Must-Watch Events Next Week｜CLARITY Act to Clear Senate Hurdle; December CPI Data to Be Released (1.12-1.18)

marsbitPubblicato 2026-01-11Pubblicato ultima volta 2026-01-11

Introduzione

Key Events for Jan 12-18: U.S. December CPI data release on Jan 13; Senate Banking Committee to review the CLARITY Act (crypto market structure bill) on Jan 15; multiple Fed speeches scheduled throughout the week. Other notable events: Binance updates cross-margin collateral ratios and lists CharacterX (CAI) on Jan 12; Aster Phase 4 airdrop claims open Jan 14; BSC mainnet Fermi hard fork activates Jan 14; Coinbase supports MKR to SKY migration from Jan 12-14; Semler Scientific and Strive merger vote on Jan 13; BitMine annual shareholder meeting on Jan 15; UK stablecoin regulatory sandbox applications close Jan 18.

Key Events to Watch Next Week

January 13

US December CPI will be released at 21:30 on January 13;

January 14

Aster will open Phase 4 airdrop queries on January 14;

January 15

The US Senate Banking Committee has scheduled the review of the crypto market structure bill for January 15;

BitMine plans to hold its annual shareholders meeting on January 15, 2026, to elect 8 directors and amend the company's articles of association;

Federal Reserve Dynamics

  • January 13 (Tuesday) 01:30, 2027 FOMC voter, Atlanta Fed President Bostic to speak;
  • January 13 (Tuesday) 01:45, 2027 FOMC voter, Richmond Fed President Barkin to speak;
  • January 13 (Tuesday) 07:00, Permanent FOMC voter, New York Fed President Williams to speak;
  • January 13 (Tuesday) 23:00, 2028 FOMC voter, St. Louis Fed President Musalem to speak;
  • January 14 (Wednesday) 05:00, 2027 FOMC voter, Richmond Fed President Barkin to speak;
  • January 14 (Wednesday) 22:50, 2026 FOMC voter, Philadelphia Fed President Paulson to speak on economic outlook;
  • January 14 (Wednesday) 23:00, Fed Governor Milan to speak in Athens;
  • January 15 (Thursday) 01:00, 2026 FOMC voter, Minneapolis Fed President Kashkari to speak; 2027 FOMC voter, Atlanta Fed President Bostic to speak;
  • January 15 (Thursday) 03:00, Fed to release the Beige Book on economic conditions;
  • January 15 (Thursday) 03:10, Permanent FOMC voter, New York Fed President Williams to deliver opening remarks at an event;
  • January 15 (Thursday) 21:35, 2027 FOMC voter, Atlanta Fed President Bostic to speak;
  • January 16 (Friday) 01:40, 2027 FOMC voter, Richmond Fed President Barkin to speak on Virginia's economic outlook;

From January 12 to January 18, more industry events worth watching are detailed below.

January 12

Binance to update cross-margin collateral asset ratios on January 12, 2026

Odaily Planet Daily News Binance Cross-Margin will update the collateral ratios for assets including ARB, ADA, CFX, TRX, ASTER, XPL, ZEC, etc., at 06:00 (UTC) on January 12, 2026. The update is expected to take about 30 minutes. Users should note that adjustments to collateral ratios will affect the margin level in Cross-Margin Pro mode; please monitor closely to avoid potential liquidation risks.

Binance Alpha to list CharacterX (CAI) on January 12

Odaily Planet Daily News Binance Alpha will list CharacterX (CAI) on January 12. Eligible users can claim the CAI airdrop on the Alpha event page using Binance Alpha points after trading begins. Specific rules and more details will be announced separately. Users can follow Binance's official channels for further updates.

Coinbase to support MKR migration to SKY, suspends related services from January 12

Odaily Planet Daily News Coinbase Markets announced that it will support the migration of Maker tokens from MKR to SKY from January 12 to 14, 2026, with a conversion ratio of 1 MKR : 23,520 SKY. MKR trading and transfers will be suspended during this period. Users who do not wish to convert automatically must withdraw MKR to a self-custody wallet before January 12.

January 13

US Bureau of Labor Statistics: US December CPI to be released on January 13

Odaily Planet Daily News The US Bureau of Labor Statistics officially announced that the US December Consumer Price Index (CPI) will be released at 21:30 Beijing time on January 13, including the US December unadjusted CPI year-on-year, seasonally adjusted CPI month-on-month, seasonally adjusted core CPI month-on-month, unadjusted core CPI year-on-year, and other data.

