Crypto Morning Report: Cryptocurrencies, U.S. Stocks, and Precious Metals Fall Across the Board; Trump to Announce New Fed Chair Tonight

marsbitPublicado a 2026-01-30Actualizado a 2026-01-30

Resumen

Crypto, U.S. stocks, and precious metals experienced a broad decline. Bitcoin fell below $84,000, while Ethereum dropped under $2,800. Key U.S. economic data showed higher-than-expected initial jobless claims. Meanwhile, progress was reported in U.S. Senate negotiations to avoid a government shutdown. In regulatory news, the SEC Chair suggested it may be time to allow cryptocurrencies into 401(k) retirement accounts. Several major firms made significant moves: BitMine staked an additional 314,496 ETH, ALT5 Sigma approved a $100M stock buyback, and crypto custodian Copper is reportedly exploring an IPO with major banks involved. Talos, a crypto trading software provider, raised $45M with participation from Robinhood and a16z. Metaplanet announced plans to raise approximately $135M primarily to increase Bitcoin holdings, while OSL Group completed a $200M equity financing to expand its global stablecoin and payment services. The article also includes recommended reads covering topics such as criticism against Binance's CZ, Ledger's security issues ahead of its IPO, the 2026 wave of crypto company public listings, and an analysis of privacy in the age of AI featuring Zcash's founder.

Author: Deep Tide TechFlow

Yesterday's Market Dynamics

BTC Fell Below $84,000 This Morning, ETH Dropped Below $2,800

HTX market data shows that BTC fell below $84,000 this morning and is currently trading at $84,520; ETH dropped below $2,800 and is now at $2,813.

U.S. Initial Jobless Claims for the Week Ending January 24: 209,000, Expected 205,000

According to Jinshi Data, U.S. initial jobless claims for the week ending January 24 were 209,000, compared to an expectation of 205,000. The previous figure was revised from 200,000 to 210,000.

U.S. Senate Republican Leader: Closer to Reaching a Deal to Avoid Government Shutdown

As reported by Jinshi Data, U.S. Senate Republican Leader Thune stated that they are closer to reaching a deal to avoid a government shutdown. Under the latest agreement, the Department of Homeland Security will receive temporary funding.

SEC Chair: Now Is the Right Time to Allow Cryptocurrencies into 401k Retirement Accounts

According to Crypto Rover, U.S. Securities and Exchange Commission (SEC) Chair Paul Atkins said, "Now is the right time to allow cryptocurrencies into 401k retirement accounts."

Moonbirds: BIRB Claim Now Open

As per an official announcement, Moonbirds has announced that the BIRB token claim and Nesting 2.0 are now live.

BitMine Stakes Another 314,496 ETH, Valued at $887 Million

According to on-chain analyst Onchain Lens (@OnchainLens), the largest Ethereum holding institution, BitMine, has staked an additional 314,496 ETH, worth $887 million.

BitMine's total staking amount has risen to 2,831,392 ETH, valued at $7.98 billion.

ALT5 Sigma Board Approves Up to $100 Million Stock Buyback Plan and WLFI Accumulation Plan

As reported by Businesswire, the board of NASDAQ-listed WLFI treasury company ALT5 Sigma (NASDAQ: ALTS) has authorized a stock buyback plan of up to $100 million, with repurchase prices below net asset value, allowing the buyback of up to 50 million shares, representing about 40% of outstanding shares. The board also approved increasing holdings of $WLFI tokens. The company currently holds approximately 7.3 billion $WLFI tokens, worth about $1.5 billion.

ALT5 CEO Tony Isaac stated that the company will continue to expand USD1-related integrations to increase corporate utility, trading volume, and long-term revenue opportunities.

Crypto Custody Provider Copper in Talks for IPO; Goldman Sachs, Citi, and Deutsche Bank May Participate

According to CoinDesk, cryptocurrency custody service provider Copper is in preliminary talks for a potential public listing. Insiders revealed that Goldman Sachs, Citi, and Deutsche Bank may be involved in the listing process, with the final decision depending on the company's recent revenue performance.

It is reported that Copper provides institutional-grade crypto infrastructure based on Multi-Party Computation (MPC) technology, including custody, settlement, and prime brokerage services, aiming to reduce counterparty risk for banks and trading firms.

Crypto Trading Software Provider Talos Raises $45 Million; Robinhood, a16z, Among Participants

According to CoinDesk, Robinhood participated in the extended Series B funding round for crypto trading platform Talos, valuing the company at approximately $1.5 billion. This funding round totaled $45 million, with new strategic investors including Sony Innovation Fund, IMC, QCP, and Karatage, alongside returning investors such as a16z crypto, BNY, and Fidelity Investments.

