QCP Capital 于官方 Telegram 频道发文表示：“距离第 47 届美国总统唐纳德·J·特朗普的就职典礼不到一周。与 2017 年类似，特朗普在正式于 1 月 20 日上任之前，就已对全球市场产生影响。 通货膨胀担忧继续令美国市场感到不安。美国就业市场依然强劲，上周非农就业人数意外增加（增加 25.6 万人，对比预期为增加 16.5 万人）。尽管 CPI 似乎正在温和回升，超过 2%的目标，且 PPI 数据有所降温，市场参与者仍预计 12 月的 CPI 将高于此前的数据。 特朗普公开表示计划对主要贸易伙伴，特别是中国，征收关税，从而加剧通货膨胀担忧。与最初预期的大范围关税不同，现在看来，新政府将逐步对部分进口商品征收关税。受通货膨胀困扰，债券收益率再次开始攀升。市场目前预计 2025 年和 2026 年仅有两次降息（最新的美联储点阵图预测为四次），10 年期和 30 年期美国国债收益率正在逼近 5%的水平。随着美国国债收益率的上升，股市也受到冲击，标普 500 指数一度跌破 5800 美元。比特币也随之走低，一度跌破 9 万美元。 鉴于最近的发展，宏观经济环境目前似乎不利于风险资产。然而，一个亮点是，特朗普的实际政策往往与他的公开言论大相径庭。通货膨胀担忧可能不会像市场预期的那样严重。 对于加密货币而言，特朗普政府中有人员对加密货币持友好态度。有传闻称特朗普将颁布范围广泛且对加密货币友好的行政命令，这将为短期内提供助力，并可能支撑价格。就职典礼前后，市场波动加剧，因为市场需要消化并适应特朗普新一任期的到来。我们对下行风险保持谨慎，因为比特币 9 万美元的水平已被多次测试。股市也显得脆弱，而全球债券收益率的上升，可能会导致各处出现混乱和跳跃式波动。”

The global cryptocurrency market cap now stands at $3.34T, up by 3.78% over the last day, according to CoinMarketCap data. Bitcoin (BTC) has been trading between $95,352 and $97,725 over the past 24 hours. As of 09:30 AM (UTC) today, BTC is trading at $96,928, up by 0.59%. Most major cryptocurrencies by market cap are trading mixed. Market outperformers include AIXBT, ZEN, and DEXE, up by 23%, 22%, and 16%, respectively. Market movers: ETH: $3221.69 (-0.33%) XRP: $2.8479 (+10.65%) BNB: $695.62 (+0.11%) SOL: $188.45 (+0.02%) DOGE: $0.35681 (+2.40%) ADA: $1.0343 (+5.65%) TRX: $0.2243 (-0.40%) AVAX: $36.88 (+2.53%) XLM: $0.4731 (+11.19%) TON: $5.429 (+2.84%) Top gainers on Binance: AIXBT/USDT (+23%) ZEN/USDT (+22%) DEXE/USDT (+16%)

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.

据 X 平台用户@MiyaHedge 爆料，“交易员 Eugene Ng Ah Sio 就是 Tangent Ventures 联合创始人 Darryl Wang（@0xWangarian）。其曾声称：他没有接受任何人的付款；不披露就进行宣传是非常糟糕的。然而，他是 ENA 代币的种子轮投资者。 Darryl 如果能自证与 Tangent Ventures 无关，并且有独立的律师事务所验证这一点，我愿意提供 100 万美元（或任何其想要的金额）的资金进行担保。 Darryl 正在做的事情在新加坡法律下是高度非法的；对那些信任 Binance 数据的散户投资者来说，是一种剥削行为。虽然在新加坡的交易员中，Eugene 就是 Tangent 已经是公开的秘密，但我相信超过 99%的加密社区还不知道这件事。”

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.

ビットコイン（BTC）が1月13日以降、9万ドルを下回る水準から急速に回復していることは、強気な見通しを示唆している。しかし、これらの利益の持続可能性に疑問を投 ... The post ステーブルコインの流動性が枯渇──米CPI発表を前にビットコイン強気回復に疑問符 first appeared on CoinDesk JAPAN（コインデスク・ジャパン）. source: https://www.coindeskjapan.com/270826/

The TON Foundation confirmed its plans on January 14, signaling a major shift toward the American market. “The US ranks as one of the world’s largest financial centers,” said Manuel Stotz, the new president of the TON Foundation. “We see enormous potential for it to develop into a crypto hub that will promote and support […] The post Telegram’s TON Blockchain Eyes US Growth Under Trump... source: https://www.altcoinbuzz.io/cryptocurrency-news/telegrams-ton-blockchain-eyes-us-growth-under-trump/

BTC price upside is primed to reach a minimum of $145,000 over the coming year as pro-Bitcoin US policy takes shape. source: https://cointelegraph.com/news/bitcoin-inflows-trump-new-249k-btc-price-target-2025?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

Annual NFT trading volumes fell by 19%, while sales counts dipped by 18% compared to 2023, according to DappRadar. source: https://decrypt.co/301053/nft-market-hits-three-year-low-in-trading-and-sales-report

The Thai SEC is evaluating the approval of the country’s first Bitcoin ETFs while the government plans to pilot cryptocurrency payments in Phuket. The post Thailand considers approving Bitcoin ETFs appeared first on Atlas21. source: https://atlas21.com/thailand-considers-approving-bitcoin-etfs/?utm_source=rss&utm_medium=rss&utm_campaign=thailand-considers-approving-bitcoin-etfs

According to Odaily, Eric Trump, son of former U.S. President Donald Trump, has started following the official account of Sui Network on the X platform.

According to Odaily, a new cryptocurrency address has invested $3.06 million in AIXBT over the past 42 hours, as monitored by on-chain analyst @ai_9684xtpa. This investment has positioned the address among the top 12 holders of AIXBT. The address has already seen a profit of $447,000 from this transaction.

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.

AI Agent只是AI +Crypto叙事发酵的起点。

随着 AI 技术的不断进步和 DAO 治理框架的不断发展，未来几年将出现创新和演变。

Humanity Protocol launched the Humanity Foundation on January 14, 2025, focusing on privacy-first decentralised identity solutions. It aims to challenge World by using palm scans instead of iris scans for biometric verification.