Cointime

World Gold Council: There are almost no signs of easing economic and geopolitical uncertainty, and the strong momentum of gold demand is expected to continue. Senior market analyst Louise Street from the World Gold Council commented that 2025 witnessed a surge in global gold demand and a significant spike in gold prices. Ongoing economic and geopolitical risks have become the new normal, with consumers and investors rushing to buy and hold gold. Gold investment demand has become the focus throughout the year, with investors competing to allocate gold through various available channels, while other segments have also supported global gold demand. The dollar gold price skyrocketed by 67% compared to the previous year, but gold jewelry demand only fell by 18%, indicating that consumers are still willing to purchase gold jewelry products in a high gold price environment; at the same time, global central banks are also firmly committed to increasing gold reserves. Looking ahead to 2026, there are almost no signs of easing economic and geopolitical uncertainty, and the strong momentum of gold demand in 2025 is expected to continue. At the beginning of this year, the gold price first broke through the $5000 per ounce mark in the first month, once again highlighting the important role of gold as a safe-haven asset during uncertain times.

Cere Network联创及董事会因代币销售面临1亿美元诉讼
1月29日消息，加密货币基础设施平台Cere Network的联合创始人及董事会成员遭遇一起1亿美元诉讼，原告指控他们实施“拉高出货”骗局，从投资者手中窃取了数千万美元。 起诉人指控，联合创始人FredJin等人涉嫌在平台代币公募后违反锁仓承诺，秘密出售了价值4100万美元的代币并将资金转入个人钱包。诉状还指其与市场做市商合作，使用机器人伪造交易量以掩盖行为。这已是Cere Network本月面临的第二起诉讼。此前，另一位联合创始人于1月13日提起诉讼，指控Jin挪用公司资产超5800万美元。目前CERE代币价格较2021年11月的历史高点已下跌约99.9%。

U.S. Treasury Secretary Supports Strong Dollar Policy, but Difficult to Stop Downward Trend; Concerns Over Currency Depreciation Dominate Market
The dollar exchange rate fell during the Asian session on Thursday, halting Wednesday's rebound, as market concerns about a potential depreciation of the dollar resurfaced, overshadowing U.S. Treasury Secretary Janet Yellen's reiteration of a strong dollar policy. 'Bond King' Jeffrey Gundlach stated that the dollar has not acted like a safe-haven currency for some time, as investors prefer tangible assets like precious metals. Damien Loh, Chief Investment Officer and Co-founder of hedge fund Ensemble Capital, remarked: 'Yellen employed a strategy of 'strategic ambiguity' when discussing the dollar.' He explained: 'A comprehensive weak dollar policy, like the one initially advocated by Trump, could create a self-reinforcing trend and spiral out of control, so Yellen is trying to temper those expectations, although I believe they still hope for a gradual weakening of the dollar.'

Bithumb will launch SENT and ELSA
Bithumb announced that it will launch SENT and ELSA in the Korean won market.

Securitize submits S-4 form to the SEC to advance SPAC listing
RWA tokenization platform Securitize and special purpose acquisition company Cantor Equity Partners II (CEPT) announced that its wholly-owned subsidiary has publicly submitted an S-4 form business combination registration statement to the U.S. Securities and Exchange Commission (SEC). This submission reflects the ongoing progress of the SEC review process. Once the business combination is completed, Securitize will become a publicly listed company. The registration statement shows that Securitize had total revenue of $55.6 million for the nine months ending September 30, 2025, an increase of 841% compared to $5.9 million for the same period in 2024; total revenue for the entire year of 2024 was $18.8 million. Previously, according to CNBC, in October 2025, the RWA platform Securitize, responsible for supporting BlackRock's tokenized money market fund, will go public through a merger with a special purpose acquisition company (SPAC).

