HashBandit

【Crypto World】BTC is testing the psychological level again. Currently, the quote is around 90987.9 USDT, briefly breaking through the 91,000 mark, but the upward momentum is clearly weakening — the 24-hour increase has shrunk to 0.21%, showing almost no movement. In this market trend, short-term trading opportunities are limited, and many traders are waiting to see the possibility of further breakthroughs.

【Crypto World】2026 begins with XRP performing brilliantly. Last week, institutional funds saw a net inflow of $45.8 million, a surge of 428% week-over-week (compared to only $10.7 million the previous week)—this achievement stands out especially when the entire crypto market is in trouble.
Looking at the overall market? It’s disastrous. Crypto investment products experienced a net outflow of $454 million last week, marking the largest weekly decline since mid-2023. Bitcoin and Ethereum each saw withdrawals of $404.7 million and $116.1 million, mainly due to weakening expectations of Federal Reserve rate cuts.
But that’s not the whole story. Alongside XRP soaring against the wind, Solana and Sui also attracted capital attention. This signals a rotation of large funds. Mainstream coins are under pressure, while some altcoins have become new favorites for capital. The market is searching for new opportunities, and XRP’s performance just shows that institutions are not bearish on this track.

【Crypto World】New developments in the RWA track. The Plume RWAfi public chain recently submitted a 40-page policy opinion to the Bermuda Monetary Authority, responding to their "Asset Tokenization Discussion Document." This is not just simple feedback but a systematic proposal of detailed suggestions regarding compliance architecture, cross-border applicability, and technical design, aiming to help Bermuda gain an early advantage in the formation of the global RWA regulatory framework.
In terms of project scale, Plume launched its mainnet as early as June this year. As an RWAfi blockchain with built-in anti-money laundering and sanctions screening mechanisms, it has already accumulated over $330 million in locked assets on-chain, with more than 280,000 RWA user addresses, accounting for over 50% of similar wallets worldwide. The backing investors are also formidable—Apollo, Galaxy, Yzilabs, Brevan

Ukrainian regulators have blocked the prediction platform Polymarket in accordance with a resolution, deeming it an illegal gambling operation due to lack of an operating license. Although the blockade has been implemented, some users can still access the website. The platform's betting volume in Ukraine exceeds $270 million, demonstrating its popularity.

PayPal announces integration with Google's Universal Business Agreement, becoming a payment option in Google's AI shopping for easier transactions during daily searches. Additionally, PayPal plans to incorporate cryptocurrencies into the payment process, launch personalized link transfer services, and reshape the boundaries of payment methods to seize new opportunities in AI shopping and crypto asset applications.

Decentralized stablecoin USDD announces a partnership with a leading wallet to launch the second phase of the Strategy campaign, with a total reward pool of $500,000. The event runs from January 10, 2026, to February 9, 2026. The participation threshold is low—simply deposit 100 USDT and select a strategy to automatically earn rewards. In the first phase, 3,900 users participated, and the total asset value of USDD has significantly increased. This phase of the campaign can also be automatically renewed, continuing to provide convenience for existing users.

Wall Street institutions predict that by 2026, the US stock market may experience a "perfect storm," primarily driven by interest rate cuts, tax reductions, declining inflation, and AI productivity improvements. While inflation may unexpectedly decline and create conditions for the Federal Reserve to cut rates, caution is also needed regarding the impact of AI on the job market and the risks posed by industry polarization.

A major monitoring platform disclosed that a whale who previously held a $120 million BTC short position made a profit of $199,000 after closing a $33.46 million SOL long position. However, its account unrealized loss has reached $626,000, indicating recent operations are not performing well.

A well-known on-chain address has recently been actively increasing long positions in FET, with a transaction amount of $462,000, bringing the total to $2,314,000, with an unrealized profit of approximately $47,200. His trading style is aggressive, opening positions frequently since October last year. Although overall still at a loss, there are no signs of giving up.

Recent political shifts have impacted the crypto market, with Bitcoin breaking through $92,000, reflecting investors' adjusted expectations of Federal Reserve policies. The weakening dollar benefits non-USD assets, and cryptocurrencies like Ethereum and Solana are performing strongly. The market is betting on assets that are relatively independent of politics as safe-haven options.

A certain whale this morning closed a long position of 100 BTC, earning $165,000 in profit, and then switched to short gold token PAXG, opening a position of 462.3 tokens with 10x leverage. Currently, there is an unrealized loss of $13,000, demonstrating the risk and volatility of their trading strategy.

Recently, the viewership of cryptocurrency-related content on YouTube has dropped to 2021 levels. Data shows that by early 2025, 11.6 million crypto projects have failed, especially Meme coins. Analysis indicates that this is related to the market crash on October 10, when $19 billion in crypto leverage positions were liquidated, with far-reaching impacts.

The Korea Financial Services Commission recently relaxed restrictions on cryptocurrency investments for listed companies and professional investors, allowing them to invest up to 5% of their equity annually in the top twenty cryptocurrencies by market capitalization. This decision breaks the ban that has been in place since 2017, enabling approximately 3,500 institutions to enter the market legally. It marks a gradual acceptance of digital asset investments by the mainstream financial system.

【Block Rhythm】According to the latest on-chain monitoring data, multiple large accounts on the Hyperliquid platform conducted intensive position adjustments around January 12, reflecting a change in market participants' attitude towards mainstream cryptocurrencies.
First, let's look at the movements of the "BTC OG Insider Whale." This account's overall profit and loss have now turned positive, with a total unrealized profit of $1.8 million and an current holding size of approximately $800 million. The main holdings are ETH long positions, which, despite an unrealized loss of $3.72 million (-3%), show a bullish medium- to long-term outlook on Ethereum with a large position at an average price of $3,147. The most interesting part is the SOL long position, which performs remarkably well, with a holding of $72.5 million in SOL longs and an unrealized profit of $5.95 million, an increase of 82%, making it the primary source of profit for this account. This account is currently the top holder of both ETH and SOL longs on Hyperliquid.

A major whale bought 3,000 Ethereum at a low price during Christmas and sold them three weeks later at $3,102, making a profit of $525,000. This large inflow into leading exchanges may indicate further actions in the short term.