PANews

News Preview:
LayerZero (ZRO) will unlock approximately 25.71 million tokens at 7:00 PM Beijing time on January 20, representing 6.36% of the circulating supply, valued at about $44.5 million;
Plume (PLUME) will unlock approximately 1.37 billion tokens at 8:00 AM Beijing time on January 21, representing 39.75% of the circulating supply, valued at about $22.3 million;
The U.S. Senate Agriculture Committee plans to announce its Cryptocurrency Market Structure Bill on January 21;
Binance announced that it will automatically cancel spot and leverage orders placed before January 1, 2024, on January 21;
Solana Mobile announced that it will airdrop its native token SKR to Seeker phone users and ecosystem developers on January 21;
Aster will kick off the second season of its Human-Machine Trading Competition on January 22, with contestants announced on January 20.

Written by: Seed.eth
$200 million is the just-announced figure.
BitMine Immersion Technologies (BMNR), chaired by well-known Wall Street analyst Tom Lee, announced that it will invest in the parent company behind the top global internet celebrity MrBeast, Beast Industries. At the same time, Beast Industries mentioned in an official statement that the company will explore how to "integrate DeFi into the upcoming financial services platform."
If you only look at the news, this seems like another familiar crossover: traditional, crypto, internet celebrities, entrepreneurship—on one side is a global subscriber count exceeding 400 million.

Author: CoinGecko
Compiled by: Deep潮 TechFlow
In the last quarter of 2025, the crypto market experienced a sharp correction, with total market capitalization plummeting 23.7% to end at $3 trillion. This marked the first annual decline since 2022, with a year-over-year decrease of 10.4%. Although the quarter once hit a record high of $4.4 trillion, a historic $19 billion liquidation event in October caused prices to drop sharply. Despite the price correction, market volatility drove the daily average trading volume to a yearly high of $161.8 billion, while the stablecoin market grew 48.9% year-over-year, reaching a record high of $311 billion.
This year, the crypto market showed signs of decoupling from traditional assets, with gold rising 62.6%, the US stock market performing strongly, while Bitcoin declined 6.4%.

Source: What Bitcoin Did
Compiled by: Felix, PANews
Recently, Strategy founder and CEO Michael Saylor appeared on the What Bitcoin Did podcast for an in-depth conversation with host Danny Knowles.
In the interview, Saylor pointed out that Bitcoin's true victory is not in short-term price movements, but in historic breakthroughs in fundamentals, from restoring insurance, adopting fair value accounting standards, to full acceptance by the banking credit system. At the same time, he shared Strategy's grand vision of building "digital credit" and responded to external doubts about DAT company. Below are the highlights.
Fundamental breakthroughs on multiple fronts, institutional-level adoption is the biggest progress
Danny: Bitcoin is already 17 years old

Author: Michel Athayde
Warning: This is a wake-up call "report"
Have you ever had this illusion:
"4 hours is too slow, I want to do 5-minute short-term trading, with 1% daily compounding, and I’ll be the world's richest in a year."
"Spot trading is too slow, I use 3x, 5x leverage, as long as the direction is correct, I can earn several times more than others."
To verify these "get-rich-quick fantasies," we not only backtested 4-hour charts but also analyzed 15-minute (15m), 30-minute (30m), and 1-hour (1H) timeframes in detail;
We looked at spot trading and simulated the real outcomes of 200% (2x), 300% (3x), and 500% (5x) leverage positions under extreme market conditions.
The conclusion is extremely harsh: without leverage, after five years of reckless trading, 90% of people will not even

Written by: Hongyu
Preface
I have been paying close attention to Nikita Bier since I started my social product entrepreneurship in 2023. Until he joined X last year as the head of product, I have always wanted to write about this person.
His three products: Politify/TBH/GAS have all achieved considerable success. His company has only a dozen or so people. These three products may not have reached the level of being unstoppable, as that requires perfect timing, location, and harmony. But he is one of the most insightful social product managers in my mind. Many in English-speaking communities call him the king of viral marketing.
Nikita Bier's entrepreneurial journey is like a meticulous experiment targeting human weaknesses: from a policy simulation tool on Berkeley campus, to two addictive viral apps for teenagers, and now at X (formerly