Gold and copper lead the surge in the metal market, as the dollar weakens
Market Overview: Affected by the weakening of the dollar and escalating geopolitical tensions, the prices of gold, copper, and silver have all reached historic highs, and the recent record-breaking surge in commodities has gained new momentum. Gold prices rose by 2.3% to $5540 per ounce, expanding this month's increase to about 30%; after a huge increase of 148% in 2025, silver's increase this year has further expanded to 64%. Copper prices on the London Metal Exchange soared by 5%, and Brent crude oil prices also rose to their highest level since September last year. All of the above assets are priced in dollars, so they all benefit from the depreciation of the dollar.

Polymarket: The probability of the U.S. government shutdown this Saturday has significantly decreased
According to reports from The New York Times and Polymarket prediction data: 1. Negotiation progress: U.S. President Trump and Senate Minority Leader Schumer are negotiating to avoid a government shutdown. The preliminary plan proposes to separate the funding legislation for the Department of Homeland Security from the appropriations bill, while the remaining bill, which provides funding for military and health projects, will be passed before the Friday midnight deadline. 2. Temporary measures: Congress will consider providing short-term funding extensions for the operations of the Department of Homeland Security to prevent service interruptions and buy time for drafting new legislation. 3. Market predictions: Due to favorable negotiation impacts, Polymarket prediction data shows that as of 2026-01-29 12:54, the probability of 'U.S. government shutdown this Saturday' has plummeted to 40%, with a daily decline of 29%.

The US spot Ethereum ETF saw a net inflow of $28 million yesterday
According to Trader T's monitoring, the US spot Ethereum ETF saw a net inflow of $28 million yesterday.

Binance Futures will launch BIRDUSDT and GWEIUSDT U-based perpetual contracts
The Binance Futures platform will launch the BIRDUSDT perpetual contract on January 29, 2026, at 13:15, with a maximum leverage of up to 50 times; the GWEIUSDT perpetual contract will launch on the same day at 13:30, with the same maximum leverage of up to 50 times. The above perpetual contracts will open for copy trading within 24 hours after the launch.

NVIDIA, Amazon, and Microsoft are discussing investing up to $60 billion in OpenAI
According to The Information: NVIDIA (NVDA.O), Amazon, and Microsoft are discussing investing up to $60 billion in OpenAI.

Limitless has opened the LMTS Season 2 airdrop claim
On January 29, news came that the prediction market Limitless announced that it has opened the LMTS Season 2 airdrop claim. Traders participating in the Season 2 points may be eligible to claim the airdrop, and traders can go to the official claim page to view and claim.

Advertising Time Trace has been launched. ATT can exchange ETH at a 10% discount for the 'IEO' event. On January 29, news from ATT Global.io announced that ATT's ability to exchange ETH at a 10% discount will become one of the ongoing segments of the 'IEO' series, aimed at allowing the ATT Foundation to better reward the numerous contributors and participants in the ecosystem, while also providing more applications and use cases for ATT. Advertising Time Trace (ATT) is a forward-looking Web3.0 application project that integrates DePin technology. Through its unique DA-AIOT-P decentralized assets-artificial intelligence Internet of Things-payment mechanism, it has built a new digital advertising ecosystem that integrates physical advertising assets, advertising e-commerce merchants, user resources, and digital technology. Currently, a commercial advertising system centered around the LED screen in Lan Kwai Fong, Hong Kong, has formed, gradually improving the coverage of LED screen advertising in core commercial areas such as Southeast Asia, Japan, South Korea, and Europe. Currently, the core participants in the ecosystem have reached tens of thousands, with the potential to radiate to hundreds of thousands of commercial ecosystem users, aiming to become a new entry point for traffic and assets in the Web3 field.

BTC broke below 88000 USD
The market shows that BTC broke below 88000 USD, currently reported at 87988.94 USD, with a 24-hour decline of 1.3%. The market is highly volatile, please ensure proper risk control.

Coinbase announces the integration of Jupiter into its on-chain platform, allowing users to trade Solana native tokens directly.
According to The Kobeissi Letter, Coinbase has announced that it has directly integrated the Jupiter exchange into its on-chain trading platform, meaning that millions of Solana-based tokens can now be traded on Coinbase through Jupiter for the first time. Coinbase no longer needs to slowly and manually list tokens on a centralized order book as before, but instead utilizes on-chain technology to allow users to access Solana native assets instantly. Through this integration, users can use their existing Coinbase balance and payment methods to trade tokens via self-custody wallets.