Semler Scientific's shareholder meeting for merger with Strive to be held on January 13; merged entity to hold nearly 13,000 BTC

Odaily Planet Daily News Semler Scientific founder Eric Semler posted on X platform that Semler Scientific has proposed its shareholders vote in favor of the merger with Strive. The special shareholder meeting will be held on January 13. Upon approval, SMLR shareholders will receive ASST shares at an exchange ratio of 21.05 times. The merged entity will hold nearly 13,000 BTC, placing it among the top five publicly listed companies with BTC as a primary strategic reserve. This move aims to enhance Strive's financing capabilities in the digital credit field and maximize long-term shareholder value. Eric Semler will join Strive's board.

January 14

BSC mainnet Fermi hard fork upgrade expected to activate on January 14

The BSC mainnet Fermi hard fork upgrade is expected to activate at 10:30 on January 14, 2026. This upgrade will shorten the block interval from 750 milliseconds to 450 milliseconds to improve network throughput and transaction processing efficiency.

Aster to open Phase 4 airdrop queries on January 14

Odaily Planet Daily News The query opening date for Aster Phase 4 airdrop is January 14, 2026, and the claim window opening date is January 28, 2026.

January 15

US Senate Banking Committee schedules review of crypto market structure bill for January 15

Odaily Planet Daily News The legislative landscape for the US cryptocurrency industry has reached a critical turning point. The Senate Banking Committee has officially scheduled the review of the "Digital Asset Market Transparency Act" (referred to as the CLARITY Act, also known as the crypto market structure bill) for January 15, 2026 (Thursday). Committee Chairman Tim Scott, a Republican from South Carolina, announced this decision after a series of intense closed-door meetings in early January. Senator Scott emphasized that the committee will proceed with a formal vote regardless of difficulties. Republican leadership views this deadline as a strategic necessity, racing against time to complete legislative work before the January 30 federal government critical spending deadline, which could otherwise trigger another government shutdown. The committee hopes that through next Thursday's vote, the bill can be submitted to the full Senate for consideration while the current administration maintains a pro-crypto momentum. (financefeeds)

BitMine plans to hold annual shareholders meeting on January 15, 2026, to elect 8 directors and amend articles of association

Odaily Planet Daily News NYSE American-listed Ethereum treasury company Bitmine Immersion Technologies announced that it will hold its annual shareholders meeting in Las Vegas on January 15, 2026. The meeting will elect 8 directors for a one-year term. Additionally, a proposed amendment to the articles of association to increase the number of authorized shares of common stock, the 2025 Comprehensive Incentive Plan, and a special performance compensation arrangement for the Executive Chairman are expected to be approved at the annual shareholders meeting. (PRNewswire)

Aster Phase 3 airdrop claim to conclude on January 15

Odaily Planet Daily News Aster posted on X platform that the Phase 3 airdrop is now open for claiming. The claiming period is from 20:00 (UTC+8) on December 15, 2025, to 20:00 (UTC+8) on January 15, 2026.

January 16

None

January 17

None

January 18

UK opens regulatory sandbox for local stablecoin issuers; application deadline January 18

Odaily Planet Daily News The UK Financial Conduct Authority (FCA) recently opened a regulatory sandbox for local stablecoin issuers wishing to test their stablecoin solutions. The application deadline for this sandbox is January 18.

Domande pertinenti

QWhat is the key date for the US Senate Banking Committee to review the CLARITY Act?

AThe US Senate Banking Committee has scheduled the review of the CLARITY Act (Crypto Market Structure Bill) for January 15, 2026.

QWhen will the US December CPI data be released and what time?

AThe US December Consumer Price Index (CPI) data will be released on January 13, 2026, at 21:30 Beijing Time (UTC+8).

QWhat significant upgrade is expected for the BSC mainnet on January 14?

AThe BSC mainnet Fermi hard fork upgrade is expected to activate on January 14, 2026, at 10:30, which will reduce the block interval from 750 milliseconds to 450 milliseconds to improve network throughput and transaction processing efficiency.

QWhich company's merger, if approved, will result in a new entity holding nearly 13,000 BTC?

