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)

Odaily News 10x Research posted on the X platform, stating that the current market environment cannot be ignored. Most traders only focus on price movements, while a minority are paying attention to positions. Currently, there is a discrepancy between the underlying signals of Bitcoin and Ethereum and market expectations. Data points such as capital flows, derivatives, volatility, and technical structures show different improvement or warning signals. In its weekly market update report, 10x Research provided a detailed analysis of ETF and options fund flows, volatility conditions, and trend signals for the next 1 to 2 weeks, pointing out that in the current environment, inaction is the real risk.

Odaily News According to Onchain Lens monitoring, a whale (0x94d...3814), who previously sold 255 BTC, has increased its short positions, with total holdings valued at $170 million. The whale currently holds short positions of 959.36 BTC ($87.68 million, 10x leverage) and 17,669.478 ETH ($55.48 million, 15x leverage), and has newly opened a short position of 205,658 SOL ($27.53 million, 20x leverage). Additionally, the address holds a small long position of 8,491.7 SUI ($14,000, 10x leverage). Currently, the whale is facing floating losses exceeding $1.5 million.

Odaily News: Solid Intel posted on the X platform, stating that Blue Origin, owned by Jeff Bezos, now accepts ETH payments for space travel.

Odaily News Amid a noticeable shift in the U.S. government's stance towards digital assets, PwC, one of the Big Four accounting firms, is increasing its investment in cryptocurrencies and related businesses. Paul Griggs, head of PwC US, stated that this strategic adjustment began last year, primarily benefiting from the appointment of pro-crypto regulatory officials and the U.S. Congress's advancement of multiple digital asset-related legislative processes. Griggs pointed out that the regulatory framework surrounding stablecoins and the "Genius Act" help boost market confidence in such assets, while asset tokenization will also continue to develop, necessitating PwC's deep involvement in this emerging ecosystem. The report indicates that such statements reflect how changes in the policy environment are prompting traditional blue-chip institutions to reassess and gradually enter the digital asset market, which they had long maintained a cautious stance towards. (Financial Times)