Lacola
Airdrops • Retroactive • On-chain Research
Macro-driven insights for crypto builders & hunters.
AI-enhanced analysis via Kaito Yapper tools.
11 Following
14 Followers
158 Liked
1 Shared
**Market Brief Tuesday - Jan 27**
+ Gold and silver diverge, US stocks rebound, BTC remains stuck at $88K - $89K, while altcoins show little momentum
+ President Trump raises tariffs on South Korea from 15% to 25% as the country has not ratified the previously signed trade agreement
**📝 Spot ETF Session Jan 26**
+ BTC is down -$6.2M, BlackRock data pending
+ ETH is up +$137.2M, BlackRock data pending
+ SOL is up +$2.5M
+ The US 🇺🇸 Senate crypto bill vote and the CFTC-SEC meeting are postponed for 2 days due to a winter storm in the US
+ Russia 🇷🇺 bans crypto exchange WhiteBIT (Ukrainian roots) for facilitating fund withdrawals from Russia to finance the Ukrainian army
+ Ripple partners with a top Saudi Arabian 🇸🇦 bank to explore payments, digital asset custody, and tokenization
+ Binance will launch TSLA/USDT perpetual contracts at 21:30 on Jan 28
+ Kraken launches DeFi Earn in the US, EU, and Canada, offering yields up to 8% APY via Aave, Morpho, Sky
+ MicroStrategy accumulates an additional 2,932 BTC ($264M), bringing total holdings to 712,647 BTC ($62.7B)
+ Bitmine acquired 40,302 ETH ($120M) last week, has staked over 2 million ETH, and generates $374M/year in revenue
🔍 Lacola's Insight: While BTC price action remains stagnant, the divergence between significant institutional accumulation and positive ETH ETF inflows suggests smart money is positioning for a rotation, despite temporary macro headwinds.
+ Gold and silver diverge, US stocks rebound, BTC remains stuck at $88K - $89K, while altcoins show little momentum
+ President Trump raises tariffs on South Korea from 15% to 25% as the country has not ratified the previously signed trade agreement
**📝 Spot ETF Session Jan 26**
+ BTC is down -$6.2M, BlackRock data pending
+ ETH is up +$137.2M, BlackRock data pending
+ SOL is up +$2.5M
+ The US 🇺🇸 Senate crypto bill vote and the CFTC-SEC meeting are postponed for 2 days due to a winter storm in the US
+ Russia 🇷🇺 bans crypto exchange WhiteBIT (Ukrainian roots) for facilitating fund withdrawals from Russia to finance the Ukrainian army
+ Ripple partners with a top Saudi Arabian 🇸🇦 bank to explore payments, digital asset custody, and tokenization
+ Binance will launch TSLA/USDT perpetual contracts at 21:30 on Jan 28
+ Kraken launches DeFi Earn in the US, EU, and Canada, offering yields up to 8% APY via Aave, Morpho, Sky
+ MicroStrategy accumulates an additional 2,932 BTC ($264M), bringing total holdings to 712,647 BTC ($62.7B)
+ Bitmine acquired 40,302 ETH ($120M) last week, has staked over 2 million ETH, and generates $374M/year in revenue
🔍 Lacola's Insight: While BTC price action remains stagnant, the divergence between significant institutional accumulation and positive ETH ETF inflows suggests smart money is positioning for a rotation, despite temporary macro headwinds.
A historical analysis of gold's price growth reveals that it does not increase steadily but rather in bursts during periods of global financial instability.
Key periods include:
- 1970s: Oil shock and inflation led to a dramatic increase, with gold rising approximately 20 times.
- 1980: Peak inflation created a historic growth spike, followed by a prolonged correction.
- 2008-2011: The financial crisis and European debt issues pushed gold above $1,000 per ounce, reaching new highs.
- 2020: The COVID-19 pandemic saw gold prices approach $2,000 per once
- 2025-2026 (projected): A potential surge could push prices above $4,000 per ounce, marking the strongest increase in decades.
According to the IMF, the ongoing rapid rise in gold prices indicates a significant financial shift is underway.
Key periods include:
- 1970s: Oil shock and inflation led to a dramatic increase, with gold rising approximately 20 times.
- 1980: Peak inflation created a historic growth spike, followed by a prolonged correction.
- 2008-2011: The financial crisis and European debt issues pushed gold above $1,000 per ounce, reaching new highs.
- 2020: The COVID-19 pandemic saw gold prices approach $2,000 per once
- 2025-2026 (projected): A potential surge could push prices above $4,000 per ounce, marking the strongest increase in decades.
According to the IMF, the ongoing rapid rise in gold prices indicates a significant financial shift is underway.
Market Update - January 26
- Gold surpasses $5,000, Bitcoin drops to $87,000, and altcoins face significant losses amid geopolitical instability.
- The Netherlands plans to tax cryptocurrencies based on unrealized gains starting in 2028, prompting strong community backlash.
- Michael Saylor reveals plans to acquire more Bitcoin this week; his strategy currently holds 709,715 BTC, valued at approximately $62 billion.
