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Guessing BTC Bear Market Bottom from Historical Cycles
We estimate based on the historical cycles of the bear market's pullback from the bull market
The first pullback around 2011 was 94%
This one can be ignored as it was very early
Poor liquidity with limited participants
The second pullback around 2013 was 87%
The third pullback around 2017 was 84%
The fourth pullback around 2021 was 77%
The fifth pullback in 2025 appears to be less severe based on the cycle
Because the market has a stronger consensus now
With the participation of institutions
The cost of building positions and the factors of miner costs after each halving
Currently, we guess based on the historical cycles that the pullback is less severe
If this pullback is 70%
The price will pull back to around 38000 at 60%
The price will pull back to around 50500
I am a bit more optimistic than this data
I still hold onto my previous estimates
Around 63000 and around 52000 for these two prices.$BTC
We estimate based on the historical cycles of the bear market's pullback from the bull market
The first pullback around 2011 was 94%
This one can be ignored as it was very early
Poor liquidity with limited participants
The second pullback around 2013 was 87%
The third pullback around 2017 was 84%
The fourth pullback around 2021 was 77%
The fifth pullback in 2025 appears to be less severe based on the cycle
Because the market has a stronger consensus now
With the participation of institutions
The cost of building positions and the factors of miner costs after each halving
Currently, we guess based on the historical cycles that the pullback is less severe
If this pullback is 70%
The price will pull back to around 38000 at 60%
The price will pull back to around 50500
I am a bit more optimistic than this data
I still hold onto my previous estimates
Around 63000 and around 52000 for these two prices.$BTC
Referencing the prices of gold and silver to draw a conclusion? Bitcoin is about to take off
Recently, the prices of gold and silver have risen sharply, causing many cryptocurrency enthusiasts to become anxious. In fact, there is no need for concern; we need to see through the underlying logic of this situation.
First, this round of price surge proves that the market is not short of money; liquidity is being released like a flood.
The reason money has first flooded into gold and silver is simply because the external environment is too chaotic: wars, tariffs, and frequent government shutdown threats. This released “flood” of liquidity has been frightened by uncertainty and can only seek refuge in safe-haven assets and raw materials to “avoid the rain.”
However, this is actually a very good signal. Everyone needs to understand that the surge in gold and silver has always been a “leading indicator” of liquidity.
If you don’t believe it, refer to the market from 2020 to 2021:
When gold reached a historic high in August 2020, Bitcoin was still hovering just above $10,000; as gold peaked and began to correct, and as everyone's risk appetite returned, that pent-up liquidity switched precisely. The following story is well known: gold stagnated while Bitcoin soared.
Once this wave of uncertainty calms down a bit, or when everyone feels that gold and silver have really become too expensive to touch, this liquidity will definitely seek higher yield exits.
Historically, every bull market in gold has inevitably been followed by a frenzy in risk assets.
At that time, cryptocurrencies with great cost performance will be the top “growth stocks.”
So, the current situation is not that money is gone, but rather that it is “waiting” for the critical point of the situation to change; once that point is reached, this flood will precisely pour into the cryptocurrency market.
So this is just “foreplay”; gold is the “reservoir” of liquidity, while Bitcoin is the “ultimate exit” for this wave of wealth.
$BTC
Recently, the prices of gold and silver have risen sharply, causing many cryptocurrency enthusiasts to become anxious. In fact, there is no need for concern; we need to see through the underlying logic of this situation.
First, this round of price surge proves that the market is not short of money; liquidity is being released like a flood.
The reason money has first flooded into gold and silver is simply because the external environment is too chaotic: wars, tariffs, and frequent government shutdown threats. This released “flood” of liquidity has been frightened by uncertainty and can only seek refuge in safe-haven assets and raw materials to “avoid the rain.”
However, this is actually a very good signal. Everyone needs to understand that the surge in gold and silver has always been a “leading indicator” of liquidity.
If you don’t believe it, refer to the market from 2020 to 2021:
When gold reached a historic high in August 2020, Bitcoin was still hovering just above $10,000; as gold peaked and began to correct, and as everyone's risk appetite returned, that pent-up liquidity switched precisely. The following story is well known: gold stagnated while Bitcoin soared.
Once this wave of uncertainty calms down a bit, or when everyone feels that gold and silver have really become too expensive to touch, this liquidity will definitely seek higher yield exits.
