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Where does the revenue of crypto projects come from?
It can be seen that in recent years, the development of the crypto industry has forced web3 projects to change, as they must prove that their projects have real products, solve problems, and generate revenue if they want to exist long-term in a high-risk environment like the crypto market.
Because whether it is Web2 or Web3, the operational essence remains the same: money is needed to develop products, maintain teams, market, audit security, and pay for infrastructure…
Because whether it is Web2 or Web3, the operational essence remains the same: money is needed to develop products, maintain teams, market, audit security, and pay for infrastructure…
BitMine has reached nearly 70% of its ETH reserve target after purchasing an additional 40,302 $ETH
BitMine Immersion is a crypto company building an Ethereum fund that has increased its total ETH holdings to 4,243,338, equivalent to nearly $12.3 billion at current prices.
Bitmine currently does not disclose the average purchase price, but according to current market prices, the recently purchased ETH alone is valued at approximately $117.1 million.
As of January 25, in addition to ETH, BitMine also holds 193 BTC and a $19 million investment in the WLD Eightco reserve fund, $682 million in cash, along with $200 million in shares of MrBeast's Beast Industries, the world's number 1 YouTuber.
Among them, the amount of ETH that has been staked reached 2,009,267 ETH, an increase of 171,264 ETH in just one week, accounting for nearly half of the total holdings. Chairman Tom Lee stated that BitMine is currently the largest ETH staking entity in the world. He estimates that when all ETH is staked through MAVAN and partners, staking fees could bring in about $374 million each year, equivalent to more than $1 million per day.
BitMine is currently the largest Ethereum reserve fund holder in the market, surpassing SharpLink and The Ether Machine. On an industry-wide scale, BitMine ranks second among public crypto reserve fund companies, just behind Michael Saylor's Strategy.
Regarding stock performance, BMNR increased slightly by 0.1% last week but dropped by 2% in the pre-market session at the beginning of the week.
$ETH
BitMine Immersion is a crypto company building an Ethereum fund that has increased its total ETH holdings to 4,243,338, equivalent to nearly $12.3 billion at current prices.
Bitmine currently does not disclose the average purchase price, but according to current market prices, the recently purchased ETH alone is valued at approximately $117.1 million.
As of January 25, in addition to ETH, BitMine also holds 193 BTC and a $19 million investment in the WLD Eightco reserve fund, $682 million in cash, along with $200 million in shares of MrBeast's Beast Industries, the world's number 1 YouTuber.
Among them, the amount of ETH that has been staked reached 2,009,267 ETH, an increase of 171,264 ETH in just one week, accounting for nearly half of the total holdings. Chairman Tom Lee stated that BitMine is currently the largest ETH staking entity in the world. He estimates that when all ETH is staked through MAVAN and partners, staking fees could bring in about $374 million each year, equivalent to more than $1 million per day.
BitMine is currently the largest Ethereum reserve fund holder in the market, surpassing SharpLink and The Ether Machine. On an industry-wide scale, BitMine ranks second among public crypto reserve fund companies, just behind Michael Saylor's Strategy.
Regarding stock performance, BMNR increased slightly by 0.1% last week but dropped by 2% in the pre-market session at the beginning of the week.
$ETH
How to Know Where Cash Flow is Going? What Trend/Narrative is the Crypto Market Having?
For most of the day trading brothers, profits mainly come from choosing the right coins that have cash flow and narrative. When cash flow focuses on a specific sector, that sector will outperform the other coins in the market.
However, there is one problem: how to know which narrative the market is currently experiencing? It is not simple to determine which sector cash flow is pouring into.
This article will help you recognize that through some signs.
However, there is one problem: how to know which narrative the market is currently experiencing? It is not simple to determine which sector cash flow is pouring into.
This article will help you recognize that through some signs.
Japan is accelerating its roadmap for the approval of crypto ETFs by 2028.
Japan is speeding up the roadmap for approving crypto ETFs, aiming for before 2028. According to analysis, this will pave the way for major financial institutions to participate in crypto, as has happened in the U.S.,
Corporations like Nomura and SBI Holdings are seen as the top candidates for the first crypto ETFs, indicating that Japan is shifting from cautious oversight to proactively integrating crypto into the traditional financial system. Despite having previously implemented strict regulations following incidents, Japan remains a pioneering country in recognizing Bitcoin and crypto as legal payment methods.
