【金标会】币安第一公会共建者 Gold Standard Club, the Founding Co-builder of Binance's Top Guild!|干活的女侠,不吵不闹,挖矿、撸毛、低吸,一天都不落,看过牛市的疯狂,也吃过熊市的灰。韭菜?不,我是割自己的手艺人,挖的是积分,炼的是心态。
😵 Monday is back… but the red packets are here too 🧧 Before the grind starts, grab a small win 🎁 3888 $BTTC red packets are live — tap once, mood upgraded Because Mondays are easier with free crypto ☕🚀
The familiar plot has returned: As the encryption bill is about to advance, political issues have already derailed it.
The U.S. Senate is working on the encryption bill again, but this time the rhythm is somewhat 'mixed feelings'.
The originally planned early review of the encryption market structure bill (markup) has been pushed to January 29 due to the impending risk of government shutdown. This means the anticipated progress has been slowed down.
This situation sounds like 'political routine', but for the crypto world, there are actually two obvious layers of logic behind it:
The regulatory process is still moving — but the rhythm is fragmented. The framework known as the 'Digital Asset Market Clarity Act' has been discussed and revised multiple times. It attempts to clarify who regulates the spot market, how to define 'digital commodities', and how to allocate roles between the CFTC and SEC. Over the past few weeks, other Senate committees have actually been advancing revision hearings, but have repeatedly delayed due to politics, weather, or procedures.
The risk of government shutdown is still a looming threat. With the government funding deadline approaching, if a shutdown occurs, many tasks of U.S. regulatory agencies will be temporarily frozen. For legislation like crypto that requires inter-departmental collaboration, the uncertainty brought by a shutdown directly impacts the pace of advancement.
In plain terms, this situation is somewhat like two extreme forces in the market pulling in opposite directions: 👉 Mainstream political forces hope to incorporate crypto into a clearer institutional framework, 👉 But political deadlock, shutdown risks, and procedural delays are slowing down the pace.
For those of us who watch the market daily, there are a few practical impacts:
Short-term sentiment is unstable — legislation being delayed makes the market uncomfortable with an 'uncertain future'. But the long-term logic hasn’t changed — a clear regulatory direction is much stronger than 'no regulation'. Funds always feel uncertainty first — before pricing the future.
Overall, the good news is that the bill hasn’t been scrapped; the not-so-good news is that it’s not yet ready to be approved. It’s like 'high position fluctuations' in the market — the trend direction hasn’t changed, but the short-term rhythm is still being tossed around.
At this stage, rather than focusing on short-term ups and downs, it’s more worthwhile to observe: Who is pushing towards a clear system? Who is delaying? Sometimes, this can determine how funds flow more than simply saying 'the bill is advancing'. #加密市场观察 #加密法案
While funds are being withdrawn in a frenzy, BlackRock is doubling down: who is really in a panic over BTC?
BlackRock has a new move: submitting a draft for the BTC 'Premium Yield' ETF, but market funds are fleeing in a panic... such a contrast is truly rare. Today's chain circle has a major update worth pausing to think about: The world's largest asset management company BlackRock has submitted an S-1 filing to the SEC, planning to launch a product called iShares Bitcoin Premium Income ETF, aimed at tracking Bitcoin prices while also generating premium income. This product will be listed on NASDAQ, and the strategy behind it includes earning profits by selling options on existing Bitcoin ETFs (such as IBIT).
Does this action look like a portfolio swap? There are actually deeper judgments hidden behind it.
The latest on-chain data shows that World Liberty Financial (WLFI), supported by Trump, recently exchanged approximately 93.7 Wrapped Bitcoin (WBTC)—worth over 8 million USD—directly for 2,868 ETH, with an average transaction price of about $2,813. This operation is not a legend; it is a verifiable on-chain transfer record.
