Binance announced it will convert its $1 billion SAFU fund from stablecoins to Bitcoin reserves within 30 days, responding to mounting community criticism that intensified after prominent Wall Street investor Cathie Wood publicly attributed recent market weakness to a Binance-related deleveraging event. The exchange pledged to maintain the fund’s value at $1 billion through regular rebalancing, replenishing it with additional Bitcoin if price fluctuations push the fund below $800 million. The move comes ...

Amid broad traditional market declines, crypto once again was the standout underperformer on Thursday. Modest overnight declines in crypto turned into a major rout in the U.S. morning as the Nasdaq shed more than 2% and gold tumbled nearly 10% from an overnight record. But while both of those markets managed sizable afternoon bounces — the Nasdaq closing with a decline of just 0.7% and gold reclaiming the $5,400 per ounce level — bitcoin and the rest of crypto held not far from session lows. Bitcoin was t ...

XRP climbed to $3.65 on July 18, 2025, marking its highest level since the January 2018 all-time high of $3.84. The rally to $3.65 was driven by the SEC-lawsuit optimism and renewed retail interest. Fast forward to late January 2026, and the token now trades near $1.90, roughly 50% below that cycle peak.When asked about Standard Chartered's $8 XRP target, Garlinghouse declined to comment directly: "We are a very vested party." But he described Wall Street's growing interest as a "massive sea change" that ha ...

Most institutional investors remain bullish on Bitcoin despite brutal fourth-quarter volatility that erased nearly a third of the asset’s value from recent peaks. A new Coinbase Institutional and Glassnode survey found 70% of institutions view BTC as undervalued, even after the token dropped from above $125,000 in early October 2025 to trade around $90,000 by year-end, while 60% of non-institutional investors share that conviction. Source: Coinbase Institutional The findings come from a quarterly poll ...

What looked like a choppy year for crypto in 2025 was, beneath the surface, a full-scale bear market for most tokens that began more than a year earlier, according to prominent venture capital firm Pantera Capital. In its 2026 outlook, the VC firm said that the non-bitcoin token market has been in a sustained downturn since December 2024. Total crypto market capitalization excluding bitcoin (BTC), ethereum (ETH), and stablecoins dropped about 44% from its late-2024 peak through the end of 2025. The declin ...

RIVER posted a 156% gain over seven days. The token climbed from $17.52 to an intraday high of $54.12, surpassing its previous recorded all-time high of $53.10, after TRON founder Justin Sun announced an $8 million strategic investment. The rally pushed the token’s market capitalization above $1 billion. The token’s 24-hour trading volume reached $38.4 million, down 46% from the previous day, according to CoinGecko data. RIVER now ranks 96th among all cryptocurrencies. Only 19.6 million tokens are curren ...

罗素2000指数创新高与市场风险偏好 - 罗素2000指数在2026年1月创下历史新高 在1月的前15个交易日上涨了7% 市值增加了近2200亿美元[1][3] - 该指数已连续九个交易日表现优于标普500指数 这是自2017年以来最长的连续跑赢纪录[3] - 罗素2000指数包含约2000家美国小型公司 代表传统金融市场中的高风险资产 其领涨通常预示着资金正轮动至风险更高的资产[2] 加密货币市场与罗素2000指数的强相关性 - 过去两年的图表显示 加密货币总市值与罗素2000指数的局部高点和低点高度吻合[4] - 该指数创下新高 增强了市场对加密货币总市值也可能很快创新高的预期 因为这反映了投资者对风险的接纳度提高[4] - 分析师认为 这对山寨币是看涨信号 并据此预测山寨币将有20%至5倍不等的涨幅[5] 山寨币市场情绪与持仓结构 - 2026年1月 大多数山寨币的买卖（多空）比率保持在1以上 表明多头头寸在市场中占据主导地位[6] - 图表显示 排名更高（通常市值更小）的山寨币往往表现出更高的多空比率 这表明交易者正在承担更多风险 反映出对山寨币复苏的信心增强[7] - 一种更广泛的模式是：随着市值降低 多头偏向增加 这种结构往往预示着波动性和多头压力即将到来[7] 山寨币市场的心理与估值层面 - 从心理角度看 许多山寨币已从高点下跌了80%–90% 如此大幅的亏损降低了亏损持有者的卖出意愿 促使他们继续持有[8] - 与此同时 资金充裕的投资者通常将这些价格水平视为有吸引力的买入机会[8] - 其他数据点也表明 山寨币投资者的情绪正在改善 市场参与者越来越预期在本季度出现复苏[1]