- Foundry USA, the world's largest Bitcoin mining pool, reports a 60% decrease in hashrate to around 200 EH/s due to the ongoing mining winter in the U.S.
- Colombia's second-largest pension fund, AFP, is set to allow clients to invest in Bitcoin, becoming the second fund in the country to enter the crypto space.
- The $PENGUIN token surged tenfold after a viral image of former President Trump walking a penguin in the snow was shared by the White House.
Upcoming Events
- January 29, 2:00 AM: The Federal Reserve will announce its January interest rate decision (97.2% chance of maintaining current rates).
- January 29, 8:30 PM: Weekly U.S. jobless claims report (Expected = 202K; Previous = 200K).
- January 30, 8:30 PM: U.S. Producer Price Index (PPI) for December.
- Year-over-year PPI inflation (Forecast = 2.9%, Previous = 3%).
- Year-over-year Core PPI inflation (Forecast = 3%, Previous = 3%).
Token Unlocks
- January 28: Sign will unlock 290 million $SIGN (17.68% of circulating supply), valued at $11.61 million.
- January 30: Kamino will unlock 229.17 million $KMNO (3.68% of circulating supply), valued at $10.07 million.
- February 1: Sui will unlock 43.53 million $SUI (1.15% of circulating supply), valued at $60.94 million.
- February 1: EigenCloud will unlock 36.82 million $EIGEN (8.88% of circulating supply), valued at $11.56 million.
- Gold surpasses $5,000, Bitcoin drops to $87,000, and altcoins face significant losses amid geopolitical instability.
- The Netherlands plans to tax cryptocurrencies based on unrealized gains starting in 2028, prompting strong community backlash.
- Michael Saylor reveals plans to acquire more Bitcoin this week; his strategy currently holds 709,715 BTC, valued at approximately $62 billion.
- Foundry USA, the world's largest Bitcoin mining pool, reports a 60% decrease in hashrate to around 200 EH/s due to the ongoing mining winter in the U.S.
- Colombia's second-largest pension fund, AFP, is set to allow clients to invest in Bitcoin, becoming the second fund in the country to enter the crypto space.
- The $PENGUIN token surged tenfold after a viral image of former President Trump walking a penguin in the snow was shared by the White House.
Upcoming Events
- January 29, 2:00 AM: The Federal Reserve will announce its January interest rate decision (97.2% chance of maintaining current rates).
- January 29, 8:30 PM: Weekly U.S. jobless claims report (Expected = 202K; Previous = 200K).
- January 30, 8:30 PM: U.S. Producer Price Index (PPI) for December.
- Year-over-year PPI inflation (Forecast = 2.9%, Previous = 3%).
- Year-over-year Core PPI inflation (Forecast = 3%, Previous = 3%).
Token Unlocks
- January 28: Sign will unlock 290 million $SIGN (17.68% of circulating supply), valued at $11.61 million.
- January 30: Kamino will unlock 229.17 million $KMNO (3.68% of circulating supply), valued at $10.07 million.
- February 1: Sui will unlock 43.53 million $SUI (1.15% of circulating supply), valued at $60.94 million.
- February 1: EigenCloud will unlock 36.82 million $EIGEN (8.88% of circulating supply), valued at $11.56 million.
Market Update - Saturday, January 24
Gold is approaching the $5,000 mark, silver has surpassed $100, and Bitcoin remains stagnant around $89,000, with altcoins showing little improvement.
ETF Spot Update as of January 23:
- Bitcoin is down $1.9 million; BlackRock has no data available.
- Ethereum is up $2.8 million; BlackRock has no data available.
- Solana is up $1.9 million.
The SEC has withdrawn its lawsuit against Gemini, which was accused of issuing unregistered securities in 2023.
Swiss bank UBS plans to offer Bitcoin and Ethereum investment services to ultra-wealthy clients.
French authorities are investigating a hack of the crypto tax platform Waltio, where hackers stole data from approximately 50,000 users and demanded a ransom.
Grayscale has filed an S-1 application with the SEC to register a BNB ETF.
Binance and OKX are exploring the tokenization of U.S. stocks in collaboration with Ondo Finance and xStocks.
The DEX Paradex has refunded $650,000 to around 200 users after a software error during maintenance caused unintended liquidations.
Crypto wallet provider Ledger is in talks with Goldman Sachs and Barclays regarding a potential IPO in the U.S., with a valuation that could exceed $4 billion.
Gold is approaching the $5,000 mark, silver has surpassed $100, and Bitcoin remains stagnant around $89,000, with altcoins showing little improvement.
ETF Spot Update as of January 23:
- Bitcoin is down $1.9 million; BlackRock has no data available.
- Ethereum is up $2.8 million; BlackRock has no data available.
- Solana is up $1.9 million.
The SEC has withdrawn its lawsuit against Gemini, which was accused of issuing unregistered securities in 2023.
Swiss bank UBS plans to offer Bitcoin and Ethereum investment services to ultra-wealthy clients.
French authorities are investigating a hack of the crypto tax platform Waltio, where hackers stole data from approximately 50,000 users and demanded a ransom.
Grayscale has filed an S-1 application with the SEC to register a BNB ETF.
