Crypto Morning Brief: 10-Year Japanese Government Bond Yield Rises 3 Basis Points, PancakeSwap Passes 'Reduce Maximum Supply' Proposal

marsbit2026-01-20 tarihinde yayınlandı2026-01-20 tarihinde güncellendi

Özet

Trump links Nobel Peace Prize rejection to Greenland sovereignty claim in letter to Norwegian PM. Japan's 10-year government bond yield rises 3 basis points to 2.3%, highest since 1999. PancakeSwap passes proposal to reduce CAKE's max supply to 400 million tokens. Magic Eden allocates 15% of platform revenue to ME token ecosystem, split between buybacks and staking rewards. Trove faces investor backlash after abandoning Hyperliquid to build on Solana, with funds allegedly diverted to a casino. China's Supreme Procuratorate emphasizes crackdown on virtual currency money laundering crimes. Bitmine stakes an additional 86,848 ETH ($279.4M), bringing total staked to 1.77M ETH ($5.65B). New York Stock Exchange plans to enable 24/7 trading for US stocks.

Author: Deep Tide TechFlow

Yesterday's Market Dynamics

Trump Writes to Norwegian Prime Minister: Reiterates Greenland Sovereignty Claim Due to Not Receiving Nobel Peace Prize

According to Bloomberg, US President Trump recently sent a letter to Norwegian Prime Minister Jonas Gahr Støre, directly linking his claim to Greenland's sovereignty to not receiving the Nobel Peace Prize. Trump stated in the letter: "Given your country's decision not to award me the Nobel Peace Prize, despite me having prevented eight or more wars, I no longer feel obligated to consider only peace, and can now think about what is beneficial for the United States of America."

10-Year Japanese Government Bond Yield Rises 3.0 Basis Points to 2.3%, Hitting Highest Level Since February 1999

According to Jinshi Data, the yield on the 10-year Japanese Government Bond (JGB) rose 3.0 basis points to 2.3%, reaching its highest level since February 1999. The yield on the 30-year US Treasury note rose 3.8 basis points to 4.879%, the highest level since early September last year. The yield on the 40-year Japanese Government Bond rose 5.5 basis points to 4%.

Genius: GENIUS Token to Be Created Before April 12 This Year

According to a message from the official X account of the on-chain trading platform Genius Terminal, the platform has officially released its airdrop and points whitepaper.

According to the announcement, Genius Season 1 will end on April 12, 2026, and the GENIUS token will be created before April 12 this year. From now until April 12, 10 million GP (Genius Points) will be distributed weekly, with points allocated retroactively based solely on spot trading volume.

Previous news: YZi Labs made a "tens of millions of US dollars" investment in Genius Trading, with Changpeng Zhao (CZ) serving as an advisor.

Zero Network Announces Normal Operations Have Resumed

According to an official announcement, the Zerion L2 network, Zero Network, has been restored and is fully operational.

Previous news: The Zerion-incubated L2 network Zero Network had stopped producing blocks for over 3 weeks.

PancakeSwap: Proposal Passed, CAKE's Maximum Supply Reduced to 400 Million Tokens

PancakeSwap posted stating that the relevant proposal has passed, and CAKE's maximum supply has been adjusted to 400 million tokens.

Aster Announces Allocation of 20-40% of Daily Platform Fees for Targeted Buybacks

According to an official disclosure by Aster, Aster has deployed its strategic buyback reserve to automatically execute the $ASTER token buyback plan. This plan, based on the Phase V buyback plan announced last month, allocates 20-40% of daily platform fees for targeted buybacks, dynamically responding to market conditions to maximize value and reduce circulating supply. Aster has already automatically executed an initial buyback through the reserve wallet 0x5E4969C41ca9F9831468B98328A370b7AbD5a397.

Magic Eden Announces Allocation of 15% of Revenue to ME Token Ecosystem, 50% for ME Token Buybacks, Another 50% Distributed to ME Stakers

According to a message last night from the NFT trading platform Magic Eden, starting February 1st, 15% of the platform's total revenue will be allocated to the ME token ecosystem. This portion of revenue will be split evenly, with 50% used to buy back ME tokens, and the other 50% distributed to ME stakers in USDC, with the distribution ratio based on staking power.

Staking power will be determined by both the amount staked and the staking duration. Users can claim rewards monthly, with the first claim opening in March (for February activities). Magic Eden stated that rewards must be claimed within 90 days.

