Odaily星球日报讯 1 月 5 日，根据 SoSoValue 数据，加密市场板块全线上涨，AI 板块表现亮眼，24 小时上涨 6.44%，板块内，Virtuals Protocol（VIRTUAL）上涨 18.22%，Render（RENDER）上涨 15.70%，Fartcoin（FARTCOIN）上涨 11.49%。此外，Bitcoin（BTC）上涨 2.37%，突破 9.3 万美元；Ethereum（ETH）上涨 2.04%，突破 3200 美元。

值得注意的是，MAG7.ssi 上涨 2.64%，DEFI.ssi 上涨 3.37%，MEME.ssi 上涨 6.74%。

表现亮眼的板块还包括：Meme 板块 24 小时上涨 6.23%，其中，Pepe（PEPE）上涨 13.67%，Bonk（BONK）上涨 21.27%；NFT 板块上涨 6.17%，板块内，Pudgy Penguins（PENGU）上涨 13.63%；PayFi 板块上涨 5.16%，XRP（XRP）上涨 6.26%，Trust Wallet（TWT）上涨 5.86%。

其他板块方面，Layer2 板块上涨 4.32%，Stacks（STX）上涨 15.08%，Celestia（TIA）上涨 8.42%；DeFi 板块上涨 3.58%，Onyxcoin（XCN）上涨 30.13%，Hyperliquid（HYPE）上涨 7.89%；Layer1 板块上涨 2.53%，Kaspa（KAS）上涨 14.43%；CeFi 板块上涨 2.35%，Aster（ASTER）上涨 8.89%。

反映板块历史行情的加密板块指数显示，ssiAI、ssiNFT、ssiMeme 指数分别上涨 8.37%、7.58%、5.67%。

According to monitoring by Ai Yi, an address spent $2.68 million on January 1st to purchase 3,000 BTC call options expiring on January 30th with a strike price of $100,000. The current price of these options has risen to 0.0195 BTC ($1,813), resulting in a floating profit of $2.463 million for the address.

Odaily News According to Lookonchain monitoring, 9 hours ago, Bitcoin mining company MARA (mara-pool...) deposited 288 BTC, worth $26.3 million, to Wintermute.

Odaily News DeFi analyst @lordjorx posted on X platform, stating that the 40% price increase of CVX is not a trend reversal but was driven by continuous buying from bots associated with two specific wallet addresses. On-chain data shows that these two addresses conduct hundreds of interactions daily without interruption. During the price surge, two addresses among the top 100 CVX holders utilized this artificial pump to reduce their total holdings by 25% and 34%, respectively. Currently, the bot addresses that triggered the rise have either emptied their wallets or transferred funds.

Odaily News According to Onchain Lens monitoring, a whale (0xEa6...61EE) has opened new long positions with a total value of $32.62 million, currently holding floating profits exceeding $3.4 million. Currently, this whale holds 17 positions, including BTC, STBL, IP, HYPE, XPL, MON, PUMP, TRUMP, GRIFFAIN, VVV, HMSTR, FARTCOIN, HEMI, MAVIA, LIT, STABLE, and AIXBT.

Odaily According to analysis by on-chain data analyst Andrey @Andrey_10gwei, the funds from the address that accurately bet on the arrest of Venezuelan President Maduro on the Polymarket platform and profited over $400,000 appear to be linked to Steven Charles Witkoff, co-founder of World Liberty Finance (WLFI). On-chain data shows that one of the wallets funding this insider trader's Polymarket account received 252.39 SOL from Coinbase at 23:53 UTC on January 1. Approximately 23 hours prior, a wallet named STVLU.SOL deposited 252.91 SOL into Coinbase, with the two amounts being highly consistent. Further analysis reveals that the STVLU.SOL wallet is registered with the StCharles.SOL domain name, and its initial funding source points to the Solhundred.sol wallet, which has had approximately $11 million in fund transfers with another address named StevenCharles.sol. The analysis also indicates that within about 3 to 4 hours after the insider trader withdrew the profits from Polymarket to Coinbase, Fartcoin worth approximately $170,000 was transferred to the STVLU.SOL wallet address.

Odaily News CZ posted on the X platform, stating that many people frequently ask him where he thinks the next big opportunity lies, and his answer has always been "observe where I spend my time." CZ pointed out that this logic itself is not complicated, but market participants often choose to ignore it, instead chasing so-called "10x overnight" opportunities, which have an extremely high probability of failure. His statement aims to emphasize that the directions of long-term investment and sustained attention often reflect truly promising opportunities more than short-term speculation does.

