Odaily: U.S. Treasury Secretary Bessent: Nvidia (NVDA.O) is an outstanding company that can continue to thrive beyond its founder.

According to monitoring by PPP prediction market tool, Polymarket's probability of "the U.S. 5-year Treasury yield reaching 5.15% before 2027" has risen to 40%, up 30% in 24 hours.

If the U.S. 5-year Treasury yield reaches or exceeds the specified value on any day during the period from the creation date of this prediction market through December 31, 2026, the event will resolve as "Yes"; otherwise, it will resolve as "No".

Once the U.S. 5-year Treasury yield reaches or exceeds the specified value, the event will resolve immediately; if it does not, it will resolve after the data for December 31, 2026 is published. If, as of 23:59 ET on January 14, 2027, no qualifying value has yet been published and the data for December 31, 2026 remains unavailable, the event will resolve as "No".

Resolution is based on the "Daily Treasury Par Yield Curve Rates" data published by the U.S. Department of the Treasury, specifically the "5 Yr" (5-year) column.

Join the PPP signal push community to stay one step ahead and seize the initiative.

Odaily reports: According to Onchain Lens monitoring, over the past hour, BlackRock transferred 2,100 BTC, valued at approximately $145.38 million, and 30,760 ETH, valued at approximately $60.21 million, from its ETF wallets to Coinbase Prime. BlackRock currently holds approximately 787,100 BTC on-chain, valued at approximately $54.44 billion; approximately 2.859 million ETH, valued at approximately $5.6 billion, with a total portfolio value of approximately $60.04 billion.

Odaily: Twenty One Capital (XXI) reported a net profit of $1.087 billion in Q3 2026, compared with a net loss of $656,000 in the same period last year. The profit was mainly driven by a $1.093 billion paper gain from the rise in fair value of its bitcoin holdings, rather than operating cash flow. As of September 30, the company held 43,514 bitcoins with a period-end fair value of approximately $3.643 billion, along with about $103 million in cash and cash equivalents; the company still has approximately $487 million in convertible note principal outstanding, secured by about 16,116 bitcoins, and the pledged bitcoins cannot be used for general corporate purposes or to meet liquidity needs. CEO Rapha Zagury said the company is evaluating opportunities in bitcoin mining, lending, treasury and energy, aiming to build businesses that can generate cash flow even when the bitcoin price moves sideways, and may use future operating cash flow to increase its bitcoin holdings or invest in other businesses; if the share price falls below the asset value per share, the company may consider buybacks, though this would still depend on liquidity, approvals and applicable restrictions.

Odaily reports: Crypto trading platform Kraken's parent company Payward has released its Q3 2026 financial report, with adjusted EBITDA of $60 million, down 67% year-over-year and up 163% quarter-over-quarter; total platform revenue was $487 million, down 12% year-over-year and up 12% quarter-over-quarter.

During the same period, Payward's total platform trading volume fell 30% year-over-year to $353 billion, while the number of funded accounts grew 37% year-over-year to 7.1 million.

To expand revenue streams, Payward is scaling its tokenized equities business and plans to offer onchain perpetual contracts to U.S. customers after obtaining regulatory approval. In addition, the company plans to enter the prediction market and issue its own token, but has not yet announced a specific timeline.

It is understood that Payward laid off approximately 150 employees earlier this year, and its IPO may be delayed until 2027. (Bloomberg)

Odaily: Telegram founder Pavel Durov posted on X commenting on NVIDIA CEO Jensen Huang's departure, saying that Huang's "rookie mistake" was setting up a board of directors.

Durov recalled that he himself was ousted by his board in 2014 after refusing the demands of intelligence officers. He joked about the intelligence allegations surrounding Huang that whether one says "yes" or "no" to intelligence officers, the board can still push the founder out.

Durov concluded with advice to entrepreneurs: "Don't set up a board. Be your own board."

According to MSX.COM data, NBIS has fallen 11.3% over the past 24 hours and is currently trading at 125.9 USDT.