Trove Abandons Hyperliquid for Solana, Sparking Strong Investor Protests and Refund Demands

According to a Cryptonews report, Trove Markets, after raising over $11.5 million, suddenly announced abandoning its integration plans with Hyperliquid to instead build a perpetual contracts trading platform on Solana, sparking strong investor protests and demands for refunds.

The Trove team explained that the decision was due to a liquidity partner withdrawing 500,000 HYPE tokens, which were originally intended to support the planned Hyperliquid integration. Additionally, blockchain investigator ZachXBT found that a Trove-related address transferred approximately $45,000 to a casino deposit address, further intensifying questions about the project's fund management. The TROVE token TGE was originally scheduled for January 19 at 16:00 UTC but may be delayed due to the platform shift and potential processing of refunds.

Bitmine Stakes Another 86,848 Ethereum, Valued at Approximately $279.4 Million

According to monitoring by Onchain Lens (@OnchainLens), Bitmine has further staked 86,848 Ethereum (ETH), valued at approximately $279.4 million.

As of now, Bitmine has cumulatively staked 1,771,936 Ethereum, with a total value of $5.65 billion.

Reuters: New York Stock Exchange to Enable 24/7 Trading of US Stocks

According to Reuters, the New York Stock Exchange will enable 24/7 trading of US stocks.

Supreme Procuratorate: Increase Efforts in Anti-Money Laundering Work, Focus on Punishing Crimes Using Virtual Currency Laundering, etc.

According to Jinshi Data, at the National Chief Procurators' Meeting held in Beijing on January 19th, the Supreme People's Procuratorate made deployments for serving high-quality development by fully utilizing the force of the law. The Supreme Procuratorate required that procuratorial organs must maintain economic and financial security according to the law, severely punish serious economic crimes, and promote the creation of a law-based business environment. The Supreme Procuratorate required severe punishment for crimes such as smuggling and exporting strategic minerals to safeguard national strategic interests;

Collaborate with the National Financial Regulatory Administration and others to lawfully address the chaos of illegal intermediaries in the financial sector, severely punish crimes such as illegal fundraising and financial fraud, combat financial "black and gray industries" across the entire chain, ensure the stable operation of finance, and protect the property safety of the people;

Increase efforts in anti-money laundering work, focusing on punishing crimes using underground banks, virtual currency laundering, etc. The Supreme Procuratorate proposed deepening the rule of law in the capital market in collaboration with the China Securities Regulatory Commission (CSRC), improving the stationed securities procuratorial work mechanism, severely punishing securities crimes such as financial fraud and market manipulation, and maintaining capital market security. (Xinhua News Agency)

Market Dynamics

İlgili Sorular

QWhat was the new maximum supply of CAKE approved by the PancakeSwap proposal?

AThe maximum supply of CAKE was adjusted to 400 million tokens.

QTo what level did the 10-year Japanese Government Bond yield rise, and what significant high did it reach?

AThe 10-year Japanese Government Bond yield rose by 3.0 basis points to 2.3%, marking its highest level since February 1999.

QWhat two actions is Magic Eden taking with 15% of its platform revenue for the ME token ecosystem?

AMagic Eden will use 50% of the allocated revenue to buy back ME tokens and distribute the other 50% in USDC to ME stakers.

QWhy did Trove Markets face strong protests from its investors?

AInvestors protested and demanded refunds after Trove Markets abandoned its plan to integrate with Hyperliquid and instead decided to build a perpetual contracts trading platform on Solana, a decision partly triggered by a liquidity partner withdrawing support.

QWhat did the Supreme People's Procuratorate of China emphasize in its deployment to maintain financial security?

AIt emphasized cracking down on crimes such as illegal fundraising and financial fraud, and increasing efforts in anti-money laundering work, specifically highlighting the punishment of crimes involving money laundering through underground banks and virtual currencies.

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Leaving OpenAI, How Much Has Their Net Worth Increased?

Former OpenAI employees have collectively accrued near-trillion dollar valuations through ventures and investments, charting AI's future. The article highlights two main paths: founding high-value companies like Anthropic and Perplexity, or applying insider insights as investors. Leopold Aschenbrenner exemplifies the investor path. After being fired from OpenAI, he leveraged firsthand knowledge of AI's massive energy demands to make hugely successful public market bets on nuclear and fuel cell companies, practicing "cross-industry cognitive arbitrage." Other alumni, like the Zero Shot VC fund founders, use their technical foresight for early-stage investing. Their key advantage lies not just in picking winners, but in knowing which technical approaches are likely dead ends—a "veto list" derived from internal OpenAI experience. Angel investing within the network, as seen with Mira Murati and Sam Altman, operates on deep, pre-existing understanding of a founder's capabilities, reducing due diligence to near zero. This creates an ecosystem bound by a shared belief in AGI's imminent arrival, differing from networks like the "PayPal Mafia" which were built on shared past struggles. The shift of these builders to investors signals a profound conviction: their situational awareness of the AI landscape is now so clear that deploying capital based on that judgment is more efficient than building themselves. They are allocating bets on the future they helped shape from the inside.