Johann Kerbrat, Senior Vice President and General Manager of Robinhood Crypto, stated that Talos's flexibility and rapid adaptability will help Robinhood deepen liquidity and provide more advanced features for crypto customers.

Metaplanet Announces Plan to Raise Approximately $135 Million, Primarily to Increase Bitcoin Holdings and Invest in Bitcoin Yield Businesses

According to an official announcement, Metaplanet's board has resolved to issue common stock and the 25th series share subscription rights through a third-party placement, planning to raise a total of approximately $135 million.

Metaplanet stated that the proceeds will be primarily used to increase Bitcoin holdings and invest in Bitcoin yield businesses, while also repaying part of the credit line borrowings. The company held 35,102 Bitcoins as of the end of 2025.

OSL Group Completes $200 Million Equity Financing to Accelerate Global Stablecoin and Payment Business Expansion

As reported by PRNewswire, Hong Kong-listed stablecoin trading and payment platform OSL Group (863.HK) announced the completion of a $200 million (approximately HK$1.56 billion) equity financing. According to the plan, the net proceeds will be used for strategic acquisitions, expanding global payment and stablecoin businesses, product and technology infrastructure development, and general working capital.

In 2025, OSL Group made significant progress in developing a compliant stablecoin trading and payment ecosystem, including the acquisition of Web3 payment service provider Banxa, the launch of B2B payment solution OSL BizPay for corporate clients, and the issuance of compliant USD stablecoin USDGO.

Market Dynamics

Preguntas relacionadas

QWhat were the key cryptocurrency price movements mentioned in the article?

ABTC dropped below $84,000 and was trading at $84,520, while ETH fell below $2,800 and was trading at $2,813.

QWhat significant announcement did the SEC Chairman make regarding retirement accounts?

ASEC Chairman Paul Atkins stated that it is the right time to allow cryptocurrencies into 401k retirement accounts.

QWhich company announced a major stock buyback plan and an intention to increase its holdings of WLFI tokens?

AALT5 Sigma (Nasdaq: ALTS) approved a stock buyback plan of up to $100 million and a plan to increase its holdings of WLFI tokens.

QWhat was the purpose of the $2 billion equity financing completed by OSL Group?

AThe net proceeds are intended for strategic acquisitions, expanding global payment and stablecoin businesses, product and technology infrastructure development, and general working capital.

QHow much Bitcoin does Metaplanet plan to acquire with its new funding round?

AMetaplanet announced a funding round of approximately $135 million, with the proceeds to be used primarily to increase its Bitcoin holdings. The company already held 35,102 BTC as of the end of 2025.

Lecturas Relacionadas

The Verdict in Choi Tae-won's Divorce Case: Revealing the Inheritance Undercurrent Behind SK Hynix's Trillion-Won Empire

SK Group Chairman Chey Tae-won's high-profile divorce case, involving a record 1.38 trillion won settlement, has drawn attention to the succession plans for Korea's second-largest conglomerate, especially its crown jewel, SK hynix. Unlike traditional chaebol scripts centered on the eldest son, Chey's three children from his marriage to former President Roh Tae-woo's daughter, Roh Soh-yeong, are carving distinct, non-traditional paths. Eldest daughter Chey Yun-jung (b. 1989) is seen as the most evident successor. With a scientific and consulting background, she holds executive roles at SK bioscience and SK Inc.'s growth support department, focusing on future strategy and biopharma. Her marriage is to an AI infrastructure entrepreneur, not a traditional business alliance. Second daughter Chey Min-jung (b. 1991) took a unique route, voluntarily serving as a South Korean naval officer, including an anti-piracy deployment. She later worked on policy and strategy for SK hynix in Washington D.C. before co-founding an AI-driven healthcare startup. She married a former U.S. Marine Corps officer, connecting her to U.S. defense and policy circles—networks crucial for a global semiconductor giant. The only son, Chey In-geun (b. 1995), who studied physics like his father, worked briefly at SK E&S before joining McKinsey. Despite fitting the traditional "heir" profile as the eldest son, he remains silent and holds no public position or shares in SK, suggesting the old succession playbook is obsolete. As SK hynix's valuation soars, becoming a geopolitical asset in the AI era, the heirs' legitimacy is no longer automatic. They must prove themselves in fields like AI biotech, global policy, and strategic consulting. Their marriages also reflect new elite networks in tech and defense, not old political alliances. Their inheritance is the complex challenge of navigating a globalized, tech-driven world, not just a corporate throne.

marsbitHace 6 hora(s)

The Verdict in Choi Tae-won's Divorce Case: Revealing the Inheritance Undercurrent Behind SK Hynix's Trillion-Won Empire

marsbitHace 6 hora(s)

Banks oppose stablecoin yield deal – Can CLARITY Act find 60 votes?