According to monitoring by crypto analyst EmberCN, a whale address recently transferred approximately 30 million USDC to Hyperliquid and opened a 3x leveraged ETH short position. The current short position is about 20,000 ETH, with a position value of approximately $63.63 million and an entry price around $3,136. Based on the latest price, the floating loss is about $900,000. Historical data shows that this address has completed about 70 trades over the past 3 months, with a win rate of approximately 83%, accumulating profits of about $20.95 million. The trading style is high-frequency, involving both long and short operations, with an average holding period of about 24 hours.

1. WLFI: The governance proposal to unlock part of the treasury funds to incentivize USD1 adoption passed with 77.75% approval;

2. A member of the Aave Labs team stated that token buybacks themselves do not create value and should be seen as a supplementary measure rather than a long-term plan;

3. The Head of Advisory at Blockworks pointed out that protocols should prioritize using revenue for ecosystem growth over token buybacks;

4. The Chief Investment Officer of Arca believes that the biggest risk for MSTR lies in a significant rise in BTC price while its stock price stagnates;

5. PwC intensifies its focus on the crypto space, with the shift in regulatory environment becoming a key driving factor;

6. 10x Research stated that the current market is accelerating the elimination of indecisive traders;

7. Data shows that the top 100 publicly listed holding companies collectively hold 1,090,949 BTC, with only 5 companies choosing to increase their holdings in the past 7 days;

8. Blue Origin announced it will accept ETH payments for space travel-related expenses;

9. Analysis indicates that the structural weakness of the Japanese Yen may give Metaplanet a lower Bitcoin financing cost advantage compared to its US-based peers;

10. Data shows that the market share of stablecoin issuance on the Ethereum network exceeds 54%, significantly higher than ecosystems like TRON, Solana, and BSC;

11. Analysis suggests that Strategy could potentially record billions of dollars in losses if BTC declines in Q4 2025, thereby erasing the $2.8 billion profit from Q3.

Odaily News According to a post by Cointelegraph on platform X, the transfer volume of Ethereum stablecoins in the fourth quarter has exceeded $8 trillion, setting a new all-time high.

According to data from GMGN, the market cap of the Solana ecosystem Meme coin WhiteWhale briefly surged past $86 million before retracing. It is currently reported at approximately $80.32 million, representing an intraday increase of over 20%.

Odaily reminds users that Meme coin prices are highly volatile, and investors should be aware of the risks.

Odaily News Arca's Chief Investment Officer, Jeff Dorman, posted on platform X stating that the biggest risk facing MSTR is not being delisted by MSCI or a drop in BTC price. Being delisted by MSCI only has a slight negative impact on the stock and is irrelevant to Bitcoin; with over 2 years of cash reserves and no forced sale clauses, a drop in BTC price would not force MSTR to sell.

He believes the real risk is BTC price rising while MSTR's price stagnates. If MSTR no longer tracks BTC price and trades significantly below mNAV, it will be unable to raise funds through ATM offerings, and at that point, it would have to consider selling BTC to buy back stock.

Odaily News Bitcoin analyst and investor at a crypto asset treasury firm, Adam Livingston, stated that the Japanese-listed Bitcoin treasury company Metaplanet possesses potential structural advantages over its U.S. counterparts, with the core reason being the long-term weakness of the Japanese yen. Livingston pointed out that Japan's debt-to-GDP ratio is approximately 250%, and the high debt level continues to erode the yen's purchasing power, diluting the financing costs denominated in yen within the Bitcoin and U.S. dollar-denominated systems. Data shows that since 2020, Bitcoin has risen by about 1159% in U.S. dollar terms, while it has gained about 1704% in yen terms. Livingston believes that Metaplanet bears interest and liabilities in a weakening fiat currency, leading to a decline in its actual Bitcoin-denominated financing costs over time, whereas the debt erosion for U.S. companies financing in dollars is relatively slower. This analysis comes at a time when the overall valuation of Bitcoin treasury companies is under pressure, with most companies' stock prices still weakening amid industry adjustments. (Cointelegraph)

Odaily News Japanese and South Korean stock markets surged on Monday, with South Korea's KOSPI index rising over 2% to hit a new all-time high; Japan's Nikkei 225 index soared over 1,100 points in early trading, and the TOPIX index climbed to a record high. (Jin10)