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BASIS.pro Is Live: Base58Labs Officially Launches Crypto Arbitrage Platform

Following successful private testing, BASE58 LABS has officially launched its crypto arbitrage platform, BASIS.pro. The platform is powered by the proprietary Base58 Hyper-Latency Engine (BHLE), designed for high-frequency execution with sub-50 microsecond latency. It identifies and captures pricing discrepancies across exchanges, distributing net profits to users through a staking model, while the company absorbs any losses. Extensive testing focused on the system's deterministic behavior and capital preservation under unstable market conditions like latency spikes and partial execution failures, prioritizing outcome consistency over forced execution. The platform operates under several compliance certifications (ISO/IEC 27001, SOC, GDPR) and currently supports BTC, ETH, SOL, and PAXG, converting them 1:1 into stTokens for reward accrual. BASIS positions itself as execution-layer infrastructure, addressing a structural gap for consistent, risk-managed arbitrage deployment in fragmented digital asset markets.

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Countdown to the AI Bull Market? Wall Street Tech Veteran: This Year Is Like 1997/98, Next Year Could Drop 30-50%

"AI Bull Market Countdown? Wall Street Veteran: This Year Feels Like 1997/98, Next Year Could Drop 30-50%" In an interview, veteran tech analyst Dan Niles draws parallels between the current AI boom and the 1997-98 period of the internet boom, suggesting the bull run isn't over yet. The core new driver is identified as "Agentic AI," which performs multi-step tasks and consumes vastly more computing power than conversational AI. This shift is expected to boost demand for cloud infrastructure and benefit CPU makers like Intel and AMD, potentially pressuring GPU leader Nvidia. However, Niles warns of significant short-term overbought conditions in semiconductors. His central warning is for a potential major market correction of 30-50% starting in early 2027. Drivers include a slowdown from high growth comparables, the outsized capital demands of companies like OpenAI, and a wave of massive tech IPOs sucking liquidity from the market. A J.P. Morgan survey of 56 global investors aligns with this view, finding that 54% expect a >30% U.S. stock correction by 2027. Among mega-cap tech, Niles favors Google due to its full-stack AI capabilities and cash flow, expresses concern about Meta's user growth, and sees potential for Apple's AI Siri and foldable iPhone. Niles advises investors to be nimble, hold significant cash, and closely monitor the conflicting signals from equities, oil prices, and bond yields, which he believes cannot all be correct simultaneously.

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Forbes: U.S. $39 Trillion Debt "Crisis" Could Trigger Bitcoin Surge The article discusses warnings from financial figures like Ray Dalio and analysts at JPMorgan about the potential collapse of the U.S. dollar due to unsustainable debt and deficits. This scenario is seen as potentially driving a massive shift of capital from traditional safe havens like gold into Bitcoin. Key points include the U.S. spending $7 trillion annually against $5 trillion in revenue, leading to a debt-to-income ratio of six times; net interest payments on the national debt reaching $628 billion this year; and predictions that the dollar may lose its reserve currency status within 50 years. The piece highlights Bitcoin's role as "digital gold" amid geopolitical tensions like the Iran conflict, noting its 30% surge and inflows into Bitcoin ETFs outpacing those for gold ETFs. Figures like Stanley Druckenmiller and Elon Musk are cited for their critical views on the dollar's future and their speculative support for cryptocurrencies.

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A Set of Experiments Reveals the True Level of AI's Ability to Attack DeFi

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Crypto Morning Brief: 10-Year Japanese Government Bond Yield Rises 3 Basis Points, PancakeSwap Passes 'Reduce Maximum Supply' Proposal

Özet

Yesterday's Market Dynamics

Market Dynamics

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İlgili Sorular

İlgili Okumalar

Leaving OpenAI, How Much Has Their Net Worth Increased?

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福布斯：美国39万亿美元债务「危机」或将引发比特币暴涨

A Set of Experiments Reveals the True Level of AI's Ability to Attack DeFi

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