950 billion US dollars, a five-year cycle, 5GW AI data centers—this time, South Korea’s semiconductor industry isn’t telling the story based on emotion. Instead, it has written storage, foundry manufacturing, and computing demand into a long-term cooperation framework—next week, the market may need to reprice.$NVDA.US $SKHY
After the BTC ETF saw consecutive net inflows come to an end, stablecoin supply tightened in tandem. With the FOMC once again entering the countdown, between 64K support and the confirmation at 66.8K, today’s most important thing in the crypto market is not rushing to take a side—it’s waiting for capital and price to deliver the same answer.
🚨This Week's Macroeconomic Outlook: Non-farm Payrolls, CPI Strongly Coming, Cryptocurrency Market Volatility Will Amplify Again
Tuesday 00:00, U.S. January New York Federal Reserve 1-Year Inflation Expectations;
Tuesday 02:30, Federal Reserve Governor Waller Speaks on Digital Assets;
Tuesday 04:15, 2027 FOMC Voting Member and Atlanta Federal Reserve President Bostic Speaks on Monetary Policy and Economic Outlook;
Tuesday 21:30, U.S. December Retail Sales MoM, U.S. Q4 Labor Cost Index QoQ, U.S. December Import Price Index MoM;
Wednesday 21:30, U.S. January Unemployment Rate, Seasonally Adjusted Non-farm Employment Change, Average Hourly Earnings YoY/MoM, U.S. 2025 Non-farm Employment Benchmark Revision Final Value (Not Seasonally Adjusted);
Friday 21:30, U.S. January Not Seasonally Adjusted CPI YoY, U.S. January Seasonally Adjusted CPI MoM, U.S. January Seasonally Adjusted Core CPI MoM, U.S. January Not Seasonally Adjusted Core CPI YoY;
Bitcoin's January return rate is -10.17%, the fifth worst record since 2013, far below the average January return rate of 2.81%; Ethereum's January return rate is -17.52%, the third worst record since 2017, far below the average January return rate of 16.81%.
Looking ahead to February, historically, Bitcoin's average return rate for February is 12.2%, with only 3 instances of negative return rates. Ethereum's average return for February is 10.37%, with only 2 instances of negative return rates.
From 'Asset Appreciation' to 'Cash Flow Tool': BlackRock's New Milestone for Bitcoin Strategy • Core Dynamics: BlackRock has officially submitted an application to launch the iShares Bitcoin Premium Income ETF in January 2026. • Strategy Analysis: This fund is not simply a straightforward holding of spot assets, but rather generates real premium income by implementing covered call strategies on IBIT, which has an active management scale exceeding 70 billion dollars, converting Bitcoin's high volatility into tangible option premiums. • Market Significance: This marks the arrival of the Bitcoin ETF 2.0 era. Following IBIT's historic success, BlackRock is meeting institutional demands for 'stable returns + crypto exposure' through structured products.
Tom Lee: The surge in precious metals masks the strengthening fundamentals of cryptocurrencies; the rise of Ethereum and Bitcoin is just a matter of time 🤫🤫
Today, Tom Lee stated, "The parabolic and sustained rise of gold and silver is masking the ongoing strengthening of the intrinsic fundamentals of crypto assets (especially Ethereum and Bitcoin).
At the 2026 Davos Forum, financial institutions are preparing to build products on Ethereum and other smart blockchains. When the fundamentals continue to 'develop upward to the right,' a price increase is just a matter of time."
Core Focus Points on Wednesday: ・3 AM Beijing Time the next day: Announcement of interest rate decision ・Simultaneous release of Federal Open Market Committee policy statement ・3:30 AM Beijing Time the next day: Powell's speech
2017: Gold increased by 30% ➜ Bitcoin increased by 1900% ➜ Altcoins increased by 10-50 times 2021: Gold increased by 40% ➜ Bitcoin increased by 600% ➜ Altcoins outperformed Bitcoin
2024-2026: Gold prices are still crazily breaking historical records. The true bull market of cryptocurrencies hasn't even started yet.
Say goodbye to OTC frozen card risks! Binance USD direct withdrawal full process sharing 🚀 Recently, domestic bank card risk control has tightened, and directly withdrawing to Hong Kong cards/overseas cards through exchanges will become a big trend. I tested the latest USD withdrawal path on Binance: 1️⃣ Operation path: On Binance's spot trading pair, directly exchange USDT/USDC for USD. 2️⃣ Withdrawal method: Select "Withdrawal - Bank Transfer," and directly enter your personal bank SWIFT code. 3️⃣ Cost reference: The total handling fee is about 25 dollars, not based on the withdrawal amount, a single fee of 25 USD. Although there is a fixed cost, it benefits from compliant funding sources, with no frozen card risk. 💡 Suggestion: After obtaining foreign currency, directly bind your Hong Kong card/overseas card to Apple Pay. For daily consumption, use the Visa/Mastercard channel, which is smooth and worry-free regarding withdrawal limits.