Emily Vuong

🧧Guidelines for automatic transaction refunds - lifetime for traders or trading on #Binance:

💵Don't underestimate small money, high-frequency trading can even result in refunds that exceed the initial capital many times over.

1/ Register through the link: Binance.com

2/ The words 'Link' will appear with your referral, just click ok to complete.

3/ When the link is successfully established, the words 'retrieve' will appear as shown in the successful image.

👉When trading, you will get cash back to your spot wallet and future wallet.

If successful, you can send the last 3 digits of your ID for me to check again.

📍 SEC & CFTC launch “Project Crypto” – coordinating the management of the crypto market

📌 SEC and CFTC officially join forces, ending overlapping issues and prolonged disputes in crypto regulation.

📌 “Project Crypto” aims to establish a clear classification framework for digital assets, providing unified oversight from spot to derivatives.

📌 The goal is to reduce legal risks, lower compliance costs, and keep crypto operations in the U.S. instead of flowing abroad.

$BNB

📍 Binance transfers the entire SAFU fund of $1B to Bitcoin

📌 Binance confirms that it will transfer the entire ~$1B SAFU fund from stablecoin to Bitcoin, gradually over 30 days.

📌 SAFU is a user protection fund established in 2018, used to compensate for extreme incidents such as hacks or asset losses.

📌 Binance stated that it will continuously monitor the fund's value – if SAFU drops below $800M, the exchange will add BTC to bring it back to the $1B mark.

📌 This move demonstrates a strategic belief in Bitcoin as a core asset and a long-term store of value, rather than relying on stablecoin.

$BTC

📍 Global gold ETFs record a historic capital inflow in 2025:
Global gold ETFs attracted +$88.6B in net capital in 2025, the highest level in history.
North America led with +$50.7B, followed by Asia +$25.3B and Europe +$11.7B.
This is only the second year with capital inflows in the last 5 years, with December alone attracting over $10B, becoming the third strongest month of the year in terms of capital flow, pushing total AUM of gold ETFs up +114% to $582.9B - something that has never happened before.
Demand by volume reached +801 tons, the second highest in history only after 2020 (+893 tons).
A memorable year for gold.
$XAU

A new report shows that Gen Z is shifting towards prediction markets not only for entertainment but also to find income opportunities amid economic instability – tight job markets – low wages.
Key points:
- Gen Z is gathering on prediction platforms (e.g., Polymarket, Kalshi…) to earn additional income outside of their main salary.
- The main motivation is the widening income gap: the average income of young people is lower than that of previous generations at the same age.
- Rising education costs and living expenses, but quality jobs with high wages are not increasing correspondingly, forcing Gen Z to seek other niches.
- Prediction markets are viewed as an opportunity for "higher returns" compared to traditional investment/trading options, but they come with significant risks and are not suitable for everyone.
- As a result, this market attracts a lot of small capital, with many new players, increasing price volatility and highlighting the wealth gap within the youth community.
The bigger picture: Young people not only lack stable income but also opt for non-traditional financial products to compensate.
-> This reflects the economic-financial pressure on Gen Z, pushing them into higher-risk markets.

📍WLD price increased by 44% after rumors of OpenAI integrating World technology

The WLD token of World recorded a 44% increase after rumors emerged that OpenAI is considering integrating World’s identification technology.

OpenAI is said to be researching the use of World ID – the “real person” verification system of World – to eliminate bots and automated accounts on a new social platform or AI product.

World is developed by Tools for Humanity, a project co-founded by Sam Altman. This ecosystem has currently attracted tens of millions of users through the World App and a biometric-based identity verification network.

Currently, there has been no official confirmation from OpenAI or World.
$WLD

📍Fidelity is preparing to launch its stablecoin FIDD on Ethereum
Fidelity Investments is in the process of preparing to issue its own stablecoin called FIDD (Fidelity Digital Dollar), deployed directly on Ethereum.
Some key points have been confirmed:
- FIDD is pegged 1:1 with USD, aimed at being used in Fidelity's digital finance ecosystem
- The issuing entity is Fidelity Digital Assets, through a licensed legal structure
- This stablecoin is designed to facilitate transactions, payments, and on-chain settlement, especially for institutional clients
- Ethereum has been chosen as the initial deployment infrastructure
This move brings Fidelity directly into the stablecoin game, alongside established names in the market such as USDT, USDC, PYUSD.