At first glance, this seems like a 'portfolio swap', but the truly intriguing aspect is: 👉 This transaction is not a liquidation of WLFI assets. 👉 Instead, it resembles a kind of asset rebalancing + a long-term bullish behavior towards Ethereum.
This is not a hacker attack, but an epic failure of 'human operation science'.
Sometimes I really feel sorry for Bitcoin. What disappeared in Korea this time is not on-chain assets, but a misunderstanding of the word 'security'.
To put it simply, but the more you say, the more outrageous it gets👇
The Gwangju police in Korea previously seized 1,800 BTC. Due to issues with limits and processes, they could only handle it in batches, resulting in the first batch of over 1,400 being stolen during processing, and there has been no further news since.
The remaining 320 BTC were treated as the 'safest part', put into a USB cold wallet and handed over to the local prosecutor's office for safekeeping.
And then?
No hackers, no on-chain vulnerabilities, no direct attacks. It was during a routine check that the person opened the door themselves.
According to local media reports, during the examination of the USB drive's private key, the following operations may have occurred:
Clicked into a phishing page
Private key was accidentally leaked
Computer was infected with malware
And it cannot be ruled out that internal personnel 'took advantage of the situation'
It is particularly important to note: 👉 It is not the technology that was breached, but human operational errors.
The cold wallet was not cracked, it was the human that 'heated up' the cold wallet.
Currently, the internal leaked figure is: Lost BTC worth approximately 70 billion Korean won, equivalent to over 300 million yuan. The specific amount is still 'under investigation'.
And the official response? In a word:
'Cannot confirm.'
To put it bluntly: The money is gone, but we also do not know how it disappeared.
After watching this incident, there are a few conclusions that are very clear:
No hacker myth No on-chain black hole No Bitcoin system failure
Bitcoin is fine Blockchain is fine The problem always lies with people, devices, processes, and operational environments.
This is also why I have always said a very unpopular statement: 'The most vulnerable part of crypto assets is never on-chain.'
It is not that the algorithm is not working, it is that humanity is overly confident about being 'very stable'.
This is no longer a joke in the cryptocurrency circle, this is a demonstration of an expensive and glaring 'operational error' in the real world.
Sometimes you think the risk of BTC is high, but the real risk, often sits in front of the keyboard.
This market reaction seems strange— the probability of a Fed rate cut has almost dropped to '0', and there are rumors of USD/JPY intervention, naturally pulling BTC/ETH into the mix.
According to the latest Polymarket odds: The probability of the Federal Reserve cutting rates in January has dropped to below 1%, and the market almost unanimously believes that no actions will be taken this month; Meanwhile, the probability of 'keeping interest rates unchanged' has skyrocketed to over 99%. This sudden concentration of probability is a very obvious market expectation repricing**, not a minor fluctuation.
This wave is not just about the 'interest rate cut expectation turning around' Let's break down why this matters for crypto: 🔹 The market initially expected easing, but then no longer expected it. Previously, everyone bet that the Fed would cut rates again after the CPI and employment data, but now that expectation has almost been 'canceled'. This regression from 'easing to pause' will directly shrink the 'pricing space for risk assets', with high beta assets like BTC/ETH reacting first.
This information may seem like a 'small matter,' but it is actually more substantial than the big market trends!!
The latest reports say that more and more businesses in Las Vegas are truly beginning to accept Bitcoin as a payment method -- no longer just a 'cool gimmick,' but real transactions, real consumption, and real on-the-ground order scenarios. There are actually several key points behind this that are worth dissecting.
Firstly, several local shops, restaurants, and cafes now support BTC payments -- customers scan a QR code, swipe their phones, and it's much cheaper than traditional credit cards. The 2.5%–3.5% processing fees for credit card transactions are a significant cut into profits for many small shops. Bitcoin payments using the Lightning Network for this second-layer settlement or merchants instantly converting to fiat have near-transparent fees and quick settlements.
A true community is a group of like-minded people working together
矿工托马斯
·
--
The community is the greatest value, but very few people understand what a true community really is.
