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The U.S. Senate Banking Committee was originally scheduled to review the Digital Asset Market Clarity Act (CLARITY Act) on January 15, 2026, but the hearing was postponed due to Coinbase withdrawing support. The bill aims to clarify the regulatory authority of the SEC and CFTC over digital assets, but the core controversy centers on the restrictions on stablecoin yield: prohibiting exchanges from offering interest rewards to users holding stablecoins, which directly impacts Coinbase's $1.4 billion annual interest business model. Traditional banks are concerned that such operations constitute "

The 2026 Davos World Economic Forum will be held from January 19 to 23 in Switzerland, with the theme of "The Spirit of Dialogue," focusing on geopolitical cooperation, technological innovation, and sustainable development. Chinese Vice Premier He Lifeng emphasized adherence to multilateralism, promoting inclusive and equitable economic globalization, and showcased China's leading achievements in AI applications, green energy, and other fields. U.S. President Trump's speech sparked controversy, with his tough stance on Greenland sovereignty and European policies raising concerns among attendee

The 2026 Davos World Economic Forum will be held from January 19 to 23 in Switzerland, with the theme of "The Spirit of Dialogue." It attracted nearly 3,000 political and business leaders from over 130 countries, setting a record for government participation. Chinese Vice Premier He Lifeng put forward four key proposals, including firm support for free trade and the maintenance of multilateralism, emphasizing that China will continue to inject stability into global growth. This year's forum focuses on the large-scale application of AI technology, with executives from companies like Microsoft a

As of January 21, 2026, the final candidate for the next Federal Reserve Chair has not yet been determined, but the main contenders are focused on the following four individuals:
Kevin Hasset (Chair of the White House National Economic Council): A core aide to Trump, advocating for significant rate cuts to stimulate the economy, but markets are concerned that his close ties to Trump could threaten the independence of the Federal Reserve.
Chris Waller (Federal Reserve Board Member): A dovish representative supporting gradual rate cuts, considered a candidate with strong independence due to his

The aggressive accumulation strategy of Strategy is both a bet by enterprises on the long-term value of Bitcoin and a microcosm of the evolving perception of crypto assets in the capital markets. Its success depends on two core factors: whether Bitcoin's price can break through the narrative of inflation hedging, and whether corporate capital structures can withstand cyclical fluctuations. If both continue to reinforce each other positively, it could lead more traditional institutions to reshape their asset allocation strategies.

The US core CPI year-over-year increased by 2.6% in December 2025, below the expected 2.7%, and the month-over-month growth rate of 0.2% also underperformed expectations, indicating a continued cooling of inflation. Housing costs remain the main driver, rising 0.4% month-over-month, but food prices saw a narrower increase of 0.7% (partially offset by beef shortages and a plunge in egg prices), and energy prices rose slightly by 0.3% month-over-month. Core goods prices showed no month-over-month growth, and prices for sensitive categories such as used cars and clothing stabilized, reflecting a

The US core CPI in December 2025 increased by 2.6% year-on-year and rose by 0.2% month-on-month, both below market expectations, indicating that the inflation cooling trend continues. Housing costs (up 0.4% month-on-month) remain the main driver, but the 0.7% month-on-month increase in food prices and the rebound in energy prices (up 0.3% month-on-month) show price stickiness. After the data was released, the market's probability of a rate cut by the Federal Reserve in April rose to 42%, but the probability of maintaining the current rate at the January policy meeting remains at 95%. Federal R

MSCI announced on January 7, 2026, that it will temporarily not remove Digital Asset Treasury Companies (DATCOs) from the Global Investable Market Index, maintaining the current index treatment. The decision is based on the need for further research into the definitions of "investment companies" and "operating companies," especially for firms with digital assets like Bitcoin accounting for over 50% of total assets. MSCI indicated that additional evaluation standards such as financial statements need to be introduced, but for now, the adjustment of share counts and inclusion factors will be pos

The US core CPI in December 2025 increased by 2.6% year-on-year and 0.2% month-on-month, both below market expectations, marking the lowest level since 2021. Falling energy prices (gasoline down 3.4% year-on-year) offset sticky pressures from housing costs (up 0.4% month-on-month) and food (up 3.1% year-on-year). After the data was released, the US dollar index fell briefly, and traders increased the probability of a rate cut by the Federal Reserve in April from 38% to 42%. Despite cooling inflation, Federal Reserve officials still emphasized the need for more evidence to confirm the downward

The cryptocurrency fundraising platform BlueVault launched by the Democratic Party in the United States went live in January 2026, aiming to attract crypto voters through Bitcoin and USDC donations to address voter loss issues following the 2024 presidential election defeat. The platform was founded by former military personnel Will Schweitzer, emphasizing compliance and referencing the regulatory framework of the GENIUS Act, allowing campaign activities to accept digital asset donations. Unlike the Republican-supported Fairshake, BlueVault focuses on small-scale fundraising and grassroots eng

