MarsBitNews

null
Author: Yuan Shan Dong Jian
Data sources: Farside Investors, SoSoValue, Federal Reserve H.4.1 Report, CryptoQuant
On the first trading day of 2026, BTC ETF saw a net inflow of $471 million in a single day.
What does this number mean?
In November and December, the total net outflow of spot BTC ETFs was approximately $4.57 billion; among them, December alone had a net outflow of about $1.09 billion.
Many people were frantically cutting losses above 93K, while institutions bought back about one-tenth in just one day on January 2.
At the same time, the following also occurred:
- The Federal Reserve's balance sheet increased by approximately $59.4 billion week-over-week (WALCL: as of 12/31, it was $6.6406 trillion, an increase of about $59.4 billion from 12/24)
- New giant whale holdings surpassed 100,000 BTC ($12 billion)

The Hong Kong Securities and Futures Commission fined Sanford Financial (Hong Kong) Limited 4 million HKD for distributing unapproved virtual asset products on its online trading platform and failing to assess clients' investment knowledge, violating relevant guidelines.

火星财经消息，据 CoinDesk 报道，沃尔玛通过其 OnePay 应用程序推出比特币和以太坊交易服务，使数百万购物者能够将加密货币兑换用于日常零售消费。

Mars Finance reports that, according to Coinglass data, if Ethereum breaks above $3300, the liquidation of mainstream CEX short positions will reach $809 million; if it falls below $3150, long position liquidations will reach $1.053 billion. The liquidation chart reflects the liquidation intensity at different price ranges; the taller the bar, the greater the potential impact.

The NFT market has experienced a shift from frenzy to collapse, leading to the cancellation of multiple industry conferences and platform transformations. Despite a surge in supply and a significant decline in sales, some projects like Fat Penguin have successfully transformed into IP brands, driving liquidity through physical consumer products. NFTs are no longer viewed as a standalone financial asset but as tools for rights confirmation and verification, returning to practicality. Overall, the NFT market is facing a winter, but there are still opportunities for rebirth.

Mars Finance reports that the new custodial bank Tria will hold its first offline "Premium Card Holder Exclusive Event" in Seoul on January 14, 2026. The event aims to strengthen community ties and will prioritize inviting the top 200 users by usage. The event includes project introductions, Q&A sessions, and social activities, with participants able to receive token rewards.

According to DefiLlama data, on January 6th, the overall trading volume of Perp DEX increased, with Hyperliquid leading at $7.4 billion in trading volume. Open interest and total value locked also reached new highs, indicating capital inflow into the market and increased leveraged positions.

The 2025 Global Artificial Intelligence + Blockchain Autumn Camp recently concluded successfully, attracting 57 teams from 19 universities. Over $114,000 in project funding was distributed, and a commitment was made to provide $1 million in ecosystem support for outstanding projects to promote practical applications and product implementation.

Mars Finance News, on January 6, CryptoQuant data shows that the largest Ethereum treasury company BitMine has staked a total of 771,000 ETH in the past two weeks, accounting for approximately 18.6% of its 4.14 million ETH holdings.

null
Source: a16zcrypto
Compiled by: Zhou, ChainCatcher
1. This year, we will see better and more sophisticated stablecoin entry points
Last year, the trading volume of stablecoins was estimated to reach $4.6 trillion, continuously hitting new highs. To put this number into perspective: it is more than 20 times the transaction volume of PayPal; nearly three times that of Visa (one of the world's largest payment networks); and rapidly approaching the transaction volume of the US electronic financial transaction network ACH.
Today, you can send stablecoins in less than a second for less than a cent. However, the unresolved issue is how to connect these digital currencies with the financial systems people use daily—in other words, how to provide entry and exit channels for stablecoins.
New generation startups are filling the gap

The 2026 People's Bank of China Work Conference emphasized implementing a moderately loose monetary policy, focusing on financial services for the real economy, promoting high-quality economic development, maintaining sufficient liquidity, guiding the growth of the total financial volume, stabilizing the RMB exchange rate, preventing financial risks, and promoting economic stability and reform.

A hacker successfully infiltrated a multi-signature wallet, stealing assets worth $27.3 million, and withdrew 1000 ETH from Aave to launder money through TornadoCash. Currently, the hacker holds a leveraged long position of $9.75 million.

null
Author: K, Web3Caff Research Fellow
In the development trajectory of artificial intelligence, the past two years have experienced a profound structural shift. Model capabilities continue to break through, inference efficiency keeps improving, and global capital and state machinery are flocking in. However, behind the frenzy and capital-focused wave of centralization, DeAI (Decentralized AI Training and Inference Architecture) is becoming another path to the future, directly addressing two major hidden dangers in today's AI development: blind trust in mechanisms and expansion vulnerabilities.
The prosperity of centralized AI is built on massive physical infrastructure, from supercomputing clusters to closed black boxes for model inference, from packaged SaaS products to internal enterprise API calls. But just as the internet has evolved from closed to open, from Web2 platforms to Web3 protocols, the development of AI also