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KaiZXBT
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絲綢之路錢包突然重新上線。
絲綢之路,一個早期的比特幣洗錢平臺,突然重新上線。作爲參考,一些已經沉寂多年的絲綢之路錢包剛剛看到大量的外部交易。
金額並不大(5000萬美元),只是奇怪。
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Inside China’s mining ban: What it means for Bitcoin’s 2026 outlook Entering 2026, the Bitcoin market is forming a clear divergence. On the one hand, sentiment remains risk-off as BTC has yet to recover its pre-October crash levels, causing the percentage of profitable supply to plummet from 98% to around 63%. The NUPL indicator has therefore fallen deep into net loss territory, often associated with technical capitulation phases. The main pressure came from the supply side. China's tightening of mining operations, particularly in Xinjiang, resulted in the shutdown of approximately 1.3 GW of capacity and 400,000 mining rigs, causing hashrate to drop by nearly 8%. Miners' profit margins were squeezed, forcing them to sell to maintain cash flow. Simultaneously, long-term holders also recorded increased net selling, while Asian exchanges continuously witnessed spot selling pressure throughout the fourth quarter. However, this appears to be forced selling rather than panic. Inflows into US spot ETFs remain strong, with the largest net inflow in over a month. This divergence could become a key factor shaping Bitcoin's trajectory as we enter 2026. $BTC
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US launches USD crypto banking, Bitcoin expected to surprise in Q1 2026 The first quarter of 2026 could create a more favorable environment for Bitcoin than the end of 2025, not because of the immediate emergence of bank stablecoins, but because traditional capital distribution channels have been significantly expanded. Vanguard officially allowed approximately 50 million customers access to third-party crypto ETFs, ending years of "closed" access to digital assets. Simultaneously, starting in early January, Bank of America advisors were able to proactively recommend suitable clients allocate 1–4% to Bitcoin ETFs, instead of just passively executing orders. These changes don't guarantee an immediate influx of funds, as compliance and portfolio adjustments are slow. However, the infrastructure is ready for retirement accounts and traditional investors to become the new marginal buyers, replacing highly leveraged crypto funds. Historical seasonality suggests that the first quarter, particularly February and March, is usually positive for Bitcoin, with 2025 being an exception. Given lowered price expectations and weakening Treasury demand, price movements will depend more heavily on actual ETF inflows. The FDIC's proposed GENIUS regulation is only a long-term solution, shaping the future of USD on-chain in 2026–2027, and not a driver for the first quarter. The short-term focus remains on the distribution question: how many traditional accounts will actually add Bitcoin to their portfolios?
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MSCI's cryptocurrency treasury regulations could lead to a forced sell-off worth $15 billion. Companies holding crypto in their reserves could be forced to sell up to $15 billion worth of digital assets if MSCI proceeds with removing them from key indices. According to BitcoinForCorporations – an organization opposing the proposal – the outflow could range from $10 billion to $15 billion, based on a preliminary list of 39 companies with a total market capitalization adjusted for free float of $113 billion. JPMorgan's analysis shows that Michael Saylor's Strategy alone could face selling pressure of up to $2.8 billion, accounting for nearly 75% of the total affected market capitalization. Analysts warn that the total forced selling could reach $11.6 billion, further increasing downward pressure on the crypto market, which has already weakened for nearly three months. BitcoinForCorporations argues that evaluating companies based solely on the proportion of crypto in their balance sheets is unfair and does not accurately reflect their business model or operational performance. MSCI is expected to announce its final conclusions on January 15th, with implementation potentially beginning in February 2026.
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Bitcoin’s quantum future – Saylor plays down risks as experts raise red flags
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$ASTER analysis : ASTER price sinks as whale losses deepen – Is $0.6 next?
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6239.74 枚 ETH 轉入 Flowdesk
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ChatGPT 開放開發者提交應用進行審覈與上架
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VivoPower 通過合資企業擴展與 XRP 相關戰略,計劃收購 Ripple Labs 股份
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