Historically, every bull market in gold has inevitably been followed by a frenzy in risk assets.
At that time, cryptocurrencies with great cost performance will be the top “growth stocks.”
So, the current situation is not that money is gone, but rather that it is “waiting” for the critical point of the situation to change; once that point is reached, this flood will precisely pour into the cryptocurrency market.
So this is just “foreplay”; gold is the “reservoir” of liquidity, while Bitcoin is the “ultimate exit” for this wave of wealth.
$BTC
The Bitcoin Bottom Indicator Only Looks at AHR999
Don't rely on feelings, look at AHR999.
When the real bottom appears, you won't dare to buy.
With a screen full of bad news, panic spreads, and everyone is shouting "it will drop further." At this time, your intuition will lead you to make the biggest mistake: selling at the lowest point.
The AHR999 index is designed to combat your fear.
It multiplies two undervaluation indicators:
Current price vs 200-day dollar cost average
Current price vs the valuation that should correspond to coin age
Both below 1? It means the price is doubly undervalued.
Historical backtesting is harsh:
The index was below 0.45 only 8.5% of the time. This is the bottom-buying range, but most people choose to cut losses in this range.
The index between 0.45 and 1.2 accounts for 46.3%. Just dollar-cost average with your eyes closed.
The index above 5? Bubble range, it's time to run.
This indicator is not infallible, but its greatest value is:
When you're too scared to move, take a glance at the number and tell yourself—both indicators say it's undervalued, buy.
$btc
Don't rely on feelings, look at AHR999.
When the real bottom appears, you won't dare to buy.
With a screen full of bad news, panic spreads, and everyone is shouting "it will drop further." At this time, your intuition will lead you to make the biggest mistake: selling at the lowest point.
The AHR999 index is designed to combat your fear.
It multiplies two undervaluation indicators:
Current price vs 200-day dollar cost average
Current price vs the valuation that should correspond to coin age
Both below 1? It means the price is doubly undervalued.
Historical backtesting is harsh:
The index was below 0.45 only 8.5% of the time. This is the bottom-buying range, but most people choose to cut losses in this range.
The index between 0.45 and 1.2 accounts for 46.3%. Just dollar-cost average with your eyes closed.
The index above 5? Bubble range, it's time to run.
This indicator is not infallible, but its greatest value is:
When you're too scared to move, take a glance at the number and tell yourself—both indicators say it's undervalued, buy.
$btc
We have welcomed the weekly closing of the downturn.
Subsequently, a $500 million long position was immediately closed.
Currently, a $10 billion long position has been closed at $86,000, right at the previous low point; therefore, the target price for the next few days will remain at this level.
I know many of you are very tired, but please believe me, closing these positions now is far healthier for the market than allowing prices to continue to rise and then having to rebound from higher levels later.
The best-case scenario is that we can quickly close out positions in the next few days.
Just now, BTC plunged 1.84%, why is that?
- Time point: 7 o'clock Beijing time, when the Japanese stock market opens, so there will be fluctuations at this time every trading day.
- Core reason: Trump imposed a 10% tariff on 8 European countries, which triggered market risk aversion.
So
- U.S. stock futures opened lower, BTC plunged.
- Gold jumped over $50, hitting a new historical high. Silver rose by 1%.
But
This could be an opportunity, as the market is betting that Trump will 'TACO'.
Subsequently, a $500 million long position was immediately closed.
Currently, a $10 billion long position has been closed at $86,000, right at the previous low point; therefore, the target price for the next few days will remain at this level.
I know many of you are very tired, but please believe me, closing these positions now is far healthier for the market than allowing prices to continue to rise and then having to rebound from higher levels later.
The best-case scenario is that we can quickly close out positions in the next few days.
Just now, BTC plunged 1.84%, why is that?
- Time point: 7 o'clock Beijing time, when the Japanese stock market opens, so there will be fluctuations at this time every trading day.
- Core reason: Trump imposed a 10% tariff on 8 European countries, which triggered market risk aversion.
So
- U.S. stock futures opened lower, BTC plunged.
- Gold jumped over $50, hitting a new historical high. Silver rose by 1%.
But
This could be an opportunity, as the market is betting that Trump will 'TACO'.
