On January 30, a U.S. missile destroyer arrived at the Israeli Red Sea port of Eilat. According to Jin10, the Israeli military stated that the arrival of the destroyer was pre-planned and is part of ongoing cooperation between the Israel Defense Forces and the U.S. military.

The United States Department of Justice (DOJ) has finalized the forfeiture of over $400 million in cryptocurrency and other assets associated with Helix, a Bitcoin-era darknet mixing service. According to Cointelegraph, the assets were seized from Larry Harmon, the operator of Helix, which facilitated transactions between 2014 and 2017. The crypto mixer was designed to obscure the origins and destinations of Bitcoin linked to darknet markets. The forfeiture follows a January 21 order by the US District Court for the District of Columbia, which formally transferred ownership of the assets to the government. This final court order grants the government legal title to the seized digital assets, real estate, and financial assets connected to Helix's operations. This development marks the conclusion of one of the most significant early Bitcoin mixer prosecutions in US courts, highlighting the lengthy process of resolving major crypto-related enforcement actions, even after criminal activities have ceased. Helix processed at least 354,468 Bitcoin during its operation, valued at approximately $300 million at the time of the transactions, according to the DOJ. Prosecutors linked this activity to darknet drug markets aiming to launder illegal proceeds. Harmon also operated Grams, a search engine designed to support major darknet markets active during that period. Investigators revealed that Helix's application programming interface allowed marketplaces to integrate the mixer directly into their Bitcoin withdrawal systems, facilitating large-scale laundering activities. The DOJ reported that investigators traced tens of millions from darknet markets to Helix. Harmon was arrested in February 2020 and pleaded guilty in August 2021 to conspiracy to commit money laundering. He was sentenced in November 2024 to three years in prison. At the time, the court ordered Harmon to forfeit assets valued at more than $400 million. Last week's order finalized the forfeiture, transferring clear legal title to the US government. As previously reported by Cointelegraph, Harmon's sentence was reduced after he cooperated with investigators, including testifying in the Bitcoin Fog case against Roman Sterlingov.

금값은 사상 최고치를 기록한 후 급락했다. 거래자들의 이익 실현과 달러 강세로 해외 구매자들의 귀금속 구매 비용이 상승했기 때문이다. 시장의 관심은 이제 트럼프 대통령이 금요일 늦게 발표할 것으로 예상되는 연방준비제도(Fed) 의장 지명 결정으로 옮겨졌다. 트럼프 대통령의 보좌진들은 그가 케빈 워시를 지명할 가능성이 있다고 시사했다. 솜파은행 애널리스트들은 지명 발표 전 유력 후보로 거론됐던 다른 인물들에 비해 워시가 논란이 적고 비둘기파 성향도 덜 뚜렷하다고 지적했다. (금십)

Japan's economy is anticipated to experience a modest recovery in the fourth quarter, according to a report by ING analyst Min Joo Kang. According to Jin10, the slight rebound is expected to be driven primarily by private consumption and the services sector, despite a slowdown in monthly economic activity. The senior economist for the Korea-Japan region at the bank noted that retail sales in December fell more than expected, and manufacturing activity likely remained sluggish during the quarter. Japan's GDP is projected to grow by 0.2% quarter-on-quarter in the fourth quarter of 2025, reversing a 0.6% contraction in the third quarter.

Foresight News posted on X (formerly Twitter) that a recent filing with the U.S. Securities and Exchange Commission has revealed a significant move by private equity leader Dan Bin. His overseas fund, Dongfang Harbor, completely liquidated all cryptocurrency-related stocks in the fourth quarter of 2025. This decision marks a notable exit from the crypto market.The data indicates that Dan Bin's venture into cryptocurrency was not financially successful, resulting in substantial losses. Additionally, an interesting experiment he conducted on Weibo two years ago has resurfaced, prompting a reflection on the value of assets mentioned at that time compared to their worth today.The disclosure of Dan Bin's losses in the crypto sector has sparked curiosity and discussion about the financial impact of his investments in this volatile market.

