Author: 行政

Ethereum and XRP just fell off a cliff in weekend trading, Bitcoin barely flinched, and the timing might matterCrypto has a habit of saving its worst moves for the hours when people are least prepared to deal with them.That was the vibe on Saturday, when Ethereum and XRP dropped hard in a short burst, right as weekend liquidity was already thin.Bitcoin, Ethereum and XRP price action (Source: TradingView)On my 30-minute charts, XRP was down about 7.98%, ETH was down about 5.66%, and Bitcoin was comparatively steady with a smaller drawdown of around 3%.The broader market took the hit to the…

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The next inflection point in AI agents isn’t coming from frontier labs. It’s coming from infrastructure, specifically, the primitives that let agents find each other, verify identity, and communicate directly.Moltbook, a social network billing itself as “built exclusively for AI agents… Humans welcome to observe,” now hosts discussions about agent relay protocols that enable discovery and direct messaging between autonomous systems.The shift from agents as isolated tools to agents as networked participants creates a new category of risk that existing security models weren’t designed to handle.This isn’t theoretical. Exposed control panels, leaked credentials, and misconfigured deployments are already documented across…

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DeFi exclusions sound protective, yet the CLARITY Act’s Bank Secrecy expansion may target your access pointsWhile supporters say the CLARITY Act could bring long-awaited regulatory certainty to crypto markets, not everyone is on board.Critics argue the bill doesn’t need to “ban DeFi” to reshape it. Their claim is that CLARITY can leave base-layer software intact while shifting the real battleground to regulated access points: the brokers, dealers, custodians, exchanges, and interfaces most users rely on to reach on-chain markets.In that reading, the “hidden compliance choke point” is not protocol code. The perimeter is expanding as access providers are drawn deeper…

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My $49k Bitcoin bear thesis, a January check-in, the plumbing is flashing while price bleedsI wrote my medium-term $49,000 bear thesis in late November with one simple idea, Bitcoin still moves in cycles, and the next real “this is the low” moment tends to arrive when miner economics and flows line up at the same time.It is now Jan. 30, 2026, and the honest update is this, the variables I care about look more stressed than they did when I published, and the tape has not delivered the kind of panic price print that makes those variables matter to everyone…

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The United States Mint raised prices on its clad products — proof sets, mint sets, and rolls and bags of circulating-quality quarters and dollars — at roughly the same time it repriced its silver offerings earlier this month. Price increases for silver products were widely expected, with silver setting repeated price records, yet more than a year and a half had passed since the Mint last adjusted those products. CoinNews photo shows 2026 Mayflower Compact quarters, one of five unique quarter designs celebrating the nation’s Semiquincentennial. U.S. Mint rolls and bags of quarters are among products seeing higher prices this…

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On Jan. 30, Cardano founder Charles Hoskinson announced that he has signed an integration agreement to bring USDCx, a Circle-linked stablecoin product, to the Cardano ecosystem.The infrastructure move represents a strategic effort to lower the network’s DeFi growth ceiling by establishing a sustained, reliable flow of on-chain dollar liquidity.In a social media post from Japan, Hoskinson characterized the deal as a milestone for the network, which has historically trailed behind rival smart-contract platforms in accessing high-liquidity stablecoins.He said:“We 1769807073 have access to Circle’s network, Circle’s protocol, Circle’s technology, and the great liquidity of the Circle network as a whole, and…

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Gold’s record-breaking rally finally blinked this week, and Bitcoin’s traders are watching what comes next.After sprinting to an all-time high of $5,594.82 per ounce, spot gold slid to around $5,330 as investors took profits, a pullback of roughly 4.7% from the peak.The Kobeissi Letter noted that the precious metal’s volatile price performance led to a $5.5 trillion swing in its market capitalization, the largest in history.Chart Showing Gold’s Market Capitalization Swing on Jan. 29. (Source: The Kobeissi Letter) Related ReadingGlobal markets crash as everything including Bitcoin sells off at once erasing trillionsOver $800 million in long positions were wiped out…

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A single wallet roundtripped $142.5 million in unrealized profit on Hyperliquid, peaking on Jan. 13 before collapsing to a negative $8.76 million loss as of Jan. 29.Meanwhile, all of this was visible in real time through public dashboards. The trader built a reputation during October 2025’s historic liquidation wave and now operates under a microscope, where every entry, exit, and margin adjustment is broadcast to spectators, copycats, and adversaries.The $151 million swing represents both the promise and peril of transparent leverage: visibility improves market monitoring, but it also turns big positions into coordination targets and makes the distance between triumph…

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On Jan. 29, the Senate Agriculture Committee advanced the crypto market-structure bill, giving the legislation known as the “CLARITY Act” its first concrete win in the Senate.The Agriculture panel’s action moves the bill closer to a full Senate fight over which regulator sets the rules for spot crypto markets.However, the bigger near-term problem is that lawmakers are struggling to resolve an escalating fight over stablecoin “interest” and rewards.This impasse has already led to gridlock in the banking committee, prompting the White House to intervene. Related ReadingHere’s how the US government now offers a path to a new all-time high for Bitcoin…

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Kevin Warsh nominated as Fed Chair, pending Senate confirmation. Known for hawkish policy yet supportive of cryptocurrencies. Markets and crypto reacted quickly to the nomination news. US President Donald Trump has officially nominated Kevin Warsh as the next Chair of the Federal Reserve. The announcement came through Trump’s social media platform, highlighting Warsh’s experience and expertise. Donald Trump announces his Fed Chair pick | Source Truth Social Warsh, 55, is a former member of the Federal Reserve Board of Governors, having served from 2006 to 2011. He was on the Fed during the 2008 financial crisis, giving him significant insight…

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