Binance Wallet Phase Four Prime Sale Pre-TGE is here - Launching Sentient (SENT)!
⏰ Subscription time: January 19, 2026, from 8 PM to 10 PM (UTC+8)
Sentient tokenomics, total supply: 34,359,738,368 $SENT, community activities and airdrops 44%, 30% will be unlocked at the Token Global Exchange (TGE), and the remaining 70% will be unlocked linearly over 4 years, making it one of the most community-driven designs in the field of artificial intelligence and cryptocurrency.
Sent is from Polymarket big shot
@sandeepnailwal
personally endorsing the project, raising 85 million USD in the seed round in 2024, claiming to benchmark against ChatGPT.
In addition, Sentient has Founders Fund's Peter Thiel, the big shot behind SpaceX, PayPal, Palantir, Facebook, etc.
⏰ Subscription time: January 19, 2026, from 8 PM to 10 PM (UTC+8)
Sentient tokenomics, total supply: 34,359,738,368 $SENT, community activities and airdrops 44%, 30% will be unlocked at the Token Global Exchange (TGE), and the remaining 70% will be unlocked linearly over 4 years, making it one of the most community-driven designs in the field of artificial intelligence and cryptocurrency.
Sent is from Polymarket big shot
@sandeepnailwal
personally endorsing the project, raising 85 million USD in the seed round in 2024, claiming to benchmark against ChatGPT.
In addition, Sentient has Founders Fund's Peter Thiel, the big shot behind SpaceX, PayPal, Palantir, Facebook, etc.
Binance Alpha will launch Acurast ($ACU) on January 20, the future of DePIN has arrived. Acurast is driven by the $ACU token, and this decentralized computing network has already gone live and achieved global distributed deployment.
$ACU is the ultimate backbone of web3.
Total supply: 1 billion
Funding: $20.4 million (4 rounds, including seed rounds from 2023-2025 and CoinList public sale)
Time: Expected around 6 PM on January 20, 2026
Value: Expected 30-60u, unit price 0.09-0.2u
Threshold: Expected 235 points, first come first served, reducing by 5 points every 5 minutes.
$ACU is the ultimate backbone of web3.
Total supply: 1 billion
Funding: $20.4 million (4 rounds, including seed rounds from 2023-2025 and CoinList public sale)
Time: Expected around 6 PM on January 20, 2026
Value: Expected 30-60u, unit price 0.09-0.2u
Threshold: Expected 235 points, first come first served, reducing by 5 points every 5 minutes.
An insider tip about a small path
$LAVA
The Foundation announced that the Massachusetts Institute of Technology (MIT) has signed an agreement aimed at establishing access standards for cryptocurrencies. The results will be officially released at the World Economic Forum (WEF) later this month.
This should be a significant positive development, potentially pushing the price up to 0.1U.
Hurry and buy
$LAVA
The Foundation announced that the Massachusetts Institute of Technology (MIT) has signed an agreement aimed at establishing access standards for cryptocurrencies. The results will be officially released at the World Economic Forum (WEF) later this month.
This should be a significant positive development, potentially pushing the price up to 0.1U.
Hurry and buy
L1 Protocol | 2025 Milestones
$ETH:
Fusaka enables PeerDAS to eliminate data availability bottlenecks, ZK-EVM achieves real-time production proofs, stablecoin transactions surpass the quarterly historical high of $8 trillion, Pectra enhances scalability and staking efficiency, Grayscale Ethereum staking ETF pays out its first on-chain rewards.
$BNB:
Grayscale files BNB ETF application, Binance users exceed 300 million, institutional trading volume dominates, Lorentz and Maxwell upgrades reduce fees by approximately 98% and shorten block time to 0.75 seconds, opBNB and Greenfield expand execution and data availability layers.
$SOL:
Morgan Stanley files Solana spot ETF application, spot trading volume reaches $1.6 trillion in 2025, Firedancer client is released to improve reliability and throughput, stablecoin supply hits a record high of $15 billion with the launch of JupUSD, 3.23 million daily active users secure L1 usage ranking second.
$TRX:
USDT transaction settlement volume reaches $7.9 trillion, daily stablecoin inflows peak at $1.4 billion for 14 consecutive days, integration with Base and Kalshi expands real-world settlement use cases, over 355 million users handle more than 60% of global stablecoin transaction volume.
