Weekly Selection丨Gold and Silver Bull Market Continues, X Algorithm Open-Sourced, Trump's "TACO Deal" Returns

marsbitОпубликовано 2026-01-24Обновлено 2026-01-24

Введение

PANews Weekly Digest: Gold and silver bull markets continue, X algorithm goes open-source, and Trump's "TACO deal" resurfaces. This week’s analysis covers investment outlooks, macro trends, and crypto developments. Top investors are betting on copper and new crypto assets while reducing exposure to oil. CZ shared insights at Davos, highlighting tokenization and AI. Electric Capital and ARK Invest released 2026 blueprints focusing on user sovereignty, AI, and DeFi. Macro warnings compare current AI and geopolitical risks to the 1930s, though Trump’s softened stance on Greenland eased markets. Digital Yuan evolves with interest-bearing features, while the NYSE advances tokenized securities. The delayed CLARITY Act reflects deeper industry fragmentation. Gold and silver are rising structurally—driven by fiscal expansion and industrial demand—with Bank of America projecting gold could reach $6000. X’s) algorithm update prioritizes depth over virality, rewarding quality content. Solana and Avalanche show robust on-chain activity despite market conditions. ICP’s deflationary proposal sparked a 30% price surge. Key news: Space refunds $7.3M, Hong Kong rejects RWA for equities, major token unlocks ahead, and Ethereum sets a record with 2.9M daily transactions.

PANews Editor's Note: PANews has curated a selection of high-quality content from the week to help you catch up over the weekend. Click on the titles to read.

Investment Strategies

4 Billionaire Tech Moguls' 2026 Investment Playbook: Long Copper, Short Oil, New Crypto Assets to Replace Gold and BTC

In the latest episode of one of the world's most popular tech and business podcasts, "All-In Podcast," the four hosts—Jason Calacanis, Chamath Palihapitiya, David Friedberg, and David Sacks—engaged in an in-depth discussion on political, business, and tech trends for 2026. They believe that "California's wealth tax will be a topic all year. By 2040, there will be a roughly 70% gap in global copper supply."

CZ's Davos Dialogue Full Transcript: Bullish on Tokenization, Payments, and AI

At the Davos Forum, Binance founder Changpeng Zhao (CZ) shared his views on how technology is reshaping the global financial landscape. He focused primarily on the cryptocurrency, blockchain, and Web3 sectors, sharing insights and concerns about future trends.

To Founders: 26 'Bounties' from Electric Capital to Find the Next User-Sovereign Unicorn

Electric Capital released its 2026 investment blueprint, focusing on user-sovereign technology, covering 26 opportunities across six major areas including AI agents and stablecoin finance, aiming to address challenges like institutional trust collapse and AI power concentration.

2026 ARK "Big Ideas" Report Highlights: In the Era of Great Acceleration, Bullish on Bitcoin, Tokenization, and DeFi Applications

The world is entering a "Great Acceleration Era" driven by the interdependence and accelerated integration of five innovation platforms: artificial intelligence, blockchain, robotics, energy storage, and multi-omics. The report highlights key trends in areas like AI, Bitcoin, tokenized assets, and DeFi applications.

Qiao Wang's Survival Rules for the AI Era: Hold 40% Cash, Heavy on Google, Beware of Crypto Bubbles

Qiao Wang shares his 2026 investment strategy: market sentiment is optimistic but valuations are high, 40% cash allocation, bullish on stocks like Google, Tencent, and Adobe. AI will reshape startups, moats are weakening but enterprise advantages remain solid. Health focuses on diet, sleep, and exercise.

Macro Perspective

Wall Street Godfather, ECB President, and Historian Debate: Will "AI, Tariffs, and Geopolitics" Drag the World into "1930"?

At the 2026 World Economic Forum, top global financial leaders and historians warned that the current complex situation—comprising artificial intelligence, high government debt, trade protectionism, and geopolitical fragmentation—bears unsettling similarities to the period leading up to the Great Depression in the 1920s.

No More Force or Tariffs, Trump's "Greenland TACO" Saves U.S. Stocks

U.S. stocks rebounded sharply as Trump backtracked on the Greenland crisis to reassure markets. Chinese stocks performed strongly. Geopolitical risks eased, but gold's upward trend remains hard to change, with the market watching for subsequent developments.

