24H Hot Cryptocurrencies and Key News｜Silver Market Cap Surpasses NVIDIA; Polymarket to Charge Fees in 15-Minute Crypto Up/Down Markets (January 7)
- Core View: Market sentiment is diverging, with mainstream coins fluctuating while altcoins and US stock sectors lead gains.
- Key Elements:
- Mainstream cryptocurrencies generally saw slight declines, with PEPE and XRP dropping over 5%.
- Altcoin BREV surged 425% in a single day, indicating rotation in market hotspots.
- US senators questioned the government's BTC sell-off, calling for the establishment of a strategic reserve.
- Market Impact: Short-term capital is flowing into high-volatility assets, while policy games are affecting long-term expectations.
- Timeliness Note: Short-term impact.
1. CEX Hot Tokens
Top 10 CEX Trading Volume and 24-hour Price Change:
- BTC: -1.48%
- ETH: +0.8%
- XRP: -5.08%
- SOL: +0.89%
- BNB: +0.02%
- DOGE:-2.71%
- SUI: -4.53%
- LINK:-0.22%
- ADA: -3.36%
- PEPE: -5.77%
24-hour Top Gainers (Data Source: OKX):
- BREV:+425.73%
- RSS3:+25.04%
- GODS:+9.97%
- SPK:+9.63%
- SNX:+5.98%
- CVC:+5.81%
- PUMP:+5.36%
- HYPE:+4.95%
- VELO:+4.52%
- AERGO:+4.28%
24-hour Top Gainers - Tokenized Stocks (Data Source: msx.com):
- Sandisk Corporation - MSX:30.53%
- STKE - MSX:22.11%
- Western Digital - MSX:17.47%
- Silver Spot ETF 2x Long - MSX:16.32%
- Seagate Technology - MSX:14.83%
- Defi Development Corp. - MSX:12.59%
- Micron Technology - MSX：10.38%
- Moderna - MSX：10.2%
- Opendoor Technologies Inc - MSX：9.81%
- Semiconductor ETF 3x Long - MSX：9.79%
2. Top 5 Hot Memes on Chain 14514 (Data Source: GMGN):
- Broccoli（BSC）
- AICell（BSC）
- Beat（BSC）
- 114514（SOL）
- PENGU（SOL）
Headlines
Silver Market Cap Reaches $4.63 Trillion, Surpassing NVIDIA to Become World's Second Largest Asset
According to relevant data, the market capitalization of silver has surpassed NVIDIA, reaching $4.63 trillion, making it the world's second-highest valued asset, currently second only to gold's $31.34 trillion.
Polymarket: To Charge Up to 3% Trading Fee on 15-Minute Crypto Up/Down Markets
Polymarket's official documentation has added a "Trading Fees" page, explicitly stating that fees will be enabled for 15-minute crypto up/down markets. This adjustment indicates that Polymarket is about to start charging up to 3% taker fees in these short-term markets.
US Supreme Court Sets Friday as Date for Ruling on Tariff Issue
The U.S. Supreme Court has set this Friday as the opinion issuance day, marking the first opportunity for a ruling on President Trump's global tariff policy.
The court's website announced this as the justices return from a four-week holiday recess. The court never reveals in advance which opinions are ready, stating only that rulings in argued cases may be issued when the justices convene at 10:00 a.m. Washington time.
Industry News
U.S. Senator Cynthia Lummis posted on platform X on January 6th, questioning the legitimacy of the U.S. government's continued disposal of Bitcoin assets. She stated that Donald Trump has explicitly directed that government-held Bitcoin should be retained and used to establish a U.S. Strategic Bitcoin Reserve (SBR), not continued to be sold. Against the backdrop of other countries continuously increasing their Bitcoin holdings, she is "deeply concerned" that the U.S. continuing to sell related assets will weaken its strategic position.
South Korean financial authorities are studying the introduction of a "payment suspension" system in cases of virtual asset price manipulation to prevent suspects from transferring or concealing illicit proceeds during the investigation phase. Reports indicate that during a regular meeting last November discussing related cases, the Financial Services Commission proposed referencing practices in the capital market for stock price manipulation, taking preemptive freezing measures against accounts suspected of manipulating virtual asset prices to restrict fund outflows such as withdrawals, transfers, and payments.
Japanese Bond Market Selloff Continues into the New Year
The selloff in Japanese government bonds continues, with the 10-year bond yield reaching its highest level since February 1999. The 20-year bond yield rose about 10 basis points to 3.08%, the 30-year yield rose 3 basis points to 3.485%, and the 40-year yield rose 8 basis points to 3.69%.
Project News
Telegram's $5 Billion Bonds Frozen Due to Western Sanctions
According to the Financial Times, Telegram's $5 billion bonds in Russia have been frozen by the national settlement depository due to Western sanctions against Russia, despite founder Pavel Durov's efforts to distance himself from Moscow. This move poses an obstacle to its debt buyback and raises investor concerns. Telegram still plans to repay the related debt on schedule, and its recent half-year revenue grew 65% year-on-year to $870 million, but it incurred a net loss of $222 million due to the depreciation of Toncoin. Telegram is promoting Ton ecosystem integration and preparing for an IPO.
Trump Billionaire Club Game to Award $1 Million TRUMP to Top Players on Pre-registration Leaderboard
TrumpMeme posted on platform X, stating that the Trump Billionaire Club game is about to launch. TrumpMeme will award $1 million worth of TRUMP tokens and other prizes to top players on the pre-registration leaderboard.
Market News: Chat Platform Discord Reportedly Secretly Files for IPO
Market News: Chat platform Discord has reportedly secretly filed for an IPO. (Jin10)
Voices
Eugene: Has Taken Profits on Most Positions, Only Retains Core BTC Long
Trader Eugene stated that he has taken profits on most of his positions, retaining only his core Bitcoin long position. He said $94,000 was his initial target price, and within the current price range, uncertainty about Bitcoin's movement before $100,000 has increased. Eugene pointed out that if the price effectively breaks through $100,000, he will reassess and increase participation; before that, he prefers to lock in early-year gains and observe changes in market strength.
Uniswap founder Hayden Adams posted on platform X, strongly opposing claims about the disadvantages of AMMs (Automated Market Makers). Hayden Adams pointed out that in low-volatility currency pairs, AMMs can provide stable returns for investors with low capital costs, thereby weakening the competitiveness of professional market makers. In high-volatility long-tail markets, AMMs are the only scalable option, where projects or early supporters acting as liquidity providers (LPs) create liquidity more effectively than paying option fees to market makers.
Regarding high-volatility hot token markets, Hayden Adams said AMMs are continuously growing. While order books are currently in their best state, AMM development is only in its infancy. Through Uniswap v4's Hook development, more profitable pools will be provided in the future. Hayden Adams believes that due to the advantage of low capital costs and the ease of combining and collateralizing liquidity, AMMs will ultimately prevail in this field.
Arthur Hayes: US "Colonization" of Venezuela Will Drive BTC Surge
In his latest long-form article "Suavemente," Arthur Hayes points out that the U.S. geopolitical action of "detaining" Maduro and effectively controlling Venezuela's oil resources aims to lower oil prices, curb inflation, and provide President Trump with room for continued loose monetary and fiscal expansion to maintain voter support in the midterm elections. He believes that in an environment of "money printing stimulus + controlled energy prices," rising nominal GDP will push up risk assets, especially inflation-resistant assets like Bitcoin. He explicitly states: one should currently "go long on BTC and quality crypto assets." Maelstrom is almost fully positioned entering 2026 and is bullish on the privacy narrative sector (e.g., ZEC) becoming the next main theme.