$SEI:
Sei Giga launches multi-proposer EVM with finality time of 400 milliseconds, targeting over 200,000 TPS; SIP-3 passes, simplifying and strengthening core architecture; key institutional integrations achieved via BlackRock BUIDL and Apollo ACRED; PYUSD and USDY launched to advance payments and tokenized treasuries.
$ADA:
Google Cloud runs a Cardano node for Midnight privacy testing, the node is added to the Nasdaq Crypto Index, Leios scalability upgrade drives throughput to Hydra levels, Chang hard fork enables full on-chain governance.
$BCH:
Coinbase enables 24/7 continuous BCH trading, CashTokens unlock native NFTs and DeFi primitives, protocol upgrades enhance scalability while maintaining low fees, peer-to-peer payment adoption grows steadily.
$SUI:
Privacy transactions launched via Mysten Labs technology, Remora upgrade targets 100,000 TPS, native trustless Ethereum bridge released, SuiNS and Move tools accelerate developer adoption.
$ETH:
Fusaka enables PeerDAS to eliminate data availability bottlenecks, ZK-EVM achieves real-time production proofs, stablecoin transactions surpass the quarterly historical high of $8 trillion, Pectra enhances scalability and staking efficiency, Grayscale Ethereum staking ETF pays out its first on-chain rewards.
$BNB:
Grayscale files BNB ETF application, Binance users exceed 300 million, institutional trading volume dominates, Lorentz and Maxwell upgrades reduce fees by approximately 98% and shorten block time to 0.75 seconds, opBNB and Greenfield expand execution and data availability layers.
$SOL:
Morgan Stanley files Solana spot ETF application, spot trading volume reaches $1.6 trillion in 2025, Firedancer client is released to improve reliability and throughput, stablecoin supply hits a record high of $15 billion with the launch of JupUSD, 3.23 million daily active users secure L1 usage ranking second.
$TRX:
USDT transaction settlement volume reaches $7.9 trillion, daily stablecoin inflows peak at $1.4 billion for 14 consecutive days, integration with Base and Kalshi expands real-world settlement use cases, over 355 million users handle more than 60% of global stablecoin transaction volume.
$SEI:
Sei Giga launches multi-proposer EVM with finality time of 400 milliseconds, targeting over 200,000 TPS; SIP-3 passes, simplifying and strengthening core architecture; key institutional integrations achieved via BlackRock BUIDL and Apollo ACRED; PYUSD and USDY launched to advance payments and tokenized treasuries.
$ADA:
Google Cloud runs a Cardano node for Midnight privacy testing, the node is added to the Nasdaq Crypto Index, Leios scalability upgrade drives throughput to Hydra levels, Chang hard fork enables full on-chain governance.
$BCH:
Coinbase enables 24/7 continuous BCH trading, CashTokens unlock native NFTs and DeFi primitives, protocol upgrades enhance scalability while maintaining low fees, peer-to-peer payment adoption grows steadily.
$SUI:
Privacy transactions launched via Mysten Labs technology, Remora upgrade targets 100,000 TPS, native trustless Ethereum bridge released, SuiNS and Move tools accelerate developer adoption.
Which AI currency narrative do you think will dominate in 2026?
A) Agent Economy: $FET, #VIRTUALS, $SAHARA
B) Decentralized Computing: $TAO, $RENDER, $IO, $AKT
C) AI x DeFi: $INJ, #VIRTUALS, $NEAR
D) Infrastructure: $ICP, $LINK, $NEAR, $FIL, $OCEAN
A) Agent Economy:
ASI Chain testnet has launched, and agent tools have expanded to thousands.
- #VIRTUALS is rumored to achieve annual revenue of $75 million and will integrate Apple Health services
Sahara Studio AI suite + $50 million ICO to boost enterprise partnerships
B) Decentralized Computing:
- $TAO halving reduces emissions by 50%, institutional funding increased by $8 million
- $RENDER rendered 60 million frames, AI computing trials launched on U.S. nodes
- $IO revenue exceeds $20 million, with 139,000 GPUs on the network, and $IO allocated 49 million GPUs to employees.
- $AKT deployments surpass 1 million, fee revenue up 13% month-over-month.
