Today's News Highlights:
The People's Bank of China holds a work meeting for 2025: solidly advancing the research and development of the digital renminbi and other tasks.
The official X account of Solv Protocol was hacked, and the official X account of the RWA lending protocol Centrifuge was also hacked.
NFT trading volume fell by 17.54% week-on-week to $132.7 million, while the number of buyers and sellers both increased by over 20% week-on-week.
Elon Musk: I have launched a new character called "Percy Verence."
JPMorgan: A record $78 billion is expected to enter the crypto market in 2024, with 28% coming from MicroStrategy's Bitcoin purchases.
Three SWARMS whales have accumulated unrealized profits of $21.573 million.
The transaction volume of Bitcoin network settlements in 2024 exceeded $19 trillion, more than double the $8.7 trillion in 2023.
A trader who previously profited over $17 million from trading AI tokens has purchased create, pippin, SANDY, MOLE, and FORGE.
Regulatory/Macro
According to the official WeChat account of the People's Bank of China, the 2025 work meeting was held from January 3 to 4, where it was noted that in 2024, financial management and service capabilities will continue to improve, and the research and application of the digital renminbi will be steadily advanced. In 2025, further optimization of central bank financial management and services will be implemented, strengthening the legal protection of the central bank's duties. A multi-level and diversified payment service system will be improved. The integration of information technology systems will be orderly promoted. The multi-level credit market will be vigorously developed. Continuous optimization of the central bank's financial services in rural areas will be ensured. Solid work will be done in economic and financial research, comprehensive statistics of the financial industry, currency issuance, digital renminbi research and development, treasury management, and international anti-money laundering assessments.
This week, the darling of global speculators, the largest ETF tracking Bitcoin, experienced the most severe outflow of funds in history, while the volatility index of U.S. Treasury bonds quietly rose, and U.S. stocks saw the most significant year-end decline on record. There are no signs of panic in the market, but the market trend does indicate a level of vigilance that has been largely absent in the past 12 months, at least in the realm of risk assets. Concerns about Trump's policies and their impact on inflation have awakened the hedging market. Next week's non-farm payroll report will play a central role in influencing market sentiment, and here are the key points the market will focus on in the coming week:
- Monday 22:30, Federal Reserve Governor Lisa Cook will speak;
- Tuesday 18:00, Eurozone December CPI year-on-year/month-on-month preliminary values, Eurozone November unemployment rate;
- Tuesday 23:00, U.S. December ISM Non-Manufacturing PMI, U.S. November JOLTs job openings;
- Wednesday 21:15, U.S. December ADP employment numbers;
- Thursday 03:00, Federal Reserve releases minutes from the December monetary policy meeting;
- Thursday 09:30, China's December CPI year-on-year;
- Thursday 20:30, U.S. December Challenger job cuts;
- Thursday 22:00, 2026 FOMC voting member and Philadelphia Fed President Harker will speak;
- Friday 01:40, 2027 FOMC voting member and Richmond Fed President Barkin will speak;
- Friday 02:30, 2025 FOMC voting member and Kansas Fed President Schmidt will discuss economic and monetary policy outlook;
- Friday 21:30, U.S. December unemployment rate, U.S. December seasonally adjusted non-farm payrolls, U.S. December average hourly earnings year-on-year/month-on-month;
- Friday 23:00, U.S. January one-year inflation expectations preliminary value, U.S. January University of Michigan consumer sentiment index preliminary value.
Next week, the U.S. will release several labor market data, starting with Tuesday's JOLTs job openings data, followed by Wednesday's ADP employment data, and finally Friday's non-farm data. Notably, the December non-farm data is the first report in months not affected by one-off factors. UBS expects that the number of new jobs in the U.S. in December will be close to recent averages and will continue to show a gradual cooling of the labor market, providing space for the Federal Reserve to further cut interest rates. Given the current market pricing, strong labor data is unlikely to lead to further rate cuts by the Federal Reserve, while weak data may prompt the market to consider further cuts. However, U.S. data is unlikely to weaken the dollar index at this stage.
Chilean lawmakers are considering drafting legislation for Bitcoin strategic reserves
Chilean lawmakers Gael Yeomans and Juan Santana are considering drafting legislation for strategic Bitcoin reserves.
According to Hong Kong 01, while employees in overseas regions accept Bitcoin as salary, it is not common in Hong Kong due to the Employment Ordinance, which stipulates that wages must be paid in monetary form, and cryptocurrencies are not legal tender. Therefore, employers using Bitcoin may violate the law. Some tech companies have used Bitcoin as a bonus or reward without significant legal issues. However, from a mortgage perspective, Bitcoin cannot be considered as a non-fixed income like a bonus. Banks generally calculate a borrower's income by averaging the bonuses received over the past two years to determine the debt-to-income ratio (DTI), allowing for the possibility of applying for a mortgage of up to 90%; however, since Bitcoin is not legal tender, even if employees continuously receive Bitcoin as rewards or bonuses, or report Bitcoin income for tax purposes, banks will not accept it. Borrowers can only calculate DTI based on salaries, bonuses, and commissions received in legal tender.
Hong Kong banks have not yet recognized Bitcoin and currently only accept cash, stocks, foreign currencies, Hong Kong properties, funds, and bonds. Some banks accept insurance policies without premium financing as applicant assets, but there have been no successful cases for Bitcoin due to the lack of recognition of cryptocurrencies by Hong Kong banks. The only feasible method is to cash out cryptocurrencies and use the funds as a down payment for property, or apply for a mortgage based on asset levels. According to the latest regulations, there is a chance to apply for a loan of up to 70%. It is important to note that if cashing out and converting to cash to apply for an asset mortgage, some banks require customers to keep the funds in their accounts for more than three months and also need to show bank statements. If it shows that the funds are from cashing out cryptocurrencies, banks will be very concerned about the source of funds or assets, and since buying and selling cryptocurrencies can easily involve money laundering activities, banks may need to eliminate risks, not only rejecting mortgage applications but also potentially freezing bank accounts.
