TokenomicsTrapper

【Blockchain Rhythm】Whether Bitcoin can achieve a true bull market breakthrough depends not on retail investors. Look at gold—the market size is more than ten times that of Bitcoin, yet retail investors have never been a decisive factor. What truly influences Bitcoin's price movements is precisely the flow of institutional funds.
What does this mean? It means we need to focus our efforts on attracting institutional allocations. Why are institutions still hesitant? Because the risks are still present. Ultimately, the only core threat Bitcoin faces right now is quantum computing.
Once this risk is properly mitigated, the willingness of institutions to allocate will be maximized. By then, Bitcoin's rise will have a solid foundation.

【链文】韩国知名加密交易所Bithumb宣布了一项重要进展——USDE代币现已在其韩元市场正式上线。这一举措为韩国用户提供了更多元的交易选择，进一步完善了平台的币种生态。USDE的加入，意味着用户能够直接通过韩元交易对进行操作，降低了兑换成本，提升了交易便利性。

【Blockchain Rhythm】The Solana ecosystem social token platform Believe App recently released the v2 beta version of its iOS client. This update features an interesting new gameplay — introducing a trading mechanism called the "Human Emotion Market." In simple terms, users can bet on a person's reputation rising or falling using Believe and Doubt tokens, essentially making a perpetual wager on an individual's prospects.
Currently, the platform's first market is linked to founder Ben.

Wintermute observes that Bitcoin cycles in 2025 underperform, altcoin cycles have almost disappeared, and market structure is changing. To achieve a strong rebound in 2026, institutions need to expand their investment scope, leading assets to surge or retail investors to return.

A well-known whale address is under immense pressure in the leveraged market, with its BTC and ETH short positions floating at a loss of over $6.37 million. To avoid forced liquidation, it has transferred 4.8 million USDC to Hyperliquid as margin. This incident highlights the high risks of leveraged trading and market volatility, and traders should exercise caution.

【Blockchain Rhythm】Privacy coin Monero XMR has recently performed quite impressively. Market data shows that XMR briefly broke through the $700 mark, hitting a new all-time high. The current trading price is $698.1, with a single-day increase of 8.25%. Behind this surge, the heat in the futures market is also rising simultaneously. The current futures open interest has climbed to $291 million, compared to $116 million five days ago, an increase of 150%. From the data, market attention to this privacy coin has clearly increased, showing strong growth momentum in both spot and futures markets.

【Blockchain Rhythm】Russia has taken new steps in cryptocurrency regulation. On January 14, the Chairman of the Financial Market Committee of the Russian State Duma, Anatoly Aksakov, announced that a draft bill has been completed to significantly simplify the process for non-qualified investors to access the crypto market. This new bill is expected to be discussed during the spring parliamentary session.
Specifically, the core of the new regulation is to establish a layered management system. Individuals who do not meet the criteria for qualified investors in Russia can participate in crypto trading, but with a purchase cap — no more than 300,000 rubles per transaction (approximately $3,800). In contrast, professional market participants and institutional investors are not subject to this limit and can trade freely.
The intention behind this arrangement is clear: to protect retail investors while not completely blocking access. Interestingly, Russia is also considering how to expand the application scenarios of cryptocurrencies in the international market through this legislation — including promoting cross-border settlement convenience.

Recently, after a wave of decline, BTC prices rebounded, with buyers gradually taking control of the market, trading volume increased, and the trend is positive. Technical indicators show bullish momentum accumulation, but RSI above 70 warrants caution for a pullback. Regarding key price levels, it is recommended to buy around 90,643, and take profits at 94,197. Stop-loss strategies should be set to manage risks. Overall, maintain a bullish outlook, but be aware of high-level risks.

Bitcoin price breaks through $95,000, ending nearly two months of low-range fluctuations. Market funds are mainly concentrated in Bitcoin, with over 40% of bulk transactions. Ethereum performed relatively weakly, accounting for only 20%. Although spot market sentiment is bullish, futures market trading volume has not increased significantly, and a structural bullish trend has not yet formed, reflecting that market sentiment remains hesitant.

A digital asset-focused lending bank is about to go public on NASDAQ through a SPAC merger, with a total transaction value of $226 million. The bank underwent a strategic transformation in 2022, integrating cryptocurrency and traditional financial products to help the industry transition towards compliance.

Asian morning gold prices edged higher due to safe-haven demand driven by geopolitical tensions. Trump's remarks on Iranian protesters hinted that the US might take action. Deutsche Bank analysts believe that if the US intervenes, gold prices will benefit, and investors should pay attention to this.

Korbit, a veteran exchange in South Korea, was fined nearly $2 million by the financial intelligence agency due to anti-money laundering issues and is facing rectification pressure. Currently, the daily trading volume has dropped significantly, with a market share of only 0.5%. Additionally, Future Asset plans to acquire Korbit, with the purchase price ranging from $68 million to $95 million, facing numerous challenges ahead.

Recently, a team open-sourced the tool "electron-webauthn-mac," aimed at providing convenience for Electron application developers on macOS. It integrates features such as Touch ID and iCloud Keychain, simplifying the development process of WebAuthn and password management, and enhancing security and usability.

Market expectations for the Federal Reserve's interest rate trajectory have changed, with only a 5% chance of a 25 basis point rate cut in January, and a 95% chance of holding rates steady. In the future, crypto asset investors will face liquidity shortages, and funds will be more inclined toward traditional financial assets.

【Crypto World】U.S. inflation remains stubborn — December CPI up 2.7% YoY, 0.3% MoM. It seems moderate, but analysts say "we still need to keep an eye on it." This figure directly impacts the sentiment across the entire crypto space.
In plain terms, moderate inflation means the Federal Reserve has no reason to rush into large rate cuts. The market now expects only a 50 basis point cut this year, far below previous optimistic estimates. This "wait-and-see" attitude is indeed a limiting factor for short-term leveraged trading. Without unexpected downward shocks, the market lacks the motivation to "go all in."
But there’s a silver lining. Mild deflation actually supports a weaker dollar, giving risk assets like Bitcoin room to rise. In other words, the price increase isn’t because the market is crazy, but because the dollar has depreciated relative to other assets.
From a trading perspective, the market is now more focused on "data-driven" strategies, and

【Blockchain Rhythm】On-chain data shows that in the early hours of January 13, Selini Capital withdrew 500,000 HYPE tokens from a major exchange within approximately 16 hours, equivalent to about $12.1 million. This fund was then quickly staked into the HyperCore ecosystem, with only about a 6-hour interval from withdrawal to staking. This whale operation reflects institutional confidence in the HYPE project and also indicates that the HyperCore ecosystem is attracting institutional-level capital inflows.

The latest weekly report of the JustLend DAO in the TRON ecosystem shows that the total locked value on the platform has surpassed $6.92 billion, with deposits of $4.15 billion and loans of $215 million, reflecting the stability of the on-chain lending market and user recognition of its risk control system. This performance demonstrates the importance of DeFi lending to the overall activity of the TRON ecosystem.