C) AI x DeFi:
- $INJ launched on-chain Pre-IPO crimes, weekly burn volume hits annual high
- $NEAR Intents added Cardano, reaching 1 million TPS benchmark, DeFi TVL approximately $154.7 million
D) Infrastructure:
- $ICP has block processing time under 50 milliseconds, Caffeine AI app builder has been released
- $LINK facilitated over $27 trillion in transactions, passed ISO 27001 certification, and was selected by the U.S. Department of Commerce.
- $FIL launched on-chain cloud + cross-chain data bridge, price up 50%
- $OCEAN released Ocean Nodes, Annotators Hub, and enterprise tools
Which trend are you most excited about for 2026?
A) Agent Economy: $FET, #VIRTUALS, $SAHARA
B) Decentralized Computing: $TAO, $RENDER, $IO, $AKT
C) AI x DeFi: $INJ, #VIRTUALS, $NEAR
D) Infrastructure: $ICP, $LINK, $NEAR, $FIL, $OCEAN
A) Agent Economy:
ASI Chain testnet has launched, and agent tools have expanded to thousands.
- #VIRTUALS is rumored to achieve annual revenue of $75 million and will integrate Apple Health services
Sahara Studio AI suite + $50 million ICO to boost enterprise partnerships
B) Decentralized Computing:
- $TAO halving reduces emissions by 50%, institutional funding increased by $8 million
- $RENDER rendered 60 million frames, AI computing trials launched on U.S. nodes
- $IO revenue exceeds $20 million, with 139,000 GPUs on the network, and $IO allocated 49 million GPUs to employees.
- $AKT deployments surpass 1 million, fee revenue up 13% month-over-month.
C) AI x DeFi:
- $INJ launched on-chain Pre-IPO crimes, weekly burn volume hits annual high
- $NEAR Intents added Cardano, reaching 1 million TPS benchmark, DeFi TVL approximately $154.7 million
D) Infrastructure:
- $ICP has block processing time under 50 milliseconds, Caffeine AI app builder has been released
- $LINK facilitated over $27 trillion in transactions, passed ISO 27001 certification, and was selected by the U.S. Department of Commerce.
- $FIL launched on-chain cloud + cross-chain data bridge, price up 50%
- $OCEAN released Ocean Nodes, Annotators Hub, and enterprise tools
Which trend are you most excited about for 2026?
Binance sector fan tokens, buy all tradable fan tokens. I started encouraging group members to invest regularly since last November. We'll consider selling when the world coin boom arrives this year.
A world coin event every four years is certain to see manipulation by major players.
$CHZ $SANTOS
A world coin event every four years is certain to see manipulation by major players.
$CHZ $SANTOS
2026 Four High-Potential Sectors: Perhaps the Next 100x Legend Awaits. In 2026, the crypto market is shifting from speculative frenzy toward greater practicality and deep integration with institutional players. The following four directions, combining regulatory implementation, real-world adoption, and technological breakthroughs, are poised to become dominant narratives and nurture truly large-scale opportunities.
Ondo: Tokenized U.S. Equities (Main Theme of the RWA Super Cycle)
The RWA sector experienced explosive growth in 2025, and the catalyst that could trigger a breakout—on-chain tokenization of U.S. stocks and ETFs—is accelerating in early 2026.
Current Status: Total value locked in RWA is approaching tens of billions of dollars, with Ondo holding half of the tokenized equities market. Driven by institutional advantages and superior on-chain execution efficiency, Ondo is positioned to become the core infrastructure of the "On-Chain Wall Street."
Polymarket: Prediction Markets (The Breakthrough Point of Information Finance and Real-World Growth)
While the broader crypto market has cooled, prediction markets have emerged as the hottest growth engine in 2025–2026.
Growth Logic: The 2026 CONCACAF Gold Cup and the upcoming 2026 FIFA World Cup in the U.S., Canada, and Mexico will drive massive demand. With compliance and blockchain-based operations, Polymarket is set to become the ultimate money magnet. Users can place bets with zero barriers on events ranging from sports and politics to economics and on-chain metrics, with prices reflecting collective intelligence in real time.
NEAR: Intent-Driven Blockchain + AI Agents (Revolution in Next-Generation Interaction)
Long-Term Potential: In the era of AI agent economies, whoever enables ordinary users and intelligent agents to interact with blockchain seamlessly and without barriers will control the future. NEAR’s unified approach—chain abstraction, intent, and AI agents—is defining the new standard for user experience.