공식 발표에 따르면, 바이낸스 선물 플랫폼은 아래 시간에 영구 선물 계약을 출시할 예정입니다: 2026년 2월 2일 22:30 (GMT+8): INTCUSDT 주식 영구 계약, 최대 레버리지 10배 2026년 2월 2일 22:45 (동부 표준시): HOODUSDT 주식 영구 계약, 최대 레버리지 10배

Overall MarketSource: TradingviewBitcoin Consolidates While Precious Metals SurgeAs we noted in our recent analysis, Bitcoin has tested the lower bound of its established channel multiple times since mid-November, following its retreat below the $100,000 psychological threshold. While these tests have generated short-term bounces, they have yet to catalyze a sustained reversal. This persistent weakness has increased the probability of a near-term breakdown.In contrast to the crypto market's sluggish performance, precious metals have delivered exceptional returns over the past two months. Gold and silver have achieved consecutive all-time highs with volatility reminiscent of crypto assets. Interestingly, this bullish sentiment and FOMO-driven momentum has not extended to Bitcoin—the so-called "digital gold"—which remains sensitive to macro headwinds, including President Trump's tariff announcements targeting EU and Canadian trading partners.Thursday's Multi-Factor SelloffMicrosoft's post-Wednesday earnings release triggered notable market movement. Despite beating consensus on both revenue and EPS, elevated capital expenditure guidance raised investor concerns about AI investment returns. MSFT declined approximately 10% on Thursday, pressuring most AI-related equities lower, with Meta being a notable exception.Concurrently, escalating US-Iran geopolitical tensions drove a flight to safety, propelling oil, gold (briefly touching $5,600), and silver (exceeding $120) sharply higher. The parabolic price action suggested a potential blow-off top, which materialized as both metals subsequently retraced 8-10%, adding to broader market pressure.Bitcoin and the wider crypto market absorbed these headwinds acutely, breaking decisively through the $84,000 support level we've previously highlighted as critical. The inability to quickly reclaim this threshold has opened downside space toward the $80,000 support level and even the $74,600 low marked in April 2025.Our Market OutlookNear-Term PerspectiveCurrent conditions remain challenging, with long liquidations accelerating the sell-off. Bitcoin is exhibiting elevated correlation with US technology equities during risk-off periods, while sustained outflows from crypto ETFs underscore a rotation toward AI-focused investments. Notably, several Bitcoin miners are repurposing infrastructure for AI and high-performance computing workloads—reflected in a 4%+ decline in mining difficulty over the past 30 days. This signals a temporary capital and narrative shift away from crypto.Longer-Term OutlookWe remain constructive on Bitcoin and digital assets over an extended horizon. Several structural tailwinds support our view: improving global liquidity conditions, innovative crypto applications across PayFi and Real-World Assets gaining traction, potential spillover from precious metals momentum as dollar weakness persists, and meaningful progress on regulatory frameworks in the US and internationally. We believe these factors will ultimately restore capital inflows and upward momentum to the crypto ecosystem.Macro at a glanceWeekly Macro Highlights (January 22 - January 28, 2026)Thursday, January 22, 2026US GDP expanded 4.4% (QoQ) in Q3 2025, exceeding consensus estimates of 4.3% and accelerating from Q2's 3.8% growth rateUS initial jobless claims totaled 200,000, below the 209,000 forecast, while continuing claims declined to 1,849,000 from 1,875,000, signaling labor market resilience following the Federal Reserve's recent rate reductionUS PCE Price Index and Core PCE Price Index both registered 2.8% year-over-year growth in November, aligned with market expectationsFriday, January 23, 2026Japan's national core CPI rose 2.4% year-over-year in December, decelerating from November's 3.0% increaseThe Bank of Japan maintained its policy rate at 0.75%, as widely anticipatedThe BoJ revised its economic growth forecast for FY2025 (ending March 2026) upward to 0.9% from 0.7%, and raised its FY2026 GDP outlook to 1.0% from 0.7%Monday, January 26, 2026US durable goods orders increased 5.3% month-over-month in November, surpassing the 3.1% consensus forecastTuesday, January 27, 2026The Conference Board Consumer Confidence Index declined to 84.5 in January from 94.2 in December, falling short of the 90.6 estimateWednesday, January 28, 2026The Bank of Canada held its policy rate steady at 2.25%, consistent with market expectationsThe Federal Reserve maintained the federal funds rate at 3.75%, in line with forecasts. During the subsequent press conference, Chair Powell refrained from providing specific forward guidance on the rate path, declined to address USD volatility, and avoided commenting on matters related to the administration.