Binance and OKX are exploring the tokenization of U.S. stocks in collaboration with Ondo Finance and xStocks.
The DEX Paradex has refunded $650,000 to around 200 users after a software error during maintenance caused unintended liquidations.
Crypto wallet provider Ledger is in talks with Goldman Sachs and Barclays regarding a potential IPO in the U.S., with a valuation that could exceed $4 billion.
Actualizare de Piață - Vineri, 23 Ianuarie
- Aurul atinge un nou maxim, Bitcoin fluctuează în jurul valorii de $90,000, în timp ce altcoins arată puține îmbunătățiri.
- Prim-ministrul Groenlandei afirmă că nu este conștient de acordul dintre SUA și NATO.
Actualizare ETF Spot pe 22 Ianuarie
- Bitcoin arată o pierdere de $9.8 milioane; BlackRock nu are date disponibile.
- Ethereum arată un câștig de $2.4 milioane; BlackRock nu are date disponibile.
- Solana arată un câștig de $1.7 milioane.
- Donald Trump dă în judecată JPMorgan pentru $5 miliarde, susținând că le-au închis conturile sale și cele conexe fără justificație.
- Thailanda va permite ETF-uri crypto și tranzacționarea futures crypto pe bursa TFEX în acest an.
- SEC-ul din SUA a eliminat limita de 25,000 de contracte opțiuni pentru ETF-uri Bitcoin și Ethereum pe Nasdaq, tratând crypto ca active tradiționale.
- Bitwise a lansat un ETF care combină Bitcoin cu aur și acțiuni ale companiilor de minerit de metale prețioase, cu aurul reprezentând cel puțin 25%.
- Familia Trump colaborează la proiectul de internet prin satelit Spacecoin, integrând DeFi și folosind stablecoin-ul USD1 pentru plăți.
- BitMine continuă să stakeze un suplimentar 171,264 ETH, aducând totalul ETH-ului staked la 1,943,200 ETH, evaluat la $5.73 miliarde.
- Aurul atinge un nou maxim, Bitcoin fluctuează în jurul valorii de $90,000, în timp ce altcoins arată puține îmbunătățiri.
- Prim-ministrul Groenlandei afirmă că nu este conștient de acordul dintre SUA și NATO.
Actualizare ETF Spot pe 22 Ianuarie
- Bitcoin arată o pierdere de $9.8 milioane; BlackRock nu are date disponibile.
- Ethereum arată un câștig de $2.4 milioane; BlackRock nu are date disponibile.
- Solana arată un câștig de $1.7 milioane.
- Donald Trump dă în judecată JPMorgan pentru $5 miliarde, susținând că le-au închis conturile sale și cele conexe fără justificație.
- Thailanda va permite ETF-uri crypto și tranzacționarea futures crypto pe bursa TFEX în acest an.
- SEC-ul din SUA a eliminat limita de 25,000 de contracte opțiuni pentru ETF-uri Bitcoin și Ethereum pe Nasdaq, tratând crypto ca active tradiționale.
- Bitwise a lansat un ETF care combină Bitcoin cu aur și acțiuni ale companiilor de minerit de metale prețioase, cu aurul reprezentând cel puțin 25%.
- Familia Trump colaborează la proiectul de internet prin satelit Spacecoin, integrând DeFi și folosind stablecoin-ul USD1 pentru plăți.
- BitMine continuă să stakeze un suplimentar 171,264 ETH, aducând totalul ETH-ului staked la 1,943,200 ETH, evaluat la $5.73 miliarde.
Market Update - January 22
- Bitcoin $BTC fluctuated between $87,000 and $90,000, with over $600 million liquidated in the past 24 hours. Altcoins are showing signs of recovery.
- The Trump administration has paused tariffs after reaching an agreement with NATO regarding Greenland.
- The U.S. will release Q3 GDP data at 8:30 PM ET today, with expectations set at 4.3%, unchanged from previous estimates. The prior quarter's GDP was 3.8%.
- At 10:00 PM ET, the U.S. will announce the PCE inflation adjustments for October and November.
ETF Spot Update as of January 21
- Bitcoin is down $352.1 million, with Fidelity selling $287.7 million. BlackRock has not reported data.
- Ethereum is down $36.7 million, with no data from BlackRock.
- Solana is up $3 million.
- The U.S. crypto bill has been delayed by a few weeks due to housing policy issues under Trump, with a new timeline expected for late February or March.
- Circle is funding the United Nations to implement digital financial infrastructure, using USDC for faster refugee aid payments.
- Ondo Global Markets is expanding to Solana, bringing over 200 U.S. stocks and ETFs to this blockchain.
- Bitpanda, one of the largest crypto exchanges in the EU, will launch stock and ETF trading on January 29.
- Caroline Ellison, former girlfriend of Sam Bankman-Fried and CEO of Alameda Research, has been released two years early for testifying against him.
- BitMine acquired an additional 34,954 $ETH (approximately $105 million) just hours ago, now holding over 4.2 million ETH (around $12.6 billion).
- Bitcoin $BTC fluctuated between $87,000 and $90,000, with over $600 million liquidated in the past 24 hours. Altcoins are showing signs of recovery.
