The number of initial jobless claims in the United States for the week ending January 17 reached 200,000, slightly below the anticipated 210,000. According to BlockBeats, the previous week's figure was revised from 198,000 to 199,000. This data provides insight into the current state of the U.S. labor market.

BitGo Holdings made its public debut on January 22, listing on the New York Stock Exchange under the ticker BTGO. According to NS3.AI, the company is renowned for providing secure, institutional-grade crypto custody and infrastructure services. With its new public status, BitGo aims to expand its presence in the rapidly evolving digital finance sector. Serving nearly 5,000 clients worldwide, BitGo offers a comprehensive suite of services ranging from custody to trading, highlighting the robust institutional demand for regulated crypto infrastructure.

Digital asset treasury companies are anticipated to undergo significant consolidation in 2026, as the largest and most well-capitalized entities continue to amass Bitcoin and Ether, leaving smaller firms struggling to keep up. According to Cointelegraph, Pantera Capital has predicted a 'brutal pruning' of digital asset treasuries, with only a few dominant corporate treasuries remaining. The asset manager shared this outlook in a Wednesday X post, suggesting that smaller companies may either be acquired or left behind, except for a few longer-tail token winners. Throughout this year, the trend has been particularly evident in Bitcoin and Ether treasuries, where the most financially robust players have led acquisitions. BitMine, the largest corporate holder of Ether, has maintained its steady accumulation into the new year. The company recently purchased 35,268 ETH for approximately $104 million, increasing its holdings to 3.48% of the total Ether supply. Since the beginning of the year, BitMine has acquired a total of 92,511 Ether for about $277 million. Meanwhile, Hong Kong-based Trend Research has acquired 41,500 Ether for roughly $126 million in 2026, utilizing decentralized borrowing through the Aave lending protocol, rather than traditional fundraising methods like share sales. On the Bitcoin front, Strategy, led by Michael Saylor, has emerged as the dominant buyer among publicly listed Bitcoin holders. Last week, Strategy acquired 22,306 Bitcoin for approximately $2.13 billion, bringing its total holdings to 709,715 BTC, purchased for about $53.9 billion at an average price of $75,979 per BTC. Data from Bitcoinquant indicates that corporate Bitcoin treasuries collectively hold around 1.13 million Bitcoin, or roughly 5.4% of the total supply, though these figures can vary based on how treasury companies are defined. The increasing concentration of Bitcoin and Ether among a few corporate holders raises concerns about the sustainability of smaller treasury companies, particularly those that relied on debt or equity issuance during previous market rallies. At the end of December, crypto treasury firm ETHZilla sold $74.5 million worth of Ether to repay senior secured convertible notes, underscoring the financial pressures faced by less-capitalized players.

GMGN 모니터링에 따르면, 한 트레이더가 8일 전 100.2달러를 지출해 밈 코인 '고귀한 미국 주식 트레이더'를 매수했으며, 현재 13.3K 달러에 매도해 환전했고, 여전히 98.2K 달러 상당의 '고귀한 미국 주식 트레이더'를 보유하고 있어 단일 코인 기준 11.15만 달러의 수익을 올렸다. 해당 밈 코인의 스토리는 Bitget CEO Gracy가 Bitget 미국 주식 거래 가이드에 작성한 내용 "고귀한 미국 주식 트레이더, 안녕하세요"에서 비롯되었습니다. Odaily는 밈 코인의 가격이 크게 변동할 수 있으므로 투자자들이 신중하게 참여할 것을 당부합니다.

The stablecoin market cap has achieved a record high of over $311 billion, despite a general decline in the broader cryptocurrency market characterized by substantial liquidations. According to NS3.AI, Tether (USDT) and Circle's USDC maintain their dominance in stablecoin supply, while new players such as World Liberty Financial's USD1 stablecoin have contributed to the recent expansion. Regulatory uncertainty persists, with delays in the CLARITY Act and cautious market sentiment indicating low expectations for a swift altcoin recovery.

팬테라 캐피털은 2026년 디지털 자산 금융 준비금 기업들이 가혹한 재편을 겪을 것이며, 자본이 충분한 소수의 선도 기업들만이 비트코인과 이더리움을 지속적으로 축적할 것이라고 전망했다. 나머지 소규모 기업들은 인수되거나 시장에서 도태될 전망이다. 팬테라 캐피털의 모니터링에 따르면 현재 비트코인과 이더리움 축적은 극도로 집중되어 있다. 이더리움 최대 보유사인 BitMine은 연초 이후 92,511 ETH(약 2억 7,700만 달러)를 매입해 현재 이더리움 총 공급량의 3.48%를 보유 중이다. Trend Research는 2026년 현재 41,500 ETH(약 1억 2,600만 달러)를 매입했으며, 자금은 Aave 대출을 통해 조달했다. 비트코인 측면에서는 Strategy가 지난주 약 21억 3천만 달러에 22,306개의 비트코인을 매입했다. 현재까지 Strategy는 총 709,715개의 비트코인을 보유 중이며, 총 비용은 약 539억 달러, 평균 매입 가격은 75,979달러이다. 데이터에 따르면 기업 재무 준비금 주소는 총 약 113만 개의 비트코인을 보유 중이며, 이는 총 공급량의 5.4%에 해당합니다. 또한 ETHZilla는 12월 말 부채 상환을 위해 7,450만 달러 상당의 ETH를 매각했습니다.

Pantera Capital predicts a year of significant consolidation for corporate crypto treasuries, with a few large players dominating digital asset demand while smaller ones get bought up. source: https://cointelegraph.com/news/crypto-treasury-consolidation-2026-pantera?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

null source: https://x.com/reutersbiz/status/2014326016802496717

Circle CEO Jeremy Allaire addressed concerns at the World Economic Forum in Davos, stating that stablecoin interest payments do not pose a threat to banks. According to Foresight News, Allaire described fears of bank runs due to stablecoin yields as 'completely absurd,' emphasizing that these interest payments enhance user engagement without undermining monetary policy. He compared stablecoin interest to government money market funds, which have grown to approximately $11 trillion despite warnings about their impact on bank deposits, yet have not hindered bank lending. Allaire highlighted a shift in the U.S. credit model from bank loans to private credit and capital markets, with Circle aiming to develop a lending model based on stablecoins. He also underscored the potential of stablecoins as the sole viable payment system for billions of AI agents in the future.

미국 대통령 트럼프: 유럽이 미국 채권 등 자산을 매각할 경우 대규모 보복에 직면할 것이다. (금십)

치와와 체인의 멤코인인 $HUAHUA는 스테이킹을 통해 최대 21%의 보상을 제공하는 커뮤니티 중심의 거버넌스와 친환경적인 접근 방식이 돋보입니다. 치와와는 코스모스 SDK를 활용하여 디파이 통합을 통한 금융 혁신을 목표로 하며, 활발한 혁신으로 코스모스 생태계에 활기를 불어넣을 준비가 되어 있습니다.