미국 기업가 엘론 머스크는 자사 자산을 통합해 우주 컴퓨팅 역량 구축을 추진하는 방안을 검토 중이다. 머스크가 우주에 인공지능 데이터센터를 배치하려는 구상은 위와 같은 서로 다른 경로를 통해 실현될 수 있을 것으로 알려졌다. 기술적으로 가능하다면, 한 가지 방향은 스페이스X의 궤도상 데이터센터가 xAI에 막대한 컴퓨팅 파워를 공급하는 것이다. 또 다른 방향은 테슬라가 보유한 에너지 저장 시스템 제조 역량을 활용해 스페이스X가 우주에서 태양광으로 데이터센터를 운영하는 것이다. 관계자에 따르면 머스크는 아직 최종 결정을 내리지 않았으며 세부 사항은 변경될 수 있고 관련 기업들은 독립성을 유지할 수도 있다고 전했다. (재연사)

On January 30, Solana's perpetual contract platform Pacifica reported active trading in XAU (on-chain silver) and PAXG (on-chain gold) contracts. According to BlockBeats, these contracts ranked sixth and eighth in trading volume on the platform, with a combined 24-hour trading volume accounting for 9.36%, approximately $8.71 million. The open interest volume share was around 7.13%, approximately $5.03 million.Monitoring indicates that leading traders on the platform have been generating significant trading volumes while commonly holding positions in precious metals like PAXG and XAG (on-chain silver), with most achieving profitability.Users can utilize the on-chain tracking tool Coinbob Pacifica (@CoinbobPAC_bot) to follow these traders, potentially earning profits and accumulating Pacifica platform points in preparation for possible airdrops.

Binance has announced plans to convert $1 billion worth of stablecoin reserves held in its Secure Asset Fund for Users (SAFU) into Bitcoin, marking a decisive shift in how the exchange manages its emergency insurance fund. source: https://www.ethnews.com/binance-to-convert-1-billion-safu-reserves-back-into-bitcoin/

HYPE 왜 급등했나? 지난 3일간 HYPE는 최고의 성과를 보인 토큰 중 하나가 되었다.

워시는 누구인가? 어떤 통화 정책 관점을 가지고 있는가? BTC를 어떻게 보는가? 취임 후 암호화폐 시장에 어떤 영향을 미칠 것인가? 업계 관계자들은 워시의 당선을 어떻게 평가하는가?

인도네시아의 허가받은 암호화폐 거래소 중 약 72%가 2025년에도 여전히 적자를 기록하고 있다. 현재 인도네시아에는 2천만 명 이상의 암호화폐 사용자가 존재함에도 불구하고, 많은 사용자들이 수수료가 낮고 접근성이 용이한 해외 플랫폼으로 이동하면서 거래량이 감소했다. 이로 인해 현지 거래소들은 경쟁에서 어려움을 겪고 있다.

브레이브는 차세대 웹3 사용자들이 암호화폐 중심 제품이 아닌, 게임 같은 경험을 우선으로 하고 블록체인은 부차적으로 느껴지는 경험을 통해 유입될 것이라고 내다보고 있다.

화비 HTX 신규 자산 거래 대회 「신화 창조전」에서 트레이더 "아이"가 전 세계 참가자 중 두각을 나타내며, 100U로 시작해 높은 변동성과 불확실성이 공존하는 신규 자산 시장에서 꾸준히 성과를 내며 최종 우승을 차지했다.

엘살바도르 중앙은행은 5천만 달러 상당의 금을 매입해 9,298온스를 추가 보유하게 되었으며, 총 보유량은 67,403온스(약 3억 6천만 달러 상당)로 증가했다. 해당 국가는 매일 비트코인을 계속 매입 중이며, 현재 7,547 BTC(약 6억 3,500만 달러 상당)를 보유하고 있다.

홍콩 항생투자운용이 홍콩 증권거래소에 항생 골드 ETF를 공식 상장하며 투자자들에게 처음으로 실물 금에 대한 직접적인 투자 기회를 제공한다.

Clawdbot이 폭발적인 인기를 끈 이유는 단순히 '자비스' 같은 경험을 제공했기 때문만이 아니라, 업계에 주는 영감에 더 큰 의미가 있으며, 심지어 촉매제처럼 Agent Economy의 발전을 가속화할 수도 있기 때문이다.

상원 농업위원회는 월요일 암호화폐 규제 방식을 전면 개편하는 포괄적 법안의 해당 부분에 대한 논의 초안을 공개했다. 이로써 상원은 해당 법안 추진에 한 걸음 더 가까워졌다.

OpenAI는 2026년 2월 13일 ChatGPT에서 GPT-4o 및 여러 구형 모델을 제거할 예정입니다. 대부분의 사용자가 이미 GPT-5.2로 전환했기 때문입니다. 회사는 사용 빈도가 낮은 모델을 유지하는 것이 더 이상 의미가 없다고 밝히며, 사람들이 매일 사용하는 도구의 개선에 집중하고자 합니다.