Odaily reports: Texas Attorney General-elect Nathan Johnson stated that he will strictly scrutinize any potential merger between Elon Musk's Tesla and SpaceX, warning of the risks posed by excessive concentration of corporate power.

Johnson said that any corporate merger with such significant impact should be subject to rigorous review. It is reported that Tesla and SpaceX are currently considering a merger. Johnson and other Democrats won the Texas election nine days ago, breaking the Republican Party's long-standing control of the state's relevant offices since the 1990s.

Odaily: Texas proposes allowing cities and counties to invest up to $10 million in public funds in Bitcoin.

According to MSX.COM data, BWET has risen 13.3% over the past 24 hours and 6.5% in the past hour, currently trading at 620.35 USDT.

Odaily: Bitcoin Treasuries posted on X that Metaplanet announced the repurchase of 12.25 million common shares for $18.76 million to increase Bitcoin holdings per share. Metaplanet has cumulatively repurchased 108.7 million common shares, accounting for 8% of its total common shares.

Odaily reports: According to MANTRA monitoring, following the Web3Auth and Keplr wallet private key leak incident, hackers, after stealing liquid assets from user wallets, also unbonded users' staked MANTRA tokens without their consent. To prevent further losses, MANTRA has urgently paused all unbonding transactions for 7 days and will conduct an assessment after the pause period ends. Unbonding already in progress is unaffected; users need to redelegate before the 8-day unbonding period ends to prevent their assets from being claimed by hackers. Previously, MANTRA had frozen multiple hacker wallets through Governance Proposal No. 41.

According to Anthropic's status page, after investigating the authentication issues users encountered when logging into Claude.ai and Claude Code, Anthropic has deployed a fix. The company is currently monitoring the system's recovery.

Odaily reports: "White-haired Stock Guru" Serenity posted on X platform stating that Jensen Huang is irreplaceable to Nvidia, as he can not only coordinate the global supply chain but also mobilize hundreds of billions of dollars in capital and supply chain commitments to drive the company's next-stage technology vision to fruition.

Serenity believes that even with a CEO change, Nvidia can still maintain operations and growth over the next 5 to 10 years, relying on its existing product roadmap, revenue base, and core position in the AI supply chain. However, without Jensen Huang's strategic decision-making and resource integration capabilities, whether the company can continue to achieve a compound annual growth rate of approximately 70% remains highly uncertain.

He predicts that if Nvidia changes its leadership, the new CEO may align more closely with Washington's policy stance, further restricting China's market access to GPUs and reducing support for open-weight AI models. Meanwhile, the new management may be reluctant to continue making aggressive investment commitments to Neocloud enterprises and the Asian supply chain.

Serenity emphasizes that he remains bullish on the AI industry in the long term and expects companies in optics, storage, and related sectors to continue outperforming the broader market. However, he has become more cautious about Nvidia's competitive advantage relative to AMD, Broadcom, and supercomputing service providers, as well as its growth prospects for the next stage after losing Jensen Huang.

Odaily reports: The Hyperliquid protocol's third-quarter revenue reached $190.9 million, up 21.7% quarter-over-quarter, setting a new single-quarter high for 2026. USDC reserve yield has generated a cumulative $17.3 million since August 27, accounting for about half of this quarter's revenue increase; priority fee revenue reached $9.6 million, a 3.3x increase quarter-over-quarter. The two revenue streams together account for 14% of the protocol's total third-quarter revenue, without requiring additional trading volume support.

Odaily reports: Crypto trader Ansem posted on X platform that one of the most needed catalysts for the crypto industry right now is a breakthrough application capable of attracting an entirely new user base.

Ansem pointed out that this summer, Pump.fun and Fomo have shown early signs, and in 2023, Friend.tech also attracted a large number of users who previously had no exposure to cryptocurrency. In addition, he is monitoring the crypto neobank and payment card sector, where products like Ether.fi have begun to gain market attention.

He believes that the next wave of on-chain activity may be driven by an application that offers users entirely new scenarios for spending, speculation, and on-chain participation. New users and fresh capital are the two factors he focuses on most when assessing the next round of crypto market expansion.