The Bank Policy Institute (BPI) has opposed the latest draft of the CLARITY Act, criticizing its provisions on stablecoin yield and illicit finance. The banking industry sought a total ban on stablecoin yield, but the bill's compromise only prohibits passive yield on idle balances. This opposition has influenced lawmakers, reducing tentative Republican Senate support to potentially 49 votes. With the 60-vote threshold needed, securing sufficient Democratic support appears difficult as some pro-crypto Democrats also oppose the bill due to ethics and illicit finance concerns. Senate Majority Leader John Thune expressed doubt the bill can pass before the August recess. Market odds for the bill's passage in 2026 have fallen, leaving its future uncertain.

ambcryptoHace 6 hora(s)

Banks oppose stablecoin yield deal – Can CLARITY Act find 60 votes?

ambcryptoHace 6 hora(s)

2 Months, Valuation Soars from $8.8B to $68B! The Largest AI Model Hub OpenRouter May Be Acquired

Stripe is reportedly in talks to acquire AI model marketplace OpenRouter for a price nearing $10 billion, a dramatic increase from its $1.3 billion valuation just two months prior. The deal, which could be announced within a month, would see the payment giant absorb a key "router" or aggregation layer in the AI infrastructure stack. OpenRouter provides developers with a single API to access over 400 large language models (LLMs), automatically routing queries to the most suitable model based on cost, capability, and speed. This allows AI applications to optimize expenses while maintaining user experience. Founded in 2023 by ex-OpenSea co-founder Alex Atallah and Louis Vichy, OpenRouter has grown rapidly, reaching $50 million in annualized revenue by April and serving over one million developers. For Stripe, the acquisition of OpenRouter follows its late-2025 purchase of usage-based billing platform Metronome. The combined strategy aims to create an integrated suite for the AI economy: OpenRouter would handle model selection and routing, Metronome would manage granular usage-based billing, and Stripe's core platform would process payments. This positions Stripe to control a critical part of the AI application value chain, influencing which models get used while simplifying cost management for enterprise customers.

链捕手Hace 6 hora(s)

2 Months, Valuation Soars from $8.8B to $68B! The Largest AI Model Hub OpenRouter May Be Acquired

链捕手Hace 6 hora(s)

From OpenSea to OpenRouter: Is Alex Atallah Repeating His 'Exit at the Peak' Playbook?

From OpenSea to OpenRouter: Is Alex Atallah Repeating His "Exit at the Peak" Playbook? According to the Wall Street Journal, payments giant Stripe is in talks to acquire the AI model aggregation platform OpenRouter in a potential deal valuing the company near $100 billion. This would mark founder Alex Atallah's second creation of a company reaching a $100 billion valuation, following his co-founding of NFT marketplace OpenSea. OpenRouter, founded just over three years ago, has grown rapidly by acting as a unified gateway for developers to access over 400 AI models. It currently has about 10 million users and processes over 200 trillion tokens monthly. While the platform's annualized revenue is around $50 million, its valuation has skyrocketed from $1.3 billion in March 2026. The potential acquisition by Stripe, a company OpenRouter's founder once likened it to, represents a major expansion into AI infrastructure for the payments leader. This move echoes Atallah's previous timing with OpenSea, where he departed before the NFT market's significant downturn. For OpenRouter, selling now may be strategic. Despite its scale, its business model—charging a 5-5.5% fee on AI inference calls—faces pressure from competition, open-source models, and potential price wars among model providers, limiting its profitability narrative for an IPO. A key asset for potential acquirers like Stripe is OpenRouter's vast repository of real-world AI usage data, which offers unique insights into model performance and developer preferences that are difficult to replicate. Whether this potential deal signifies a new valuation benchmark for AI infrastructure or another market peak signal remains to be seen.

链捕手Hace 7 hora(s)

Pons V2 brings RWA trading pairs as Robinhood Chain broadens its ambitions

Pons, a key launchpad on Robinhood Chain, has launched its V2 upgrade. The update aims to boost liquidity, remove trading restrictions for most users via an ETH-denominated bonding curve, and introduces support for custom tokenized real-world asset (RWA) trading pairs. This aligns with Robinhood Chain's broader RWA focus. The upgrade also allows creators to collect fees in ETH by default. The network itself is growing rapidly, surpassing $300 million in Total Value Locked. Its cumulative DEX volume has exceeded $9 billion, with about 80% coming from speculative memecoin trading. However, data shows 63% of traders are at a loss, with profits concentrated in a small number of wallets. The introduction of RWAs could help drive more organic adoption for the chain, which is positioning itself as a major player for speculative trading, challenging networks like Base and Solana.

ambcryptoHace 7 hora(s)

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