- The Trump administration has paused tariffs after reaching an agreement with NATO regarding Greenland.
- The U.S. will release Q3 GDP data at 8:30 PM ET today, with expectations set at 4.3%, unchanged from previous estimates. The prior quarter's GDP was 3.8%.
- At 10:00 PM ET, the U.S. will announce the PCE inflation adjustments for October and November.
ETF Spot Update as of January 21
- Bitcoin is down $352.1 million, with Fidelity selling $287.7 million. BlackRock has not reported data.
- Ethereum is down $36.7 million, with no data from BlackRock.
- Solana is up $3 million.
- The U.S. crypto bill has been delayed by a few weeks due to housing policy issues under Trump, with a new timeline expected for late February or March.
- Circle is funding the United Nations to implement digital financial infrastructure, using USDC for faster refugee aid payments.
- Ondo Global Markets is expanding to Solana, bringing over 200 U.S. stocks and ETFs to this blockchain.
- Bitpanda, one of the largest crypto exchanges in the EU, will launch stock and ETF trading on January 29.
- Caroline Ellison, former girlfriend of Sam Bankman-Fried and CEO of Alameda Research, has been released two years early for testifying against him.
- BitMine acquired an additional 34,954 $ETH (approximately $105 million) just hours ago, now holding over 4.2 million ETH (around $12.6 billion).
The Secret Weapon of Vanar: How Neutron Memory is Changing Blockchain Forever
Neutron, Vanar's semantic memory layer, compresses data up to 500:1 on-chain, a massive strength for AI workloads like storing deeds or invoices as queryable "Seeds." This enables provable, agent-readable data without off-chain dependencies, outshining Ethereum's storage costs. Weaknesses include reliance on upcoming Axon for full automations, potentially delaying enterprise adoption. Compared to Render's GPU focus, Vanar builds a complete AI ecosystem, not just one piece—X users note this "tech vs valuation gap" as undervalued. With EVM compatibility and high throughput, Vanar could disrupt DeFi and PayFi, but low TVL ($1M vs. Solana's $8B) highlights scalability risks. As AI hype grows in 2026, Vanar's innovation might propel VANRY beyond bearish predictions of $0.009. @Vanarchain #varny $VANRY
Vanar's Gaming Revolution: Is This the Next Big Thing in Web3 Entertainment?
Dive into Vanar Chain's VGN (Vanar Gaming Network), a powerhouse for on-chain games with AI enhancements. Strengths include seamless integration of NFTs, metaverse experiences, and low-cost transactions, making it ideal for developers from traditional gaming backgrounds. Unlike Polygon, which excels in scaling Ethereum games, Vanar adds AI reasoning for dynamic, adaptive gameplay—think NPCs that learn from players. Weaknesses? Its smaller community (vs. Solana's vibrant ecosystem) could slow viral growth. Comparisons show Vanar outperforming in eco-friendliness (carbon-neutral) while matching Solana's speed but with added intelligence. Recent X posts highlight excitement over AI agents in games, positioning Vanar as a bridge to mainstream adoption. If it captures the gaming market, $VANRY could surge, but competition from established chains like BNB is fierce. @Vanarchain #VANRY
#vanar $VANRY Overall L1 Landscape: Vanar's AI Niche in a Crowded FieldVanar carves AI space amid Ethereum/Solana dominance. Strengths: Innovation. Weaknesses: Adoption. Comparisons: Unique but small. X: Wild potential for 2026
Unlocking Vanar's Hidden AI Power: Why This L1 Blockchain Could Outsmart Ethereum
#VANRY Chain stands out as the first AI-native Layer 1 blockchain, integrating a five-layer stack: the base chain, Neutron for semantic memory, Kayon for on-chain reasoning, Axon for automations, and Flows for apps. Its strength lies in embedding AI directly into the protocol, allowing dApps to store, compress, and act on data intelligently without oracles. This enables real-world applications like tokenized assets and adaptive metaverses, far beyond simple transactions. Low fees ($0.0005/tx) and EVM compatibility make it developer-friendly, attracting gaming and entertainment sectors. However, its young ecosystem means limited dApps compared to Ethereum's maturity. In comparison to Solana's high TPS focus, Vanar prioritizes intelligence over raw speed, potentially revolutionizing Web3 for 3 billion users. With partnerships like Google Cloud, Vanar's AI edge could drive massive adoption, but volatility remains a risk in bearish markets. @Vanarchain $VANRY
Market Update - January 21
- Gold and silver reach new highs, while Bitcoin and altcoins face significant losses. Liquidations in the last 24 hours exceed $1 billion for the first time in 2026.
- At 8:30 PM tonight, former President Trump will speak at the annual WEF conference in Davos, Switzerland.
- This evening, the U.S. Supreme Court will review a lawsuit regarding Trump's attempt to dismiss Fed Governor Lisa Cook, with former Chair Powell also participating.
ETF Spot Update as of January 20:
- Bitcoin shows a loss of $412.4 million, with Grayscale selling $160.8 million. BlackRock has no data available.
- Ethereum reports a loss of $137.7 million, with no data from BlackRock.
