting that Bitcoin's annualized return will remain stable around 15% over the next 25 years.

Notably, VanEck's report is not a price prediction or a recommendation, but rather a valuation calculation based on long-term adoption assumptions. The core question is: what would Bitcoin's value be if its role evolves from a transactional asset to an integral part of the global financial system?

According to on-chain data monitoring tool Whale Alert, Tether froze over $182 million in USDT across five wallet addresses on the Tron (Tron) blockchain in a single move on Sunday, marking the largest freeze action on the Tron chain in recent months.

On-chain data shows these 5 addresses hold between approximately $12 million and $50 million in USDT; as for the specific reasons behind freezing these assets, Tether has not yet disclosed details to the public.

The freeze on January 11 coincides with Tether's officially launched wallet freeze policy since December 2023. The policy is primarily aimed at complying with the U.S. Department of the Treasury's Office of Foreign Assets Control (OFAC) 'Specially Designated Nationals (SDN)' sanctions list.

South Korea's nine-year ban on corporate cryptocurrency investments is about to come to an end. According to reports, the Financial Services Commission (FSC) of South Korea is drafting regulatory standards for corporate investment in cryptocurrencies, with an expected investment cap set at 5%, marking South Korea's transition from strict crackdowns to orderly institutionalized openness.

According to a report by the Seoul Economic Daily, South Korea's Financial Services Commission (FSC) has preliminarily completed guidelines for cryptocurrency trading by listed companies and professional investors, with the final version expected to be released in January or February this year. If the process proceeds smoothly, South Korean companies could legally include cryptocurrencies in their balance sheets as early as this year.

Ethereum co-founder Vitalik Buterin shared a significant viewpoint on Sunday, stating that the cryptocurrency industry needs 'better decentralized stablecoins' and highlighted the '3 core issues' in this field that remain unresolved to date.

Vitalik Buterin posted on the social platform X that existing decentralized stablecoin designs still have room for improvement, mainly constrained by the following 3 bottlenecks:

1. Dollar dependency: a better tracking index than 'dollar price' must be found;

2. Oracle security: decentralized oracles that cannot be manipulated by large amounts of funds must be designed;

The day after the social platform X (formerly Twitter) faced backlash from 'Crypto Twitter' over plans to limit user interaction frequency, X's Product Director Nikita Bier announced the development of a new financial hashtag feature called 'Smart Cashtags.' This feature will automatically identify specific assets, including cryptocurrency tokens and smart contracts, enabling more accurate and real-time connections between asset tags and information.

Nikita Bier pointed out in the latest post that 'Smart Cashtags' will address the current pain point of messy tags. Users will be able to clearly specify the relevant assets or smart contracts when entering stock or cryptocurrency symbols. Readers can simply click on the tags in the post without needing to navigate away, instantly viewing real-time price data and related discussion threads on the feed.

While the overall cryptocurrency market is experiencing consolidation and volatility, the veteran privacy coin - 'Monero (XMR)' - has surged dramatically. Early today (12), it jumped over 20% to $596.61, breaking through the price ceiling since the 2017 bull run and setting a new all-time high record.

According to CoinGecko data, this rally has continued the strong momentum seen since the end of last year. At that time, while mainstream cryptocurrencies saw their gains slow, privacy-focused tokens demonstrated remarkable resilience. Market observers note that although the spotlight in the fourth quarter of last year was largely on Zcash (ZEC), smart money had already begun rotating back into assets emphasizing 'transaction privacy'.

Although there have been many news updates about Iran over the weekend, the US and Israel have not yet taken action, so the cryptocurrency market has remained relatively calm over the weekend. BTC is still struggling above $90,000, but due to the current daily chart being in a downward trend and global situation remaining unclear, market sentiment is insufficient to support a breakout. This week, the US will release key economic data such as CPI, but the market's main focus remains on Trump's actions. Therefore, the market is expected to be primarily driven by news, especially developments in the Middle East and Iran.

According to the latest data from CryptoQuant, the Bitcoin derivatives market on Binance has shown clear signs of contraction over the past week. The 7-day change rate of BTC open interest (OI) dropped sharply from +9% on January 8 to -2% on January 11, a decline of 11%. This shift reflects traders significantly closing positions, particularly long positions that may be exiting either voluntarily or due to forced liquidations. Meanwhile, the cumulative volume delta (CVD) has been consistently declining since January 8, indicating increasing pressure from active sellers. The concurrent decline in CVD and open interest further confirms that the market is experiencing a retreat of long positions and a resurgence of selling pressure.

Author: Jae, PANews

At the beginning of 2026, Sui welcomed the "green start" with a 30% surge within a week.

While most Layer 1 blockchains are still battling over TPS and ecosystem size, Sui is waiting for its ticket to the Wall Street arena. The world's largest crypto asset management firm, Grayscale, and Bitwise have recently submitted Sui spot ETF applications to the U.S. SEC. This means the SUI token will soon be evaluated alongside BTC and ETH as part of institutional asset baskets.

However, beneath the glamorous narrative of Sui transforming from a "Silicon Valley darling" into a "Wall Street newcomer," Sui is also undergoing a severe test: Can it become a trustworthy ecological foundation while embracing traditional capital?

