Group 1 - China has established the world's most comprehensive carbon reduction policy system and the largest renewable energy system, actively sharing the results of green development [2] - China's wind power installed capacity has ranked first globally for 15 consecutive years, with over 600 million kilowatts expected by the end of November 2025 [2] - During the 14th Five-Year Plan period, China's exports of wind and solar products have helped reduce carbon emissions by approximately 4.1 billion tons in other countries [2] Group 2 - China opposes the use of its name as a pretext for pursuing private interests, emphasizing that the so-called "China threat" is unfounded [4] - China advocates for handling international relations according to the principles of the United Nations Charter [4] Group 3 - The position of Japan's Consul General in Chongqing has been vacant for over a month, with speculation that China has not yet agreed to the appointment of a new consul [5] - China is processing the relevant matters according to procedures [5]

Core Insights - The founder of Binance, Zhao Changpeng (CZ), stated that blockchain technology has a transformative impact on financial services and the global economy, a significance proven over the past 15 to 16 years [1][2] - Binance currently has 300 million users, with trading volumes surpassing those of the Shanghai Stock Exchange and the New York Stock Exchange [1][2] Industry Developments - The cryptocurrency industry has two mature sectors: exchanges and stablecoins [1][2] - Future growth is anticipated in three key areas: 1. Tokenization, with discussions ongoing with approximately 12 governments to tokenize assets for economic benefits [1][2] 2. Payments, as cryptocurrency integrates with traditional payment methods, leading to significant growth in payment services [1][2] 3. AI, where cryptocurrency is expected to become the native currency for AI agents, facilitating direct use in real payment needs [1][2]

智通财经记者 杨文钦 许嘉宁 责任编辑：刘万里 SF014 责任编辑：刘万里 SF014 1月22日外交部例行记者会上，有记者就特朗普称要确保美国在世界加密货币领域的地位、防止中国染 指该领域提问，外交部发言人郭嘉昆表示，中国始终积极开展多双边货币金融合作。 1月22日外交部例行记者会上，有记者就特朗普称要确保美国在世界加密货币领域的地位、防止中国染 指该领域提问，外交部发言人郭嘉昆表示，中国始终积极开展多双边货币金融合作。 智通财经记者 杨文钦 许嘉宁 ...

Core Viewpoint - The Chinese government emphasizes its commitment to multilateral and bilateral monetary and financial cooperation, as well as its role in global macroeconomic policy coordination and the formulation of international financial regulations [1] Group 1 - The spokesperson, Guo Jia Kun, addressed questions regarding former President Trump's comments on cryptocurrency [1] - China is actively participating in the development of international financial rules [1]

美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 1月22日，据知情人士透露，美国加密货币市场法案预计将至少被推迟数周审议，重量级议员将重心转 向美国总统唐纳德·特朗普的潜在住房法案。特朗普政府此前呼吁在今年国会选举前着力应对美国民众 的生活成本问题。因涉及非公开讨论，要求匿名的部分知情人士称，参议院银行委员会可能将这一重大 数字资产立法的审议进一步推迟至2月下旬或3月，上周时已经推迟。 据知情人士透露，立法者正在研究相关立法，以落实特朗普提出禁止大型机构投资者购买独栋住宅的要 求。由于涉及非公开讨论，该人士要求匿名。目前尚不清楚此举会对房价产生多大影响。据部分估算， 大型机构投资者所持有的独栋住宅数量，占全美独栋住房存量的比例不足1%。 ...

Core Viewpoint - The CEO of Ripple, Brad Garlinghouse, predicts that the cryptocurrency market is expected to reach an all-time high this year, indicating significant growth potential that is not yet reflected in current market prices [1] Group 1: Market Potential - Garlinghouse believes that the interest of large financial institutions in cryptocurrencies has not been fully reflected in current market prices, suggesting a substantial growth opportunity [1] - He anticipates that cryptocurrencies will maintain a very positive growth momentum over the next 5 to 10 years [1] Group 2: Regulatory Changes - Regulatory changes, such as the GENIUS Act, are said to "release a lot of activity" in the industry, establishing safeguards like full reserves and monthly audits, which will aid in the large-scale development of stablecoins [1] - Ripple's victory in a four-year lawsuit against the U.S. Securities and Exchange Commission is viewed by Garlinghouse as a key legal win for the company [1]

（来源：吴说） 区块链情报机构 Elliptic 于 2026 年 1 月 21 日披露，其研究与泄露文件显示，伊朗央行在过去一年内累 计获取至少 5.07 亿美元的 USDT，其中部分资金于 2025 年 4 月和 5 月以阿联酋迪拉姆支付，并经由名 为 Modex 的实体完成。Elliptic 指出，这些 USDT 主要用于支撑伊朗里亚尔汇率并结算部分国际贸易， 相关资金多流向伊朗最大加密交易所 Nobitex。（Decrypt） ...