- Solana shows a gain of $1.8 million.
- CFTC Chairman Michael Selig has appointed veteran crypto lawyer Michael Passalacqua as a senior advisor.
- Hungary and Portugal have blocked access to Polymarket, labeling the platform as an illegal betting organization.
- Massachusetts is expected to issue a temporary order requiring Kalshi to halt its sports prediction contracts in the state.
- Russia has introduced a bill imposing fines for illegal crypto mining, with penalties up to $25,000 for businesses, and harsher penalties for repeat offenses.
- Grayscale has filed an S-1 application to convert its NEAR trust into an ETF.
- Last week, a strategy accumulated 22,305 BTC, totaling $2.13 billion, making it one of the top five largest transactions for the company.
- Bitmine has acquired an additional 35,628 ETH, valued at approximately $110 million, and has approved a proposal to increase its share cap from 500 million to 50 billion.
- Gold and silver reach new highs, while Bitcoin and altcoins face significant losses. Liquidations in the last 24 hours exceed $1 billion for the first time in 2026.
- At 8:30 PM tonight, former President Trump will speak at the annual WEF conference in Davos, Switzerland.
- This evening, the U.S. Supreme Court will review a lawsuit regarding Trump's attempt to dismiss Fed Governor Lisa Cook, with former Chair Powell also participating.
ETF Spot Update as of January 20:
- Bitcoin shows a loss of $412.4 million, with Grayscale selling $160.8 million. BlackRock has no data available.
- Ethereum reports a loss of $137.7 million, with no data from BlackRock.
- Solana shows a gain of $1.8 million.
- CFTC Chairman Michael Selig has appointed veteran crypto lawyer Michael Passalacqua as a senior advisor.
- Hungary and Portugal have blocked access to Polymarket, labeling the platform as an illegal betting organization.
- Massachusetts is expected to issue a temporary order requiring Kalshi to halt its sports prediction contracts in the state.
- Russia has introduced a bill imposing fines for illegal crypto mining, with penalties up to $25,000 for businesses, and harsher penalties for repeat offenses.
- Grayscale has filed an S-1 application to convert its NEAR trust into an ETF.
- Last week, a strategy accumulated 22,305 BTC, totaling $2.13 billion, making it one of the top five largest transactions for the company.
- Bitmine has acquired an additional 35,628 ETH, valued at approximately $110 million, and has approved a proposal to increase its share cap from 500 million to 50 billion.
Khám Phá Công Nghệ & Kiến Trúc Của Plasma (XPL): Layer 1 Stablecoin Tiên Tiến
Plasma (XPL) nổi bật như một blockchain Layer 1 chuyên biệt cho thanh toán stablecoin, kết hợp công nghệ đột phá để đạt tốc độ cao, phí thấp và tích hợp sâu. Lõi kiến trúc là tương thích EVM đầy đủ qua Reth – một implementation Ethereum hiệu suất cao, cho phép developer dễ dàng port dApp Solidity mà không cần chỉnh sửa lớn. Điều này giúp Plasma hỗ trợ smart contract phức tạp, từ DeFi đến NFT, nhưng tối ưu hóa cho stablecoin.
Cơ chế đồng thuận PlasmaBFT (dựa trên HotStuff pipelined) là trái tim: đạt finality dưới 1 giây, throughput >1.000 TPS, vượt trội Solana ở stability mà không cần rollup. Không giống PoS thông thường, PlasmaBFT dùng validator rotation động để chống DDoS, kết hợp sharding light cho scalability lên 10.000 TPS dự kiến 2027.
Tính năng stablecoin-centric độc đáo: zero-fee USDT transfers qua paymaster contract tích hợp, nơi gas được sponsor bởi protocol. Người dùng trả phí bằng stablecoin ưu tiên (USDT/USDC), thay vì token native, giảm friction cho retail. Hơn nữa, Bitcoin-secured qua pBTC bridge: neo security vào Bitcoin hashrate, tăng neutrality và chống censorship – một bước ngoặt, biến Plasma thành "hybrid" giữa EVM và BTC.Về bảo mật, Plasma dùng audits Certik, với validator staking XPL để incentivize honesty. Tuy nhiên, rủi ro centralization ban đầu (validator chủ yếu từ Bitfinex) cần theo dõi qua roadmap decentralization 2026.Tổng thể, kiến trúc Plasma không chỉ giải quyết bottleneck stablecoin (phí cao, chậm) mà còn định vị nó làm backbone cho payments toàn cầu. Với TVL ~4 tỷ USD 2026, công nghệ này hứa hẹn cách mạng hóa fintech. Bạn nghĩ sao về PlasmaBFT so Ethereum L2?
@Plasma
$XPL #Plasma
Cơ chế đồng thuận PlasmaBFT (dựa trên HotStuff pipelined) là trái tim: đạt finality dưới 1 giây, throughput >1.000 TPS, vượt trội Solana ở stability mà không cần rollup. Không giống PoS thông thường, PlasmaBFT dùng validator rotation động để chống DDoS, kết hợp sharding light cho scalability lên 10.000 TPS dự kiến 2027.
