17 January 2025Macro/TradFitOklahoma becomes the latest U.S. state to signal interest in establishing a state Bitcoin reserve. A lawmaker in the state has proposed a bill discussing the issue. Oklahoma joins Ohio, Florida, Pennsylvania, among others in signalling interest towards a reserve. Canary Capital filed an amended S-1 form for its Litecoin ETF filing, potentially signalling movement on its application.Nubank, Latin America’s largest neobank, has launched access to its USDC-based rewards program for all of its customers. This program allows all users to earn a 4% yield on USDC in their wallets as long as they hold at least 10 USDC. This comes after a smaller trial run last year. Reliance Jio, one of the largest companies in the world run by Asia’s richest person, Mukesh Ambani, has partnered with Polygon Labs to develop web3 and blockchain technologies, including integrations within its services. U.S. CPI, a major measure of inflation, came in line with expectations at 2.9%. While far lower than the 2022 numbers of 9%+, it is still higher than the 2% target by the Fed. Core inflation, which excludes more volatile energy and food prices, came in lower than expected at 3.2% (versus 3.3% expectations). CryptoL1/L2:Swiss state-owned bank, PostFinance, has launched a staking service for Ethereum holders. PostFinance has been involved in the crypto markets since 2023 when they first started offering trading and custody services. Multicoin Capital has proposed a possible cut to Solana’s emission model, which would reduce its inflation. Solana currently uses a fixed emissions model, but Multicoin is proposing a shift to a dynamic emissions model.DeFi:Phantom Wallet has raised US$150M at a US$3B valuation in a Series C round. The funding will be used to develop their social discovery feature and also to simplify peer-to-peer payments for users. Major web3 oracle, Pyth, has launched their new “Lazer” oracle as a complement to their core offering. Lazer is set to be focused on offering price feeds to latency-sensitive applications, e.g., in DeFi, gaming, etc. Others:Virtuals Protocol, a leading AI agent framework and launchpad, has announced a US$45M buyback-and-burn program, aimed at 25 of their leading agents. Saga, an L1 launchpad, has announced Metropolis.lol, a platform designed to allow AI agents to autonomously deploy and manage their own L1 networks called Chainlets. Saga has partnered with leading AI agent players, ai16z, Virtuals, and Wayfinder for this launch, with more development, including its Liquidity Integration Layer, set to launch in Q1. Komainu Holdings, a crypto custodian backed by Nomura, has raised US$75M in BTC from Blockstream Capital Partners to support global expansion and more crypto integration, including the establishment of a BTC treasury. Latest Binance Research Publications Check out our latest publications:Monthly Market Insights - January 2025Navigating Crypto: Industry MapThe Future of Crypto WalletsExplore our Binance Research website for more project and macro research.For more frequent market updates and insights, follow us on Twitter @BinanceResearch.That’s a wrap!Binance ResearchAbout Binance Research: Binance Research is the research arm of Binance, the world's leading cryptocurrency exchange. The team is committed to delivering objective, independent, and comprehensive analysis and aims to be the thought leader in the crypto space. Our analysts publish insightful thought pieces regularly on topics related but not limited to, the crypto ecosystem, blockchain technologies, and the latest market themes.General Disclosure: This material is prepared by Binance Research and is not intended to be relied upon as a forecast or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities, cryptocurrencies or to adopt any investment strategy. The use of terminology and the views expressed are intended to promote understanding and the responsible development of the sector and should not be interpreted as definitive legal views or those of Binance. The opinions expressed are as of the date shown above and are the opinions of the writer, they may change as subsequent conditions vary. 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This material is intended for information purposes only and does not constitute investment advice or an offer or solicitation to purchase or sell in any securities, cryptocurrencies or any investment strategy nor shall any securities or cryptocurrency be offered or sold to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the laws of such jurisdiction. Investment involves risks.

공식 발표에 따르면, 게이트아이오는 2025년 1월 17일 18:00(UTC+8)에 밀리언 마이닝 에어드랍 캠페인의 두 번째 단계가 시작되는 솔브 프로토콜(SOLV) 현물 거래를 지원하여 사용자가 최대 876%의 연간 예상 수익을 얻을 수 있는 SOLV를 서약할 수 있도록 지원할 예정입니다. 솔브 프로토콜(SOLV) 밀리언 마이닝 에어드롭의 첫 번째 단계는 이미 약 4만 명의 사용자가 참여하여 한창 진행 중입니다. 사용자는 GT 또는 USDT를 서약하여 SOLV 신규 코인 보상을 받을 수 있으며, 이 중 서약된 GT의 양은 200만 개를 넘어섰고 총 서약된 USDT의 양은 약 5천만 개에 달했습니다. 또한 신규 Gate.io 사용자는 0.1 USDT만 서약하면 독점 상금 풀에 참여할 수 있습니다.