Currently, the vast majority of communities pursue speculative practices, where speculation is considered just, composed of a group of speculators and fence-sitters. Such communities are worthless; they will gather and disperse based on profit, and are fundamentally unable to develop in the long term.
A true community should be composed of a group of idealistic and faithful individuals as the backbone, regardless of market fluctuations, persistent construction is the only way to reach the peak! #一马当仙 @CZ $BNB $BTC {future}(BTCUSDT)
The probability of a government shutdown has surprisingly soared to 73%? This may stir short-term panic more than interest rates or Bitcoin halving.
Recent Polymarket data shows that the probability of a U.S. government shutdown has skyrocketed from single digits at the beginning of the month to an astonishing level of around 73%. This is one of the core backgrounds explaining why BTC and XRP seem particularly susceptible to being 'pulled down without obvious bearish factors' in recent days.
To put it simply, a key point— When macro risk events suddenly change from 'very low probability' to 'high probability of occurrence', the market is never calm. Risk appetite will experience a repricing in a very short time, and high beta assets like cryptocurrencies are often the first to reflect this volatility.
The live broadcast of 'Welcome everyone 👏 Let's chat easily about cryptocurrency stories' by Little Dinosaur will start on 2026-01-25 19:45. Don't miss the excitement, click to add a reminder! https://app.binance.com/uni-qr/cspa/35519221331545?r=BQJT19RL&l=zh-CN&uc=app_square_share_link&us=copylink
No one noticed: The real big money has stopped touching U.S. debt.
In recent days, several major pension funds in Northern Europe have taken noticeable actions — Denmark's AkademikerPension has begun to offload U.S. Treasuries, Sweden's largest pension fund Alecta has also sold off most of its U.S. debt positions, and other Danish pension funds are reducing their exposure to U.S. assets. The reasons given by the funds are not political rhetoric, but genuine concerns about the health of U.S. finances and debt risks. This trend is not just a 'news' item in the minds of retail investors; it reflects a reevaluation by traditional large capital regarding the risk pricing of 'global safe-haven assets.'
Grayscale has taken new action this time — this is not just an ETF digital game, but an official bet by institutional capital on BNB
On January 23, Grayscale officially submitted the S-1 filing to the U.S. SEC, applying to launch a spot ETF (exchange-traded fund) based on BNB, planned to be listed on Nasdaq with the code GBNB. In other words: this is not a 'spot tracking fund' kind of small play; this is institutional capital trying to turn BNB into a regulated mainstream investment product.
Why is this matter worth paying attention to? Let's look at a few aspects:
Grayscale is not a small team It has already gone through the spot Bitcoin ETF and Ethereum ETF (these products have accumulated significant AUM),
Continue to follow the sister, it has been 1875 days and nights since arriving at Binance, the future is long, follow the sister and there will always be something in your pocket.
Yi He
·
--
Are there any friends who registered on Binance on the same day?
After browsing a bunch of posts, I'm a bit confused
Didn't we just eat a lot of 毛 yesterday? Logically, this plot shouldn't be — "Spring has come" "People start to flow back" "New accounts line up for jobs"?
But then looking at the data: 5.06 million people left Alpha.
My first reaction was: What's going on, did everyone finish eating 毛 yesterday and directly submitted their resignation letters this morning? 😂
This is quite counterintuitive. The market is giving out sugar, the platform is giving out 毛, By common sense, shouldn't more people rush in?
But if you think about it carefully, it's actually not hard to understand. Alpha was never a long-term establishment, More like a collection of temporary workers + opportunists.
The 毛 is big enough — ✔ Some people choose to cash out directly ✔ Some people realize "the cost-performance ratio has peaked" ✔ And some also realize: the next phase may be one of internal competition, rather than a period of dividends
So they choose to exit.