Author: Jae, PANews
On January 14th, the DFINITY Foundation officially released a new tokenomics white paper titled “Mission 70,” proposing an extremely aggressive deflationary plan: by the end of 2026, reduce the ICP inflation rate by 70%.
Following the announcement, ICP’s price performed strongly, with intraday gains exceeding 30%, leading the market. This is not just simple emotional speculation but a re-pricing of the Internet Computer’s fundamentals.
For DFINITY, which harbors the ambition of “rebuilding the internet,” this is not only an adjustment of the economic model but could also become a turning point for ecosystem development. It is attempting a high-difficulty “economic surgery” to make the leap from a “money-burning infrastructure” to a “self-sufficient value engine.”
From subsidy expansion to the era of deflation, aiming to reduce the inflation rate

PANews Editor's Note: PANews has selected top-quality content from the past week to help everyone fill in the gaps during the weekend. Click on the titles to read.
2025 Review and 2026 Outlook
PANews 2025 Impact Column's 4 Major Rankings Officially Released
Recap of the crazy bull market in 2025: Who are the best navigators in the crypto market? PANews annual rankings reveal the most noteworthy authors and must-read articles of the past year.
Elon Musk's First Interview in 2026: Discussing AI, robotics, energy, and the impact of US-China competition on the near future
Elon Musk and futurist Peter Diamandis, among others, discussed how technological changes will reshape the near future. He predicts that general artificial intelligence (AGI) will be achieved in 2026, and by 2030, AI's intelligence level will surpass the combined intelligence of all humans. Additionally, he believes that the Viali Medical School will be meaningless, and China's computing power will far exceed

@moonbirds
Compiled by: @BruceBlue
Summary: Birb is a living IP character that is embodied through a Meme token and anchored in value by a physical collectibles company. The company's goal is to generate $1 billion in revenue by distributing the Birb IP worldwide, while transforming marginal users into crypto users.
Introduction
The long-term failures of crypto projects are mainly not due to technology or finance, but conceptual issues. The crypto space has been struggling to articulate its purpose, oscillating between two incompatible self-identifications: is it a serious business environment or an arena for collective absurdity? Projects attempting to fully occupy one end of this spectrum often fail because of the opposite but symmetrical nature of the other end.

Podcast: a16z
Translation: Deep Thought Circle
If someone told you that the current AI boom is just another bubble, would you believe it? Skyrocketing valuations, influx of capital, everyone talking about AI—this indeed seems like history repeating itself. But after listening to Ben Horowitz's recent talk, my perspective completely changed. This co-founder of Andreessen Horowitz, with his 16 years of experience managing top venture capital firms and a deep understanding of the tech industry, provided a thought-provoking answer: this time is different. Not because the technology is so cool, but because the demand is unprecedentedly real.
I've been pondering a question: why can some investors consistently find great companies, while most can only rely on luck? In this talk, Ben revealed some perspectives I had never considered before. He discussed how to manage a team that is smarter than you.

The Sui blockchain recently experienced a nearly 6-hour network outage, freezing assets worth approximately $1 billion. This is the second major failure since its independent launch. The incident has sparked in-depth reflection on the relationship between the complexity and fragility of high-performance blockchains, while also highlighting that decentralization does not necessarily mean high availability. At the same time, the market's psychological threshold for technical outages has increased, with greater focus on long-term stability and the team's response capabilities. Moving forward, Sui needs to enhance engineering trust to ensure similar issues do not occur again.

