SignatureVerifier

The discussion of the US Crypto Market Structure Act (CLARITY) has sparked intense debate within the industry. On one hand, some CEOs are calling for a no-action approach, while on the other hand, other industry leaders emphasize resolving issues through negotiations, warning that the current policy environment is rare and missing this opportunity could lead to worse legislative conditions, reflecting the industry's divided approach to strategy.

A well-known company has launched the "BTC Rating" indicator system on its official website, which calculates the ratio of Bitcoin net reserves to market capitalization through a formula. This provides a more intuitive reflection of the company's Bitcoin and USD asset status, meets the market's demand for reserve transparency, and helps evaluate asset allocation strategies.

Vietnamese police in Da Nang have arrested five suspects involved in a scam gang based in Cambodia that operates crypto scams. They simulated Nasdaq, embezzled 14 billion VND, and used fake accounts to lure investments. The proceeds from the scam were transferred through multiple accounts and exchanged for cryptocurrencies, warning people to be cautious of unfamiliar high-yield investment recommendations.

Stanford Professor David Tse's team has launched the BABE protocol, providing a new Groth16 zero-knowledge proof solution for Bitcoin, with initialization and storage costs reduced by a thousand times compared to existing solutions. It enhances computational efficiency through linear pairing witness encryption and a new Argo MAC primitive. BABE will go live in February 2026, supporting the expansion of the Bitcoin ecosystem.

On-chain analyst Specter has discovered that the associated addresses of Cambodia's Huoyang Group have been frequently transferring tokens within 15 hours, depositing a total of 1,017 ETH and 212 BNB into mixing services, equivalent to approximately $5.19 million. These large transfers may reflect market participants' fund flow management and changes in sentiment.

Patrick Witt, head of the U.S. White House Cryptocurrency Committee, stated that although the Bitcoin strategic reserve plan is a policy priority, progress has been slow due to legal authority issues. Trump had signed an order to initiate related projects, but only for Bitcoin confiscated by the Department of Justice, which raised questions within the community. Various government agencies are coordinating to find compliant and financially feasible solutions.

The Salvadoran government’s Bitcoin reserves have reached 7,534 coins, ranking fifth globally. This demonstrates a shift in the government’s attitude towards Bitcoin, becoming part of traditional reserves, while also influencing market sentiment and reflecting long-term confidence.

The Trump administration's strategy to promote AI development focuses on natural gas rather than renewable energy, but the construction cycle for natural gas power plants has been extended to five years, posing a challenge to the AI industry that relies heavily on electricity. Power supply delays could impact industry competitiveness, and there is an urgent need to address infrastructure development issues.

Ethereum is undergoing a "reversion movement," and Vitalik's 2026 roadmap aims to correct past compromises and eliminate reliance on centralized RPC services. New technologies such as ZK-EVM and Helios will enhance local verification and privacy protection, promote decentralized wallets and storage solutions, and gradually return power to users. This is a profound reflection on a decade of development.

The US CLARITY Act faces challenges as the Senate Judiciary Committee expresses concerns about the exemption for DeFi developers, believing it could facilitate financial crimes. Meanwhile, the Banking Committee argues that the exemption is important for protecting developers. After a certain exchange withdrew support, the White House pressured it to return to negotiations, making the bill's prospects more uncertain and difficult to unify opinions among all parties.

Recently, an interesting phenomenon has occurred in the Bitcoin market: approximately 35,400 profitable Bitcoins have flowed into exchanges, the highest in two months, while only 4,600 loss-making coins have flowed out, with a profit-to-loss ratio of 7.5:1. This indicates that investors are locking in gains in an orderly manner rather than panic selling, and the overall market loss rate has dropped to a historic low. Currently, the market correction is manageable, but a future reversal of the profit/loss ratio could trigger a deeper decline.

The CEO of Ethereum ecosystem company Etherealize believes that Ethereum's market capitalization could jump directly from hundreds of billions of dollars to trillions, positioning it as "civilization-level infrastructure." He predicts that the price of Ethereum will reach $15,000, assuming the market will value its role as the core of Web3. The revaluation process will be relatively quick, but factors such as adoption rate and technological development should still be monitored.

The Executive Director of the U.S. President's Digital Asset Advisory Committee, Patrick Witt, confirmed that the seized digital assets from Samourai Wallet will be retained as strategic Bitcoin reserves, alleviating market concerns. The statement clearly indicated that these assets will not be liquidated, marking a gradual stabilization of the policy environment.

Recently, cryptocurrency legislation has become embroiled in policy disputes. A compliance platform CEO did not support the current bill before a key vote, triggering dissatisfaction from the White House. The White House has called for a return to negotiations, emphasizing that policies require broad consensus. The current dispute revolves around profit distribution, and future votes will influence the regulatory direction of the crypto industry.

Anchorage Digital plans a new round of financing and explores going public. As the first federally chartered digital asset bank in the United States, its developments reflect the institutionalization progress of the digital asset industry, marking the mainstream and standardized development of financial services.

Google announced that starting from January 28, it will remove certain exchanges from the Korean Google Play Store due to their failure to pass registration and anti-money laundering reviews. This reflects how app store operators are becoming regulators, changing the way crypto services are distributed and shifting the power dynamics in the global market.

【Crypto World】An unknown address just transferred 567 Bitcoins to an institutional account on a compliant trading platform, with a market value of $54.05 million. From on-chain data, such large transfers usually indicate the movement of funds by institutional investors or whales. Whether for trading, risk hedging, or strategic adjustments, these types of transfers are worth market participants' attention. The flow of BTC among institutions often reflects market participants' outlook on the future market trend.

【Blockchain Rhythm】On January 16, according to exchange market data, U.S. stock miner Riot Platforms(RIOT) rose 7.7% in pre-market trading. The driving force behind this movement is the company's data center leasing agreement with AMD. This collaboration indicates that miners are accelerating their deployment of computing power and also reflects the overall industry chain heat driven by AI computing power demand.

【BlockBeats】Spot gold plunged today, briefly falling below the $4590/oz level, with a decline of 0.58%. Simultaneously, spot silver also weakened, dropping 4.00% during the session to $88.66/oz. This wave of correction in precious metals reflects the recent volatility in the commodities market. For investors holding diversified asset allocations, this may signal a rebalancing between risk assets and safe-haven assets.