Odaily News According to on-chain analyst Yu Jian's monitoring, a whale, who had previously incurred a loss of $13.73 million within one week in November 2025, spent 20.23 million USDT today to purchase 3,983.6 XAUt at an average price of $5,080. The whale currently holds a total of 7,369 XAUt, valued at $37.03 million, with an average cost basis of $4,780, resulting in an unrealized profit of $1.83 million. Additionally, the whale recently spent 25.35 million USDT to purchase 8,547 ETH at an average price of $2,966.

Odaily News Zama's public sale has concluded, with 7,651 investors submitting a total of 17,446 bids, raising a cumulative $121 million. ZAMA tokens will be available for claiming starting at 12:00 on February 2nd.

Odaily News ETHZilla disclosed in an SEC filing that the company, through its newly established subsidiary ETHZilla Aerospace LLC, purchased two CFM56-7B24 aircraft engines for $12.2 million. The engines are currently leased to a major airline. ETHZilla had previously sold at least $114.5 million worth of ETH cumulatively over the past few months. In October and December of last year, the company sold $40 million and $74.5 million worth of ETH respectively, for stock buybacks and debt redemption. ETHZilla has stated its intention to pivot into the asset tokenization space, planning to collaborate with regulated broker-dealers to bring cash-flow generating assets such as auto loans and home loans on-chain, with the first batch of tokenized assets expected to launch in the first quarter of this year.

Odaily News Placeholder partner Chris Burniske posted on the X platform, stating that he is not a buyer at the moment, but believes the key Bitcoin price levels worth watching include:

1. Around $80,000: This is the low point from November 2025, a local low in this current "bear market".

2. Around $74,000: This is the low point from April 2025, also the "tariff panic" low, slightly below Strategy's cost basis (around $76,000).

3. Around $70,000: The top of the $50,000-$70,000 range roughly aligns with the 2021 high.

4. Around $58,000: This is the 200-week Simple Moving Average (SMA) and the on-chain cost basis.

5. Around $50,000 and below: This is a bottom psychological price level; falling below this could revive the "BTC is dead" narrative.

Chris Burniske stated that if the market rebounds from the current position, he will continue holding existing assets and diversify his portfolio; if the market declines, he will buy more Bitcoin and specific crypto assets.

Odaily News The White House official Twitter account posted, stating that under Trump's push, the U.S. is already the world's cryptocurrency capital. In response, the new Chairman of the U.S. Commodity Futures Trading Commission (CFTC), Mike Selig, stated that there is no place in the world more suitable for entrepreneurship than the "world's cryptocurrency capital." The CFTC is modernizing its rules and regulations to ensure that the future of cryptocurrency and on-chain finance is "Made in America."

Odaily News According to The Data Nerd monitoring, 3 hours ago, Galaxy Digital (88ao...BxtH) deposited 200,000 SOL to Binance, Bybit, and OKX, valued at approximately $25.44 million.

Odaily News: The Indian Enforcement Directorate has arrested Nikunj Pravinbhai Bhatt and Sanjay Kotadia, who are suspected of involvement in the BitConnect cryptocurrency scam and related kidnapping and extortion case. The investigation revealed that the criminal gang extorted 2,254 Bitcoins, 11,000 Litecoins, and 145 million rupees in cash through kidnapping victims.

Part of the extorted Bitcoin was converted into ETH and USDT and transferred through multi-layer wallets. The Indian Enforcement Directorate has frozen assets worth approximately 190 million rupees, including crypto assets, stocks, and cash. So far, the total assets seized or frozen in this case amount to about 21.7 billion rupees. BitConnect had falsely advertised that its AI trading bot could generate a 40% monthly return, aiming to lure investors. The investigation is still ongoing.

Odaily News: Garrett Jin, the agent for the "1011 Insider Whale," posted on platform X stating that against the backdrop of de-dollarization, extending the debt cycle to help the U.S. address its debt issues seems unrealistic. Tokenizing U.S. stocks to drive stablecoin demand is the primary viable path for the U.S. to refinance its growing debt. BlackRock's push for RWA illustrates this point, set against the context of continuously accumulating U.S. debt. Since 2025, rumors of the so-called "Mar-a-Lago Agreement" have circulated in the market, but the agreement was never officially signed or implemented. Its core idea was to alleviate the burden of the $36 trillion U.S. federal debt. The reality is that U.S. debt continues to rise, and de-dollarization has not slowed down. Countries like Sweden, Denmark, and India are all reducing their holdings of U.S. Treasury bonds. If the U.S. wants to repay old debt with new debt, the only realistic path is to issue more stablecoins, introducing new global capital into U.S. Treasuries. To achieve this on a large scale, the solution is RWA, which involves putting U.S. stocks on-chain. Tokenizing the $68 trillion worth of U.S. stocks would significantly boost stablecoin demand, indirectly absorbing debt pressure. This is why BlackRock, closely connected to the U.S. power center, is actively promoting RWA and on-chain stock trading. In this context, ETH will become the settlement layer for the global capital market due to practical necessity, and 2026 will be the "Year of RWA."

