Odaily星球日报讯 何一在 X 平台发布与 OKX Star 合照并发文表示：“我认为一个公司要成功不是攻击别人，而是优化自己的短板，12 月我在 F1 赛场跟他沟通过挖人的事，他告诉我随便挖。并且徐总完全没问我 1011 的事，但最近他有很热情的在四处发表对币安的观点让更多人知道了币安，可能也是热情的体现。”

此前消息，何一称从 OKX 挖走了产品经理。

1. OKX Star: The "10.11" tens of billions of dollars liquidation was caused by Binance's irresponsible USDe wealth management activities;

2. He Yi comments on OKX's order placement issue: OKX's overall product capability is good, so Binance poached the product manager;

3. A trader trading MOLT made a 563x profit in 2 days, turning $2,021 into $1.14 million;

4. 0xSun's associated wallet deposited $2 million into Hyperliquid to long silver with 4x leverage;

5. A victim lost 4,556 ETH, worth $12.25 million, due to mistakenly copying a contaminated transaction record address;

6. Arthur Hayes: If Warsh becomes Fed Chair, it won't stop "money printing"; a pullback is still a buying opportunity;

7. U.S. Solana spot ETFs saw a total net outflow of $11.24 million in a single day;

8. Trump announces nomination of Brett Matsumoto as the new Commissioner of the Bureau of Labor Statistics.

Odaily News Nasdaq-listed Bitcoin mining company Bitdeer released its latest Bitcoin holdings data on the X platform. This week, its Bitcoin mining output was 156 BTC, but it sold 152 BTC during the same period, resulting in a net increase of 4 BTC in its Bitcoin holdings. As of January 30, its Bitcoin holdings have reached approximately 1,508.4 BTC.

Odaily News According to Onchain Lens monitoring, a wallet (0x856f...bFA6) associated with Chinese-speaking KOL 0xSun deposited $2 million USDC into Hyperliquid and opened a leveraged long position on silver with 4x leverage.

According to on-chain monitoring data, on January 31, a Bitfinex-labeled hot wallet address 0x7713…35EC transferred 400 XAUT to a Gate user deposit address 0x8e9E…73eB, valued at approximately $1.9664 million based on market capitalization.

On-chain data shows that over the past two days, this Gate deposit address has repeatedly received XAUT from the same Bitfinex hot wallet, with single transaction amounts concentrated in the range of 400–1000 XAUT. The related assets were subsequently quickly transferred to Gate's hot wallet. Following a cumulative transfer of approximately $22.951 million on January 30, an additional over $6.8 million worth of XAUT has been transferred to Gate.

From a market perspective, as the trading activity of real-world asset-backed products like gold tokens increases, Gate's trading volume and liquidity in related categories continue to expand. According to CoinGlass data, Gate's XAUT (Gold) spot trading volume remains among the industry leaders, and the platform's market influence in gold-related digital asset trading and liquidity provision continues to grow.

Odaily News According to SoSoValue data, the total net outflow for Solana spot ETFs yesterday (U.S. Eastern Time, January 30) was $11.24 million.

Yesterday (U.S. Eastern Time, January 30), the Bitwise SOL ETF (BSOL) recorded a single-day net outflow of $10.12 million, with a cumulative historical net inflow now standing at $678 million.

The Grayscale SOL ETF (GSOL) recorded a single-day net outflow of $2.15 million, with a cumulative historical net inflow now standing at $114 million.

As of the time of writing, the total net asset value of Solana spot ETFs is $992 million, with a Solana net asset ratio of 1.50%. The cumulative historical net inflow has reached $871 million.

Odaily News According to Onchain Lens monitoring, a trader (0x7805...3353) turned $2,021 into $1.14 million in just 2 days. The trader spent 0.68 TEH (approximately $2,021) to purchase 1.24 billion MOLT, and these MOLT are now worth $1.14 million, representing a return rate of 563 times.

Odaily News According to community users, Binance's API has never had issues during the order placement process, while it's almost impossible to successfully place an order on OKX during extreme market conditions. In response, He Yi posted on X platform, "Do you need me to tag @Xu Mingxing? He's working hard to promote Binance's brand.

I think their product capability is actually quite good, which is why I poached their product manager."

Previously, OKX CEO Star publicly stated that the October 11 crypto flash crash was caused by Binance's irresponsible USDe wealth management activities.

According to data from SoSoValue, the total net inflow for XRP spot ETFs yesterday (U.S. Eastern Time, January 30) was $16.79 million.

The XRP spot ETF with the highest net inflow yesterday (U.S. Eastern Time, January 30) was the 21Shares XRP ETF TOXR, with a single-day net inflow of $8.19 million, bringing its historical total net inflow to $419 million.

