据 Polymarket 数据，截至目前，市场预计美国政府在本周六出现停摆的概率约为 66%，较此前明显上升。数据显示，受此前美参议院未能推进拨款法案的消息影响，该预测合约波动加剧，停摆概率一度快速拉升后回落至当前水平，相关市场累计成交量约 2896 万美元。

India's plan to allow government bond lending remains stalled despite the necessary infrastructure being ready for over 18 months, according to informed sources. The delay is attributed to uncertainties surrounding the applicable tax regime. According to Jin10, since the establishment of a trading platform by the country's sovereign debt clearing house in July 2024, no transactions have been completed. Market participants are awaiting clarity on whether the lender or borrower of the bonds will be responsible for paying the Goods and Services Tax (GST). The Reserve Bank of India announced this initiative in February 2023, aiming to provide investors, such as insurance companies—the second-largest holders of government bonds—with a means to leverage their substantial bond holdings and enhance market liquidity. Sources indicate that the central concern is whether the 'reverse charge mechanism' used in stock lending, where the borrower pays the tax instead of the lender, will be applied. Authorities and market participants have discussed whether the same terms should apply to bonds, but no final decision has been made yet.

本文透过历史纵深与金融实战，揭示了一个更为冷峻的真相：资本出逃并非系统失常，而是一种高度理性的经济战争行为。

Ethereum execution layer researcher weiihann has released a performance experiment report on state expiry. According to Foresight News, the experiment involved running approximately one year of Ethereum mainnet block load on the Geth client, comparing the performance differences between 'full state nodes' and 'nodes retaining only one year of active state.' The study found that reducing state size not only lowers hardware requirements but also provides room for increasing gas limits and throughput. The experiment results indicate that retaining only active states accessed within one year reduces the database size from 359 GB to 81 GB, a decrease of about 77.5%, with the most significant reduction observed in storing Trie nodes. In terms of performance, block re-execution time was shortened by approximately 15%, and read performance improved significantly, particularly with storage read P50 latency reduced by 46% and P99 latency by 36%. Additionally, tail latency improved, with P99 block insertion time reduced by 21%, aiding nodes in maintaining synchronization under load. Future research will explore comparisons with other clients, different expiry cycles such as six months, and strategies focused solely on contract storage cleanup.

A substantial transfer of SOL tokens has been reported. According to ChainCatcher, at 16:41, a total of 45,004 SOL, valued at approximately $5.19 million, was moved from one anonymous address, beginning with 3wuiZRhQ, to another anonymous address, starting with 8wE8f86.

A trader has taken a high-leverage position on Bitcoin, according to BlockBeats On-chain Detection. On January 30, at 16:43, the trader used 20x leverage to go long on 32.88 BTC, with an average entry price of $82,519.6. Currently, the position is experiencing a slight unrealized loss. The trader employs a high-leverage, full-position strategy and is skilled in Bitcoin swing trading. Their decisive stop-loss execution demonstrates a mature risk management approach.

On January 30, a U.S. missile destroyer arrived at the Israeli Red Sea port of Eilat. According to Jin10, the Israeli military stated that the arrival of the destroyer was pre-planned and is part of ongoing cooperation between the Israel Defense Forces and the U.S. military.

The United States Department of Justice (DOJ) has finalized the forfeiture of over $400 million in cryptocurrency and other assets associated with Helix, a Bitcoin-era darknet mixing service. According to Cointelegraph, the assets were seized from Larry Harmon, the operator of Helix, which facilitated transactions between 2014 and 2017. The crypto mixer was designed to obscure the origins and destinations of Bitcoin linked to darknet markets. The forfeiture follows a January 21 order by the US District Court for the District of Columbia, which formally transferred ownership of the assets to the government. This final court order grants the government legal title to the seized digital assets, real estate, and financial assets connected to Helix's operations. This development marks the conclusion of one of the most significant early Bitcoin mixer prosecutions in US courts, highlighting the lengthy process of resolving major crypto-related enforcement actions, even after criminal activities have ceased. Helix processed at least 354,468 Bitcoin during its operation, valued at approximately $300 million at the time of the transactions, according to the DOJ. Prosecutors linked this activity to darknet drug markets aiming to launder illegal proceeds. Harmon also operated Grams, a search engine designed to support major darknet markets active during that period. Investigators revealed that Helix's application programming interface allowed marketplaces to integrate the mixer directly into their Bitcoin withdrawal systems, facilitating large-scale laundering activities. The DOJ reported that investigators traced tens of millions from darknet markets to Helix. Harmon was arrested in February 2020 and pleaded guilty in August 2021 to conspiracy to commit money laundering. He was sentenced in November 2024 to three years in prison. At the time, the court ordered Harmon to forfeit assets valued at more than $400 million. Last week's order finalized the forfeiture, transferring clear legal title to the US government. As previously reported by Cointelegraph, Harmon's sentence was reduced after he cooperated with investigators, including testifying in the Bitcoin Fog case against Roman Sterlingov.