According to sources, Japan prioritizes long-term considerations, perfecting the legal framework for custody, pricing, and transparency of information, rather than hastily opening up based on studies of previous ETFs like those in the U.S. and Europe.
Japan is speeding up the roadmap for approving crypto ETFs, aiming for before 2028. According to analysis, this will pave the way for major financial institutions to participate in crypto, as has happened in the U.S.,
Corporations like Nomura and SBI Holdings are seen as the top candidates for the first crypto ETFs, indicating that Japan is shifting from cautious oversight to proactively integrating crypto into the traditional financial system. Despite having previously implemented strict regulations following incidents, Japan remains a pioneering country in recognizing Bitcoin and crypto as legal payment methods.
According to sources, Japan prioritizes long-term considerations, perfecting the legal framework for custody, pricing, and transparency of information, rather than hastily opening up based on studies of previous ETFs like those in the U.S. and Europe.
Good news for holder $LINK
On-chain data from Santiment shows that about 100 top LINK whales are increasing their accumulation of LINK as the price drops below the $13 mark.
In contrast to this movement, retail investors tend to sell in the context of a gloomy market and widespread FUD concerns about a new downtrend.
This accumulation reflects long-term confidence in the fundamentals of Chainlink, especially as CME Group is expected to launch Chainlink futures contracts next month, indicating increasing institutional demand.
On-chain data from Santiment shows that about 100 top LINK whales are increasing their accumulation of LINK as the price drops below the $13 mark.
In contrast to this movement, retail investors tend to sell in the context of a gloomy market and widespread FUD concerns about a new downtrend.
This accumulation reflects long-term confidence in the fundamentals of Chainlink, especially as CME Group is expected to launch Chainlink futures contracts next month, indicating increasing institutional demand.
The next 1-2 weeks will be quite challenging as Gold, Silver,.... are attracting liquidity from Crypto and continuously reaching ATH.
The D candle a few days ago had a false breakout, creating a bull trap and sending billions of USD in Long positions on an early holiday break. The W candle that just closed today is also very bad.
At this point in the week and next week, I think we should prioritize safety above all; all Long and Buy positions will be activated after $BTC and $ETH adjust the W candle.
"It's better to enter late at a midpoint than to enter early but at the peak." However, there will still be some Lowcap stocks that are pumped upwards against the trend, not depending on the market but thanks to the MM teams manipulating prices.
A tip is to pay attention to those stocks that have been probing the bottom for a long time and suddenly show 2-3 D candles gradually rising; many may be pumped straight like Somi, Enso,... a few days ago they had quite similar trading methods.
$SOMI
$ENSO
The D candle a few days ago had a false breakout, creating a bull trap and sending billions of USD in Long positions on an early holiday break. The W candle that just closed today is also very bad.
At this point in the week and next week, I think we should prioritize safety above all; all Long and Buy positions will be activated after $BTC and $ETH adjust the W candle.
"It's better to enter late at a midpoint than to enter early but at the peak." However, there will still be some Lowcap stocks that are pumped upwards against the trend, not depending on the market but thanks to the MM teams manipulating prices.
A tip is to pay attention to those stocks that have been probing the bottom for a long time and suddenly show 2-3 D candles gradually rising; many may be pumped straight like Somi, Enso,... a few days ago they had quite similar trading methods.
$SOMI
$ENSO
The price of Phu Quy Silver exceeds 4,215,000 VNĐ/tael for selling and buying prices are 4,089,000 VNĐ/tael.
The price of 1kg Silver exceeds 112.3 million VNĐ/tael and continues to closely follow the world price.
On that day, don't get involved in Altcoin, lock in Bitcoin at over $100k and then switch to Gold and Silver for good returns.
The price of 1kg Silver exceeds 112.3 million VNĐ/tael and continues to closely follow the world price.
On that day, don't get involved in Altcoin, lock in Bitcoin at over $100k and then switch to Gold and Silver for good returns.
Dirty money "from" gambling source Huione in Cambodia pumped more than 414 million USDT into the crypto exchange
According to Bitrace, gambling platforms have recorded approximately 414 million USDT in revenue over the past 53 days. Most of the money is "washed" through payment tools on Telegram, after which part is sent directly to CEX exchanges.
