Cointime

美财长力挺强美元政策难阻跌势 货币贬值担忧主导市场
美元汇率周四亚盘下跌，止住了周三的反弹势头，因为市场对美元可能贬值的担忧卷土重来，其影响力超过了美国财长贝森特重申强势美元政策的表态。“新债王”冈拉克表示，美元已有一段时间不再表现得像避险货币，因为投资者更青睐贵金属等有形资产。 对冲基金Ensemble Capital首席投资官兼联合创始人Damien Loh表示：“贝森特在谈及美元时运用了‘战略性模糊’。”他解释说：“像特朗普最初主张的那种全面的弱美元政策，可能会形成自我强化的趋势并失控，因此贝森特试图缓和这种预期，尽管我认为他们仍然希望美元逐步走弱。”

Bithumb将上线SENT、ELSA
Bithumb宣布将在韩元市场上线SENT、ELSA。

Securitize submits S-4 form to the SEC to advance SPAC listing
RWA tokenization platform Securitize and special purpose acquisition company Cantor Equity Partners II (CEPT) announced that its wholly-owned subsidiary has publicly submitted an S-4 form business combination registration statement to the U.S. Securities and Exchange Commission (SEC). This submission reflects the ongoing progress of the SEC review process. Once the business combination is completed, Securitize will become a publicly listed company. The registration statement shows that Securitize had total revenue of $55.6 million for the nine months ending September 30, 2025, an increase of 841% compared to $5.9 million for the same period in 2024; total revenue for the entire year of 2024 was $18.8 million. Previously, according to CNBC, in October 2025, the RWA platform Securitize, responsible for supporting BlackRock's tokenized money market fund, will go public through a merger with a special purpose acquisition company (SPAC).

Gold and copper lead the surge in the metal market, as the dollar weakens
Market Overview: Affected by the weakening of the dollar and escalating geopolitical tensions, the prices of gold, copper, and silver have all reached historic highs, and the recent record-breaking surge in commodities has gained new momentum. Gold prices rose by 2.3% to $5540 per ounce, expanding this month's increase to about 30%; after a huge increase of 148% in 2025, silver's increase this year has further expanded to 64%. Copper prices on the London Metal Exchange soared by 5%, and Brent crude oil prices also rose to their highest level since September last year. All of the above assets are priced in dollars, so they all benefit from the depreciation of the dollar.

Polymarket：美国政府本周六停摆概率大幅下行
据纽约时报报道及Polymarket预测数据： 1. 谈判进展：美国总统特朗普与参议院少数党领袖舒默正就避免政府停摆推进磋商。初步方案拟将国土安全部资金立法从拨款法案中剥离，其余为军方及卫生项目等提供资金的法案将在周五午夜截止期限前通过。 2. 临时措施：国会将考虑对国土安全部运营提供短期延期拨款，防止服务中断并为起草新法案争取时间。 3. 市场预测：受谈判利好影响，Polymarket预测数据显示，截至2026年1月29日12:54，“本周六美国政府停摆”的概率已直线跳水至40%，日内跌幅达29%。

The US spot Ethereum ETF saw a net inflow of $28 million yesterday
According to Trader T's monitoring, the US spot Ethereum ETF saw a net inflow of $28 million yesterday.

币安合约将上线BIRDUSDT和GWEIUSDT U本位永续合约
币安合约平台将于2026年1月29日13:15上线BIRDUSDT永续合约，最高杠杆可达50倍；同日13:30上线GWEIUSDT永续合约，最高杠杆同样可达50倍。上述永续合约将在上线后24小时内开放跟单交易。

英伟达、亚马逊与微软正在商讨向OpenAI投资高达600亿美元
据TheInformation：英伟达(NVDA.O)、亚马逊与微软正在商讨向OpenAI投资高达600亿美元。

Limitless has opened the LMTS Season 2 airdrop claim
On January 29, news came that the prediction market Limitless announced that it has opened the LMTS Season 2 airdrop claim. Traders participating in the Season 2 points may be eligible to claim the airdrop, and traders can go to the official claim page to view and claim.

Advertising Time Trace has been launched. ATT can exchange ETH at a 10% discount for the 'IEO' event. On January 29, news from ATT Global.io announced that ATT's ability to exchange ETH at a 10% discount will become one of the ongoing segments of the 'IEO' series, aimed at allowing the ATT Foundation to better reward the numerous contributors and participants in the ecosystem, while also providing more applications and use cases for ATT. Advertising Time Trace (ATT) is a forward-looking Web3.0 application project that integrates DePin technology. Through its unique DA-AIOT-P decentralized assets-artificial intelligence Internet of Things-payment mechanism, it has built a new digital advertising ecosystem that integrates physical advertising assets, advertising e-commerce merchants, user resources, and digital technology. Currently, a commercial advertising system centered around the LED screen in Lan Kwai Fong, Hong Kong, has formed, gradually improving the coverage of LED screen advertising in core commercial areas such as Southeast Asia, Japan, South Korea, and Europe. Currently, the core participants in the ecosystem have reached tens of thousands, with the potential to radiate to hundreds of thousands of commercial ecosystem users, aiming to become a new entry point for traffic and assets in the Web3 field.