AIf the merger between Semler Scientific and Strive is approved at the special shareholders meeting on January 13, 2026, the new entity will hold nearly 13,000 BTC, making it one of the top five public companies holding BTC as a primary treasury reserve.

QWhat is the deadline for applications to the UK FCA's regulatory sandbox for local stablecoin issuers?

AThe application deadline for the UK Financial Conduct Authority (FCA)'s regulatory sandbox for local stablecoin issuers is January 18, 2026.

Letture associate

Understanding CPO (Co-Packaged Optics) in One Article: Why Nvidia Is Willing to Spend $3.2 Billion on a Fiber?

NVIDIA and Corning announced a multi-year strategic partnership on May 6, 2026, with NVIDIA committing up to $3.2 billion to support Corning's U.S. expansion. This investment will triple Corning's manufacturing plants and significantly boost its optical fiber and communications production capacity. The core driver behind this massive investment is the fundamental shift from copper to optical interconnect technology within AI data centers. As GPU clusters scale, copper wires face critical limitations: severe signal attenuation over distance, high energy consumption for signal integrity, and excessive heat generation. Optical fiber, transmitting light instead of electrical signals, solves these issues with minimal loss, near-light speed, and lower power needs. The article outlines a three-stage evolution of data center interconnect: 1. **Traditional Copper Interconnects:** The mainstream solution of the 2010s, now being phased out due to scaling bottlenecks. 2. **Pluggable Optical Modules:** The current mainstream, where modules convert electrical signals to light externally. This process still introduces energy loss and latency. 3. **CPO (Co-Packaged Optics):** The next-generation technology where the optical engine is integrated directly with the GPU chip package. This drastically reduces the electrical signal travel distance to mere millimeters, slashing power consumption and latency while boosting data density. NVIDIA CEO Jensen Huang has identified CPO as an essential core technology for AI infrastructure. NVIDIA's investment signifies a strategic shift from being a buyer to actively controlling its supply chain for critical components. With demand for specialized optical fiber far outstripping supply—evidenced by soaring prices—securing long-term manufacturing capacity has become a competitive necessity. While Corning's expansion may pressure some suppliers, a projected global fiber supply gap of 5-15% over the next few years creates a significant opportunity window, particularly for Chinese manufacturers competitive in optical preforms, chips, and modules. Ultimately, NVIDIA's move is not about chasing a trend but an engineering imperative. The transition to light-based interconnects like CPO is driven by the physical limits of copper, marking a definitive step in the ongoing AI computing revolution.

marsbit3 min fa

Understanding CPO (Co-Packaged Optics) in One Article: Why Nvidia Is Willing to Spend $3.2 Billion on a Fiber?

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KOL's Perspective: Why Is SOL Set to Rise from This Point?

**Summary: Why SOL is Positioned for Growth at This Level** The article argues that SOL is poised for an upward move from its current price point, citing several key factors. Primarily, SOL has just broken out of a 4-month consolidation phase. This breakout signals a return of risk appetite to the broader crypto market, as SOL is seen as a key indicator of overall crypto health. The token's ownership has reportedly shifted from short-term traders and tourists to long-term accumulators, leading to low volume. Any meaningful increase in trading activity could thus trigger significant upward momentum. Fundamental strengths include strong institutional adoption, integration with DeFi and RWAs (Real-World Assets), and the potential benefits from the Clarity Act. Despite its high volatility—having dropped 70% from its all-time high but still up 12x from its bear market low—SOL is highlighted as one of the few tokens from the last cycle to reach new highs. It boasts a robust ecosystem of applications, users, and protocols. Future catalysts include the expected influx of AI developers following the Miami Accelerate conference, which focused on AI on Solana. Furthermore, Solana is positioned as the premier chain for memecoin activity, a trend expected to continue and drive network usage and fees. The article concludes that recent price action reflects a healthy transfer to long-term holders, setting the stage for growth.

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KOL's Perspective: Why Is SOL Set to Rise from This Point?

