Odaily星球日报讯 Liquid Capital 创始人易理华在 X 平台发文表示，部分空头将“四年周期”作为主要逻辑，认为 2025 年已进入类似 2019—2020 年的熊市阶段，市场可能长期横盘甚至通过极端波动完成洗盘。他指出，Trend Research 在此前行情中，于以太坊低位阶段完成布局，并在高位震荡区间完成清仓，相关操作已在链上得到验证。

易理华强调，团队不会因情绪或短期噪音改变既定策略，核心目标是在加密市场的大周期中把握主趋势，避免错失牛市机会，从而实现长期收益。

Odaily News According to data from 8marketcap, over the past 24 hours, the total market capitalization of gold has risen by approximately 4.37%, with an increase of about $1.64 trillion. Meanwhile, the current total market capitalization of Bitcoin is approximately $1.74 trillion. The data shows that the single-day increase in gold's market cap is already close to Bitcoin's current total market value.

Odaily News According to SoSoValue data, the total net inflow for Solana spot ETFs yesterday (January 28, Eastern Time) was $6.69 million.

The Solana spot ETF with the highest net inflow yesterday (January 28, Eastern Time) was the Bitwise SOL ETF (BSOL), with a single-day net inflow of $5.01 million, bringing its historical total net inflow to $690 million.

This was followed by the Fidelity SOL ETF (FSOL), with a single-day net inflow of $1.11 million, bringing its historical total net inflow to $152 million.

As of the time of writing, the total net asset value of Solana spot ETFs is $1.08 billion, with a Solana net asset ratio of 1.52%. The historical cumulative net inflow has reached $884 million.

Odaily News glassnode noted in its latest weekly report that Bitcoin continues to consolidate around several structurally significant on-chain price levels, with the market in a delicate balance between holder confidence and marginal demand. The report indicates that short-term holder conditions remain weak. The lower bound of the current price compression range (-1 standard deviation) is around $83,4, which constitutes a key near-term support level. A break below this level could lead the price to further retest the true market mean around $80,7.

glassnode also stated that overall capital flows have stabilized, with ETF selling pressure easing and initial improvements in spot market positioning, particularly in offshore markets, indicating a gradual recovery in buyer interest. On the derivatives front, funding rates remain neutral, leverage levels are low, and price influence from speculative factors is limited. However, positioning adjustments in the options market remain cautious, with skew turning bearish, short-term protection costs rising, and dealer gamma dropping below zero, suggesting the potential for more pronounced price swings during periods of heightened volatility.

The report suggests that the core of the subsequent price action lies in whether spot and ETF demand can sustain a recovery. If capital inflows persist alongside stronger spot buying, prices are likely to stabilize and continue their uptrend. Conversely, if downside hedging demand continues to rise, the market may remain range-bound or even face a deeper correction.

Odaily News Six U.S. Senators, including Mazie K. Hirono, Elizabeth Warren, and Richard Durbin, sent a letter on January 28th to Deputy Attorney General Todd Blanche, questioning his decision to disband the Department of Justice's National Cryptocurrency Enforcement Team (NCET) in April 2025. The senators pointed out that Todd Blanche still held cryptocurrency valued between approximately $158,000 and $470,000 when making the relevant decision, which may constitute a conflict of interest and is suspected of violating federal laws concerning the influence of personal financial interests on official decision-making.

The letter stated that shutting down this enforcement team is considered a "serious mistake" that could facilitate criminal activities such as sanctions evasion, drug trafficking, and fraud. The senators cited data indicating that illicit cryptocurrency activities in 2025 increased by 162% year-over-year, primarily driven by fund inflows related to sanctioned entities and money laundering networks. Currently, Todd Blanche has been listed as a subject of complaint to the Department of Justice's Office of the Inspector General.

Odaily News The Bitget 2026 Stock Contract Championship is now officially launched. This year's competition features four core segments: Team League, Individual Profit Competition, Star Trader Competition, and Challenge Center, with a total prize pool of 1,551,000 USDT. Among them, the Team League prize pool totals 700,000 USDT. Users can choose to act as a captain to form a team or join their preferred team. The top 30 teams ranked by profit will share this prize pool. Users can also sign up to participate at any time during the competition period.

Furthermore, by completing additional tasks such as personal ranking, prediction voting, and trading challenges, users can earn extra rewards and have the chance to draw limited-edition prizes including stock tokens, high-value coupons, physical merchandise, and more. The registration deadline is February 11th, 23:59 (UTC+8). For more details, please refer to the official Bitget platform.

