GateNewsBot

January 29 News, the U.S. Securities and Exchange Commission (SEC) released new guidance, clearly stating that regardless of whether securities are issued in the form of blockchain tokens, their legal attributes remain regulated under U.S. federal securities laws. In other words, traditional financial assets such as stocks and bonds, even when "on-chain," still need to comply with registration, information disclosure, reporting obligations, and anti-fraud rules.
The SEC emphasized in its statement that the form of the security or the method of recording ownership does not change its legal nature. This means that tokenized securities are primarily securities, and only secondarily a technological product. This stance provides a clear compliance path for institutional issuance of on-chain assets and also eliminates the previous gray area regarding "technological exemptions."

January 29 News, the spot gold price continues to hit new all-time highs, latest at $5585 per ounce, far surpassing Goldman Sachs and UBS's 2026 target price of $5400, and approaching Morgan Stanley's forecast of $5700, as well as the $6000–$6600 range proposed by Bank of America and Jefferies. While gold prices are rising strongly, crypto whales are accelerating their布局 of tokenized gold assets.
On-chain analysis firm Lookonchain disclosed that in late January, multiple large transactions of Tether Gold (XAUT) and Paxos Gold (PAXG) concentrated, with single transactions often amounting to several million dollars. In just two days, several new and old wallets collectively purchased over $30 million worth of tokenized gold. Some of the funds came from stablecoin conversions, indicating that investors are shifting liquidity into blockchain assets anchored to physical gold.

January 29 News, the Solana network is facing a structural change. Data shows that the number of validator nodes has decreased from a peak of 2,560 in March 2023 to the current 795, a decline of 68%. The sharp reduction in nodes has sparked ongoing concerns about Solana's decentralization and network security.
Validator nodes are at the core of blockchain operation, responsible for packaging new blocks, validating transactions, and participating in consensus. Although part of the decline is due to the cleanup of inactive nodes, industry experts generally believe that the real pressure comes from the continuously rising operational costs and fierce fee competition. Independent node operator Moo stated on social media that many small nodes are not退出 because they lost confidence in the ecosystem, but because long-term losses have made it difficult to sustain.

On January 29, news reports indicate that Bitcoin failed to hold the $100,000 mark in January and retreated for consolidation, but there was no panic selling. Prices gradually stabilized, on-chain and macro data improved in sync, and market expectations for February are shifting, with capital sentiment moving from defensive to cautiously bullish.
From the profit-taking structure, the 90-day realized profit and loss ratio has become a key indicator. History shows that only when this ratio breaks above and stabilizes at 5.0 will a strong trend continue. The past two years' mid-term rebounds have followed this rhythm. If this indicator crosses above again, it means that new capital is absorbing selling pressure rather than being suppressed by profit-taking behavior.

January 29 News: The US labor market is showing clear signs of cooling down. Major companies such as Amazon, Pinterest, UPS, and Nike have announced layoffs one after another, with Amazon alone cutting about 16,000 jobs in January 2026. Data shows that US employers have cut approximately 1.2 million jobs over the past year, marking the highest layoffs since the pandemic, and recession expectations are rapidly increasing.
According to Global Markets Investor forecasts, US layoffs in 2025 are expected to surge by 58% year-over-year, making it one of the most severe years since the 2008 financial crisis. The average job search duration for unemployed individuals has extended to about 11 weeks, the longest since 2021. Meanwhile, the probability of finding a new job has dropped to 43.1%, further weakening market confidence. Creative Planning strategist Charlie Bilello pointed out that in the past three months, the US has been losing an average of 22,000 jobs per month, and similar situations in history have almost always been accompanied by recessions. Henrik Zeberg, Chief Macroeconomist at Swissblock, also warned that the US economy is accelerating its slide into a downward trend.