While Wall Street Still Debates, Digital Yuan Starts "Distributing Money" to Users First

The digital yuan has moved beyond M0 to become M1, supporting interest-bearing holdings, allowing banks to independently develop value-added services, and enabling programmable payments with smart contracts, accelerating cross-border applications. However, for the digital yuan to truly transition from a policy tool to a mass product, the real test may have just begun. But its path and potential are clearer than before.

NYSE Surges On-Chain, Is the "Endgame" for Tokenized Securities Here?

The New York Stock Exchange announced the development of a tokenized securities platform, promoting 24/7 trading and instant settlement, reshaping traditional financial rules, and potentially triggering a major reshuffle in the crypto market landscape.

From Consensus to Division: The Crypto Route Dispute Behind the CLARITY Act Delay

The key review of the "Digital Asset Market Clarity Act" (CLARITY Act) in the U.S. Senate, originally scheduled for mid-January, was urgently postponed. This delay was due to strong public opposition from Coinbase's CEO, but the deeper reason is that the bill has evolved from an external game of "crypto vs. regulation" to a fundamental internal split within the crypto industry about its future direction.

Focus on Precious Metals

"New Global Order = New Global Bull Market = Gold & Silver Bull Market!" BofA: Gold Could Break $6,000

BofA strategist Hartnett: Trump's push for global fiscal expansion is spawning a new bull market; the gold bull market continues; bullish on China. The biggest risk is that rapid appreciation of East Asian currencies like the yen could trigger a global liquidity crunch.

Behind the Soaring Stock Price of "Gold King" Zijin Mining: Gold as the Spear, Lithium as the Shield

Zijin Mining's stock price rose 135.77% throughout 2025, with its market cap increasing by over 500 billion yuan, marking the sixth consecutive year of gains. This is the result of rising prices for gold, copper, and other precious metals, combined with the company's forward-looking strategic布局 (layout).

"Poor Man's Gold" Is No Longer Cheap!

Silver is shedding its label as "poor man's gold." Its price logic is shifting from relying on gold's financial attributes to being driven by structural changes in key industrial demand. It is no longer just a cheap alternative to gold but has become a functional material "locked in" by key industries like photovoltaics and electrification, with constrained supply growth.

Seizing Opportunities

Deconstructing X's New Algorithm: The Ultimate Guide to Content Gold Mining in 2026

X platform (formerly Twitter) is reshaping its content ecosystem through algorithm updates and a million-dollar bounty campaign, moving from short and fast content to deep value. The article reveals five monetization methods for Crypto Twitter creators and analyzes how the 2026 semantic intelligence algorithm rewards high-quality content, providing practical strategies for creators.

Farewell to "Storytelling" for Funding: What Kind of Projects Can Survive 2026

2026 is not a natural continuation of the bull market but a winner-takes-all battlefield. Those who adapt early to the precise aesthetic—whether entrepreneurs or investors—will occupy the high ground when liquidity returns.

How to Write Viral Posts with Millions of Views on X?

Requires distinct viewpoints, a clear audience, resonance, speaking the public's mind, and lowering the sharing threshold, but the core lies in authentic personality and independent thinking.

How to Completely Change Your Life in One Day?

This article offers 7 psychological perspectives to help achieve lasting transformation through self-reflection, vision setting, and daily actions, turning life into a focused game.

Stop Making Inappropriate Comparisons, the Current Bitcoin Market Is Not a Replay of the 2022 Bear Market

Some analysts recently compared the current Bitcoin market to the 2022 bear market, but the article points out that this comparison is inappropriate because the underlying market fundamentals have fundamentally changed.

Missed the First Season? No Problem, Here's the Ultimate Interaction Guide for Solana Seeker S2

The Solana Seeker mobile app's second-season interaction event has officially begun, offering new opportunities for users who missed the first season's airdrop. In summary, maximizing airdrop potential requires high-frequency on-chain interactions, daily usage, completing weekly DApp tasks, and participating in SKR staking.

Trader's Practical Stock Guide: Reject "Catching Falling Knives," a Bottom-Fishing Mindset Blending Fundamentals, Technology, and Sentiment

This article provides a complete strategy for buying at stock price bottoms, covering initial analysis, fundamental due diligence, technical analysis, and sentiment analysis, aiming to help investors identify and execute high-probability bottom-fishing opportunities.

Web3 Things

On-Chain Data Hits New Highs, How is the Avalanche Ecosystem "Building Nests to Attract Phoenixes" Amid Market Downturn?