📍The strangest transaction string ever recorded on Ethereum.
In February 2025, a wallet claiming to be Hu Lezhi appeared on Ethereum, believed to be a Chinese programmer. This wallet executed a series of transactions:
- Burned a total of 603.38 ETH (~$1.67M at that time)
- All sent to a zero address
- Each transaction accompanied by a long message, recorded directly on-chain
- The content of the messages revolves around a consistent theme: mind control through technology.
Some excerpts:
- "I have been monitored and manipulated since birth."
- "Brain control technology has been implemented at a military level."
- "Humans are being turned into digital slaves."
- Among these, the burn transaction of 500 ETH specifically mentioned:
- Two individuals: Feng Xin and Xu Yuzhi
- A Chinese hedge fund: Kuande Investment (WizardQuant) with allegations of using brain control technology to manipulate employees.
Other transactions continued with the same content:
- 70.36 ETH: "Wildlife has become digital chaos."
- 33.03 ETH: "A victim gradually loses desire, then becomes a complete slave."
👉 Total ETH burned: 603.38 ETH. All can be verified on Etherscan.
After that, this very wallet sent an additional 711.52 ETH to the WikiLeaks donation address, accompanied by a very long note, further asserting being monitored and controlled since birth by an "organization controlling the brain."
Could these mysterious allegations be true, or is it just a wealthy person seeking attention? $ETH

🔸Reasons the market reacted to Mr. Powell's statements
🔸Policy
- Current interest rates are appropriate for the state of the economy.
- The Fed is actively standing still to review new data.
-> Mr. Powell stated that the Fed is a long way from letting the market or "any political forces" influence its decisions.
🔸Economy
- The risks of rising inflation and declining employment have diminished, but are not completely gone.
- The number of new jobs is nearly zero.
- GDP for the year is above 2%
-> Mr. Powell is confident there will be no hard landing.
🔸Inflation
- Long-term inflation expectations are unchanged.
- Inflation due to tariffs is temporary, expected to decrease from mid-2026.
-> There is no reason to rush to loosen.
🔸USD - Gold - Silver
- Mr. Powell avoided commenting on the USD, "that is the responsibility of the Treasury Department."
- The Fed "does not see data" indicating that risk-averse capital is leaving the USD.
- The rise in gold and silver prices is not linked by the Fed to macroeconomic instability.
🔸Mr. Powell did not answer about staying at the Fed after his term -> implicitly understood to mean he will stay. He also emphasized that the Lisa Cook issue is a key problem regarding the independence of Fed personnel. Overall, he is quite hawkish, optimistic about the U.S. economy, and has not hinted at any changes in the interest rate path.

📍FOMC January 2026 - FED pauses after 3 rate cuts, with the message: The economy doesn't need further rescue yet.

🔶FED maintains the interest rate at 3.5%-3.75% as expected after a series of 3 consecutive easings in 2025. Voting 10-2, only Stephen Miran and Christopher Waller voted for an additional 25bps cut in this meeting.

🔶There was no shock to the market, as we look at the FOMC minutes to see the Fed's perspective more clearly: Compared to the previous meeting (November), this FOMC statement is noticeably more optimistic. "Economic activity expanding at a moderate pace" has changed to "solid pace." The FED believes that economic growth remains strong, and there is no need for strong stimulus yet.

🔶The labor market has also been "downgraded" in terms of risk. Previously, the FED mentioned that job gains were slowing, unemployment was ticking up, and the risk of job losses was increasing, but this time that section has been completely removed. Instead, it states: The unemployment rate has shown signs of stabilization.

🔶The perspective on inflation remains unchanged: "somewhat elevated" (higher than desired but not out of control).