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Those Pre-Bitcoin PoW Protocols Have Recently Been Reimplemented

This article details a recent surge in replicating pre-Bitcoin Proof-of-Work (PoW) protocols, specifically focusing on Hal Finney's 2004 RPOW (Reusable Proofs of Work). Within five days in May 2026, multiple independent builders in the Bitcoin/cypherpunk community launched projects inspired by this early electronic cash proposal. The initiative began with Fred Krueger's `rpow2.com`, a centralized but auditable system that replaced RPOW's original IBM 4758 hardware with Ed25519 signatures. Initially a faithful replica, it later adopted Bitcoin-like features (21M supply cap, difficulty adjustment) and a controversial 5.24% founder allocation. This sparked rapid forks, including `rpow4.com` which incorporated full Bitcoin parameters, a prediction market (`rpowmarket.com`), and a DEX (`rpow2swap.com`). Concurrently, Mike In Space created a prototype of Wei Dai's 1998 b-money proposal (`b-money.replit.app`), pushing the historical exploration even further back. The article contrasts these centralized, server-dependent experiments with Bitcoin's core innovation of decentralized, trustless consensus. It also highlights a parallel development: the `HASH` project on Ethereum, which uses smart contract hooks to enable a purely fair-launch, browser-mineable PoW token with 0% allocations to team or VCs. The collective activity is framed as a meme-driven, educational exploration of cypherpunk history rather than a serious financial movement, with all projects heavily disclaiming any investment value.

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Those Pre-Bitcoin PoW Protocols Have Recently Been Reimplemented

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South Korean Exchanges 'Battle' Regulators, Challenging the Boundaries of Enforcement and Legislation

South Korea's cryptocurrency industry is engaged in a rare, direct confrontation with regulators. The Financial Intelligence Unit (FIU), the primary anti-money laundering (AML) watchdog, has recently imposed heavy penalties on major exchanges like Upbit and Bithumb for alleged violations involving unregistered overseas VASPs and AML procedures. However, exchanges are now actively challenging these actions in court and through industry associations. In a significant shift, the Seoul Administrative Court ruled in favor of Upbit's operator, Dunamu, overturning part of an FIU-ordered business suspension. The court found the FIU's penalty criteria and justification insufficiently clear. Similarly, the court suspended the enforcement of a six-month business suspension against Bithumb pending a final ruling, citing potential irreversible harm to the exchange. Beyond legal battles, the industry is contesting proposed legislative amendments. The Digital Asset eXchange Alliance (DAXA) strongly opposes a draft rule that would mandate Suspicious Transaction Reports (STRs) for all crypto transfers over 10 million KRW (~$6,800). DAXA argues this "poison pill" clause violates legal principles and would overwhelm the STR system, increasing reports from 63,000 to an estimated 5.45 million annually for major exchanges, thereby crippling effective AML monitoring. This conflict highlights a structural tension in South Korea's crypto governance: comprehensive digital asset laws are still developing, while regulators rely heavily on AML enforcement. The industry's move from passive compliance to active legal and legislative challenges signifies a new phase, pressing for clearer rules and more proportionate enforcement. While short-term disputes may intensify, this clash could ultimately lead to a more mature and sustainable regulatory framework for South Korea's vibrant crypto market.

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South Korean Exchanges 'Battle' Regulators, Challenging the Boundaries of Enforcement and Legislation

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Earnings Report, CLARITY Bill, and Warsh's Arrival: CRCL Faces Three Major Tests This Week

Circle (CRCL) faces three major tests this week that will significantly impact its stock price and valuation. First, on May 11, it will release its Q1 2026 earnings. Key metrics to watch are overall revenue and EPS, the proportion of revenue paid to distributors like Coinbase, and growth in non-interest income. The market also awaits Circle's stance on renegotiating its revenue-sharing contract with Coinbase, which expires in August. Second, on May 14, the U.S. Senate Banking Committee will vote on the CLARITY Act. This bill aims to establish a clear federal regulatory framework for digital assets. A recent compromise proposal would ban yield on static stablecoin reserves but allow rewards for active ones. Its passage, currently seen as likely by prediction markets, would be a major positive for the industry and Circle. Finally, on May 15, Kevin Warsh will succeed Jerome Powell as Federal Reserve Chair. Warsh's proposed policy of quantitative tightening combined with interest rate cuts could pose a short-term headwind for CRCL, as lower rates reduce Circle's primary revenue from USDC reserves. However, long-term prospects may improve as Warsh, a known crypto investor who opposes a Fed CBDC, is seen as potentially favorable to regulated private stablecoins like USDC.

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Earnings Report, CLARITY Bill, and Warsh's Arrival: CRCL Faces Three Major Tests This Week

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