1. A whale spent $2.6 million to buy PENGUIN;

2. CZ: Few strategies can outperform "buy and hold";

3. Meme coin PENGUIN's market cap breaks $170 million, hitting a new high with a 348% 24-hour gain;

4. Yi Lihua: Crypto-friendly policies are gradually being realized, and the crypto structural bill is highly likely to pass;

5. Space releases public sale refund details: Top 5% ranked users will only receive 11% to 21% of their investment amount;

6. Pantera Capital: Quantum-resistant competition may strengthen the "gravitational effect" of blockchain networks like Ethereum;

7. Agent for "1011 Insider Whale": If Rick Rieder is elected Fed Chair, it would be bullish for ETH and RWA;

8. Data: The world's top 100 listed companies collectively hold 1.127 million BTC.

Odaily News: The Ethereum Foundation has officially established a post-quantum team and designated post-quantum security as its top strategic priority. The team is led by cryptography engineer Thomas Coratger, with researcher Justin Drake stating that leanVM will serve as the cornerstone of this strategy. The Ethereum Foundation has allocated $1 million for the Poseidon Prize to strengthen hash functions in zero-knowledge proof systems, following the establishment of a $1 million Proximity Prize last year. Currently, Lighthouse and Grandine have developed post-quantum consensus test networks, with Prysm expected to follow suit. A bi-weekly post-quantum transaction developer meeting led by Antonio Sanso will commence next month.

Odaily News According to Onchain Lens monitoring, a whale (4wTHK...5LJo) spent 20,575 SOL to purchase 20.78 million PENGUIN, worth $2.6 million, and subsequently transferred them to another wallet.

Odaily News CZ posted on X, stating that over the years he has seen many different trading strategies, but few can outperform the simple "buy and hold" approach, which is exactly what he has been doing.

According to GMGN market data, the Solana ecosystem meme coin PENGUIN has broken through a market capitalization of $170 million, setting a new all-time high. It is currently reported at $142 million, with a 384% increase in the past 24 hours and a 24-hour trading volume of $149 million.

Odaily News Yi Lihua posted on the X platform, stating that crypto-friendly policies are gradually being realized, especially with the crypto framework bill highly likely to pass. This means the crypto industry has ended its previously hindered state and entered a new phase of a macro environment conducive to healthy development. A large number of excellent founders and high-quality projects will emerge. Simultaneously, it clears the obstacles for large-scale participation of US financial institutions in crypto finance construction. The crypto industry will be fully integrated into the mainstream financial system.

Odaily News: Space announced on the X platform that an additional $5 million will be allocated for public sale refunds, with the refund period starting on January 27th.

Furthermore, the team stated that among the 4,677 wallets that participated in the public sale, 80% of users can apply for a refund of 70% of their investment amount, 86% of users can apply for a refund of 50% of their investment amount, while users ranked in the top 5% will only receive a refund of 11% to 21% of their investment amount.

Odaily News Pantera Capital General Partner Franklin Bi posted on the X platform, stating that the quantum-resistant competition has already begun, but the market has significantly misjudged the adaptability of traditional finance versus blockchain. The market overestimates the speed at which the Wall Street system can adapt to quantum-resistant technology upgrades, as the migration process for traditional financial infrastructure will be slow, chaotic, and difficult to escape risks like single points of failure. The overall security of the traditional financial system depends on its weakest link.

At the same time, the market underestimates the unique capability of blockchain technology to upgrade. If upgrades can be successfully completed within the critical window, some blockchains are expected to evolve into "safe havens" for data and assets in the quantum-resistant era. Ethereum has already proven to be one of the few successful examples capable of completing complex system upgrades on a global scale (such as the previous The Merge upgrade). The security crisis brought by quantum computing may instead strengthen the "gravitational effect" of a few core blockchain networks.