Data shows that three wallets: Huione Telegram Wallet, Wangbo Wallet, and HWZF are playing a key role in the settlement for gambling systems linked to Huione, Haowang, and Tudou Guarantee. Although Huionepay and Tudou Guarantee have closed, many platforms relying on these services continue to operate with high trading volumes.
Bitrace has also recorded about 9 million USDT transferred directly to Binance, OKX, and HTX, despite the strict regulations of these exchanges.
#Scam?
According to Bitrace, gambling platforms have recorded approximately 414 million USDT in revenue over the past 53 days. Most of the money is "washed" through payment tools on Telegram, after which part is sent directly to CEX exchanges.
Data shows that three wallets: Huione Telegram Wallet, Wangbo Wallet, and HWZF are playing a key role in the settlement for gambling systems linked to Huione, Haowang, and Tudou Guarantee. Although Huionepay and Tudou Guarantee have closed, many platforms relying on these services continue to operate with high trading volumes.
Bitrace has also recorded about 9 million USDT transferred directly to Binance, OKX, and HTX, despite the strict regulations of these exchanges.
#Scam?
Over 464 million USD worth of tokens will be unlocked in the next 7 days
According to data from Tokenomist, the crypto market will experience a token unlock event with a total value exceeding 464 million USD this week. Notably, one-time unlocks valued over 5 million USD will occur in several projects such as SUI, SIGN, EIGEN, KMNO, JUP, OP, TREE, SAHARA, ZORA… These unlocks may increase selling pressure in the short term, especially for tokens with low liquidity.
In addition, the market also recorded large-scale linear unlocks, with the amount of tokens released each day exceeding 1 million USD. The list includes RAIN, SOL, RIVER, TRUMP, CC, WLD, DOGE, AVAX, and some other projects. The continuous introduction of new supply to the market may affect token prices in the context of a generally gloomy market.
According to data from Tokenomist, the crypto market will experience a token unlock event with a total value exceeding 464 million USD this week. Notably, one-time unlocks valued over 5 million USD will occur in several projects such as SUI, SIGN, EIGEN, KMNO, JUP, OP, TREE, SAHARA, ZORA… These unlocks may increase selling pressure in the short term, especially for tokens with low liquidity.
In addition, the market also recorded large-scale linear unlocks, with the amount of tokens released each day exceeding 1 million USD. The list includes RAIN, SOL, RIVER, TRUMP, CC, WLD, DOGE, AVAX, and some other projects. The continuous introduction of new supply to the market may affect token prices in the context of a generally gloomy market.
With this $RIVER token, the top 10 holders hold nearly 90% of the total supply, it can easily push to $1000 because apart from the dev team, no one else holds the token.
Moreover, there are good news like Justin Sun investing 8 million dollars, and famous KOLs are shilling, but at the peak, they got burned early.
The short team is burning margin, the long team or those buying spot should be careful, it's your turn next.
Moreover, there are good news like Justin Sun investing 8 million dollars, and famous KOLs are shilling, but at the peak, they got burned early.
The short team is burning margin, the long team or those buying spot should be careful, it's your turn next.
For 3 consecutive days, the Bitcoin ETF has been witnessing strong selling pressure.
Specifically, it was 700 million $ on the 21st, 484 million on the 20th, and 394 million $. In the event that this capital withdrawal trend continues and the volume increases, the price of BTC is likely to face deeper correction pressure in the near future.
Specifically, it was 700 million $ on the 21st, 484 million on the 20th, and 394 million $. In the event that this capital withdrawal trend continues and the volume increases, the price of BTC is likely to face deeper correction pressure in the near future.
Saga temporarily suspends EVM chain after smart contract was attacked
Layer 1 protocol $SAGA has confirmed the exploitation of a security vulnerability on the SagaEVM chain, resulting in nearly $7M being compromised. According to the announcement, the hacker withdrew approximately 7M USDC, bridged out of the SagaEVM network, and converted it to $ETH. The project quickly suspended the chain at block 6,593,800 after detecting unusual activity.
Saga stated it is completing the investigation and collaborating with partners to rectify the issue, while also working with exchanges and bridge operators to blacklist the hacker's wallet address. The project asserts that the incident does not affect the mainnet SSC, consensus layer, or validator system.