ZEC: Privacy Value Reemergence (The Ultimate Insurance for Bitcoin)
Bitcoin serves as a hedge against fiat currency devaluation, while Zcash (ZEC) acts as the privacy insurance for Bitcoin. In 2026, amid tightening regulations and rising privacy demand, ZEC holds independent upside potential.
Additional Highlights: Selective privacy design is more compliant-friendly than fully private coins, and with potential institutional products (e.g., Grayscale-related trusts), ZEC is poised to undergo a quiet yet strong value re-rating.
One-Sentence Summary
2026 is not about betting on hype narratives, but choosing truly incremental, institutionally grounded, and technologically closed-loop directions: RWA captures the largest Wall Street红利 → Ondo; Prediction markets capture real-world traffic and tokenization红利 → Polymarket; The underlying execution layer for interaction revolution in the AI era → NEAR; A dual scarcity anchor of supply-demand and privacy → ZEC
Ondo: Tokenized U.S. Equities (Main Theme of the RWA Super Cycle)
The RWA sector experienced explosive growth in 2025, and the catalyst that could trigger a breakout—on-chain tokenization of U.S. stocks and ETFs—is accelerating in early 2026.
Current Status: Total value locked in RWA is approaching tens of billions of dollars, with Ondo holding half of the tokenized equities market. Driven by institutional advantages and superior on-chain execution efficiency, Ondo is positioned to become the core infrastructure of the "On-Chain Wall Street."
Polymarket: Prediction Markets (The Breakthrough Point of Information Finance and Real-World Growth)
While the broader crypto market has cooled, prediction markets have emerged as the hottest growth engine in 2025–2026.
Growth Logic: The 2026 CONCACAF Gold Cup and the upcoming 2026 FIFA World Cup in the U.S., Canada, and Mexico will drive massive demand. With compliance and blockchain-based operations, Polymarket is set to become the ultimate money magnet. Users can place bets with zero barriers on events ranging from sports and politics to economics and on-chain metrics, with prices reflecting collective intelligence in real time.
NEAR: Intent-Driven Blockchain + AI Agents (Revolution in Next-Generation Interaction)
Long-Term Potential: In the era of AI agent economies, whoever enables ordinary users and intelligent agents to interact with blockchain seamlessly and without barriers will control the future. NEAR’s unified approach—chain abstraction, intent, and AI agents—is defining the new standard for user experience.
ZEC: Privacy Value Reemergence (The Ultimate Insurance for Bitcoin)
Bitcoin serves as a hedge against fiat currency devaluation, while Zcash (ZEC) acts as the privacy insurance for Bitcoin. In 2026, amid tightening regulations and rising privacy demand, ZEC holds independent upside potential.
Additional Highlights: Selective privacy design is more compliant-friendly than fully private coins, and with potential institutional products (e.g., Grayscale-related trusts), ZEC is poised to undergo a quiet yet strong value re-rating.
One-Sentence Summary
2026 is not about betting on hype narratives, but choosing truly incremental, institutionally grounded, and technologically closed-loop directions: RWA captures the largest Wall Street红利 → Ondo; Prediction markets capture real-world traffic and tokenization红利 → Polymarket; The underlying execution layer for interaction revolution in the AI era → NEAR; A dual scarcity anchor of supply-demand and privacy → ZEC
Bitcoin is still in a range-bound consolidation, with some key factors remaining clear: a support level at 87.6k and a resistance level at 94.5k.
The current price is around 90.6k USD, so I expect continued consolidation and liquidity fluctuations before breaking and holding above 95k USD, which is normal in a healthy uptrend.
$BTC
The current price is around 90.6k USD, so I expect continued consolidation and liquidity fluctuations before breaking and holding above 95k USD, which is normal in a healthy uptrend.