Tính năng stablecoin-centric độc đáo: zero-fee USDT transfers qua paymaster contract tích hợp, nơi gas được sponsor bởi protocol. Người dùng trả phí bằng stablecoin ưu tiên (USDT/USDC), thay vì token native, giảm friction cho retail. Hơn nữa, Bitcoin-secured qua pBTC bridge: neo security vào Bitcoin hashrate, tăng neutrality và chống censorship – một bước ngoặt, biến Plasma thành "hybrid" giữa EVM và BTC.Về bảo mật, Plasma dùng audits Certik, với validator staking XPL để incentivize honesty. Tuy nhiên, rủi ro centralization ban đầu (validator chủ yếu từ Bitfinex) cần theo dõi qua roadmap decentralization 2026.Tổng thể, kiến trúc Plasma không chỉ giải quyết bottleneck stablecoin (phí cao, chậm) mà còn định vị nó làm backbone cho payments toàn cầu. Với TVL ~4 tỷ USD 2026, công nghệ này hứa hẹn cách mạng hóa fintech. Bạn nghĩ sao về PlasmaBFT so Ethereum L2?
@Plasma
$XPL #Plasma
Peste 1 miliard de dolari în poziții au fost lichidate în ultimele 24 de ore.
Nouăzeci și opt la sută dintre aceste lichidări au fost din poziții lungi, cele mai mari lichidări având loc în Bitcoin (BTC) și Ethereum (ETH).
Principalele factori care influențează această tendință sunt tensiunile în creștere între SUA și UE privind acordul din Groenlanda, împreună cu eșecul instanței de a emite o hotărâre pentru Donald Trump.
În această dimineață, Bitcoin a scăzut sub pragul de 88.000 de dolari.
Traderii care au cumpărat scăderea noaptea trecută s-ar putea confrunta cu pierderi semnificative.
Nouăzeci și opt la sută dintre aceste lichidări au fost din poziții lungi, cele mai mari lichidări având loc în Bitcoin (BTC) și Ethereum (ETH).
Principalele factori care influențează această tendință sunt tensiunile în creștere între SUA și UE privind acordul din Groenlanda, împreună cu eșecul instanței de a emite o hotărâre pentru Donald Trump.
În această dimineață, Bitcoin a scăzut sub pragul de 88.000 de dolari.
Traderii care au cumpărat scăderea noaptea trecută s-ar putea confrunta cu pierderi semnificative.
BÊ BỐI TETHER "PHỦ SÓNG" PLASMA: TRUNG LẬP HAY MÀN CHE ĐẬY QUY MÔ LỚN?
Tether (USDT) – "ông vua stablecoin" với market cap khổng lồ hơn 150 tỷ USD – vẫn là "quả bom nổ chậm" của crypto! Từ năm 2021, CFTC đã táng cho Tether phạt 41 triệu USD vì dối trá về dự trữ: không phải lúc nào cũng full backed by fiat, mà lẫn lộn với nợ xấu, non-fiat assets. Đến 2025-2026, cáo buộc manipulation giá Bitcoin vẫn râm ran, SEC/CFTC vẫn lăm le "sờ gáy", chưa kể EU MiCA siết chặt khiến Tether phải "chạy đôn chạy đáo" né regulatory hammer. Thế mà giờ, Plasma (XPL) – Layer 1 "chuyên trị stablecoin" – lại được Bitfinex (chị em ruột Tether) chống lưng mạnh mẽ? Phải chăng đây là "công cụ" để Tether mở rộng đế chế, offload rủi ro lên chain riêng?
Cứ nhìn XPL dump kinh hoàng năm 2025: từ đỉnh 1.67 USD lao dốc thảm hại xuống 0.18-0.20 USD, volatility như tàu lượn địa ngục! Cáo buộc insider trading rộ lên: team sell-offs 600-800 triệu XPL qua TWAP dumping, whale movements on-chain lộ rõ mồn một. Founder Paul Faecks chối bay: "Team tokens locked 3 năm, không bán tí nào!" Nhưng cộng đồng gầm gừ: links với Blast/Blur – những dự án controversial đầy rug pull vibes – và Wintermute (dù denied) khiến ai cũng nghi ngờ. Plasma tự xưng "trung lập" với Bitcoin-secured, zero-fee USDT transfers, nhưng không có Tether pump 2 tỷ USD liquidity, chain này chỉ là "xác chết biết đi"?
Debate ethics crypto: Plasma thực sự neutral, hay chỉ là "lá chắn" cho Tether né scrutiny, đẩy rủi ro depeg/lawsuits lên user? Nếu MiCA đập tan USDT, XPL sụp như domino? Hay đây là masterplan biến stablecoin thành "backbone" trillion-dollar economy? Bạn nghĩ sao – hero hay villain? Comment đi, drama này nóng bỏng!