On January 29, news reports indicate that the US Dollar Index (DXY) plummeted 9.4% in 2025, marking the worst annual performance in eight years, and this weak trend continued into 2026, declining another 2.23% year-to-date. Traditionally, a weakening dollar is seen as bullish for alternative assets like Bitcoin, but this round of market behavior shows a clear divergence, with Bitcoin still oscillating below USD, drawing significant market attention.
From a macro perspective, rising US debt, increasing tariff uncertainties, and diminishing yield advantages are continuously eroding the attractiveness of the dollar. US President Trump has publicly supported a "weak dollar" stance multiple times, believing it helps stimulate exports and economic growth, while also pressuring Federal Reserve Chair Powell to cut interest rates as soon as possible. This policy orientation has been interpreted by some investors as indicating further downside potential for the dollar.

ChainCatcher message, according to Arkham data, at 19:04, 505.59 BTC (worth approximately $44.4 million) was transferred from an anonymous address (starting with 18iYXN...) to multiple anonymous addresses.

ChainCatcher message, according to Arkham data, at 19:05, 15,151,500 FET (worth approximately $3.35 million) was transferred from an anonymous address (starting with 0x55Bd...) to another anonymous address (starting with 0x4e47...).

On January 29, the UK-based cryptocurrency payment and digital asset infrastructure company BCB Group announced the appointment of Tim Renew as CEO. Co-founder Oliver Tonkin will transition to the newly established role of President, focusing on long-term strategy, corporate culture, and global expansion. This adjustment marks the company's official entry into a new phase centered on expansion and execution.
Tim Renew previously served as the company's Deputy CEO and joined BCB Group in July 2024 as Chief Revenue Officer. During his tenure, the company's international business expanded continuously, with transaction volume and revenue growing in tandem, and the proportion of recurring revenue significantly increased. After being promoted to CEO, Renew will be fully responsible for daily operations, market development, and product execution.

January 29 News, the global financial markets show signs of synchronized upward movement. Bitcoin is supported at the $88,000 level, boosting risk asset sentiment; meanwhile, the S&P 500 index temporarily broke through 7000 points to hit a record high, and gold also refreshed above $5500 per ounce. The simultaneous strength across multiple assets indicates that funds are re-evaluating the balance between growth and safe-haven assets.
On the macro level, the Federal Reserve maintained the interest rate range at 3.50% to 3.75% and raised its economic growth outlook. Although the "higher interest rates for longer" stance still limits short-term sentiment, the strong earnings reports of technology giants provided support for the US stock market. Improved performances from Microsoft, Meta, Tesla, and Apple are seen as key drivers behind the S&P 500's surge.

On January 29, it was reported that the USD1 stablecoin related to the Trump camp has surpassed a market capitalization of $5 billion, while the official Meme coin TRUMP has fallen over 94% from its high. This stark contrast is revealing a shift in the crypto market’s capital flow: from high-volatility narrative tokens to more yield-oriented and compliant stablecoin infrastructure.
Data shows that USD1, launched by World Liberty Financial, has risen to become the fifth largest stablecoin globally in less than a year since its launch. At the same time, the TRUMP token based on the Solana ecosystem has dropped from about $75 to $4.66. Donald Trump Jr., co-founder of World Liberty Financial, stated that USD1, with its “infrastructure-first” approach, is being adopted by institutional-grade users.

On January 29, news reports indicate that as Trump continues to strengthen his stance on tariffs, global market risk aversion has significantly increased, and digital assets are once again facing selling pressure. As one of the core tokens for cross-border payments, XRP has recently shown weak performance and has struggled to shed its risk asset characteristics. Since the peak in mid-January, the overall crypto market has retreated by nearly 8%, with XRP falling approximately 12% in tandem, breaking below the $2 mark, and returning to the early-year trading range.
Tariffs are not just a trade tool but also an emotional amplifier. The experience from April last year shows that related statements often disturb capital allocation even before policies are implemented. The current tension began on January 17, when Trump threatened to impose tariffs on the EU, followed by warnings to Canada, sparking concerns over expanding global trade frictions. Funds subsequently flowed into traditional safe-haven assets such as gold and silver, further draining liquidity from the digital market.