This was followed by the Bitwise XRP ETF XRP, with a single-day net inflow of $3.91 million, bringing its historical total net inflow to $338 million.

As of the time of writing, the total net asset value of XRP spot ETFs is $1.19 billion, with an XRP net asset ratio of 1.13%. The historical cumulative net inflow has reached $1.18 billion.

Odaily News BitMEX co-founder Arthur Hayes stated on platform X that even if former Federal Reserve Governor Kevin Warsh were to become Fed Chair, it is unlikely to genuinely halt monetary easing. This is because Kevin Warsh voted in favor of the first and second rounds of quantitative easing during his tenure as a Fed Governor, only publicly opposing certain policies after leaving the Fed and when the related decisions no longer had practical impact. The reason the Federal Reserve continues "printing money" is that genuine fiscal tightening would lead to the collapse of the entire financial system. Against this backdrop, regardless of who leads the Fed, the ultimate choice will still be to continue injecting liquidity. Hayes explicitly stated, "Warsh will print money too," and advised the market to "BTFD (Buy The F**king Dip)" during pullbacks.

Odaily News JPMorgan stated that momentum indicators show Bitcoin futures are oversold, while gold and silver futures are overbought, reflecting significant positioning by institutional and momentum traders in precious metals.

The bank noted that since August, retail investors have shifted from Bitcoin to gold and silver, pointing out that based on increasing allocations from private investors and central banks, the long-term price expectation for gold is $8,000 to $8,500 per ounce. (The Block)

Odaily News According to monitoring by Scam Sniffer | Web3 Anti-Scam, 10 hours ago, a victim lost 4,556 ETH, worth $12.25 million, after copying a wrong address from a contaminated transaction history.

Odaily News According to an executive at Nomura Holdings, the company has strengthened risk controls for its cryptocurrency business after its European operations turned to a loss due to the downturn in the digital asset market.

Chief Financial Officer Hiroyuki Moriuchi stated during a conference call reviewing quarterly results on Friday: "We have tightened the management of positions and risk exposures to curb short-term profit volatility." He mentioned that Japan's largest securities firm has reduced its virtual currency holdings but remains committed to the long-term development of its cryptocurrency business. (Bloomberg)

Odaily News Bitwise Chief Investment Officer Matt Hougan stated in an interview that he expects Bitcoin to consolidate between $75,000 and $100,000 in the first half of this year. However, a breakout is more likely later in the year as the regulatory environment becomes clearer and macro risks are digested.

Hougan reiterated his view that Bitcoin could potentially reach around $6.5 million per coin over the next 20 years. Hougan explained that the core assumption is not accelerated adoption, but rather the continued growth of global debt, money printing, and currency devaluation. Hougan views Bitcoin as an upgraded version of gold, and central banks are only just beginning to understand its role. "As long as the future doesn't change too much from the past 15 years, we can achieve the goal. It's just a matter of time." (CoinDesk)

According to on-chain analyst Yu Jin's monitoring, earlier this morning, a whale address (0x2C0...6098), which previously liquidated 101,000 ETH (worth $334 million) at an average price of $3,313, making a profit of $269 million, has now liquidated its UNI holdings after holding them for 5 years. The address transferred all 2.493 million UNI (worth $10.62 million) to Binance 3 hours ago.

The address purchased the UNI when it was listed in October 2020 at an average price of $3.57. Today, it transferred all holdings to Binance at a price of $4.26. After holding for 5 years, the profit was only $1.72 million, representing a return of 19%. In contrast, the ETH purchased by the same address around the same period in 2020 achieved a profit of 400%, while the UNI profit was only 19%.

Odaily News OKX CEO Star posted on the X platform, stating that on October 10th, tens of billions of dollars in cryptocurrency were liquidated, and OKX observed a fundamental change in the microstructure of the cryptocurrency market since that day. Industry insiders believe the losses from this event are more severe than the collapse of FTX. The root cause of the incident was Binance launching a limited-time promotion, offering a 12% annualized yield for USDe and allowing it to be used as collateral with virtually no limits. USDe is essentially a tokenized hedge fund product, structurally different from low-risk money market funds like BlackRock's BUIDL.

Binance encouraged users to swap USDT and USDC for USDe to earn yields but did not adequately emphasize the risks. Users engaged in circular borrowing, using USDe as collateral to borrow USDT and swapping again, artificially creating an annualized yield premium of 24% to over 70%, leading to a rapid accumulation of systemic risk. When market volatility triggered USDe's de-pegging, cascading liquidations exacerbated the crash of assets like WETH and BNSOL. Star pointed out that industry trust cannot be built on short-term yield chasing or marketing that obscures risks, and Binance, as an industry leader, should bear corresponding responsibility.