@Plasma
$XPL #Plasma
Cứ nhìn XPL dump kinh hoàng năm 2025: từ đỉnh 1.67 USD lao dốc thảm hại xuống 0.18-0.20 USD, volatility như tàu lượn địa ngục! Cáo buộc insider trading rộ lên: team sell-offs 600-800 triệu XPL qua TWAP dumping, whale movements on-chain lộ rõ mồn một. Founder Paul Faecks chối bay: "Team tokens locked 3 năm, không bán tí nào!" Nhưng cộng đồng gầm gừ: links với Blast/Blur – những dự án controversial đầy rug pull vibes – và Wintermute (dù denied) khiến ai cũng nghi ngờ. Plasma tự xưng "trung lập" với Bitcoin-secured, zero-fee USDT transfers, nhưng không có Tether pump 2 tỷ USD liquidity, chain này chỉ là "xác chết biết đi"?
Debate ethics crypto: Plasma thực sự neutral, hay chỉ là "lá chắn" cho Tether né scrutiny, đẩy rủi ro depeg/lawsuits lên user? Nếu MiCA đập tan USDT, XPL sụp như domino? Hay đây là masterplan biến stablecoin thành "backbone" trillion-dollar economy? Bạn nghĩ sao – hero hay villain? Comment đi, drama này nóng bỏng!
@Plasma
$XPL #Plasma
Market Update for Tuesday, January 20
- Bitcoin $BTC is trading sideways in the $92K - $93K range. Altcoins have not shown significant movement, and the market sentiment index has dropped to 32, indicating "fear."
- Bermuda is partnering with Coinbase and Circle to develop an on-chain economy and is testing $USDC payments in the public sector.
- The Reserve Bank of India has proposed connecting CBDCs among BRICS nations to facilitate trade and tourism payments.
- The NYSE is developing an on-chain trading and payment platform for tokenized stocks and ETFs.
- Digital bank Revolut has applied for a license in Peru to expand into Latin America, focusing on remittances and payments.
- Tether is collaborating with Bitqik to promote knowledge of Bitcoin and stablecoins in Laos, aiming to reach over 10,000 people by 2026.
- The Injective community has approved a proposal to reduce token issuance and enhance the buyback of $INJ tokens.
- Bitmine continues to stake 86,848 $ETH , bringing the total staked amount to nearly 1.8 million ETH, valued at $5.65 billion.
- Bitcoin $BTC is trading sideways in the $92K - $93K range. Altcoins have not shown significant movement, and the market sentiment index has dropped to 32, indicating "fear."
- Bermuda is partnering with Coinbase and Circle to develop an on-chain economy and is testing $USDC payments in the public sector.
- The Reserve Bank of India has proposed connecting CBDCs among BRICS nations to facilitate trade and tourism payments.
- The NYSE is developing an on-chain trading and payment platform for tokenized stocks and ETFs.
- Digital bank Revolut has applied for a license in Peru to expand into Latin America, focusing on remittances and payments.
- Tether is collaborating with Bitqik to promote knowledge of Bitcoin and stablecoins in Laos, aiming to reach over 10,000 people by 2026.
- The Injective community has approved a proposal to reduce token issuance and enhance the buyback of $INJ tokens.
- Bitmine continues to stake 86,848 $ETH , bringing the total staked amount to nearly 1.8 million ETH, valued at $5.65 billion.
Market Update - January 19
- Gold continues to reach new highs, while Bitcoin has dropped to $92,000. Many altcoins are experiencing significant losses, with over $500 million liquidated in just one hour.
- The European Union is holding an emergency meeting regarding Greenland and is considering retaliatory tariffs against the U.S. A final decision is expected by January 22.
- Michael Saylor announced plans to continue accumulating Bitcoin this week. His strategy currently holds 687,410 BTC, valued at approximately $63.6 billion.
- Fast-food chain Steak ’n Shake has added $10 million to its Bitcoin reserves since it began accepting BTC payments.
- Decentralized exchange Aster has launched a buyback program for ASTER$ASTER, utilizing 20-40% of daily platform fees.
Event Calendar
- U.S. stock markets will be closed for a holiday.
- January 21, 8:30 PM: Former President Trump will speak at the World Economic Forum's annual meeting.
- January 22, 8:30 PM: The U.S. will finalize Q3 GDP data (expected = 4.3%; previous estimate = 4.3%; last quarter = 3.8%).
- January 22, 10:00 PM: The U.S. will release October and November PCE inflation adjustments.
Token Unlocks
- January 20: LayerZero will unlock 25.71 million ZRO$ZRO (6.36% of circulating supply), valued at $43.19 million.
- January 21: Plume will unlock 1.37 billion PLUME$PLUME (39.75% of circulating supply), valued at $21.50 million.
- January 25: Humanity will unlock 105.36 million H$H (4.57% of circulating supply), valued at $18.95 million.
- January 25: Plasma will unlock 88.89 million XPL$XPL (4.33% of circulating supply), valued at $11.13 million.
- January 26: Bitget Token will unlock 140 million BGB$BGB (10.5% of circulating supply), valued at $526.4 million.
- Gold continues to reach new highs, while Bitcoin has dropped to $92,000. Many altcoins are experiencing significant losses, with over $500 million liquidated in just one hour.
- The European Union is holding an emergency meeting regarding Greenland and is considering retaliatory tariffs against the U.S. A final decision is expected by January 22.