On one hand, mainnet activity indicators repeatedly refreshed阶段性 (phase) highs at year-end and in January. On the other, events偏向 (leaning towards) institutional workflows and compliant distribution are密集 (densely) occurring. Even though the market is sluggish, the story of asset onboarding is accelerating.

The Sky Has Fallen for "Mouth Farming" Players! Twitter Bans InfoFi, Ecosystem Projects Make Drastic Survival Moves

X platform (formerly Twitter) announced revised API policies, cutting off API access for InfoFi ("tweet-to-earn" type applications), causing dramatic changes in the ecosystem of this track.

dir="ltr">DFINITY Performs ICP "Economic Surgery": Aims to Slash 70% Inflation Rate, How to Break the "Doomed" Curse?

The DFINITY Foundation released an aggressive deflation plan named "Mission 70," aiming to reduce the annual inflation rate of ICP tokens by over 70% by the end of 2026, pushing the token towards deflation. After the plan was announced, the price of ICP surged over 30%.

Crypto "Fat Protocols": Key Players in 10 Core Profit Areas

The traditional "fat protocol" theory (where value primarily accumulates at the underlying blockchain) is outdated. Value is shifting from underlying protocols to middle layers and applications that control user access, liquidity, asset issuance, and critical infrastructure.

Lazy Man's Passive Income Guide 2.0: Holding 10 BNB in 2025, Relying on Alpha and Ecosystem "Basic Income" to Outperform 99% of Tokens

The article analyzes the potential收益 (returns) from holding 10 BNB and participating in its ecosystem activities in 2025, comparing returns under different participation levels. Although an annualized return of around 200% may seem inferior to some highly volatile tokens, against the backdrop of mainstream crypto assets falling an average of 54% in 2025, this strategy's certainty and risk-reward ratio are outstanding, outperforming 99% of tokens on the market.

Key News

  • Space responds to community concerns about fundraising quotas and refund transparency, decides to refund $7.3 million in excess funds

  • Hong Kong SFC: RWA tokenized products are暂时 (temporarily) unsuitable for stock trading, offering no advantage over traditional trading

  • $FIGHT to issue full refunds to ICO participants and同步 (simultaneously) airdrop tokens

  • Central Political and Legal Work Conference: Conduct前瞻性 (forward-looking) research on new issues like virtual currency, proactively propose legislative suggestions

  • U.S. Supreme Court makes no ruling on challenge to legality of Trump's global tariffs

  • Data: ZRO, RIVER, PLUME, and other tokens to undergo large unlocks, with ZRO unlock worth approximately $44.5 million

  • Binance Wallet plans to launch SENT Pre-TGE Prime Sale event on January 19

  • Jeffrey Huang (Machi Big Brother) faced 5 more liquidations today, total losses expand to $24.18 million

  • Ethereum sets record with 2.9 million transactions processed in a single day, likely driven primarily by "address poisoning" attacks

  • Solana Mobile launches native token SKR, Seeker users can claim airdrop before April 20

  • Whale Garrett Jin: Current Bitcoin market is fundamentally different from 2022, too early to be bearish now

  • An IT professional立案 (case filed) by police in two locations under different charges, 183 bitcoins seized

Связанные с этим вопросы

QWhat are the four major investment themes discussed by the billionaires on the 'All-In Podcast' for 2026?

AThe four investment themes are going long on copper, going short on oil, and new crypto assets replacing gold and Bitcoin.

QWhat is the main focus of Electric Capital's 2026 investment blueprint?

AElectric Capital's 2026 investment blueprint focuses on user-sovereign technology, covering six major areas including AI agents and stablecoin finance, with 26 specific opportunities.

QAccording to Bank of America strategist Hartnett, what is the key driver behind the continued gold bull market?

AHartnett states that the key driver is global fiscal expansion, pushed by Trump, which is creating a new bull market.

QWhat significant change did the X platform (formerly Twitter) make that impacted its content ecosystem?

AThe X platform revised its API policy, cutting off access for InfoFi ('tweet-to-earn') applications, and updated its algorithm to shift from short, fast content to deep value content.

QWhat radical deflationary plan did the DFINITY Foundation propose for the ICP token?

ADFINITY Foundation proposed the 'Mission 70' plan, which aims to slash the annual inflation rate of the ICP token by over 70% by the end of 2026, pushing the token towards deflation.

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