源聚合
Австралийский регулятор хочет упорядочить лицензирование криптокомпаний
When Gold And Silver Go Quiet, Crypto Tends To Explode: Tom Lee
Crypto traders are watching quietly. Prices are moving, but not in the way many bulls expected. According to Fundstrat managing partner Tom Lee, during an interview on CNBC’s Power Lunch Monday, the surge in gold and silver has pulled a lot of cash away from riskier bets. That shift has been strong enough to slow the momentum that might otherwise have lifted digital assets sooner.
Precious Metals Steal The SpotlightGold has surged to record territory, and silver has climbed sharply, drawing interest from investors seeking a safe place to park money. Reports note gold topped $5,100 after a strong run that added close to 8% since the start of the year, while silver hit about $110 following a 57% gain. Geopolitical stress, tariff fears, and a weaker dollar are cited as reasons for that move. In plain terms: a lot of nervous money went to metal, not crypto.
Lee pointed to the large deleveraging event in October as another drag. Many firms and market makers were hit hard, and margin-driven upside is much smaller now. That means rallies take more time to appear.
Based on reports, parts of the industry are recovering, but some players remain fragile. BitMine, an Ether treasury firm tied to Lee, added 20,000 ETH in a fresh buy, which shows belief is still there at institutional levels.
It seems that Tom Lee(@fundstrat)’s #Bitmine bought another 20,000 $ETH($58.22M) from #FalconX 6 hours ago.https://t.co/OYqF48eaXX pic.twitter.com/GB6DT0HUid
— Lookonchain (@lookonchain) January 27, 2026
Bitcoin Price Action And Market MoodBitcoin traded in a tight band around $87,000–$88,000 after recent swings tied to global headlines. It tested support at about $86,000 and failed to push above $95,000 in recent attempts.
Buyers are stepping in on dips rather than chasing gains, and volumes have been mixed. ETF flows have been negative, which points to short-term caution. Still, holding those levels without a sharp drop keeps the story alive.
Risk Appetite Matters More Than Dollar MovesReports from CryptoQuant contend that dollar weakness alone won’t send Bitcoin higher if the move is fear-driven. When people flee the dollar because they are scared, they pick the most traditional hideouts — like gold.
For crypto to rally strongly, the dollar needs to weaken because investors are willing to take on risk, not because they are panicked. That difference is subtle but crucial. And that’s precisely what Tom Lee means — that Bitcoin and Ethereum usually jump when gold and silver pause.
What Could Trigger A ShiftA pause or pullback in precious metals could free up capital and change investor focus. Easing from the Fed, or clearer signs that geopolitical tensions are cooling, might push some money back toward digital assets.
Institutional interest in smart contract platforms was highlighted at recent finance events, and some firms are building on Ethereum and similar chains. Those longer-term moves are being made quietly, even while spot prices wander.
Featured image from Unchained, chart from TradingView
Энергетики Карачаево-Черкессии объявили о ликвидации майнинговой фермы
Грег Чиполаро: Биткоин превратился в банкомат
GoMining собралась выпустить часы для майнинга биткоина
Суд оштрафовал BPS Financial на $14 млн и обязал получить лицензию
Cardano Founder Says Midnight Could Eclipse All Privacy Projects Within A Year
Cardano founder Charles Hoskinson used the opening of a Midnight workshop in Sapporo (Japan tour) on Jan. 25 to frame Midnight as Cardano’s “crown jewel” and a missing primitive for mainstream crypto adoption, arguing the privacy layer is positioned to outpace incumbent privacy-focused networks within 12 months.
Why Cardano’s Midnight ‘Eclipses’ All Privacy ProjectsHoskinson told attendees that while crypto spent the past decade perfecting transparent ledgers, it never built a first-class “private side” that real businesses and regulators can work with. “When you have the yin and yang, well, we only built one side of the yin and yang. We only built the transparent side. We didn’t build the private side,” he said. “So the challenge is that blockchains, every single one of them, they’re missing something. They’re missing a component that’s required for real-life business.”
In his telling, the gap sits at the intersection of privacy-enhancing technology (PET), compliance, and an emerging “abstraction” stack aimed at making crypto usable without forcing consumers to learn how blockchains work. Hoskinson argued that regulated activity like KYC/KYB/AML requires selective disclosure, but public chains force a tradeoff between compliance and privacy. “If you share information about yourself on a public network, everyone in the world, everywhere in the world, gets to see that,” he said. “That doesn’t make any sense. That doesn’t make sense to do commerce.”
He extended the same logic to intent-based execution and account abstraction-style UX, where users describe outcomes and a solver network routes liquidity and settlement across chains. “If I know your intentions, I can trade against you,” Hoskinson said, warning that revealing price bounds or execution constraints invites adverse selection. “Never tell me your intention because I can use it against you. So, intentions also require privacy.”
