Coinbase（COIN）表示，一项关键的数字资产市场结构法案投票在最后一刻取消后可以重新安排，与 此同时资产代币化公司对该法案阻碍股权代币化的说法提出异议。 责任编辑：张俊 SF065 Coinbase（COIN）表示，一项关键的数字资产市场结构法案投票在最后一刻取消后可以重新安排，与 此同时资产代币化公司对该法案阻碍股权代币化的说法提出异议。 责任编辑：张俊 SF065 ...

Core Insights - BitMine Immersion Technologies (BMNR) has announced a significant $200 million investment into a financial platform led by YouTube creator MrBeast, aiming to integrate decentralized finance (DeFi) products with a large user base [2][5] Investment Details - The investment is part of a broader vision to offer on-chain financial products, leveraging BitMine's Ethereum treasury and MrBeast's 200 million+ subscribers [2][5] - This marks one of the largest publicly disclosed investments by a listed crypto firm into a consumer fintech or creator-economy project [5] Market Context - The investment coincides with a positive trend for BitMine's public narrative in 2026, highlighted by Ethereum's 12% increase at the start of the year [2] - BitMine's treasury currently holds 4.16 million ETH, positioning it to own 5% of the total ETH supply, making it the largest Ethereum Digital Asset Trust (DAT) [5] Strategic Implications - This investment represents a shift in strategy for crypto DATs, as it is the first instance of a DAT using capital for a significant investment outside of crypto tokens [3] - The move is seen as a proactive approach by BMNR, indicating a focus on growth and mainstream adoption of crypto finance through MrBeast's platform [6]

Core Insights - Bitcoin is unique and valuable because it is not a fiat currency, making it resilient against government attempts to dilute its value or ban it [1] - Recent political developments, particularly comments from President Trump regarding the Federal Reserve, have implications for Bitcoin's appeal as a stable asset [2][4] Group 1: Bitcoin's Resilience - Bitcoin's design prevents it from being subject to political manipulation, unlike fiat currencies [1][8] - Authoritarian attempts to ban Bitcoin have proven ineffective, highlighting its robustness [1] Group 2: Federal Reserve Independence - The U.S. Federal Reserve's independence is being challenged by political pressures, which could undermine investor confidence [5][6] - The potential for a criminal indictment against the Fed Chairman raises concerns about the politicization of monetary policy, which could lead to higher inflation expectations [7][8]

Core Insights - Ethereum's user base is showing significant stickiness, with Month-over-Month Activity Retention nearly doubling in the last 30 days, indicating a strong retention of new users [1][2] - The network added approximately 4 million new active addresses this month, bringing the total to 8 million, which is a notable increase compared to previous spikes driven by airdrop farming [1][2] - Daily transactions reached a record 2.8 million, reflecting a 125% year-over-year increase, attributed to the recent Fusaka upgrade that expanded block sizes by roughly 33% [3][7] User Engagement - The sharp spike in the "New" cohort's Month-over-Month Activity Retention suggests a surge in first-time interacting addresses, indicating genuine user engagement rather than speculative activity [2][6] - High retention rates in a low-fee environment imply that these users are likely engaging with stablecoins or DeFi platforms, rather than being part of bot networks that typically show high churn [6] Market Dynamics - Confidence in Ethereum is improving, with indicators suggesting potential price increases driven by capital inflows into ETFs, stablecoins, and crypto protocols [4] - Staking now locks over 50% of Ether's total supply, which may contribute to the positive sentiment around the asset [4] - There is a noted disconnect between strong on-chain metrics and price action, reflecting skepticism about Ethereum's value accrual model amid macroeconomic challenges [4] Institutional Perspective - For desk traders, the count of "New Addresses" is often viewed as a vanity metric, but the doubling of retention is considered a more significant indicator of user engagement [5]

Bitcoin and crypto trading rapidly shifted after the US Securities and Exchange Commission (SEC) approved spot Bitcoin and Ethereum ETFs in 2024. Now, not only are retailers watching, but the big boys are behind the scenes, dictating direction. As traders jostle to get in on time, buying the next 100X cryptos, bankers in Europe are ready to get in. Earlier this week, KBC, which is the second-largest bank in Belgium, said it will offer Bitcoin and Ethereum trading to everyday retail clients. The Bitcoin ...

Lemon, one of Argentina’s leading crypto platforms and the country’s second-largest crypto exchange, announced on January 14-15, 2026, the launch of the nation’s first Bitcoin-backed Visa credit card. This innovative product allows users to access credit in Argentine pesos (ARS) for everyday spending while keeping their Bitcoin (BTC) holdings intact as collateral. No need to sell or convert their BTC. The rollout addresses a critical need in Argentina’s challenging economic environment, where persistent ...

The crypto market cap sits at 3.32 trillion dollars, and for us watching screens a little too long, it is somehow bullish. Bitcoin price keeps pulling focus, driving the direction of the crypto market as a whole. Crypto market cap holds steady, and Bitcoin price refuses to slip; it feels like it’s about to get good. For us in the market, this is a deliberate phase. Capital is flowing back into the crypto market with intent, and the Bitcoin price keeps pushing the total cap. Since the November lows, close ...

Group 1 - COIN, the stock of Coinbase, experienced a 6.4% decline on January 15, primarily due to the company's withdrawal of support from the crypto market structure bill [1][4] - The stock price fell below $240, forming a "death cross" pattern, indicating a bearish trend as the 50-day simple moving average crossed below the 200-day simple moving average [2] - Historical data suggests that similar setups in the past have coincided with major price bottoms, leading to subsequent rallies of over 100% [3] Group 2 - Coinbase's CEO Brian Armstrong cited significant issues with the bill, including a ban on tokenized equities and limitations on DeFi, as reasons for the withdrawal, emphasizing that a bad bill is worse than no bill at all [4][6] - Armstrong believes that the concerns raised by Coinbase are shared by the broader crypto industry, and he does not think the withdrawal will permanently damage the bill's prospects [5][6] - Citron Research criticized Coinbase's decision, suggesting that the company is more concerned about rising competition than the bill's framework, and they support the tokenization platform Securitize, which has issued over $4 billion in tokenized assets [7]

BitMine’s annual shareholder meeting in Las Vegas was billed as a routine governance event, with votes scheduled on board elections, executive compensation, and an increase in authorized shares. Instead, the session became a strategic coming-out moment, reframing the company from a simple Ethereum staking proxy into something far more ambitious. Distribution and Retail Onboarding Now Sit at the Core of BitMine’s ETH Strategy At the heart of that shift is BitMine’s progress toward its long-stated goal of ...

Ethereum USD has continued its strong start to 2026, holding steady above $3,300 as a different kind of buyer steps in to take control of the chart. Price strength held even as leveraged retail traders exited, a rare combination in crypto rallies. Zooming out, this move aligns with a broader 2025 trend in which long‑term holders and institutions replace short‑term speculation, as ETH has climbed by more than +10% since the beginning of the year. ETFs and publicly traded Ethereum Treasury firms have been ...