链捕手ChainCatcher

ChainCatcher 消息，据移动支付网报道，韩国央行行长李昌镛在香港出席亚洲金融论坛时表示，受市场压力影响，当局已允许韩国居民投资海外发行的虚拟资产，同时金融监管部门正研究设立新的注册制度，拟准许本土机构发行虚拟资产。

他指出，韩元计价稳定币预计将主要应用于跨境交易，代币化存款则更多用于境内支付，但强调稳定币目前仍存在较多争议。他担忧韩元稳定币推出后，可能被用于规避资金流动管理措施，尤其与应用广泛、获取便捷的美元稳定币结合使用时，风险更甚。

李昌镛提到，美元稳定币交易成本远低于直接使用美元，汇率波动时易引发资金大量涌入；且多数美元稳定币由非银行机构发行，大幅增加监管难度。此外，韩国快速支付系统发展成熟，零售型央行数字货币（CBDC）优势不明显，央行正推进多项试点，布局代币化存款与批发型 CBDC，以维护双层金融体系。

ChainCatcher news, according to GMGN market information, the market capitalization of the Meme coin CLAWD on the Base chain has surpassed 8.6 million dollars, setting a new historical high, currently reported at 7.5 million dollars, with a trading volume of 9.9 million dollars in 7 hours since launch.

According to reports, CLAWD is a community-issued token, deployed by community users for the AI Agent “clawd.atg.eth”, which is a self-hosted personal AI assistant based on the open-source clawd.bot developed by Austin Griffith of the Ethereum Foundation. The community deployers of CLAWD stated that a portion of the transaction fees will be sent to the “clawd.atg.eth” wallet address.

According to ChainCatcher, Matrixport released a chart analysis indicating that gold prices continue to rise, with the key to this round of increase being the renewed concern in the market over the weakening purchasing power of the US dollar. Against the backdrop of Trump pushing for increased tariffs on Europe again, the dollar is under pressure, while discussions about foreign central banks potentially reducing their holdings of US Treasuries and shifting more foreign exchange reserves towards gold have noticeably increased.

Analysis suggests that the relative strength of gold is closely related to demand support from official sectors. Central banks around the world continue to increase their gold holdings, especially the pace of purchases by the People's Bank of China has garnered more market attention, providing continuous buying support for gold prices. In contrast, Bitcoin is still less frequently included in the diversification framework of central bank reserves in terms of public disclosure. For policymakers, gold remains a more mainstream asset that better fits the existing reserve management system, while Bitcoin has not yet been widely accepted in the official foreign exchange reserve framework.

Original title: Stablecoins in payments: What the raw transaction numbers miss

Original author: Matt Higginson, McKinsey Financial Services

Original translation: Web3 Little Law



We are often misled by the exaggerated stablecoin trading volumes in article titles, immersed in the excitement of it surpassing V/M trading volumes, dreaming of 'plan cancellation, preparing to take the championship' to replace SWIFT. When we compare the trading volume of stablecoins with Visa/Mastercard, it's like comparing the scale of securities settlement funds with Visa/Mastercard; they are not on the same level.

Original title: (Rieder -- 'No one cared' two weeks ago, now the 'most likely to be nominated' new Federal Reserve chairman candidate)

Original author: Zhao Ying, Wall Street Insight



BlackRock executive Rick Rieder was seen as an outsider two weeks ago, but has now become the most likely candidate to succeed current Chairman Powell in the market predictions. With his advocacy for interest rate cuts and focus on the actual impact of monetary policy, he is becoming the 'golden-haired girl' candidate in Trump's eyes — supporting lower rates while not widely seen as a threat to the Federal Reserve's independence.

According to ChainCatcher, Lee Chang-yong stated at the Asian Financial Forum in Hong Kong that, given market pressures, South Korean authorities have allowed domestic residents to invest in virtual assets issued overseas, and the financial regulatory authorities are considering establishing a new registration system to permit domestic institutions to issue virtual assets.

Lee Chang-yong pointed out that if a stablecoin pegged to the Korean won is introduced, its main use may be concentrated in cross-border transactions, while tokenized deposits may be more suitable for domestic payment scenarios. However, he emphasized that there is still considerable controversy surrounding stablecoins. The core concern is whether the Korean won stablecoin could be used to circumvent capital flow management, especially when used in conjunction with US dollar stablecoins.

According to ChainCatcher news and SoSoValue data, the total net inflow of the XRP spot ETF yesterday (January 26, Eastern Time) was 7.76 million USD.

Yesterday (January 26, Eastern Time), the XRP spot ETF with the highest net inflow was the Bitwise XRP ETF XRP, with a single-day net inflow of 5.31 million USD and a total historical net inflow of 324 million USD.

Next is the Canary XRP ETF XRPC, with a net inflow of 1.41 million USD in a single day, and a total historical net inflow of 399 million USD.

As of the time of publication, the total net asset value of the XRP spot ETF is 1.36 billion USD, with a net asset ratio of 1.18%. The historical cumulative net inflow has reached 1.24 billion USD.