With less than a week remaining before Donald Trump’s inauguration as the 47th U.S. President, his economic policies are already stirring significant market reactions, according to QCP Capital.Market Trends and ConcernsStrong Job Market and Inflation Fears:Non-farm payrolls rose unexpectedly by 256,000 last week (forecast: 165,000).Despite cooling PPI data, markets anticipate December’s CPI to be higher than the previous figure, potentially intensifying inflation concerns.Proposed tariffs on major trading partners could exacerbate inflation and push bond yields higher, with 10-year and 30-year Treasury yields nearing 5%.Market Performance:The S&P 500 briefly dipped below 5,800 points.Bitcoin slipped below $90,000, testing key support levels multiple times amid global bond market volatility.Crypto-Friendly OutlookQCP Capital highlighted that despite the unfavorable macro environment for risky assets, the Trump administration could issue crypto-friendly executive orders, offering short-term support to the market. However, as the inauguration approaches, volatility is likely to intensify, requiring heightened vigilance against downside risks.

The market's attention is fixed on today's release of U.S. CPI data, a critical macroeconomic indicator ahead of Donald Trump’s inauguration as U.S. president, according to Greeks.Live macro analyst Adam.Key Market InsightsBitcoin Struggles Below $100,000: BTC failed to break the $100,000 resistance this week, with speculative markets showing heightened risk aversion. U.S. stocks have also experienced sharp declines ahead of the CPI release.BTC ETF Outflows Persist: Short-term market sentiment remains sluggish, but stabilization above $100,000 could quickly restore market confidence.Institutional Trading Trends: Institutions continue to sell in large volumes when opportunities arise, causing a significant drop in medium- and short-term implied volatility (IV). However, a rise in call options trading suggests institutions are hedging against potential upside moves.CPI Data’s ImpactThe U.S. CPI data, releasing today, is expected to set the tone for market sentiment. It is seen as the most important macro data point before Trump’s presidency begins, with investors eagerly awaiting whether his administration will fulfill its crypto-friendly promises.From an event-driven perspective, the market was undervalued in January but appears overvalued for March, suggesting potential volatility shifts based on forthcoming economic and policy developments.

The AI token market strengthened significantly on January 15, with major tokens seeing substantial gains.Key HighlightsAIXBT:Market Value: $590 million, up 23.83% in the last 24 hours.Record High: Reached a peak of $638 million today.COOKIE:Market Value: $178 million, up 11.23% in 24 hours.The surge reflects growing interest in AI-driven blockchain projects, signaling strong momentum in the sector as investors capitalize on the expanding use cases of AI in decentralized ecosystems.

据统计，NFT 市场在 2024 年遭遇了惨淡的一年，交易量和销售数量降至 2020 年以来的最低水平。根据区块链分析平台的报告，NFT 年度交易量下降了 19%，与 2023 年相比，销售数量下降了 18%。 年初，NFT 交易量在第一季度达到 53 亿美元，与 2023 年同期相比仅温和增长了 4%。然而，这一势头转瞬即逝，交易量在第三季度暴跌至 15 亿美元，然后在第四季度略微回升至 26 亿美元。 尽管存在这些波动，年度销售数量仍急剧下降，这表明了一个更广泛的趋势：尽管单个 NFT 随着加密代币价格的上涨而变得更加昂贵，但整体市场参与度却减少了。报告指出，Blur 等 NFT 平台主导了市场活动，利用零费用交易和积极的空投活动来捕获最大的交易量份额。相比之下，竞争对手 OpenSea 则面临着监管阻力和市场情绪下滑的困境，迫使公司在年底前进行大规模裁员。 到第四季度，Blur 和 OpenSea 在市场份额上旗鼓相当，但 Blur 凭借更小的、更活跃的用户群产生高活动量的能力使其占据了优势。尽管 2024 年末的交易量暗示了潜在的复苏（11 月的销售额达到 5.62 亿美元，为 5 月以来最高），但整体趋势表明，可负担性、可及性和实用性将是 2025 年持续增长的关键。（Decrypt）

Long-term government bonds face mounting challenges as markets prepare for the release of crucial U.S. CPI data tonight, according to Michael Leister, head of interest rate strategy at Commerzbank Research.Key Factors Impacting Bond MarketsRising Nominal Yields: Driven by higher real yields and fiscal concerns, which continue to apply upward pressure.Inflation Data: The U.S. CPI release will be a major test for the bond market, following inflation reports from the UK, Spain, and France earlier this week.The data is expected to provide critical insights into inflationary trends and their potential influence on central bank policies, particularly regarding interest rates.