Layer 1 protocol $SAGA has confirmed the exploitation of a security vulnerability on the SagaEVM chain, resulting in nearly $7M being compromised. According to the announcement, the hacker withdrew approximately 7M USDC, bridged out of the SagaEVM network, and converted it to $ETH. The project quickly suspended the chain at block 6,593,800 after detecting unusual activity.
Saga stated it is completing the investigation and collaborating with partners to rectify the issue, while also working with exchanges and bridge operators to blacklist the hacker's wallet address. The project asserts that the incident does not affect the mainnet SSC, consensus layer, or validator system.
Altcoins Have Changed, How to Invest in Altcoins in a New Way?
Forget how the altcoin season operated in the previous cycle. The current altcoin market is completely different from the last season
The flow of money into crypto has changed. The big players who used to drive the prices of altcoins have been replaced by other big players, but there is one problem: the new big players do not push altcoins in the old way, so how should we invest?
1. How did the old altcoin season operate?
The flow of money into crypto has changed. The big players who used to drive the prices of altcoins have been replaced by other big players, but there is one problem: the new big players do not push altcoins in the old way, so how should we invest?
1. How did the old altcoin season operate?
WHY DOWNTREND IS THE MOST IMPORTANT TIME IN THE INVESTMENT PROCESS?
If we look at the crypto market according to the 4-year cycle, we may have officially entered a downtrend. However, instead of leaving during this downtrend, I personally think this is the time when everyone needs to stay.
Because downtrends are not a phase for quick money-making, but the most important phase to build positions for the next cycle. Most people only pay attention to the market when prices are rising sharply, good news is plentiful, and excitement spreads. But at that time, the advantage is already gone.
Because downtrends are not a phase for quick money-making, but the most important phase to build positions for the next cycle. Most people only pay attention to the market when prices are rising sharply, good news is plentiful, and excitement spreads. But at that time, the advantage is already gone.
CZ is super cycling and here are the results.
after ASTER then Bitcoin dives =))
after ASTER then Bitcoin dives =))
Important macroeconomic events that impact the Crypto market you need to know
The crypto market used to be small, so it was not heavily affected by major economic news like that from the US, but now that the crypto market is larger and more developed, it will be influenced by such news like other traditional financial markets.
The evidence is that every time important news such as CPI, Employment data, or speeches from the FED is released, Bitcoin fluctuates accordingly.
The evidence is that every time important news such as CPI, Employment data, or speeches from the FED is released, Bitcoin fluctuates accordingly.
PancakeSwap modifies tokenomics, reducing the maximum supply for token $CAKE
PancakeSwap has approved a cut of 11% in the maximum supply of CAKE, lowering the limit from 450 million to 400 million tokens, aiming to bolster its long-term development strategy with a focus on prioritizing deflation. This decision received absolute support from the holder community through an on-chain vote on Snapshot, with over 1.66 million votes in favor and no votes against.
This move follows the implementation of CAKE Tokenomics 3.0 in April, when the veCAKE model was eliminated and the daily issuance was significantly reduced from around 40,000 to 22,250 CAKE. As a result, CAKE recorded a net burn of approximately 8.19% in 2025, with the total supply decreasing from 380 million to about 350 million tokens.
The removal of 50 million CAKE from potential future issuance helps mitigate long-term dilution risk without impacting the current circulating supply. Tokens will continue to be burned from various revenue sources such as spot trading fees, profits from perpetual contracts, and fees from initial farming programs.
PancakeSwap has approved a cut of 11% in the maximum supply of CAKE, lowering the limit from 450 million to 400 million tokens, aiming to bolster its long-term development strategy with a focus on prioritizing deflation. This decision received absolute support from the holder community through an on-chain vote on Snapshot, with over 1.66 million votes in favor and no votes against.
This move follows the implementation of CAKE Tokenomics 3.0 in April, when the veCAKE model was eliminated and the daily issuance was significantly reduced from around 40,000 to 22,250 CAKE. As a result, CAKE recorded a net burn of approximately 8.19% in 2025, with the total supply decreasing from 380 million to about 350 million tokens.
The removal of 50 million CAKE from potential future issuance helps mitigate long-term dilution risk without impacting the current circulating supply. Tokens will continue to be burned from various revenue sources such as spot trading fees, profits from perpetual contracts, and fees from initial farming programs.