🔶The FED removed the entire section discussing reserve balances and the possibility of buying short-term T-bills. The previous meeting even mentioned "ample reserves" and technical actions to maintain system liquidity. The Fed's message: No liquidity stress.

=> Fed Pause as expected and nothing surprising in the minutes + comments from Mr. Powell. DXY continues to fall and precious metals continue to break records.

- [DEGEN] $PENGUIN - The price surged 50% after Elon Musk retweeted a post featuring a penguin

- [DEGEN] $clawd - ClawdBot Rebrands to MoltBot to Avoid Trademark Issues with Claude AI (99% price dropped) (SOL chain)

- [DEGEN] $CLAWD - AI agent meme coin from the Ethereum Foundation's Austin Griffith, launched through Clanker on the Base network (MC 22m)

- $SENT OKX lists Sentient (SENT) for spot trading

- $USTA OKX launches USAT spot trading pair

- $TRIA, $ZAMA on Coinbase roadmap

- $MEZO Mezo launches Phase 1 $MEZO token allocation

- $USA₮ Tether launches USAT, a federally regulated dollar-backed stablecoin made in America

- $PENDLE Pendle Launches Boosted Pools with Tapering Emissions & Co-Incentives

- $THEO Theo introduces yield-bearing tokenized gold asset built for DeFi utility

- $BIRB Introduces Tokenomics
- US Marshals probe $40M crypto theft by government contractor's son

- Mesh reaches $1B valuation with $75M Series C for universal crypto payments

- Morgan Stanley appoints Amy Oldenburg to lead its digital asset strategy

Polymarket is betting on the likelihood of the US government shutting down at 80%
-> The wave of protests is increasing significantly, the Democratic Senate says it will refuse to pass the budget of the Department of Homeland Security.
The financial markets continue to rise strongly, indicating that the market is not pricing in a government shutdown. The Republican Party will compromise to secure enough votes to pass the budget.

🇺🇸 Most of the leading banks in the USA have now entered the crypto market. $BTC

📍 Bitcoin holders have begun to record net losses for the first time since October 2023
📌 According to the latest on-chain data from CryptoQuant, investors $BTC have started to record net losses in January 2026, marking the first time this phenomenon has appeared since October 2023.
📌 Net Realized Profit/Loss has turned negative, indicating that the total amount of $BTC being sold at a loss is greater than at a profit, reflecting a significant change in market selling behavior. Many buyers at higher price levels have had to cut their losses.
📌 This selling pressure is not only coming from short-term investors but also from mid-term holders, leading to a notable increase in the total realized loss over the past 30 days.
📌 Additionally, the significant outflow from ETFs over the past month has also put heavy pressure on overall market sentiment. Historically, if prices do not quickly increase to reverse market sentiment, this trend of cutting losses will become even stronger as "dip buyers" will also be forced to cut losses. $BTC

📍 Surprise identity of the suspect related to the theft of over $40M in crypto from the US government wallet

📌 On-chain investigator ZachXBT recently released investigation results indicating that an individual is connected to the unauthorized withdrawal of over $40M in cryptocurrency from the US government's seized asset wallets.

📌 According to blockchain tracing data, the withdrawn funds include ETH and ERC-20 tokens, which were subsequently split, bridged across multiple chains, and mixed through anonymous tools to erase traces.

📌 The suspect has been identified as John Daghita, who also uses the online alias "Lick" – a name familiar in previous underground crypto communities.

📌 A significant point of interest is that John Daghita is reportedly the son of Dean Daghita, the Chairman of CMDSS – the unit that was once hired by the US government to manage, custody, and process seized crypto assets in several major cases.

📌 This raises suspicions of insider risk, as the suspect may have accessed the wallet management system or sensitive information through family connections.

📌 ZachXBT stated that suspicious transactions occurred over a long period, with transaction patterns matching addresses previously controlled by CMDSS, increasing the credibility of the hypothesis.

📍 Japan is expected to approve the first crypto ETF by 2028

📌 The Financial Services Agency of Japan (FSA) is considering amending the legal framework to allow cryptocurrencies to become valid underlying assets for ETFs, with the earliest implementation target set for 2028.

