1. According to Polymarket data, the possibility of a new government shutdown in the United States before January 31 is close to 80%.


2. Strategy announced last week that it increased its holdings by approximately 264.1 million dollars, acquiring 2,932 BTC at an average price of approximately 90,061 dollars; BitMine increased its holdings of 40,000 ETH last week; Strategy has an unrealized profit of approximately 8.395 billion dollars, while Bitmine has an unrealized loss of approximately 4.005 billion dollars.


3. The U.S. SEC and CFTC will hold a joint meeting on cryptocurrency regulatory coordination on January 27, 2026. This event aims to eliminate the unclear boundaries of regulation and ensure that innovation develops under U.S. legal frameworks, serving American investors, consumers, and economic leadership.


4. The decentralized custody startup Entropy, supported by a16z, announced its closure after four years of operation, multiple business transformations, and two rounds of layoffs, failing to find a business model suitable for venture capital scale. Total financing was about 27 million USD, and it had been dedicated to developing cryptographic asset management solutions based on multi-party computation.


5. According to on-chain analysts, World Liberty Finance sold 93.77 WBTC to obtain 2868.4 ETH. Records show that it has repeatedly exchanged some of the WBTC for Ethereum. These actions indicate that WLFI's behavior is well thought out, rather than a passive market reaction.


6. WLFI transferred the USD1 position activity rewards worth 40 million USD from the treasury to Binance, with the current annualized rewards for the USD1 position calculated to be around 12%.


7. Coinbase's CEO stated that he looks forward to a future where companies can complete the listing process entirely on-chain, which would significantly reduce costs, minimize friction, and enhance participation.


8. Coinbase stated in the (Charting Crypto Q1 2026 Report) that among 75 institutional investors surveyed, about 71% believe that Bitcoin is undervalued when its price is between 85,000 and 95,000 USD. The survey was conducted from December last year to early January this year, during which Bitcoin's price was generally within that range.


#ETH走势分析