According to Odaily, a trader monitored by Lookonchain purchased 46.5 million AGiXT tokens for $1,756 and later sold them for $6,284, making a profit of $4,529. However, the trader missed out on potential gains exceeding $4.4 million, as the current value of the 46.5 million AGiXT tokens has surpassed $4.4 million.

According to Odaily, blockchain intelligence firm TRM Labs has revealed part of its 2024 annual report, highlighting significant achievements by TRON in combating cryptocurrency crime. In 2024, global cryptocurrency trading volume surpassed $10.6 trillion, while illegal trading volume decreased by 24% year-on-year to $45 billion, accounting for 0.4% of the total. This marks a 51% reduction compared to 2023. TRON's network saw the largest decline in illegal transactions, with a reduction of approximately $6 billion, nearly halving the proportion of illicit activities. This success is attributed to TRON's ongoing efforts in fighting crypto crime, particularly through the T3 Financial Crime Unit (T3 FCU), established in collaboration with Tether and TRM Labs. Since its launch in August 2024, T3 FCU has successfully frozen over $130 million in assets suspected of being linked to criminal activities. The unit works closely with global law enforcement agencies to analyze and track funds involved in money laundering, investment fraud, and other illegal activities. TRON founder Justin Sun stated that the success of T3 FCU demonstrates the significant potential of public-private partnerships in combating blockchain crime. Looking ahead, TRON plans to continue collaborating with global law enforcement agencies to promote transparency, security, and compliance within the blockchain ecosystem.

According to Cointelegraph, nearly half of all venture capital funding in the fourth quarter of 2024 was directed towards cryptocurrency startups based in the United States. This trend is expected to continue with the anticipated arrival of a pro-crypto administration. Galaxy Digital's research division released a report on January 15, revealing that 46% of the capital invested was allocated to US-based startups, significantly outpacing Hong Kong, which secured 16% of the funding. The United States also led in the number of venture capital deals, accounting for 36% of all transactions, followed by Singapore with 9% and the United Kingdom with 8%. Ryan McMillin, co-founder and chief investment officer of Australian crypto investment manager Merkle Tree Capital, explained that the US financial market and innovation sector are at the forefront globally, despite previous administrative challenges. He noted that the certainty of a Trump administration taking office contributed to a 46% quarter-on-quarter increase in capital deployment. With Trump's inauguration scheduled for January 20, there is optimism that he will fulfill his crypto-friendly campaign promises. Additionally, numerous pro-crypto candidates have secured seats in Congress, leading industry leaders to suggest that the US government could become the most supportive of cryptocurrency in history. McMillin anticipates a surge in crypto venture capitalist activity this year, driven by the potential for a more favorable regulatory environment. Galaxy Digital's Head of Research, Alex Thorn, and research analyst Gabe Parker highlighted in their Q4 report that despite a challenging regulatory landscape, US companies maintained their dominance. They expect this trend to strengthen with the new administration and Congress, which are poised to be the most pro-crypto in history. The solidification of regulatory frameworks, such as those for stablecoins and market structure legislation, could enable traditional US financial services firms to enter the crypto space more robustly. The Securities and Exchange Commission (SEC) has been involved in numerous lawsuits against crypto firms, with its annual report on November 22 indicating $8.2 billion in financial remedies for the year ending September 30. However, the number of cases decreased by 26% from the previous year, totaling 583.

오데일리 플래닛 - 1월 15일 갤럭시 디지털의 리서치 부서에서 발표한 암호화폐 및 블록체인 벤처 캐피탈 보고서에 따르면 투자 자금의 46%가 미국에 기반을 둔 스타트업에 투자되었으며, 홍콩은 16%의 점유율로 2위를 차지했습니다. 거래 건수에서도 미국이 선두를 차지했으며, 전체 벤처 캐피탈(VC) 거래의 36%가 미국 기업과 관련된 거래였고, 싱가포르(9%)와 영국(8%)이 그 뒤를 이었습니다. (코인텔레그래프)

룩온체인 모니터링에 따르면 한 트레이더가 1,756달러에 4,650만 AGiXT를 매수하고 6,284달러에 포지션을 청산해 4,529달러의 수익을 올렸으며, 440만 달러 이상의 잠재적 이익을 놓쳤다고 오데일리 플래닛(Odaily Planet)이 보도했습니다. 현재 4,650만 개의 AGiXT는 440만 달러 이상의 가치가 있습니다.