$BTC
Binance meme热度再次席卷而来！
最近几天，伴随 Binance 的上线效应，BNB Chain @BNBCHAINZH 上的多个 Meme 再度获得市场关注，比如$我踏马来了 $币安人生 $GIGGLE 等巨大的财富效应与充足的流动性让市场重新聚焦这条成立了五年的公链
2025 年，BNB Chain 交出了一份优秀的答卷，用户、流动性和交易量方面均创新高：TVL 增长了 40.5%，链上稳定币市值增长超 100%，达到了 140 亿美元，RWA 资产规模超 18 亿美元。
BNB Chain 得以触摸十亿级用户基础设施的门槛。并且，不仅只是服务加密原生用户，而是开始为更广泛的大众与现实金融体系，提供可被接纳和可被使用的区块链底座
最近几天，伴随 Binance 的上线效应，BNB Chain @BNBCHAINZH 上的多个 Meme 再度获得市场关注，比如$我踏马来了 $币安人生 $GIGGLE 等巨大的财富效应与充足的流动性让市场重新聚焦这条成立了五年的公链
2025 年，BNB Chain 交出了一份优秀的答卷，用户、流动性和交易量方面均创新高：TVL 增长了 40.5%，链上稳定币市值增长超 100%，达到了 140 亿美元，RWA 资产规模超 18 亿美元。
BNB Chain 得以触摸十亿级用户基础设施的门槛。并且，不仅只是服务加密原生用户，而是开始为更广泛的大众与现实金融体系，提供可被接纳和可被使用的区块链底座
Breaking News: Grayscale is subtly indicating the direction of AI capital concentration.
As of the close on January 6, 2026, the holdings and weightings of Grayscale's Decentralized AI Fund are as follows:
$TAO | 29.88%
$NEAR | 27.31%
$RENDER | 15.05%
$FIL | 13.73%
$IP | 8.73%
$GRT | 5.30%
$TAO dominates the fund's allocation, making Bittensor the primary AI investment in this fund rather than a speculative add-on.
When institutional weights dominate the market landscape, do prices typically lag behind or lead the way?
As of the close on January 6, 2026, the holdings and weightings of Grayscale's Decentralized AI Fund are as follows:
$TAO | 29.88%
$NEAR | 27.31%
$RENDER | 15.05%
$FIL | 13.73%
$IP | 8.73%
$GRT | 5.30%
$TAO dominates the fund's allocation, making Bittensor the primary AI investment in this fund rather than a speculative add-on.
When institutional weights dominate the market landscape, do prices typically lag behind or lead the way?
Will the counterfeit season come?
On January 1, 2026, someone created a new wallet and went long with 8 million $USDC, fully invested.
Open positions:
12.18 million $XPL ($2 million)
1.18 million $IP ($2 million)
82.61 million $MON ($1.9 million)
32.41 million $STBL ($1.8 million)
779.56 million $PUMP ($1.5 million)
52.45 million $GRIFFAIN ($970,000)
509,000 $VVV ($847,000)
22.86 million $AIXBT ($806,000)
41.52 million $HEMI ($691,000)
11.24 million $MAVIA ($648,000)
42.95 million $STABLE ($604,000)
On January 1, 2026, someone created a new wallet and went long with 8 million $USDC, fully invested.
Open positions:
12.18 million $XPL ($2 million)
1.18 million $IP ($2 million)
82.61 million $MON ($1.9 million)
32.41 million $STBL ($1.8 million)
779.56 million $PUMP ($1.5 million)
52.45 million $GRIFFAIN ($970,000)
509,000 $VVV ($847,000)
22.86 million $AIXBT ($806,000)
41.52 million $HEMI ($691,000)
11.24 million $MAVIA ($648,000)
42.95 million $STABLE ($604,000)
My firm belief in 2026, along with a one-sentence summary of each belief.
- $ETH: Pure collateral for the future financial settlement layer.
- $SYRUP: Ownership of the largest on-chain asset management network.
- $PENDLE: Committed to driving the growth of yield-bearing products.
- $ETHFI: Invest in the products you use every day. The EtherFi card is my tool for daily spending.
- $HYPE: The top decentralized exchange (perpDEX) leading the growth of stock trading.
- $META: A launch platform focused on securing the rights of token holders through ownership tokens.
- $ETH: Pure collateral for the future financial settlement layer.
- $SYRUP: Ownership of the largest on-chain asset management network.
- $PENDLE: Committed to driving the growth of yield-bearing products.
- $ETHFI: Invest in the products you use every day. The EtherFi card is my tool for daily spending.
- $HYPE: The top decentralized exchange (perpDEX) leading the growth of stock trading.
- $META: A launch platform focused on securing the rights of token holders through ownership tokens.
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