📌 According to the plan, Japan will classify crypto similarly to traditional financial assets, paving the way for spot crypto ETFs to be listed on the Tokyo Stock Exchange (TSE).

📌 Some major financial institutions like Nomura Holdings and SBI Holdings are reportedly preparing to participate in the issuance of these ETF products once the legal framework is finalized.

📌 Currently, Japan still prohibits spot crypto ETFs, although it has allowed trading of crypto, stablecoins, and related products under strict supervision.

📌 If approved, Japan will join the group of markets that have legalized crypto ETFs, such as the US and Hong Kong, but with a more cautious pace.

📌 This move is part of Japan's long-term roadmap to integrate digital assets into the mainstream financial system while enhancing investor protection. $BTC

📌 Pi App Studio has just released a new feature update, marking an important development step for the Pi Coin ecosystem. This news has attracted the attention of the community as Pi continues to expand its functionality and user experience.

📌 The new updates focus on enhancing the dApp development experience on the Pi platform, aiming to attract more developers and projects to join the ecosystem early.

📌 The price movements of PI Coin reacted positively for a brief moment after the news, although the increase was not very strong. Prices fluctuated within a narrow range as the overall cryptocurrency market remains cautious.

📌 The community is paying attention to the fundamental growth signals of Pi:
- TVL and active user traffic in Pi App Studio are increasing,
- Some mini-game and utility projects have started deploying testnets, creating long-term incentives.

📌 However, large capital flows have not yet returned strongly, as evidenced by liquidity not breaking through on the spot exchange.

📍 BTC/ETH OPTION EXPIRY MARCH 2026 AND MARKET DYNAMICS
📌 The expiry of BTC & ETH options for March 2026 is approaching, with the total open interest (OI) remaining high, reflecting strong market expectations despite price fluctuations.
📌 #Bitcoin (#BTC):
- The open interest volume for BTC options in March remains large, indicating that betting activity is still dense as the market approaches the expiry date.
- Important “strike prices” are concentrated around the current price level, indicating that market sentiment is balanced between bullish and short-term neutral positions.
📌 #Ethereum (#ETH):
- The OI for ETH options in March remains high, with many positions at price levels considered technically important.
- The put/call ratio is not too skewed, implying that cash flow is not overly leaning to one side before expiry.
📌 Impact on the market:
- Before the option expiry, the cryptocurrency market often witnesses increased liquidity and spread volatility, as option holders restructure their positions.
- Especially with BTC, prices hovering around key psychological levels may be “swept” strongly if large option sellers seek liquidity.
📌 Option data shows that both the bullish and bearish sides are preparing, with no strong dominance towards one side. This increases the likelihood of significant volatility in the short term, especially as the expiry liquidity is absorbed. $ETH
$BTC

📍 ONDO discounts as TVL reaches a new peak

📌 Ondo Finance (ONDO) continues to face price adjustment pressure, contrary to on-chain developments, as TVL records a new all-time high (ATH).

📌 Data from CryptoQuant shows that the average size of spot orders has sharply decreased, especially in the big whale orders group. The green dots have noticeably shrunk -> whales are no longer placing large orders, and significant capital is temporarily withdrawing from the spot market.

📌 The decline in ONDO's price is not due to capital withdrawal from the protocol, but rather a lack of proactive buying power from large players in the short term. The increase in TVL reflects long-term locked capital, which does not equate to immediate price support in the secondary market.

📌 Familiar structure:
- TVL increases -> confidence in the model, product, and long-term cash flow
- Order size decreases -> thin liquidity, weak buying power, and price is prone to slippage
📌 The market is entering a phase of disconnection between on-chain fundamentals and price action. ONDO is currently trading in a state of lacking leadership, as large capital has yet to return to push the price.

$ONDO

The macro momentum indicators suggest that Bitcoin is entering a phase of cooling adjustment. The Hot Capital Share has decreased from 37.6% to 35.5%, approaching the lower bound of the statistics. This change indicates a decline in short-term speculative activity, making way for more patient capital from long-term investors. $BTC