Author: Stacy Muur
Translation: Felix, PANews
The original "Fat Protocol" theory suggested that the value of cryptocurrencies would disproportionately flow to the underlying blockchain rather than applications. This view is no longer valid.
By 2026, value will flow to "control points": interfaces that understand user intent, trading venues that internalize liquidity, issuers holding asset liabilities, and entities capable of tokenizing inefficient assets. Regardless of which chain ultimately wins, which application becomes popular, or which narrative dominates, these entities will be able to collect fees.
This ranking, based on metrics such as revenue, user count, ARPU (average revenue per user), market dominance, and capital efficiency, clearly shows where the true "fat" is in value today, why it has become "fat," and where the next wave of marginal value will flow.
1. "Fat" Wallet

Highlights of this Issue
The weekly coverage period for this issue spans from January 9, 2026, to January 16, 2026.
This week, the total on-chain RWA market cap steadily increased to $21.22 billion, with the number of holders surpassing 630,000. The growth is mainly driven by the expansion of the investor base; the total market cap of stablecoins remained relatively flat, but the monthly transfer volume surged by 45.63%, with a turnover rate reaching 27.3 times, highlighting that the market has entered a phase of “stock game deepening.” Institutional large-scale settlements and derivatives collateralization are driving high-speed circulation of existing funds, forming a unique pattern of “high liquidity, low growth.”
On the regulatory front, the US is experiencing a heated “internal war” over stablecoin yields. Coinbase is actively lobbying against restrictions but has been rebutted by executives from JPMorgan and Bank of America. The CLARITY Act has become a focal point of contention between traditional banks and crypto, with a hearing postponed to January 27; Dubai is tightening stablecoin regulations, while South Korea has approved securities-type tokens.

Mid-January 2026, the United States begins to withdraw some personnel from the Middle East, and the market remains cautious. Due to escalating geopolitical risks, the prices of gold and Bitcoin have risen, with Bitcoin performing particularly well amid panic expectations. The future market focus will be on the nature of the escalation of the conflict and its impact on liquidity, rather than simply whether military action occurs. Overall, the market is pricing in potential risks rather than merely reacting to individual events.

Compiled by: gonka.ai
Core Summary: As global capital floods into OpenAI, attempting to build algorithmic walls through centralized data centers, Silicon Valley's most legendary "visionaries" Liberman brothers (Daniil & David Liberman) have issued a warning. As serial entrepreneurs who sold their company for $64 million to Snapchat, they are now making a comeback with the decentralized AI computing network Gonka. They predict that the future Earth will usher in an era of 10 billion robots, and in the face of this productivity singularity, humanity must either reclaim computing sovereignty through decentralized technology or forever become digital tenant farmers for algorithm giants.
1. The Truth About the Productivity Singularity: Everyone's "Fourfold Speed" Clone
From the perspective of the Liberman brothers, AI is not a

Spot silver prices rise, impacting manufacturing costs, and market outlook for copper demand adjusts. Bitcoin's rebound faces resistance, Ethereum consolidates. Institutional funds continue to flow in, with two major ETFs experiencing net inflows. Market enthusiasm declines, retail investor interest remains low. Multiple token unlocks and new listings influence future trends.

Author: Cat Teacher scupt
YZi Labs (CZ related) + Hyperliquid collaboration, is it truly "secure" or just marketing? Let's analyze the evidence and risks one by one.
1) What does the project do? What problem does it solve?
One-sentence positioning: A private, non-signed on-chain trading terminal that provides professional DeFi users with unified access to cross-chain spot, perpetual, pre-issuance tokens, and yields.
Target users and pain points
Target users:
- High-frequency traders
- Narrative-driven speculators
- Whale wallet holders
- Advanced native DeFi users
- Institutional asset allocators
Core pain points:
- DeFi fragmentation: multiple clicks to trade, complex Gas management, frequent cross-chain wallet switching
- Lack of CEX-level experience: unable to achieve the speed, privacy, and aggregation capabilities of centralized exchanges, leading to trading