LiquidityWitch

【Blockchain Rhythm】Grayscale officially announced on January 13th the "Potential Investment Target Candidate Asset List" for Q1 2026. This list covers over 50 crypto assets across five major categories, signaling a new institutional investment deployment.
From the perspective of smart contract platforms, Grayscale is focusing on mainstream ecosystems such as Aptos, Arbitrum, Polkadot, Tron, and also looking at emerging high-performance chains like Monad and MegaETH. This indicates that Grayscale is conducting a comprehensive scan of Layer 1 and Layer

The Japanese Yen has fallen to its lowest point since July 2024 against the US dollar, as markets anticipate that the Japanese Prime Minister will call for early elections, leading to Yen depreciation. This volatility has significant implications for crypto traders, potentially affecting the liquidity of Yen-denominated crypto assets and the cost of cross-border funds, while also triggering an increase in market risk aversion.

A well-known project team manipulated the market through liquidity pools, causing the token's market value to plummet by over 81%. Similar manipulative behaviors have occurred in the past, and the market should remain vigilant against such traps.

The Flow Network Community Governance Committee has successfully recovered and isolated all counterfeit FLOW tokens circulating on centralized exchanges, marking the end of a key phase of the recovery plan. The counterfeit tokens are expected to be destroyed by January 30, 2026, and impact assessments have been coordinated with legal advisors. Withdrawal and deposit functions have been restored on some exchanges.

A major investor named "20 Million Wave Hunter" recently adjusted their positions in the market, closing short positions on BTC and PUMP, and switching to go long on ZEC, currently with an unrealized profit of $10.06 million. This investor has made $8.7 million in the past week through high-frequency trading and high leverage strategies, demonstrating the rapid change in market hotspots.

The Thai government has recently strengthened its regulation of illegal fund flows, fully implementing the "Travel Rule," which requires wallet transfers to be labeled with identity information. At the same time, a national data bureau will be established to monitor abnormal transactions to enhance transparency and traceability. This will impact the compliance processes of crypto businesses.

New York Fed President Williams is optimistic about the economic outlook for 2026 but does not see a need to cut interest rates in the short term. He believes that current monetary policy is conducive to stabilizing employment and expects inflation to peak in the first half of the year. For the crypto market, this means liquidity remains stable, but short-term rate cuts to stimulate the market are unlikely.

Cryptocurrency ETPs have recently experienced net outflows, mainly due to repeated expectations of Federal Reserve rate cuts leading institutions to reduce risk. When market expectations for rate cuts adjust, Bitcoin and Ethereum face selling pressure, while Solana, XRP, and others attract capital, reflecting capital allocation choices and indicating increased market maturity.

Neuramint platform recently completed a $5 million seed round of funding, aiming to accelerate development, expand the integration of Web3 native SDKs, and launch a beta public testing version. The plan covers areas such as DeFi, NFT, and cross-chain bridging, dedicated to playing a role in core Web3 business.

Today, the US stock market opened lower, with the Dow Jones Industrial Average falling about 300 points. The stock prices of crypto-related listed companies also generally declined. Against this backdrop, the Real-World Asset (RWA) tokenization sector is active, with many platforms launching RWA token products, becoming a new bridge connecting traditional finance and the crypto market.

Bitcoin has recently been fluctuating within the range of $93,500 to $95,000, with ETF capital flows being unstable and suppressing the price. Currently in a dense accumulation zone, selling pressure is expected to impact short-term breakthroughs, and market sentiment remains cautiously optimistic.

A leading exchange will delist 20 spot trading pairs on January 13, 2026, to improve market quality. Users can still trade related assets through other trading pairs. It is recommended that users utilizing trading bots adjust their strategies in advance to avoid losses.

Cardano founder Hoskinson criticizes White House crypto chief Sacks for failing to push key legislation and suggests considering resignation if there is no progress. He is dissatisfied with the official Trump meme coin, concerned that it may intensify anti-crypto forces, and emphasizes the industry's anxiety over regulatory progress and expectations for market structure reforms.

Discussions in the U.S. Congress regarding stablecoin reward policies are intensifying, with compliant platforms increasing lobbying efforts to protect the reward mechanisms. The banking industry opposes stablecoin rewards, fearing the diversion of traditional deposits, and regulatory classification issues could impact the business models of exchanges and payment platforms. If only licensed financial institutions are permitted to issue rewards, smaller platforms will face greater pressure, and compliance will become the core of competition.

The market is focused on the upcoming December CPI data, which is expected to rebound slightly to 3.1%. Poor employment data limits the expectation of rate cuts, leading to market anxiety. Different data outcomes will have varying impacts on risk assets, especially extreme readings that could intensify market volatility.

【Blockchain Rhythm】On January 12th, a well-known whale address made a big move. This major player, known in the community as the "ZEC biggest short," partially reduced their short position on MON.
Specifically, in this move, they reduced their short position by approximately 44.75 million MON, worth $1,468,600. Sounds like a lot, right? More importantly, they took a profit of $621,200 this time, with a return of 42.21%. The average purchase price was just $0.03, and now the liquidation price has reached $0.243, making the leverage effect quite significant.
Interestingly, this guy has a story in the crypto market. He started shorting ZEC when the price was at $184, and at one point, the unrealized loss reached $21 million. In the end, he managed to turn the loss into a profit. Now, he still holds large short positions in ETH and MON, seemingly sticking to this strategy to the end. The recent operation on MON