BTC broke below 88000 USD
The market shows that BTC broke below 88000 USD, currently reported at 87988.94 USD, with a 24-hour decline of 1.3%. The market is highly volatile, please ensure proper risk control.

Coinbase宣布将Jupiter集成至链上平台，用户可直接交易Solana原生代币
据The Kobeissi Letter报道，Coinbase宣布已将Jupiter交易所直接集成到其链上交易平台，这意味着数百万种基于Solana的代币首次可以通过Jupiter在Coinbase上进行交易。 Coinbase不再需要像以往那样缓慢且手动地将代币上架到中心化订单簿，而是利用链上技术，让用户能够即时访问Solana原生资产。 通过此次集成，用户可以使用现有的Coinbase余额和支付方式，通过自托管钱包进行代币交易。

代币化金银板块总市值突破60亿美元，续创新高
Coingecko数据显示，代币化金银板块总市值突破60亿美元，目前约62.95亿美元，续创历史新高。其中，代币化黄金目前总市值约58.14亿美元，代币化白银目前总市值约4.81亿美元。

Coinbase joins the Trump Accounts initiative and may provide a $1,000 subsidy for employees' children in the form of Bitcoin. Coinbase CEO Brian Armstrong announced the joining of the government's Trump Accounts initiative, which will match a $1,000 subsidy from the U.S. Treasury for all eligible employees' children. Brian Armstrong stated that the hope is to pay this subsidy in the form of Bitcoin. The Trump Accounts initiative aims to establish long-term financial security by creating tax-advantaged investment accounts for U.S. citizens under the age of 18. Currently, several large companies, including Uber, NVIDIA, Intel, Broadcom, IBM, and Schwab, have joined the initiative and incorporated it into their employee benefits systems.

🎙
【CoinTime × Nexus｜Space】

🚩
Topic: Web3 Ecosystem Coordination:Designing Sustainable Growth Flywheels Across Layers

📌
Subtopic: Aligning DeFi, Infrastructure, and Application Layers into a Closed-Loop Value System
As Web3 matures, many foundational assumptions around ecosystem growth are being re-examined. This Space brings together cross-layer perspectives to reflect on how incentives, liquidity, and user participation can be structurally aligned in long-term ecosystem design.

🗓
Jan 30 · 20:00 (UTC+8)

🎤
Host
Grace — CGO, RingProtocol,@Grace202020

👥
Guests
• Ali Zain — Co-founder, Nexus Chain (@NexusChain_hub)
• Miya — Manager, Soly Chain (@solychain)
• Michael Bar Zeev — SHIFT RWA (@micobz, @ShiftRWA)
• Cole — Operation Specialist (@space_agri)
• Clive Davis — CMO, Timelock (@ClifeDavis)

🧠
Key discussion points
• Where are the real coordination gaps across DeFi, infra, and apps?
• How can cross-layer collaboration drive sustainable user & liquidity growth?
• Looking toward 2026, what structural shifts will unlock the next growth phase?

🔔
Set a reminder & join the conversation
👇

Space link:https://x.com/i/spaces/1YqKDNgmXZAJV?s=20

Powell: Current policy is not 'clearly tight', tariff inflation is expected to dissipate by mid-year. Powell stated that inflation risks have somewhat eased, employment risks may be stabilizing, and interest rate hikes are not a fundamental assumption for anyone's next action.

A certain address spent $30.5 million to buy 909,000 HYPE and still holds 14.5 million USDC, expected to complete the purchase today.
According to on-chain analyst Yu Jin's monitoring, a certain address (0x9D26...1BfF) transferred 45 million USDC to Hyperliquid to buy HYPE. Currently, this address has consumed 30.5 million USDC to buy 909,000 HYPE, with an average purchase price of $33.5. The purchasing behavior of this address is still ongoing, and the remaining 14.5 million USDC is expected to complete the purchase today.

Vitalik Reveals Polymarket Profit Strategy: Betting Against Extreme Predictions to Earn $70,000
On January 29, Ethereum co-founder Vitalik Buterin disclosed that he earned $70,000 on the prediction market platform Polymarket last year, with a strategy specifically targeting bets against "crazy predictions." Buterin stated, "I look for markets that are in crazy mode and then bet that the crazy things won’t happen." He placed bets with a principal of about $440,000, achieving an annualized return rate of approximately 16%. Vitalik cited examples of markets betting that Trump would win the Nobel Peace Prize or that the dollar would collapse as good targets for his reverse bets. This is not the first time he has publicly discussed profiting from prediction markets; during the 2020 U.S. election, he also earned $58,000 using similar strategies.

EUR/USD extends decline, down 0.6% to intraday low of 1.1965
EUR/USD extends decline, down 0.6% to intraday low of 1.1965.

Jefferies: Tether's gold holdings have appreciated by over $5 billion
According to the Financial Times, as gold prices have reached record highs, the gold held by Tether has appreciated by over $5 billion. Based on estimates from Jefferies Group using data disclosed by Tether, as of the end of September, Tether held approximately 116 tons of gold, which was valued at about $14.4 billion at that time. Last September, the gold price was $3,858 per ounce, but amid rising geopolitical uncertainties and an influx of investors into safe-haven assets, it has now soared to over $5,200, indicating that Tether has realized over $5 billion in appreciation on this portion of its holdings.