Author: Frank, PANews

Previously, PANews conducted in-depth research on market prediction strategies, and one important finding was that the biggest obstacle to the success of many arbitrage strategies may not be the mathematical formula of the strategy, but rather the liquidity depth of the market itself.

This phenomenon seems even more pronounced after Polymarket announced the launch of its US real estate prediction market recently. Since its launch, the market has only seen daily trading volume of a few hundred dollars, far from the expected excitement and falling short of the buzz on social media. This seems both comical and abnormal, thus necessitating a comprehensive investigation into the liquidity of prediction markets to reveal several truths regarding liquidity within these markets.

The Madman says...

In recent months, the capital markets have been easy money in the stock market but a nightmare in the crypto space. Taking a global perspective to participate in the market may become the future choice for most crypto investors.

For China's A-shares market, trading volume has already reached 3 trillion yuan, accounting for 2.54% of total market capitalization, still some way short of the 3.37% seen during the 2015 bull market frenzy. Based on this calculation, if trading volume exceeds 4 trillion yuan, it may be time to consider selling on the left side. Looking at margin financing balance (leverage), the current level is 2.6 trillion yuan, reaching a historical high, representing 2.53% of circulating market capitalization. Compared to the peak of over 4.5% during the 2015 bull market, this remains a healthy mid-stage rally with funds still flowing in and market sentiment continuing to build.

Written by: imToken

Over the past period, if you've been closely following the Ethereum ecosystem, you might have felt a sense of division.

On one hand, there are intensive discussions on technical topics such as scaling roadmaps, Rollup architecture, Interop, ZK, PBS, and slot shortening;

On the other side, there are debates surrounding 'Is the Ethereum Foundation arrogant?', 'Why aren't they more aggressive?', 'Why is the token price so weak?', which have even escalated into emotional polarization;

These discussions continually point to a deeper underlying question: What kind of system does Ethereum aim to become?

Author: Nancy, PANews

It's already 2026—NFT stories should have been put to rest by now.

Once-photographed-at-a-price NFTs have now mostly become insignificant images ignored by everyone; a large number of NFT projects have been forced to pivot, sell off, or shut down in a wave of chaos; even the once-top-tier event, NFT Paris, recently announced its cancellation in a quiet manner, and is now caught in a refund dispute.

In the continuous down cycles over the years, hot money has withdrawn and narratives have failed, making "NFT is dead" seem like a market consensus.

Yet, in this week of 2026, the NFT market unexpectedly shows signs of revival, with prices and trading volumes rebounding. Has the NFT truly come back? What are those who still remain in the arena actually playing now?

Author: Zen, PANews

Telegram has recently come under the spotlight again due to financial information leaked to investors: revenue is rising, but net profit has reversed downward. The key factor is not slowed user growth, but the decline in TON's price causing asset volatility to 'penetrate' into the income statement

Selling over $450 million worth of TON tokens has led to renewed scrutiny of the interests and boundaries between Telegram and the TON ecosystem

Due to the low price of TON, Telegram's revenue surged dramatically but still reported a net loss

According to the FT, Telegram achieved a significant revenue increase in the first half of 2025. Unaudited financial reports show the company's revenue reached $870 million in the first half of the year, a 65% year-on-year increase from $525 million in the first half of 2024, and achieved nearly $400 million in operating profit

After the turbulent and volatile swings experienced in October and November 2025, Bitcoin has been consolidating for several weeks within the $85,000 to $90,000 range. Analysts point out that the market currently lacks clear bullish catalysts, suggesting that the sideways movement is likely to continue.

Hashdex Global Market Insights Director Gerry O'Shea stated: 'Although there may be some positive developments in the coming weeks, such as a shift in U.S. monetary policy or progress on congressional cryptocurrency legislation, for now, Bitcoin remains in a range-bound consolidation pattern.'

Jim Ferraioli, Head of Cryptocurrency Research and Strategy at Charles Schwab's Center for Financial Research, also holds a relatively conservative view. He noted that Charles Schwab does not set specific Bitcoin price targets, but overall, 2026 could still be a positive year. However, from the perspective of the cryptocurrency market, this year might be relatively 'boring.'

Wall Street giant Morgan Stanley is accelerating its cryptocurrency business strategy, planning to launch spot trading for Bitcoin, Ethereum, and Solana (SOL) on its electronic trading platform E-Trade this year, and now has announced it will launch its own digital wallet later this year.

Jedd Finn, head of Morgan Stanley Wealth Management, said in an interview with (Barron’s): 'This actually indicates that the way financial services infrastructure operates is about to change.'

As time goes on and infrastructure develops, we will be able to better integrate traditional finance (TradFi) and decentralized finance (DeFi) ecosystems.

Known as the 'Female Warren Buffett,' Cathie Wood, founder of Ark Invest, boldly predicts that in order to consolidate power and avoid becoming a 'lame duck' president after the midterm elections, the Trump administration is likely to take a historic step soon: not only holding 'seized' Bitcoin, but also beginning 'active purchases' of Bitcoin to strengthen the nation's strategic reserve.

In the latest episode of the (Bitcoin Brainstorm) podcast, Cathie Wood stated: 'So far, the Trump administration seems hesitant about 'actively purchasing' Bitcoin; currently, the reserves mainly come from assets seized during law enforcement actions (the portion Trump has promised 'not to sell').