2025年市场回顾 - 加密总市值在2025年首次突破4万亿美元 [1] - 比特币在2025年创下历史新高 [1] - 受宏观经济不确定性影响，2025年加密市场最终收跌约7.9% [1] - 比特币呈现“资产属性强、链上活动弱”的特征 [1] - 美国现货比特币ETF在2025年净流入超210亿美元 [1] - 比特币活跃地址数在2025年同比下降16% [1] 2026年市场展望 - 预测2026年全球货币宽松及去监管化将推动市场“风险重启” [1] - 美国建立比特币战略储备可能成为2026年市场的关键催化剂 [1]

比特币价格与市场表现 - 比特币价格近期大幅上涨，最新交易价格达96,867美元，创下自11月14日以来的最高价，过去24小时上涨近5%，过去一周上涨略超5% [2] - 尽管近期上涨，比特币价格仍较10月初创下的超过126,000美元的历史高点下跌约23% [2] - 其他主要加密货币同样上涨，以太坊上涨近7%至3,354美元，XRP上涨近5%至2.17美元，Solana上涨近4%至约147美元 [2] 空头头寸清算情况 - 过去24小时内，市场空头头寸遭遇大规模清算，清算总额达7.89亿美元，其中空头头寸清算额约为6.9亿美元 [1][3] - 比特币引领清算潮，其相关头寸清算额达3.82亿美元，其次是以太坊2.31亿美元，Solana为3300万美元 [3] 市场上涨驱动因素 - 加密货币价格上涨的部分原因是美国《清晰法案》的推进，该加密市场结构法案正在起草修订，计划于周四提交参议院银行委员会审议 [4] - 市场情绪反弹也受到周二美国CPI报告的影响，该报告显示通胀趋于稳定 [4] - 周二，美国比特币ETF单日资金流入达7.54亿美元，为自10月以来最佳单日表现 [4] 市场情绪与预测 - 预测市场平台Myriad的用户对比特币看涨情绪增强，认为其价格升至100,000美元的可能性（约89%）远高于跌至69,000美元的可能性 [5] - 在过去24小时内，比特币升至100,000美元的预测几率增加了近13% [5]

比特币价格走势与市场动态 - 比特币价格本周大幅上涨，从周一约91,000美元攀升至周三略高于95,000美元 [1] - 强劲的买盘活动与更广泛的看涨情绪推动比特币价格向100,000美元关口迈进 [6][7] 交易所资金流入情况 - 链上数据显示，各大交易所钱包出现大规模比特币流入，据Arkham统计，总流入规模约合60亿美元 [2] - 币安钱包（冷热钱包合计）增持32,752枚比特币，Coinbase增持26,486枚比特币 [2] - 其他交易所如Kraken和Bitfinex也分别录得3,508枚和3,000枚比特币的显著流入 [2] - 这些流入主要反映了用户在交易所钱包的购买行为，而非交易所自身的内部买入 [3] 机构参与与投资工具需求 - 数据显示，近期活动集中在主要交易所，这些交易所通常是机构买入的主要通道 [9] - 比特币ETF资金流入强劲，1月13日（周二）单日流入达7.53亿美元，为2025年10月以来最高水平 [4] - 富达的FBTC在周二的流入中领先，达到3.51亿美元，是今年机构比特币敞口需求最强的单日信号之一 [5] - 分析师指出，数据表明机构和高净值投资者正大规模参与 [3] 市场驱动因素与前景 - 历史数据显示，此类大规模资金流入通常先于显著的价格上涨，反映了市场需求增加和供应受限 [9] - 投资者在评估宏观经济因素（如通胀趋势和央行流动性措施）以及更广泛的数字资产生态发展 [7] - 在金融不确定性和地缘政治动荡的背景下，比特币作为长期价值储存手段的吸引力得到强化 [8]