Note: This tweet is published by AI, mainly a script for cryptocurrency news. Every 8 hours, based on over 30 TG channels I frequently watch, the content is summarized and posted, generally including important news, market analysis, project updates, and other four sections, open for everyone to read:
━━ Important News ━━
1. Trump plans to raise the 'reciprocal tariff' on South Korea to 25%
Trump stated that due to the South Korean National Assembly not approving the previous trade agreement, he plans to raise the 'reciprocal tariff' on South Korean cars, timber, pharmaceuticals, and other goods from 15% to 25%, increasing trade uncertainty.
2. BlackRock submitted an application to the SEC for the iShares Bitcoin 'premium income' ETF.
BlackRock applied to launch the iShares Bitcoin Premium Income ETF, intending to provide investors with an additional source of 'premium income' through options strategies beyond the profits from spot price increases.
3. Strategy (formerly MicroStrategy) invested another 267 million USD to increase its BTC holdings and issued STRC for the third consecutive week.
Strategy disclosed that it has once again bought 267 million USD worth of Bitcoin, and has issued STRC for the third consecutive week.
4. The U.S. Marshals Service is investigating allegations of 'government-seized address having approximately 40 million USD in cryptocurrency stolen'.
The U.S. Marshals Service is investigating an allegation: the son of a government contractor allegedly stole approximately 40 million USD in cryptocurrency from a government-seized address; the lead was disclosed by ZachXBT.
5. Tether: Plans to purchase 27 tons of gold in Q4 2025 (approximately 4.4 billion USD), claiming XAUT's growth rate is faster than USDT.
Tether disclosed that it plans to purchase an additional 27 tons of gold in the fourth quarter of 2025, currently valued at approximately 4.4 billion USD; and mentioned that the growth rate of gold-backed tokens is faster than USDT, mentioning gold prices breaking through 5,000 USD/ounce.
6. VanEck launched an Avalanche (AVAX) related U.S. ETF.
VanEck launched an Avalanche (AVAX) related U.S. ETF (reported as the first related U.S. ETF, and mentioned to be traded on NASDAQ, with specific codes as per the original text).
7. Russia has listed WhiteBIT and its parent company as 'undesirable'.
The Russian side has listed the exchange WhiteBIT and its parent company as 'undesirable', citing its support for Ukraine; reports mention that WhiteBIT donated 11 million USD to military projects and handled over 160 million USD in donations.
8. Coinbase Derivatives launched copper and platinum contract/futures trading.
Coinbase's regulated derivatives platform, Coinbase Derivatives, has launched copper and platinum contract (futures) trading, expanding its commodity layout.
9. NFT platform Nifty Gateway (under Gemini) plans to shut down in February.
The well-known NFT platform Nifty Gateway plans to shut down in February, reflecting the continued clearing of the NFT market.
━━ Market Analysis ━━
1. Silver experienced dramatic fluctuations: surging sharply during the day before a 'down V' retreat, with Shanghai silver once touching 127 USD/ounce.
Silver once surged to around 115–118 USD/ounce during the day, with a day-on-day increase exceeding 10% (reported as one of the largest intraday surges since the financial crisis), then quickly retreated, closing only slightly up; meanwhile, Shanghai silver once skyrocketed to 127 USD/ounce (with a cumulative increase claimed to be about +127% since December 1). Monitoring also indicated that a certain 'silver short' continued to build a position, with losses expanding and a liquidation price around 125 USD.
2. Market update: BTC fell below 88,000 USD, ETH fell below 2,900 USD.
Market shows BTC once reported at 87,988.70 USD; ETH once reported at 2,898.88 USD.
3. AI infrastructure competition heats up: Nvidia invests 2 billion USD in CoreWeave; Microsoft releases Maia 200 chip.
Nvidia invested 2 billion USD in CoreWeave, with reports outlining its impact on the shift of mining companies to AI infrastructure competition; at the same time, Microsoft released the Maia 200 AI chip (produced by TSMC), claiming it will reduce dependence on Nvidia and be launched in its data centers.
━━ Project Dynamics ━━
1. 'BTC OG/1011 insider whale' continues to accumulate ETH and is doing a loop long via Aave.
Monitoring shows that this address withdrew 30,000 ETH from Binance within 3 hours; since yesterday, it has cumulatively accumulated 148,000 ETH (approximately 427 million USD). It borrowed about 240 million USD in stablecoins from Aave for loop long, with a health factor of about 1.49 and a liquidation price of about 1,953 USD; at the same time, it reduced some ETH/BTC long positions in Hyperliquid, but the remaining long position size is still large and in a loss.
2. Bitmine purchased 20,000 ETH from FalconX and staked a large amount again.
Bitmine was monitored purchasing 20,000 ETH (approximately 58.22 million USD) and restaked 184,960 ETH (approximately 538 million USD); its total stake is reportedly 2,128,160 ETH, with a total value of approximately 6.22 billion USD.
3. A sleeping whale transferred 85,283 ETH to Gemini and 'liquidated'.
An address transferred 85,283 ETH to Gemini within 1 hour and was called 'liquidated'; this address withdrew 135,000 ETH from Bitfinex 9 years ago (when ETH was about 90 USD).
4. Hyperliquid: HIP-3's open interest rose to approximately 790 million USD, setting a new historical high.
Hyperliquid stated that due to increased commodity trading activity, the open interest under HIP-3 rose to approximately 790 million USD, significantly up from about 260 million USD a month ago; HIP-3 allows developers meeting staking requirements to deploy perpetual markets on HyperCore without permission.
5. Bitwise launched an on-chain vault through Morpho: aiming to provide up to 6% yield on USDC.
Bitwise announced the launch of an on-chain vault based on Morpho, aiming to provide up to 6% yield on USDC.
6. Polymarket signed an exclusive licensing agreement with MLS.
Polymarket has reached an exclusive licensing cooperation with Major League Soccer (MLS).
7. Sharps Technology released the first update on Solana staking income.
Sharps Technology disclosed the first update on its Solana staking income amid a backdrop of weakening SOL prices.
━━ Others ━━
1. The U.S. Senate Agricultural Committee postponed the hearing on the 'market structure' bill until Thursday.
Due to the impact of winter storms, the Senate Agricultural Committee has postponed the related process of the 'market structure' bill to Thursday morning, when it will debate and vote.
2. On-chain activity: A whale deposited 25,000 ETH to Gemini (approximately 72.38 million USD).
On-chain data shows a whale deposited 25,000 ETH into Gemini.