Strategy recently invested $1.25 billion to acquire 13,627 Bitcoin at an average price of $91,519, bringing the total holdings to 687,000 BTC (accounting for 3.2% of Bitcoin's circulating supply), with a total investment of $51.8 billion and an average cost of $75,353. This increase continues its "Bitcoin-based" strategy, building a "financing-purchasing" cycle through issuing common and preferred shares to raise funds, strengthening the enterprise-level digital asset reserve model. Despite Bitcoin price fluctuations and the risk of MSCI index exclusion threatening financing capabilities, the

The cryptocurrency fundraising platform BlueVault launched by the U.S. Democratic Party officially went live on January 13, 2026. It aims to re-engage cryptocurrency-native voters and small donors by accepting Bitcoin and USDC donations, reversing the setback in the 2024 presidential election. The platform was initiated by former military personnel and Crypto4Harris organizer Will Schweitzer, emphasizing a "compliance infrastructure" positioning, supporting automated Federal Election Commission (FEC) reporting and custodial payment channels, and differentiating itself from the Republican Super

Solana (SOL) recent rally driven by multiple factors. On the technical side, its price reached $141.66 on January 12, 2026, with a daily increase of 3.84%. Short-term support remains solid in the $130-$140 range, but a breakthrough of the $150-$160 resistance zone is needed to confirm a trend reversal. On the fundamental side, the Firedancer upgrade will boost TPS to millions, combined with the potential $10-15 billion trading volume of the USDT stablecoin on Western Union remittances, driving network liquidity growth. Institutional ETF capital inflows have accumulated to $4.76 billion, and th

In December 2025, the US added 50,000 non-farm jobs, significantly below the expected 70,000, and the data for the first two months was revised downward by 76,000. The annual employment growth was only 584,000, the lowest since 2020. The unemployment rate unexpectedly fell to 4.4%, mainly due to a decline in labor force participation, but actual employment momentum remains weak. By industry, healthcare and the restaurant sector supported growth, while retail jobs decreased by 25,000, indicating a cooling in consumer demand. Wages increased by 3.8% year-over-year, outpacing inflation, but the p

MSCI announced on January 7, 2026, that it will not remove Digital Asset Treasury Companies (DATCOs) from its global indices for now and will maintain the current approach. The organization stated that further research is needed to distinguish between "investment companies" and enterprises whose core assets are digital assets, and plans to initiate broader industry consultations to develop new evaluation standards. This move alleviates market concerns about large-scale sell-offs of passive funds and caused the stock price of companies like Strategy (formerly MicroStrategy) to rise by over 6% a

The US trade deficit is a product of the contradictions between the global economic pattern and the domestic economic structure. Its roots lie in manufacturing offshoring, low savings high consumption models, and dollar hegemony. Since the deficit first appeared in 1971, the US has reduced production costs through industry outsourcing, but this has led to a decline in manufacturing's share of GDP from 25% to 10%, exacerbating the hollowing out of the industrial chain. The low savings rate (only 3.8% in 2024) and high consumer demand (accounting for 70% of GDP) force reliance on imports, and th

MSCI announced on January 7, 2026, that it will temporarily not exclude Digital Asset Treasury Companies (DATCOs) from the Global Investable Market Index. Companies holding more than 50% of their total assets in digital assets (such as Strategy Inc.) will maintain their current index treatment. This move aims to buy time to study how to distinguish between "investment-type" and "operational" companies, and plans to initiate broader consultations to develop new assessment standards (such as financial statement indicators). The market responded positively, with Strategy's stock price rising over

Bitcoin price forecast for 2026 shows significant divergence: the bullish camp believes that institutional demand expansion and clearer regulations will drive prices to new all-time highs. The JPMorgan model predicts a theoretical peak of $170,000, while institutions like Standard Chartered and Bernstein have lowered their targets to $150,000. Ripple CEO is more aggressive, predicting prices could reach $180,000-$200,000; cautious views emphasize technical correction risks, with Fidelity noting that if following the four-year cycle, prices could dip to $65,000-$70,000, and CryptoQuant forecast

According to recent on-chain data, Ethereum whales are showing significant divergence and strategic adjustments. The Hyperunit Whale account's ETH long positions are nearing $70 million in unrealized gains, with a total holding cost of approximately $636 million, indicating a phased market confidence rebound in ETH. Meanwhile, the anonymous whale "0x46DB" has been increasing its ETH holdings since December 2025, accumulating a total of 51,374 ETH (worth $160 million) at an average cost of $3,110, creating a subtle game with the current price of $3,100. Notably, some whales are choosing arbitra

Bitcoin's price in 2026 may experience a key breakthrough. After the 2024 halving, supply tightens, coupled with increasing institutional allocation demand and continuous inflows into spot ETFs, reinforcing the long-term bullish logic. If the macro environment warms (such as the Federal Reserve cutting interest rates), or the technological ecosystem improves, it could challenge historical highs. Market consensus generally expects prices to rise to $100,000-$300,000, with an extremely optimistic scenario potentially exceeding $400,000. However, caution is needed regarding risks such as tighteni