Market Overview - US stock indices opened higher, with the Dow Jones up 0.51%, Nasdaq up 0.53%, and S&P 500 up 0.6% as of 22:55 Beijing time [1] Chip Sector - Chip stocks strengthened, with Intel's share price rising over 9%, reaching a three-year high; Bernstein raised its target price from $35 to $36 [3] - ARM increased by over 6%, while Western Digital and Micron Technology rose over 3%, and SanDisk gained nearly 3% [3] Tech Sector - Tech stocks generally rose, with Tesla, Google, and Nvidia seeing gains [4] - Netflix fell by 5.5% due to a disappointing Q1 profit guidance, with EPS guidance over 7% lower than analyst expectations; the company paused its buyback to acquire Warner [4] Chinese Stocks - The Nasdaq Golden Dragon China Index rose over 2%, with popular stocks like Bilibili and Baidu increasing over 6%, and iQIYI, Kingsoft Cloud, and Miniso rising over 4% [4] - Goldman Sachs expressed optimism about Chinese assets, predicting a GDP growth rate of 4.8% for China in 2026, supported by strong export growth [4] - The firm also projected a year-end target of 100 points for the MSCI China Index and 5200 points for the CSI 300 Index, with a forecast of $200 billion (approximately 1.4 trillion yuan) in net inflows from southbound funds by 2026 [4] Commodity Market - Spot gold prices rose, reaching a high of $4888 per ounce on the 21st, approaching the $4900 mark [6] Cryptocurrency Market - Major cryptocurrencies saw declines, with Bitcoin down 1.48% below $90,000, Ethereum down 3.07%, and Dogecoin down 0.18%; over 170,000 liquidations occurred in the past 24 hours [8][9]

导语： 随着区块链技术的广泛应用和加密货币的快速发展,传统金融体系与现实世界秩序面临前所未有的挑战。尤其是稳定币的兴起,不仅重塑了货币流通机制,也 对国家主权货币、跨境支付系统和全球金融监管秩序造成深远影响。 在此背景下,国际社会在加密货币治理方面协调滞后、机制分散、资源不均的问题日益突出,尤其发展中国家亟须有效的应对手段。中国作为全球第二大经 济体及新兴数字金融强国,有必要在全球数字货币治理中发挥更积极的作用。 这不仅关乎国家金融安全与货币主权,也关系到全球金融治理体系的重构方向。以下内容将从单边措施与多边措施两个维度出发,系统梳理中国在应对加密 货币挑战方面可行的政策路径与实践策略,力求在保持技术创新活力的基础上,有效遏制潜在风险,推动构建更加公平、稳定与可持续的国际货币体系。 *文章摘自《加密货币突破数字边界》一书，作者为张明、包宏。 单边措施：优化发展路径与治理能力 面对加密货币与稳定币对国家金融主权和监管体系构成的挑战,中国应首先从内部着手,完善自身应对体系。 1.加快数字人民币的发展与应用 数字人民币不仅是国家主权货币数字化的关键举措,更是提升人民币国际竞争力、应对加密货币挑战的重要战略工具。BI ...

1月21日，近期全球金融市场的避险情绪显著升温，加密货币市场首当其冲。ZFX山海证券表示，受美 联储维持限制性利率政策以及国际贸易摩擦加剧的双重施压，比特币正面临自年初以来最严峻的下行考 验。资深交易专家Peter Brandt基于近半个世纪的交易经验指出，比特币已显露出明显的疲态。ZFX山海 证券认为，如果比特币无法有效突破并站稳102300美元这一关键心理关口，市场可能会在未来两周内迅 速向58000至62000美元区间回撤。 从宏观维度来看，基本面的压力已经超越了单纯的技术指标。ZFX山海证券表示，尽管部分地区的通胀 数据已显示出降温迹象，但这并未促使全球主要央行转向宽松。相反，决策层对过早降息可能引发的通 胀反弹保持高度警惕。ZFX山海证券认为，当前美欧之间潜在的关税升级风险，以及因地理和资源争端 引发的局势紧张，正成为推高市场不确定性的核心变量。这种宏观背景不仅抑制了投资者的风险偏好， 也让流动性环境持续处于"紧缩期"。 针对当前的货币环境，ZFX山海证券表示，只要限制性利率政策不发生根本性逆转，加密市场的增量资 金入场速度将持续受限。分析师指出，当市场缺乏足够的流动性支撑时，任何微小的负面消息都可 ...