A suspicious project from Vietnam area, blatant scam
- 08/01/2026: Trove opens ICO, target raise 2.5M USD, FDV valuation 20M.
- During the raise, the team manipulated bets on Polymarket: opened a last-minute raise then closed it, bought shares to profit (estimated to make 7 figures).
- The raise result skyrocketed to 11M USD (over 4 times the target).
Normally, if over-raised, the surplus would be refunded, but Trove declared: no refund and took that money to “continue building the project” =)))
On-chain, we also see the investor's fund wallet transferring 45K USD to a casino.
This is no longer a “drama”, this is a public scam.
- 08/01/2026: Trove opens ICO, target raise 2.5M USD, FDV valuation 20M.
- During the raise, the team manipulated bets on Polymarket: opened a last-minute raise then closed it, bought shares to profit (estimated to make 7 figures).
- The raise result skyrocketed to 11M USD (over 4 times the target).
Normally, if over-raised, the surplus would be refunded, but Trove declared: no refund and took that money to “continue building the project” =)))
On-chain, we also see the investor's fund wallet transferring 45K USD to a casino.
This is no longer a “drama”, this is a public scam.
The free USD exchange rate has dropped sharply, the State Bank has withdrawn nearly 30,000 billion VND in the past week
In the past week (12/1 - 16/1), the State Bank continued to withdraw liquidity through the open market channel, interbank VND interest rates increased again, and the foreign exchange market recorded a sharp decline in the free USD exchange rate. In addition, many banks have raised lending rates (At LPBank, starting from December 2025, the lending rate has been raised to 10.5%/year. Nam Á Bank currently applies a base lending rate of about 9.7%/year, while GPBank has increased the lending rate to 12.7%/year in the first 24 months.) ...
This tightens VND liquidity, pushing interbank VND interest rates up sharply (overnight to 3.8%, 1 week to 4.6%), reducing USD speculation demand, increasing foreign currency supply → The free USD price closes at 26,250-26,300 VND/USD (down 510-520 VND/week, >1,600 VND compared to the peak in November 2025)
The tendency of banks to raise interest rates to tighten this VND supply makes me concerned about 2 things.
- Real estate: Tight liquidity + high lending rates → Capital costs skyrocketing, real estate (house/land) investment slowing down, house and land prices may adjust down if lending demand decreases. (This is beneficial for those who want to buy real estate at a reasonable price)
- Business: Export-import enterprises will face higher USD/VND interest rates → Profit margins thin out, investment may be delayed, or labor costs cut.
In summary, 2026 is forecasted to still be a rather difficult year, those who have stable cash flow or secure jobs should continue to maintain sustainability to get through before thinking about more distant goals like quitting to full-time trade or full-time TikTok.
In the past week (12/1 - 16/1), the State Bank continued to withdraw liquidity through the open market channel, interbank VND interest rates increased again, and the foreign exchange market recorded a sharp decline in the free USD exchange rate. In addition, many banks have raised lending rates (At LPBank, starting from December 2025, the lending rate has been raised to 10.5%/year. Nam Á Bank currently applies a base lending rate of about 9.7%/year, while GPBank has increased the lending rate to 12.7%/year in the first 24 months.) ...
This tightens VND liquidity, pushing interbank VND interest rates up sharply (overnight to 3.8%, 1 week to 4.6%), reducing USD speculation demand, increasing foreign currency supply → The free USD price closes at 26,250-26,300 VND/USD (down 510-520 VND/week, >1,600 VND compared to the peak in November 2025)
The tendency of banks to raise interest rates to tighten this VND supply makes me concerned about 2 things.
- Real estate: Tight liquidity + high lending rates → Capital costs skyrocketing, real estate (house/land) investment slowing down, house and land prices may adjust down if lending demand decreases. (This is beneficial for those who want to buy real estate at a reasonable price)
- Business: Export-import enterprises will face higher USD/VND interest rates → Profit margins thin out, investment may be delayed, or labor costs cut.
In summary, 2026 is forecasted to still be a rather difficult year, those who have stable cash flow or secure jobs should continue to maintain sustainability to get through before thinking about more distant goals like quitting to full-time trade or full-time TikTok.
🤔$BTC is one day away from the “60-day zone” where previous consolidations turned into major moves.
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