The total market value of tokenized gold and silver sectors exceeds 6 billion USD, continuing to set new highs.
According to Coingecko, the total market value of the tokenized gold and silver sectors has surpassed 6 billion USD, currently approximately 6.295 billion USD, continuing to reach a historical high. Among them, the total market value of tokenized gold is currently around 5.814 billion USD, while the total market value of tokenized silver is approximately 481 million USD.

Coinbase joins the Trump Accounts initiative and may provide a $1,000 subsidy for employees' children in the form of Bitcoin. Coinbase CEO Brian Armstrong announced the joining of the government's Trump Accounts initiative, which will match a $1,000 subsidy from the U.S. Treasury for all eligible employees' children. Brian Armstrong stated that the hope is to pay this subsidy in the form of Bitcoin. The Trump Accounts initiative aims to establish long-term financial security by creating tax-advantaged investment accounts for U.S. citizens under the age of 18. Currently, several large companies, including Uber, NVIDIA, Intel, Broadcom, IBM, and Schwab, have joined the initiative and incorporated it into their employee benefits systems.

🎙
【CoinTime × Nexus｜Space】

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Topic: Web3 Ecosystem Coordination:Designing Sustainable Growth Flywheels Across Layers

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Subtopic: Aligning DeFi, Infrastructure, and Application Layers into a Closed-Loop Value System
As Web3 matures, many foundational assumptions around ecosystem growth are being re-examined. This Space brings together cross-layer perspectives to reflect on how incentives, liquidity, and user participation can be structurally aligned in long-term ecosystem design.

🗓
Jan 30 · 20:00 (UTC+8)

🎤
Host
Grace — CGO, RingProtocol,@Grace202020

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Guests
• Ali Zain — Co-founder, Nexus Chain (@NexusChain_hub)
• Miya — Manager, Soly Chain (@solychain)
• Michael Bar Zeev — SHIFT RWA (@micobz, @ShiftRWA)
• Cole — Operation Specialist (@space_agri)
• Clive Davis — CMO, Timelock (@ClifeDavis)

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Key discussion points
• Where are the real coordination gaps across DeFi, infra, and apps?
• How can cross-layer collaboration drive sustainable user & liquidity growth?
• Looking toward 2026, what structural shifts will unlock the next growth phase?

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Set a reminder & join the conversation
👇

Space link:https://x.com/i/spaces/1YqKDNgmXZAJV?s=20

Powell: Current policy is not 'clearly tight', tariff inflation is expected to dissipate by mid-year. Powell stated that inflation risks have somewhat eased, employment risks may be stabilizing, and interest rate hikes are not a fundamental assumption for anyone's next action.

A certain address spent $30.5 million to buy 909,000 HYPE and still holds 14.5 million USDC, expected to complete the purchase today.
According to on-chain analyst Yu Jin's monitoring, a certain address (0x9D26...1BfF) transferred 45 million USDC to Hyperliquid to buy HYPE. Currently, this address has consumed 30.5 million USDC to buy 909,000 HYPE, with an average purchase price of $33.5. The purchasing behavior of this address is still ongoing, and the remaining 14.5 million USDC is expected to complete the purchase today.

Vitalik Reveals Polymarket Profit Strategy: Betting Against Extreme Predictions to Earn $70,000
On January 29, Ethereum co-founder Vitalik Buterin disclosed that he earned $70,000 on the prediction market platform Polymarket last year, with a strategy specifically targeting bets against "crazy predictions." Buterin stated, "I look for markets that are in crazy mode and then bet that the crazy things won’t happen." He placed bets with a principal of about $440,000, achieving an annualized return rate of approximately 16%. Vitalik cited examples of markets betting that Trump would win the Nobel Peace Prize or that the dollar would collapse as good targets for his reverse bets. This is not the first time he has publicly discussed profiting from prediction markets; during the 2020 U.S. election, he also earned $58,000 using similar strategies.