格隆汇1月27日｜盛宝分析师在一份报告中称，在加密货币投资者等待美联储周三发布利率声明之际， 比特币目前交投于一个窄幅区间。这些分析师表示："加密货币仍然与宏观状况和流动性预期密切相 关，这意味着即将到来的美联储表态很可能成为下一个方向性走势的关键驱动因素，而不仅仅是加密货 币本身的消息。"市场预计美联储本周将维持利率不变，但投资者将仔细研究附带的评论，以寻找有关 下一次降息可能时机的信号。伦敦证券交易所集团的数据显示，比特币最新持稳于87,925美元。 来源：格隆汇APP ...

（来源：吴说） 开源 AI 助手 ClawdBot（现 Moltbot）创始人 Peter Steinberger 发推表示，其从未发行任何代币，任何将 其列为"币项目方/持有人"的项目均为诈骗，并呼吁加密从业者停止骚扰。其还表示，因商标原因重命 名账号时操作失误，GitHub 与 X（推特）账号被加密诈骗者抢注，目前正寻求 GitHub 官方协助找回账 号，并再次强调不会接受任何代币相关费用。 ...

资金另觅归宿 在黄金价格突破5000美元、股市持续繁荣、美元再度走软的背景下，曾被视为动量交易和货币贬值对冲 工具的比特币却缺席了这场盛宴。 加密货币在避险属性上不如黄金，在风险属性上逊于AI，在目前市场阶段对资金引力正在下降。 比特币价格停滞不前，交易量萎靡，长期信仰者正转向股票和贵金属等更可靠的市场。比特币目前在 87000美元附近徘徊，较10月高点已下跌25%，仅过去七天就跌去6%。 据彭博社数据，过去一周投资者从比特币相关基金撤出超过13亿美元，延续了加密货币ETF的撤资趋 势。 理论上，当前宏观环境本应利好加密货币。通胀和利率的缓解通常会提振风险偏好，而宽松的金融环境 和地缘政治不确定性上升历来都支撑那些被宣传为对冲货币贬值的资产。然而这一次，BTC的价格却并 未得到有效支撑。 这种动能停滞既是资金层面的，也是理念层面的。曾经定义加密货币散户基础的持有理念已经削弱。从 NFT到模因代币，那些将新参与者带入生态系统的投机周期要么崩溃，要么失去公信力。 部分投机需求已迁移至他处。预测平台Kalshi和Polymarket交易量走高，去中心化合约交易平台 Hyperliquid也出现快速增长，所有这些都吸 ...

MACD金叉信号形成，这些股涨势不错！ IG分析师Chris Beauchamp在一份报告中称，近期贵金属价格大幅上涨以及对股市高估值的担忧，可能 会促使资金在投资者进行投资组合再平衡时被重新配置到加密货币。"如果出现合适的催化剂，这些资 金再平衡流动可能有助于开启该资产新一轮上涨。"他说，看到英国金融行为监管局关于加密货币监管 的征求意见程序取得进一步进展，也令人鼓舞。根据伦敦证券交易所集团的数据，比特币上涨1.4%， 至87，680美元。以太币上涨2.9%，至2，901美元。 MACD金叉信号形成，这些股涨势不错！ 责任编辑：何云 IG分析师Chris Beauchamp在一份报告中称，近期贵金属价格大幅上涨以及对股市高估值的担忧，可能 会促使资金在投资者进行投资组合再平衡时被重新配置到加密货币。"如果出现合适的催化剂，这些资 金再平衡流动可能有助于开启该资产新一轮上涨。"他说，看到英国金融行为监管局关于加密货币监管 的征求意见程序取得进一步进展，也令人鼓舞。根据伦敦证券交易所集团的数据，比特币上涨1.4%， 至87，680美元。以太币上涨2.9%，至2，901美元。 责任编辑：何云 ...

Core Insights - The cryptocurrency market is experiencing a significant shift as participants move towards prediction markets, reflecting both opportunities and fatigue due to a nearly 30% decline in Bitcoin since its peak last October, with many altcoins performing even worse [1] - Prediction markets are attracting the same speculative crowd, offering immediate gratification through binary odds and quick results, contrasting with the long-term roadmaps typical in cryptocurrency [1] Group 1: Market Trends - The nominal trading volume on prediction market platforms like Polymarket and Kalshi surged from $500 million in June last year to nearly $6 billion in January this year [1] - The download rates for prediction market applications have increased significantly, with Polymarket's installations rising from 30,000 in January last year to over 400,000 by December, and Kalshi's from 80,000 to 1.3 million in the same period [2] Group 2: Shift in User Engagement - Despite traders abandoning the "token dream," the underlying infrastructure of prediction markets still operates on blockchain technology, indicating a persistent application of crypto technology [2] - The decline in crypto exchange app downloads contrasts with the growth of prediction market apps, highlighting a shift in user engagement [2] Group 3: Financial Implications - Over 11 million tokens were reported to have "died" last year, marking the largest extinction event in crypto history, with an estimated $150 billion in altcoin market value evaporating from late 2024 to late 2025 [5] - Major exchanges like Binance have seen their download numbers drop by more than half, reflecting a broader trend of declining interest in traditional crypto trading [2][5] Group 4: Future Outlook - Prediction markets are becoming a new battleground for speculation, with platforms allowing bets on Bitcoin's future prices, and crypto-related contracts becoming the second most active trading category on Polymarket [7] - Companies like Coinbase and Robinhood are expected to generate significant revenue from prediction market operations, with estimates of $700 million and nearly $300 million respectively for 2023 [8] - The expansion into prediction markets is seen as complementary to existing business models, with Coinbase planning further developments in this area [8]

每经AI快讯，1月26日，以太坊升破2900美元，日内涨2.95%。 ...

