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

marsbit2026-01-30 tarihinde yayınlandı2026-01-30 tarihinde güncellendi

Özet

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

Recommended Reading

When CZ Was Collectively Criticized

This article discusses the controversies and criticisms surrounding Binance founder Changpeng Zhao (CZ) and his exchange during the bear market, particularly focusing on the flash crash event on October 10, 2022, and the listing issues of Binance's Alpha project. It analyzes the background of these criticisms, market sentiment, and the impact on CZ personally and on Binance.

Ledger IPO: A Dark Comedy About 'Security'

This article focuses on the security issues, data breaches, and the upcoming IPO background of cryptocurrency hardware wallet company Ledger. Despite the company's core selling point being "security," multiple major security vulnerabilities and the resulting trust crisis have had a profound impact on its users and brand. However, thanks to its leading position in the crypto wallet market and industry trends, Ledger has still garnered favor from the capital market.

2026: The Upcoming IPOs of Crypto Companies

This article discusses how 2026 will witness a wave of IPOs in the crypto industry, with multiple crypto companies planning to go public, including leading enterprises in exchanges, wallets, custody, and security auditing. The article provides a detailed analysis of these companies' valuations, business models, and listing plans, and explores the challenges crypto companies face in establishing themselves in the public market.

January 29 Market Summary: Fed Holds Rates Steady as Expected; Storage Sector Continues Bull Run

This article analyzes current market dynamics, including the Fed's interest rate policy, stock and precious metal trends, as well as the volatility and divergence in the cryptocurrency market. The Fed kept rates unchanged, indicating that monetary policy has entered a wait-and-see phase while facing political pressure. The storage sector remains strong due to AI demand, but excessive gains may face a pullback. Precious metals like gold and silver have performed well recently, but speculative risks are increasing. The cryptocurrency market shows divergence, with Bitcoin and Ethereum fluctuating, while some tokens like HYPE have seen significant gains. The overall market is significantly influenced by political uncertainty and AI investment returns.

Zcash Founder on Privacy, Artificial Intelligence, and How ZEC Can Become the 'Crypto Bitcoin'

This article explores the current state and future of cryptocurrency and privacy, through an interview with Zcash founder Zuko, analyzing privacy technology, user experience, governance mechanisms, and privacy challenges in the AI era. The article emphasizes that privacy is an indispensable survival tool in the digital age and introduces the new concept of "static value privacy."

İlgili Sorular

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.

İlgili Okumalar

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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