Therefore, this wave of resignations isn't necessarily pessimistic, It's more like a natural selection: Those who ate have left, Those who didn't eat have withdrawn, The remaining ones are likely those who still want to endure.
I'm not in a position to conclude whether spring has come, But what can be certain is — Not everyone will choose to stay for spring.
Sometimes, Resignation itself is a footnote to a market cycle. Will you choose to continue enduring?
Japan's government bonds suddenly out of control, are global 'safe assets' becoming unsafe?
If you think the bond market is just a small circle problem of traditional finance, it's time to reconsider this matter. Recently, the yield on Japan's 10-year government bonds soared to around 2.3%, hitting a new high since 1999, and analysts are even warning that it could further rise to the 3%+ range. Behind such intense fluctuations is not just a problem for Japan, but a global repricing of risk appetite in the bond market.
For a long time, the Japanese bond market was the last bastion of ultra-low interest rates in the world. For decades, the ultra-low yields made yen arbitrage and carry trade an important component of global liquidity—large amounts of cheap yen borrowing drove funds into high-yield assets. This mechanism is now being broken.
🧧🔥 Weekend red packets are rolling in! Charts on weekdays, vibes on weekends — that’s the rule 😎 Trader brain: overthinking, zooming charts Weekend brain: relaxed, clicking “claim” like it’s muscle memory
🎁 3888 $BTTC red packets are live No stress, no strategy meetings — just tap and enjoy Market going sideways? Perfect. I’m farming joy instead.
Weekend mode: ON Overthinking mode: OFF Smart move this weekend? Do less, smile more 🧠✨ Hurry — blink once and someone else might grab yours 👀
No competing for direction, no locking: Binance USD1 is providing a standard solution for 'lying down to earn yields'.
Let me first mention a very intuitive judgment— In this market, the most valuable thing is not judging the direction, but the 'certainty that the rules give you'. And Binance has basically written the answer in the announcement regarding the USD1 combination gameplay.
What exactly is this USD1 set doing? To put it bluntly, 👉 USD1 = the dual overlap of savings yield + platform incentives. 👉 No locking, no speed competition, no relying on market conditions to make a living.
Many people only see the '8% annualized', but the real focus is actually more than just this layer.
First layer: USD1 Booster (savings account investment) Binance has simultaneously launched the USD1 Booster plan:
😭😭 Damao, I forgot to grab the airdrop again, up to $200! I'm sad again at my 238 points. It seems that the alpha spring is really coming, how many people have not resigned or joined? #ALPHA #空投大毛 #Space
When CZ says 'I am mainly investing now', the crypto industry has quietly shifted gears.
If you think CZ's statement is just 'tired of entrepreneurship and not wanting to struggle anymore', then you really are underestimating it.
A very intriguing signal came from the Davos site—Binance founder Zhao Changpeng (CZ) publicly stated that he 'really doesn't have the drive to engage in that kind of high-intensity entrepreneurship anymore, and mainly focuses on investment and strategic layout.' This statement is not made casually, but is a true reflection of an entrepreneur's mindset after going through a rolling life.
A person who has brought an exchange to the global top level, and has fully experienced extreme squeezes, regulatory storms, and identity switches, chooses to say in public—'I am mainly investing now', essentially marking a stage line for the entire industry.
Wow, this was a bit too clever!! Thought I was running at a high point, but it turns out the highest I could sell for was 400 bucks, once again schooled by reality.
However, it seems like alpha has recently rejuvenated and is slowly gaining value. Brothers, don't quit your jobs! The New Year is coming, let's earn some money for the holiday, otherwise, there won't be any money to give red envelopes 🧧! Persevere in everything, just like the market there are ups and downs! Continue moving forward according to your plan #加密市场观察 #币安钱包TGE $SENT
Web3姑姑
·
--
No more pattern, 303 ran away, last time the new pattern dropped to the spot after plummeting, better to take the profit first! #ALPHA #tge上新 #SENT