Investment Rating - The report maintains a positive outlook on AI applications, particularly highlighting the global download of Alibaba's Qianwen model exceeding 1 billion [2]. Core Insights - The report emphasizes the sustained high demand in the coffee industry, with brands actively opening new stores despite seasonal fluctuations [4]. - The e-commerce sector is under pressure, with projected online retail sales of physical goods reaching 13,092.3 billion yuan in 2025, reflecting a growth of 5.2% [4]. - The music streaming platform is identified as a high-quality internet asset driven by domestic demand, with a recommendation to focus on subscription platforms [4]. - The virtual asset and trading platform sector is experiencing macroeconomic uncertainties, with notable revenue growth forecasts for OSL [4]. - The automotive service sector is seeing new entrants like Meituan, indicating a growing interest in the automotive aftermarket [4]. - The report highlights advancements in Robotaxi technology and the launch of AI applications in healthcare, suggesting a focus on these sectors [4]. - The AI and cloud segment is noted for its growth potential, with significant developments from Alibaba and OpenAI [4]. - The media sector shows positive trends in gaming, particularly with AI gameplay receiving favorable feedback [4]. Summary by Sections 1.1 Consumer & Internet - Coffee industry remains vibrant with brands expanding despite seasonal challenges [4]. - E-commerce faces challenges with a projected online retail sales growth of 5.2% by 2025 [4]. 1.2 Platform & Technology - Music streaming platforms are highlighted as valuable assets, with a focus on subscription services [4]. - The virtual asset market is under pressure but shows potential for revenue growth, particularly for OSL [4]. - The automotive service sector is expanding with new players entering the market [4]. - Significant advancements in Robotaxi technology and AI applications in healthcare are noted [4]. - The AI and cloud sector is experiencing growth, with Alibaba's Qianwen model achieving over 1 billion downloads [4]. 1.3 Media - The gaming sector is performing well, with positive feedback on AI gameplay mechanics [4].

Group 1 - Neynar will acquire and take over Farcaster, transferring the protocol, code repository, official applications, and Clanker to Neynar for operation and maintenance [1] - Mask founder Suji Yan commented that increased competition is beneficial and congratulated Neynar, revealing his small shareholder status in Neynar [1] - Aave founder Stani indicated that the management rights of the social protocol Lens will be transferred to the Mask team, with the original team serving as technical advisors [1] Group 2 - The first World Liberty Forum organized by World Liberty Financial (WLFI) will be held on February 18, 2026, at Mar-a-Lago, focusing on the future of finance, technology, and policy [2] - Notable attendees will include Goldman Sachs CEO David Solomon, Franklin Templeton CEO Jenny Johnson, and CFTC Chairman Michael Selig, among other political and business leaders [2] - The forum will discuss digital assets, AI, global financial market changes, and geopolitical risks, with new important developments to be announced [2] Group 3 - The NFT project Moonbirds announced that the BIRB token will have its Token Generation Event (TGE) on January 28, leading to a 7.9% increase in the floor price of Moonbirds NFTs to 2.46 ETH within 24 hours [3] Group 4 - The Ethereum-based privacy protocol Railgun has seen a record high in usage, with daily token protection transactions reaching 328 [4] - The ERC-8004 AI Agent ecosystem is expanding, with various projects emerging across infrastructure, orchestration, frameworks, developer tools, identity, marketplaces, and storage [4] Group 5 - Payment blockchain Keeta has signed an agreement to acquire a bank to enhance its compliance and regulatory capabilities, aiming for deeper integration with traditional financial infrastructure [4] - Keeta Inc. has approved the allocation of 35 million KTA tokens for acquisition-related arrangements [4] Group 6 - The Cardano Foundation has completed the first milestone of its governance roadmap, delegating approximately 220 million ADA to 11 community representatives (DReps), increasing the total delegated amount to 360 million ADA [5] Group 7 - Pendle announced the launch of sPENDLE, which will replace vePENDLE as the new governance and yield token, with staking opening on January 20 [5] - The new token will feature a 14-day exit period and will not require long-term locking, with protocol revenue used for PENDLE buybacks [5] Group 8 - PumpFun has launched the Pump Fund, initiating a $3 million Build in Public Hackathon to support 12 projects, each receiving $250,000 in funding [5] - Participating projects must issue tokens, build actual products, and hold at least 10% of the token supply [5] Group 9 - Ondo Global Market's stock token market cap on the BNB Chain has recently surpassed $100 million, growing nearly tenfold since early December [6] - With expansion to Solana, Ondo Global Market's total stock token market cap across Ethereum, BNB Chain, and Solana is approaching $500 million, representing over 50% of the total market cap for tokenized stocks [6]

（来源：吴说） 吴说获悉，Coinbase 首席执行官 Brian Armstrong 发文表示，在达沃斯世界经济论坛期间，"代币化"成 为各界热议焦点，已从稳定币扩展至几乎所有资产类别，多家《财富》500 强企业正积极布局，预计 2026 年将取得重要进展。他称，在会见的银行首席执行官中，大多数对加密货币持积极态度并将其视 为发展机遇，尽管仍有部分机构尚未完全接受；其中一位来自全球前十大银行之一的 CEO 向其表示， 加密货币已成为该行的首要关注方向，被视为关乎其长期生存与竞争力的核心议题。 ...

Venture capitalists are pursuing crypto startups despite US President Donald Trump’s barrage of threats blasting asset markets with uncertainty. Investors doled out another $362 million to 14 crypto startups in the third week of January, already bringing the total to over $1 billion so far this year, DefiLlama data shows. Startup fundraising is generally safe from short-term volatility triggered by news events, Annabelle Huang, CEO of Altius and former venture partner at Amber Group, told DL News. “The ...