Midnight, he said, is designed to supply those primitives without demanding wholesale migration to a new Layer 1. Hoskinson described the network as built for “hybrid applications” across multiple ecosystems, claiming Midnight’s launch architecture connected it to “eight different ecosystems, seven different blockchains,” so users can stay on chains like Solana, Cardano, Bitcoin, or Ethereum while invoking Midnight’s privacy features.
He also positioned Midnight as a catalyst for Cardano’s DeFi ambitions, acknowledging a participation gap between staking and on-chain application usage. “There’s 1.4 million people staking, but only about 50,000 people participating on a monthly basis in our DeFi ecosystem,” Hoskinson said, adding that the next phase is to upgrade a subset of leading Cardano dApps so they can tap Midnight and market privacy-native products—such as private DEXs, prediction markets, or stablecoins—to users from other ecosystems.
On rollout, Hoskinson said the first stage of Midnight launched in December and that the first mainnet is “very soon” to follow. He highlighted what he characterized as an unusually retail-heavy distribution: “We never sold a single token. We just gave it away,” he said, claiming ADA holders received more than 50% of supply and that early trading activity surpassed $9 billion in volume and more than $1 billion in value.
Hoskinson closed with his boldest projection: “Within a year, Midnight is going to eclipse anybody in the privacy space because we know how to solve these problems,” he said, attributing the edge to the depth of Cardano’s research bench.
“Because we hired 168 scientists, and they happen to have spent the last four decades of their life chasing this. One of the guys working on this wrote the first computer game online. He was at Stanford when they were building the internet, […]. He wrote Pong, and it was the first online game. That’s the legacy we have. Now, 40 years later, he’s a fellow in the Royal Society, the same society that Sir Isaac Newton was a member of. He’s working on this, as is that 22-year-old graduate student, as is the developer here in Japan, and everyone in between, and that’s why we’re going to win. It’s not a US cryptocurrency. It’s global,” Hoskison said.
At press time, ADA traded at $0.3512.
60% крупных банков США готовы работать с биткоином — исследование
Майнеров приглашают на WAYMORR Event в Москве
Strategy Extends Bitcoin Accumulation With New 2,932 BTC Purchase
Bitcoin treasury company Strategy has unveiled its latest purchase of the cryptocurrency, this time tokens worth a total of $264.1 million.
Strategy Has Expanded Its Bitcoin Treasury By 2,932 BTCIn a new post on X, Strategy co-founder and chairman has shared the details related to the latest Bitcoin acquisition from the company. In total, the new purchase has added 2,932 tokens to the firm’s treasury at an average price of $90,061 per token.
According to the filing with the US Securities and Exchange Commission (SEC), the buy took place between January 20th and 25th. Strategy funded the $264.1 million acquisition using proceeds from its STRC and MSTR at-the-market (ATM) stock offerings.
In the last two weeks, the company has made purchases involving a substantial size. Last week, the company added Bitcoin worth $2.13 billion, while the week before that, it spent $1.25 billion on the cryptocurrency. Compared to these, the latest buy isn’t too big, but nonetheless showcases continued resolve for accumulation from Saylor’s firm.
Following the latest purchase, Strategy’s Bitcoin reserves have grown to 712,647 BTC, equivalent to about 3.57% of the asset’s total circulating supply. Currently, these holdings are worth around $62.23 billion, up nearly 15% over the company’s investment of $54.19 billion.
Strategy is the largest digital asset corporate holder in the world, with its closest competition being Bitmine, a BTC mining company that pivoted to an Ethereum treasury strategy last year.
According to a Monday press release, Bitmine has also participated in accumulation during the past week, adding 40,302 ETH ($116.5 million) to its holdings. The firm’s total treasury reserve has now risen to 4,243,338 ETH ($12.24 billion), corresponding to a supply share of 3.52%.
Recently, Bitmine has been putting its Ethereum toward staking to earn a passive interest on its holdings. In the past week, the company has increased its locked stake by 171,264 ETH, taking total staked supply to more than 2 million tokens. “Bitmine has staked more ETH than other entities in the world,” said Tom Lee, Bitmine chairman.
In some other news, Bitcoin spot exchange-traded funds (ETFs) saw a high amount of net outflows in the past week, according to data from SoSoValue.
As displayed in the above graph, the weekly Bitcoin spot ETF netflow measured at -$1.33 billion last week. This is the highest outflow that these investment vehicles have witnessed since the end of February 2025.
Just a week prior, the market situation was the complete reverse, as spot ETFs saw net inflows amounting to $1.42 billion. The latest streak of outflows, however, have nearly entirely retraced this growth.
BTC PriceAt the time of writing, Bitcoin is floating around $88,000, down more than 5% in the last seven days.
页面