金价在飙升至创纪录新高后大幅回撤，因交易者获利了结且美元走强，令海外买家购买贵金属的成本升高。市场焦点现已转向特朗普预计将于周五晚些时候公布的美联储主席提名决定。据特朗普的顾问们暗示，其可能提名凯文·沃什。盛宝银行分析师指出，与提名公布前流传的其他候选人相比，沃什被认为争议性更小，也没有那么明显地倾向鸽派立场。(金十)

Japan's economy is anticipated to experience a modest recovery in the fourth quarter, according to a report by ING analyst Min Joo Kang. According to Jin10, the slight rebound is expected to be driven primarily by private consumption and the services sector, despite a slowdown in monthly economic activity. The senior economist for the Korea-Japan region at the bank noted that retail sales in December fell more than expected, and manufacturing activity likely remained sluggish during the quarter. Japan's GDP is projected to grow by 0.2% quarter-on-quarter in the fourth quarter of 2025, reversing a 0.6% contraction in the third quarter.

Foresight News posted on X (formerly Twitter) that a recent filing with the U.S. Securities and Exchange Commission has revealed a significant move by private equity leader Dan Bin. His overseas fund, Dongfang Harbor, completely liquidated all cryptocurrency-related stocks in the fourth quarter of 2025. This decision marks a notable exit from the crypto market.The data indicates that Dan Bin's venture into cryptocurrency was not financially successful, resulting in substantial losses. Additionally, an interesting experiment he conducted on Weibo two years ago has resurfaced, prompting a reflection on the value of assets mentioned at that time compared to their worth today.The disclosure of Dan Bin's losses in the crypto sector has sparked curiosity and discussion about the financial impact of his investments in this volatile market.

HYPE 为何暴涨？过去 3 天，HYPE 成为表现最佳的代币之一。

沃什是谁？有哪些货币政策观点？如何看待BTC？上任后对加密市场有何影响？业内人士如何看待沃什的当选？

About 72% of licensed crypto exchanges in Indonesia were still losing money in 2025, even though the country now has more than 20 million crypto users. Trading volume fell as many users moved to overseas platforms with lower fees and easier access, leaving local exchanges struggling to compete.

Brave is betting that the next wave of Web3 users won’t arrive through crypto-first products, but through experiences that feel like games first and blockchain second.

在火币HTX 新资产交易赛「封神之战」中，交易员“小孩”从全球参赛者中脱颖而出，以 100U 起步，在高波动、高不确定性的新资产赛道中稳步推进，最终斩获冠军。

El Salvador’s central bank bought $50 million of gold, adding 9,298 ounces to bring total holdings to 67,403 ounces, worth about $360 million. The country continues to buy Bitcoin daily, now holding 7,547 BTC valued at around $635 million.

Hong Kong’s Hang Seng Investment Management has officially launched the Hang Seng Gold ETF on the Hong Kong Stock Exchange, offering investors direct exposure to physical gold for the first time.

Clawdbot爆火的原因，不仅仅是因为它带来了“贾维斯”一样的体验，更大的意义在于对行业的启发，甚至会像一个催化剂，加速Agent Economy的发展。

The Senate Agriculture Committee on Monday released a much-anticipated discussion draft of its portion of a sweeping bill that would overhaul how cryptocurrencies are regulated, inching the chamber closer to advancing the legislation.