On January 29, Nokia's new CEO Justin Hotard publicly warned that the West is pushing a "self-directed and self-perpetuated technological Cold War," which directly conflicts with the reality of borderless digital networks like Bitcoin and Ethereum. He pointed out that in an era where technological cycles determine success or failure, no company can rely solely on a single continental market; "scaling must be built on cross-regional cooperation."
This statement comes as the EU is strengthening restrictions on Chinese 5G equipment. Brussels plans to revise the "EU Cybersecurity Law," requiring operators to gradually phase out equipment from vendors deemed "high risk" within 36 months. EU technology affairs chief Henna Virkkunen sees this as a key step toward enhancing technological independence. However, against the backdrop of the US's comprehensive restrictions on Chinese telecom companies, Nokia, Ericsson, and Samsung have almost become the main choices for Western network construction, further concentrating mutual dependencies in the industry chain.

ChainCatcher message, according to Jinshi reports, the Bloomberg US Dollar Spot Index has recovered 0.3% of its intraday decline.

January 29 News, Opinion Labs is rapidly emerging as an important force in the cryptocurrency prediction market. Since its launch in October 2025, the platform has generated over $13 million in protocol fees, making it one of the highest revenue decentralized prediction markets currently. Built on the BNB Chain, in the context of the industry’s long-term struggles with “high activity, low monetization,” it has charted a path driven by real income growth.
Data from Coin Bureau shows that Opinion Labs’ fee curve has shown a steep upward trend in a short period. The platform quickly grew from an initial stage with almost no revenue to over $300,000 in monthly fees in January 2026. This indicates that users are not only willing to participate in prediction trading but also willing to pay for more efficient and trustworthy market mechanisms. Compared to many projects that rely on hype or simply pursue user scale, Opinion Labs emphasizes a long-term sustainable business model.

On January 29th, DefiLlama data shows that trading volumes across platforms increased, with Aster's trading volume surging over 70% to rank second, while Hyperliquid remains in first place with a 24-hour trading volume of approximately $9.26 billion. Other platforms such as Lighter, EdgeX, Grvt, and Extended also reported corresponding trading volumes, indicating increased market activity.

Foresight News reports that Backpack team member Miho announced that the Backpack S4 season has officially ended and entered the TGE sprint phase. Over the next 4–6 weeks, the team will proceed with the final testing of Vault and the witch point redistribution phase. Vault is now running in the production environment, and the team will continue to tune parameters and test with their own funds. Once ready to open external deposits, an announcement will be made immediately.

January 29 News, although the 2025 crypto cycle is widely described as "fundamentally driven," the actual flow of institutional funds shows a clear divergence. Taking Ethereum as an example, its price retraced about 11% in 2025, but on-chain activity continued to rise. Fuska and Pecta upgrades significantly reduced fees and alleviated congestion, with daily transaction volumes once surpassing 2.3 million, indicating that network efficiency is beginning to benefit the 2026 cycle. However, capital has not simultaneously flowed back on a large scale.
The divergence in capital movement is especially evident in the ETF market. This week, total crypto-related ETF outflows approached $664 million, while the Grayscale ETF for Chainlink (GLNK) attracted approximately $4.05 million against the trend. During the same period, Ethereum-related products experienced net outflows of over $52 million. Data from SoSoValue also shows that LINK ETF funds even outperformed the higher market cap DOGE, and this difference seems less like short-term rotation and more like a long-term allocation choice.

BlockBeats News, January 29th, according to HyperInsight monitoring, the "Strategy Opponent" whale opened a long position in silver. The current position is valued at $5.2 million, with an opening price of $117.3474 per ounce and a liquidation price of $107.3327 per ounce. Currently, there is an unrealized loss of about $10,000.

It also holds a $7.8 million Dash (DASH) short position, with an opening price of around $71. DASH is now priced at $57, with an unrealized profit of about $2.1 million.