The U.S. Bureau of Labor Statistics is set to release key inflation data, including the unadjusted Consumer Price Index (CPI) annual rate for December 2024, at 9:30 PM ET tonight.Market ExpectationsDecember CPI (Unadjusted, Annual): Forecasted to rise to 2.9%, compared to 2.7% in November 2024.This anticipated increase reflects ongoing inflationary pressures as markets closely watch the data for potential implications on Federal Reserve policy decisions. 

Thailand is moving forward with Bitcoin ETFs and cryptocurrency payments, with the Thai SEC considering Bitcoin ETFs and a Bitcoin payment pilot project in Phuket. These steps, along with the potential for stablecoin issuance, are positioning the country as a growing digital asset hub in Asia.

The U.S. dollar fell to a one-week low as investors exercised caution ahead of the highly anticipated U.S. inflation report, set to be released at 9:30 PM ET.Market ExpectationsHeadline Inflation: Forecasted to rise to 2.9% in December, according to a Wall Street Journal survey.Core Inflation: Expected to remain steady at 3.3%, suggesting that underlying price pressures are stabilizing.Analyst InsightsUniCredit analysts suggest that a stable core inflation rate may offset concerns over higher headline inflation, potentially limiting further dollar appreciation.Earlier this week, the U.S. Producer Price Index (PPI) came in lower than expected, adding to investor caution.The market is closely watching the inflation report for cues on the Federal Reserve’s next moves, with stable core inflation likely to reinforce expectations for steady interest rates. 

Web3の進化によって、デジタルの世界は激変しつつある。 source: https://ja.spaziocrypto.com/niyusu/uebudezui-mozhu-mu-sareru10nozhi-ye-3-cheng-gong-surukiyarianotameni/

随着 Web3 的发展，数字世界正在发生翻天覆地的变化。 source: https://zh.spaziocrypto.com/xin-wen/wang-luo-shang-zui-re-men-de-shi-da-zhi-ye-3-cheng-gong-de-zhi-ye-sheng-ya/

In our original XYZVerse crypto review (published in November), we raised doubts about the project’s KYC verification claim with the blockchain security firm Pessimistic. At that time, we could only confirm a basic audit of its presale contracts, rather than a full Know Your Customer (KYC) process. source: https://theholycoins.com/blog/xyzverse-crypto-s-kyc-claim-is-false-confirms-auditing-firm-pessimistic

Just days after Singapore has announced its ban of decentralized prediction marketplace polymarket, Thailand's Technology Crime Suppression Division (TCSD) has followed suit and have announced plans to propose closing polymarket.

Franklin Templeton,AI Agent,Messari：让互联网可组合化 zk-TLS现状一览 金色财经,zk-TLS项目全景一览

After a 2-year wait, FTX is finally ready to repay its users. FTX will likely start repaying claims of up to $50,000 after Jan 20, according to Sunil, who is the spokesman who have vowed to represent all the creditors who have lost their money in the FTX scandal.

With the potential TikTok ban, millions of users are migrating to Xiaohongshu, which has quickly gained popularity, especially among content creators. The platform is becoming a new hub for viral trends, memes, and crypto discussions, blending Chinese and Western cultures.

BTC,意大利最大银行首期投资100万欧元进军BTC 金色财经,企业购买BTC将会是2025年的一个重要主题。

随着稳定币的普及，行业将会迎来一场颠覆，首先受到影响的将是那些目前支付方式最不友好的企业。

Meta plans to cut 5% of its workforce, targeting low performers, sparking concerns over evaluation accuracy. Some employees question the timing after a "rough" week, leaving many wondering how performance will be measured.

本文整理了 11 个关于加密货币和资本市场的重要问题，以及 Gensler 是如何回应它们的。

Satoshi Action Fund foundation is continuing to fight for Bitcoin and secure Bitcoin's place in U.S. Policy. In a recent tweet, Dennis Porter, the CEO and co-founder of Satoshi Action Fund shared that the organisation has raised $300,000 of its $500,000 fundraising goal, with two weeks remaining in the campaign.