XXYY.cc Morning Brief | January 12 - Selected Overnight Key Developments

21:00-07:00 Keywords: 95K Resistance · XRP Frenzy · BlackRock RWA · Justin Sun's Purchase

1️⃣ BTC Hits $95,000 Resistance, Bulls Shift to Defense

Driven by weekend geopolitical risk sentiment (Venezuela crisis), BTC surged to $94,800 overnight but faced large sell orders at the $95,000 level. The price has since retreated to around $93,900$ , awaiting institutional capital guidance following tonight's US stock market open.

2️⃣ BlackRock CEO Larry Fink: 2026 Will Be the Year of 'Energy Tokenization'

In a Davos pre-interview, Larry Fink stated that with rising geopolitical tensions, 'tokenizing' oil and gas reserves is the future trend. This statement was interpreted by the market as top-tier endorsement of the RWA sector, triggering abnormal movements in energy-related tokens (e.g., POWR, EWT) overnight.

3️⃣ XRP Continues Siphoning Altcoin Market, Grayscale ETF Rumors Gain Momentum

XRP's strong momentum continues, with capital flowing out of ETH and SOL into XRP. Market rumors suggest Grayscale is planning to convert its XRP trust into a spot ETF, further fueling institutional FOMO. XRP's BTC price has hit a 3-year high.

4️⃣ Justin Sun's Address Buys 12,000 ETH Again, Average Price $3,250

On-chain data shows a wallet likely belonging to Justin Sun (Justin Sun) made a large purchase of ETH during yesterday's pullback. Despite ETH's underperformance relative to the broader market, the continuous accumulation by major whales indicates that key players have not given up on the Ethereum ecosystem's rebound potential.

5️⃣ Base Chain TVL Surpasses $12B, Overtakes Arbitrum to Lead L2

Thanks to Coinbase's massive compliant user influx, Base Chain's total value locked (TVL) officially surpassed Arbitrum One over the weekend. The surge in activity of on-chain SocialFi and Meme applications has made Base the preferred entry point for retail investors in 2026.

6️⃣ ZachXBT Warns: New 'Sleeping Authorization' Scam Targeting Solana Wallets on the Rise

Security researcher ZachXBT warned of a new phishing attack targeting Solana users—'delayed execution' scams are now spreading. Attackers exploited expired authorizations over the weekend, stealing millions in assets. Users are advised to immediately check their wallet permissions using the Revoke tool.