1. Market Observation

Keywords: Trump, ETH, BTC

The Ethereum Foundation (EF) has recently become a hot topic in the market due to rumors of a "second foundation." This rumor was initially raised by Lido founder Konstantin Lomashuk, who later clarified that such an entity has not yet been created. In the cryptocurrency market, Bitcoin's price is approaching the $110,000 mark, and the emerging project Nebula Stride continues to attract attention due to its unique model.

Regarding Bitcoin's development prospects, there are starkly different voices in the market: Goldman Sachs CEO David Solomon believes Bitcoin poses a threat to the dollar and only sees it as an "interesting speculative asset," while some traders express concerns about Bitcoin's recent performance; on the other hand, BlackRock CEO Larry Fink holds an optimistic view, predicting Bitcoin could reach $700,000, based on the possibility that sovereign wealth funds may allocate 2-5% of their portfolios to digital currencies.

On the policy front, Trump has signed an executive order to establish a Presidential Digital Asset Market Working Group, chaired by "AI and cryptocurrency czar" David Sacks, with members including the Secretary of the Treasury and the SEC Chairman. This working group will be responsible for developing a regulatory framework for digital assets and assessing the creation of a national digital asset reserve. Notably, this executive order explicitly prohibits institutions from promoting the development of Central Bank Digital Currencies (CBDCs) and rescinds previous executive orders on digital assets, arguing that these policies stifle innovation and undermine the U.S.'s global leadership in digital finance.

Meanwhile, Trump's decentralized finance platform has become the largest holder of Ethereum stakes, but it disappointed the industry by not mentioning cryptocurrency during his inauguration speech. Despite facing selling pressure earlier this week, major analysts remain optimistic about the upside potential of digital assets. In the Ethereum community, there are ongoing calls for the release of developer Virgil Griffith and Tornado Cash co-founder Roman Storm, seeking Trump's assistance.

2. Key Data (as of January 24, 09:34 HKT)

• S&P 500: 6,118.71 points (YTD +4.03%)

• Nasdaq: 20,053.68 points (YTD +3.85%)

• 10-Year U.S. Treasury Yield: 4.642% (YTD +6.50 basis points)

• Dollar Index: 108.12 (YTD -0.32%)

• Bitcoin: $103,596 (YTD +10.90%), daily spot trading volume of $10.077 billion

• Ethereum: $3,295.53 (YTD -1.47%), daily spot trading volume of $34.0 billion

3. ETF Flows (January 23 EST)

• Bitcoin ETF: +$24.84 million

• Ethereum ETF: -$22.26 million

4. Important Dates (HKT)

• Existing Home Sales (January 24, 23:00)

• Actual: To be announced / Previous: 4.15 million units / Expected: 4.16 million units

5. Hot News

Bithumb to Launch AERO and SOLVE on the Korean Won Market

Glassnode: Current Bitcoin Trends Similar to Midpoint of 2015-2018 Cycle, Indicating Continued Growth

Co-founder of Pump.fun's Meme Coin ALON Surpasses $260 Million Market Cap, Now Retracing to $140 Million

Trump Family Crypto Project WLFI Increases Holdings of 10.61 Million TRX and 3,079 ETH, and Re-stakes 4,700 ETH

Crypto Czar David Sacks: TRUMP Coin is a Collectible, Not Worried About Potential Conflicts of Interest

Co-founder of Pump.fun: Did Not Create ALON Token, But Took Over the Token's TG Group and Paid Dexscreener Fees

OpenAI Releases First AI Agent Tool Operator, Capable of Executing Web-Based Operations on Behalf of Users

U.S. SEC Officially Rescinds Crypto Accounting Policy SAB 121

Trump's Daughter Ivanka Warns Against Buying Fraudulent Meme Coins Named After Her

Trump Signs Executive Order on Cryptocurrency: Evaluates Creation of National Digital Asset Reserve, Prohibits CBDC

Trump: America Will Become the Global Capital of Artificial Intelligence and Cryptocurrency

Binance Labs Renamed to YZI Labs, First Head Ella Zhang Returns

Fathom Holdings: Will Purchase Up to $500,000 Worth of Bitcoin or Bitcoin ETF in the Next Two Weeks

BlackRock CEO Fink: Hopes U.S. SEC Approves Tokenization of Bonds and Stocks

Binance Alpha Adds VINE, BUZZ, and BID

Man Trading Virtual Currency on Train Reported by Passengers, Police Seize $560,000 in Fraud-Related Cash

Norwegian Wealth Fund CEO: Cryptocurrency Will Not Become Part of Our Portfolio in the Short Term

Upbit to Launch Animecoin (ANIME) Trading Pairs with Korean Won, BTC, and USDT

Founder of Greenlight Capital: Digital Assets Approaching Dangerous Speculative Levels, Has Established Short Positions on MicroStrategy-Related Leveraged ETFs

Truth Terminal Establishes Foundation and Completes $FARTCOIN OTC Trading

Chainalysis: 94% of TRUMP and MELANIA Held by About 40 Whales

Co-founder of Short Video Platform Vine Announces Issuance of VINECOIN, Currently Valued at Approximately $27 Million

BlackRock CEO: Bitcoin Could Reach $700,000 Amid Concerns Over Currency Devaluation

Supported by OSL - Hong Kong's largest over-the-counter trading platform, continuously providing regulated digital asset services to the market since 2018.

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。