A recent report by crypto index fund management firm Bitwise outlines varying price projections for Solana (SOL) based on its adoption and scalability improvements. According to the report, the ‘bull case’ scenario could see SOL’s price soar to $6,636 by 2030. What Sets Solana Apart? Solana, currently the sixth-largest cryptocurrency by market capitalization, has experienced a volatile few... source: https://www.newsbtc.com/news/solana/solana-bull-case-forecasts-6636-price-target-by-2030-crypto-firm-says/

구직자와 고용주를 지원하는 두 가지 AI 기반 도구를 출시했습니다. 구직자가 직무 적합성을 평가하는 데 도움을 주는 Job Match 도구와 중소기업이 채용을 간소화할 수 있도록 지원하는 새로운 채용 AI 에이전트입니다. 이 도구는 구직 효율성을 개선하고 채용 프로세스를 간소화하는 것을 목표로 합니다.

공식 발표에 따르면 OKX는 2025년 1월 17일 오후 7시(UTC+8)에 웹 사이드, 앱 사이드 및 API에서 NCUSDT 무기한 계약을 공식 출시하고, NC의 레버리지 거래 및 간편 코인 적립 서비스는 2025년 1월 20일 오후 12시(UTC+8)에 출시할 예정입니다. (이 뉴스레터는 인공지능의 도움으로 생성되었습니다.)

In a Thursday Senate confirmation hearing, President-elect Donald Trump’s Treasury Secretary nominee, Scott Bessent, dismissed the idea of a U.S. central bank digital currency (CBDC), easing the concerns some crypto observers have held for a long time. Scott Bessent said at the Senate Finance Committee, “I see no reason for the U.S. to have a […] source: https://www.cryptopolitan.com/trumps-treasury-pick-rejects-u-s-cbdc/

비트코인 채택이 이제 막 시작됐다면, 암호화폐와 웹3.0은 전반적으로 초기 단계에 있습니다... 2025년까지 이더리움이 '회수'될 수 있을까요? 기대할 만한 '이벤트'와 '돌파구'는 무엇일까요?

도널드 트럼프와 JD 밴스, 두 사람의 공식 취임식 초상화가 공개되었습니다. 일부에서는 조롱의 의미로, 다른 일부에서는 향후 몇 년 동안의 경고로 받아들이는 등 반응이 엇갈리고 있습니다. 트럼프의 초상화는 특히 2023년 머그샷과 닮았는데, 우연일까요 아니면 앞으로 격동의 시기를 예고하는 신호일까요?

2020년 세계 경제가 멈춘 이후, 현재 우리가 어느 단계의 비즈니스 사이클에 있는지 판단하기가 매우 어려워졌습니다.

트럼프 당선인이 실크로드 창시자 로스 울브리히트를 사면할 것이라는 추측이 나오면서 ROSS 메모리코인의 가치가 급등했습니다. 이 코인의 상승은 울브리히트의 사면에 대한 지지가 높아지면서 트레이더들이 잠재적인 대통령 사면에 베팅하고 있음을 반영합니다.

변종, 변종: 더 나은 AI에 암호화폐가 필요한 이유 황금 금융, 암호화폐 + 오픈소스 = 더 나은 AI

이후 주식 시장의 움직임은 트럼프의 세금 및 재정 정책과 10년 만기 미국채 금리가 이러한 정책에 어떻게 반응하는지에 따라 달라질 것입니다.

트럼프의 권력 이양이 임박하면서 급격한 변동성은 시장이 대통령직의 기회와 위험에 대해 조용히 가격을 책정하기 시작했음을 시사합니다.

A takeaway worker was accused of money laundering after she was found in possession of a cryptocurrency wallet that contained 150 Bitcoins, which is worth nearly $15 million at today's prices. Prosecutors told the court that there is no way she could possess so much Bitcoin.

코인베이스는 이더리움 레이어 2 네트워크인 베이스에서 모포를 통해 비트코인 담보 대출을 다시 시작했습니다. 100,000 USDC 한도와 133%의 담보 요건을 갖춘 이 상품은 대출자를 보호하는 동시에 대출자를 지원합니다.