Odaily News Robinhood CEO Vlad Tenev stated that tokenized stocks are expected to alleviate or even avoid the frequent trading freeze issues seen in traditional exchanges, and their implementation in the U.S. market is "almost inevitable." In a post on the X platform, Tenev recalled that the 2021 trading freeze of meme stocks like GameStop was one of the most significant systemic failures in the stock market in recent years, rooted in the lengthy stock settlement cycles and complex clearing rules at the time.

Tenev pointed out that although the U.S. stock settlement cycle has been shortened from two days to one day, settlements can still extend to three or four days during Fridays or long holiday periods, meaning systemic risks persist. He believes that putting stocks on-chain in tokenized form could leverage blockchain for real-time settlement, thereby reducing risk exposure for clearinghouses and brokerages and easing market pressure during periods of high volatility. Tenev also emphasized that with the U.S. SEC exploring tokenized securities and Congress advancing the "CLARITY Act," now is a critical window to push for the establishment of a regulatory framework for stock tokenization. (Cointelegraph)

Odaily News According to data from SoSoValue, the total net inflow for XRP spot ETFs yesterday (January 28, Eastern Time) was $6.95 million.

The XRP spot ETF with the highest net inflow yesterday (January 28, Eastern Time) was the Franklin XRP ETF (XRPZ), with a single-day net inflow of $3.13 million, bringing its historical total net inflow to $300 million.

This was followed by the Grayscale XRP ETF (GXRP), with a single-day net inflow of $2.60 million, bringing its historical total net inflow to $234 million.

As of the time of writing, the total net asset value of XRP spot ETFs is $1.39 billion, with an XRP net asset ratio of 1.19%. The historical cumulative net inflow has reached $1.26 billion.

Odaily News According to Onchain Lens monitoring, Bitmine (BitMNR) recently staked an additional 147,072 ETH, valued at approximately $441 million. After this operation, its cumulative staked ETH amount has increased to 2,516,896, corresponding to a value of about $7.45 billion.

According to monitoring by Lookonchain, over the past two days, a whale (bc1qwu...qm4l) withdrew 2,000 BTC from OKX, valued at $175.8 million.

Odaily News: World (formerly Worldcoin) announced the release of World ID v4.0, introducing an account abstraction architecture into the protocol system. This upgrade transitions World ID from a single-key mechanism to an abstract record within the public registry "WorldIDRegistry," supporting multiple authorized keys. This enables users to generate identity verification proofs across different devices or platforms.

World stated that the core improvements of the new version include: support for multi-key and multi-validator management, enhancing usage flexibility while maintaining the same identity; strengthening protocol resilience by introducing key rotation, revocation, and optional recovery agent mechanisms; launching a web-based reference verifier to simplify the browser-side experience; generating one-time nullifiers via OPRF nodes to enhance privacy protection; and simultaneously adding a relying party registry to help verifiers identify request sources, prevent phishing attacks, and lay the groundwork for introducing protocol fee mechanisms in the future.

Odaily News According to on-chain analyst Ai Yi's monitoring, an address (0x8C0...0F364) has been accumulating digital gold-type tokens in batches since October 2025 and currently has an unrealized profit of $3.865 million. The address purchased 2,371.4 XAUT and 559.74 PAXG at an average price of $4,239, achieving a three-month return rate of 31.1%.

Odaily News According to cryptocurrency options exchange Deribit, Bitcoin's recent price has been suppressed around $90,000, primarily due to a large concentration of open interest in options near the current strike price, coupled with the approaching large-scale expiration date on January 30th. Deribit noted that current market risk exposure is being built more through options rather than high-leverage futures, with traders increasingly favoring hedging and structured strategies to manage risk.

Analysis suggests that the high volume of options trading, particularly in short-term put options, indicates that capital remains in the market but risk control is tightening. Short-term price movements are currently being driven more by positioning structures rather than external news catalysts. Data shows that Bitcoin has been oscillating within the $85,000 to $95,000 range since mid-November. This Friday will see the monthly Bitcoin options expiration with a notional value of approximately $8.4 billion. The put/call ratio is 0.54, the maximum pain point is at $90,000, and open interest is most concentrated around the $100,000 strike price. (Cointelegraph)

Odaily News According to Onchain Lens monitoring, a whale (0xd4d5...bc10) received an additional 445,000 HYPE from Galaxy Digital OTC, valued at $14.87 million. Currently, this whale has cumulatively received 910,000 HYPE from Galaxy Digital OTC, with a total value of $25.43 million, of which 465,000 HYPE (valued at $15.73 million) have been used for staking.