- Michael Saylor announced plans to continue accumulating Bitcoin this week. His strategy currently holds 687,410 BTC, valued at approximately $63.6 billion.
- Fast-food chain Steak ’n Shake has added $10 million to its Bitcoin reserves since it began accepting BTC payments.
- Decentralized exchange Aster has launched a buyback program for ASTER$ASTER, utilizing 20-40% of daily platform fees.
Event Calendar
- U.S. stock markets will be closed for a holiday.
- January 21, 8:30 PM: Former President Trump will speak at the World Economic Forum's annual meeting.
- January 22, 8:30 PM: The U.S. will finalize Q3 GDP data (expected = 4.3%; previous estimate = 4.3%; last quarter = 3.8%).
- January 22, 10:00 PM: The U.S. will release October and November PCE inflation adjustments.
Token Unlocks
- January 20: LayerZero will unlock 25.71 million ZRO$ZRO (6.36% of circulating supply), valued at $43.19 million.
- January 21: Plume will unlock 1.37 billion PLUME$PLUME (39.75% of circulating supply), valued at $21.50 million.
- January 25: Humanity will unlock 105.36 million H$H (4.57% of circulating supply), valued at $18.95 million.
- January 25: Plasma will unlock 88.89 million XPL$XPL (4.33% of circulating supply), valued at $11.13 million.
- January 26: Bitget Token will unlock 140 million BGB$BGB (10.5% of circulating supply), valued at $526.4 million.
Actualizare de piață pentru sâmbătă, 17 ianuarie
- Bitcoin $BTC a atins temporar 94.000 $ înainte de a reveni la 95.000 $. Altcoins au arătat puțină mișcare, cu sentimentul de piață rămânând neutru cu un scor de 50.
- Fostul președinte Trump a amenințat că va impune tarife asupra țărilor care nu susțin controlul SUA asupra Groenlandei.
- Șansele ca Kevin Warsh să devină următorul președinte al Rezervei Federale au crescut la aproape 60% după ce Trump a indicat că vrea să-l păstreze pe Kevin Hassett la Casa Albă.
Actualizare ETF Spot la 16 ianuarie:
- Bitcoin a scăzut 409,8 milioane de dolari, cu Fidelity vânzând 205,2 milioane de dolari. BlackRock nu a raportat date.
- Ethereum a scăzut 10,2 milioane de dolari, fără date de la BlackRock.
- Solana a scăzut 2,2 milioane de dolari.
- Departamentul de Justiție al SUA a confirmat că Bitcoin-ul confiscat de la Samourai Wallet nu a fost vândut, contrar zvonurilor.
- Belarus a stabilit un cadru legal pentru băncile crypto, permițându-le să ofere servicii de token sub supravegherea statului.
- Moldova plănuiește să adopte un cadru de reglementare crypto aliniat cu standardele MiCA până în 2026, permițând tranzacționarea, dar nu pentru plăți.
- Coinbase testează tranzacționarea de acțiuni pentru un grup select de utilizatori, având ca scop o platformă all-in-one.
- Echipa Audi F1 a semnat un acord pe mai mulți ani cu Nexo pentru a promova compania crypto la nivel global.
- Solana continuă să listeze tokenuri din alte lanțuri, inclusiv Football Fun (FUN), Lighter (LIT), StarkNet ($STRK
), și Zora ($ZORA ).
- Bitcoin $BTC a atins temporar 94.000 $ înainte de a reveni la 95.000 $. Altcoins au arătat puțină mișcare, cu sentimentul de piață rămânând neutru cu un scor de 50.
- Fostul președinte Trump a amenințat că va impune tarife asupra țărilor care nu susțin controlul SUA asupra Groenlandei.
- Șansele ca Kevin Warsh să devină următorul președinte al Rezervei Federale au crescut la aproape 60% după ce Trump a indicat că vrea să-l păstreze pe Kevin Hassett la Casa Albă.
Actualizare ETF Spot la 16 ianuarie:
- Bitcoin a scăzut 409,8 milioane de dolari, cu Fidelity vânzând 205,2 milioane de dolari. BlackRock nu a raportat date.
- Ethereum a scăzut 10,2 milioane de dolari, fără date de la BlackRock.
- Solana a scăzut 2,2 milioane de dolari.
- Departamentul de Justiție al SUA a confirmat că Bitcoin-ul confiscat de la Samourai Wallet nu a fost vândut, contrar zvonurilor.
- Belarus a stabilit un cadru legal pentru băncile crypto, permițându-le să ofere servicii de token sub supravegherea statului.
- Moldova plănuiește să adopte un cadru de reglementare crypto aliniat cu standardele MiCA până în 2026, permițând tranzacționarea, dar nu pentru plăți.
- Coinbase testează tranzacționarea de acțiuni pentru un grup select de utilizatori, având ca scop o platformă all-in-one.
- Echipa Audi F1 a semnat un acord pe mai mulți ani cu Nexo pentru a promova compania crypto la nivel global.
- Solana continuă să listeze tokenuri din alte lanțuri, inclusiv Football Fun (FUN), Lighter (LIT), StarkNet ($STRK
), și Zora ($ZORA ).
Login to explore more contents