Project Updates
The official X account of Solv Protocol was hacked, please do not click on suspicious links
Slow Mist founder Yu Xian tweeted that the official X account of Solv Protocol was hacked, and users are advised not to click on suspicious links.
The official X account of the RWA lending protocol Centrifuge was hacked
The official X account of the RWA lending protocol Centrifuge was hacked, and users are advised not to interact with the account and to pay attention to asset security.
VaderAI launches VADER staking points mechanism
VaderAI has launched a VADER staking points mechanism, with points calculated based on three main factors: the amount of VADER staked, the commitment period for staking, and the number of days since staking. The higher the staking points, the higher the user's rank, which will directly affect the allocation amount for users participating in Vader Fun activities in the future. Due to the currently low efficiency of single staking contracts, many users choose to stake VADER through multiple wallets. To address this issue, the project team plans to deploy a wallet linking feature tomorrow.
Jupiter initiates the Goodcats reward program to contribute to ecosystem growth
Jupiter has initiated the Goodcats reward program on platforms such as Discord, X, and Reddit to contribute to ecosystem growth, including content creators, community contributors, and developers. Contributors can submit applications, with the submission rules as follows:
- Only include links to one's own contributions;
- Must be within the eligible date range from November 3, 2023, to November 2, 2024;
Opinions
Elon Musk: I have launched a new character called "Percy Verence"
NBA legend Scottie Pippen posted on X, stating: "Power is not built on dependence, but on resilience. Leaders do not fall… they rise again. Kekius Maximus is the proof." In response, Elon Musk stated on X: "I have launched a new character called Percy Verence."
Previously, Musk changed his personal avatar and nickname to Kekius Maximus, and then about three days ago changed the avatar and nickname of his X account back to his original identity (Elon Musk), causing related concept coins to plummet.
According to Jinshi reports, Chief Economist Cheng Shi of ICBC International stated at the 2025 China Chief Economist Forum that the adjustment path of U.S. monetary policy in 2025 will be a "first urgent, then gradual" process, with expectations of a rate cut by the Federal Reserve in 2025 ranging from 50 to 75 basis points. Cheng noted that the re-inflation risks faced by the U.S. can be viewed from two dimensions: first, the current inflation in the U.S. is in a zone where it is easy to rise but difficult to fall, and there is very little room for further decline, making it quite challenging; in fact, there are many potential factors that could drive U.S. inflation upward. Second, the current market has formed an upward expectation for U.S. inflation, and inflation expectations tend to be self-fulfilling, thus creating substantial upward pressure on actual inflation.
JPMorgan's global market strategists stated in a report that with the help of Trump's victory, 2024 will be a key year for digital assets, with a record $78 billion expected to flow into the crypto market. This capital inflow includes several key components: $27 billion in net inflows to crypto funds, $14 billion invested in CME futures, $14 billion raised by crypto venture capital funds, $22 billion in Bitcoin purchased by MicroStrategy, and $1 billion in Bitcoin purchased by Bitcoin miners. In other words, MicroStrategy's Bitcoin purchases alone account for 28% of last year's record capital inflow into the crypto market.
Important Data
According to monitoring by @ai_9694xtpa, the whale 3EqUQ…xrU3s spent $1.415 million to accumulate 7.15 million SWARMS in the past 18 hours, with an average price of $0.1979, currently realizing an unrealized profit of $150,000. In fact, this whale traded SWARMS 14 days ago (the day after its launch), making a total profit of $2,000 from two trades; if the earliest 1.67 million tokens were held until now, a cost of $20,000 would yield a profit of $345,000.
Two smart money addresses have achieved returns of 28x and 99x by investing in RAI
According to monitoring by The Data Nerd, two smart money addresses have achieved high returns through investments in RAI, including:
- The address starting with 0xfAd spent $66,000 to buy 192,000 RAI, which has now appreciated to $1.92 million, yielding a return of 28x;
- The address starting with 0xeaa spent $8,300 to buy 84,600 RAI, which has now appreciated to $839,000, yielding a return of 99x.
In 2024, the transaction volume settled through the Bitcoin network will exceed $19 trillion, more than double the $8.7 trillion settled by the network in 2023, reversing the trend of declining transaction volume over the past two years since 2021. According to data from Pierre Rochard, Vice President of Research at mining company Riot Platforms, Bitcoin transaction volume peaked during the 2021 bull market at approximately $47 trillion and sharply declined in 2022 and 2023.
CryptoSlam data shows that NFT sales fell by 17.54% to $132.7 million this week, a significant drop from last week's $152 million in sales. However, market trader participation has increased, indicating that lower price levels continue to attract attention. The number of NFT buyers rose by 25.54% to 667,116; the number of NFT sellers increased by 23.96% to 382,754; total transaction counts fell by 16.96% to 1,326,111.
Sales of NFTs on the Ethereum network fell by 25.72% to $56 million, but the number of buyers grew by 14.35% to 72,241; Bitcoin network NFTs saw a contrary increase, with sales rising by 8.38% to $30.3 million, attracting 67,423 buyers, a 13.68% increase from the previous week; Mythos Chain climbed to third place with $11.8 million in sales, a growth of 3.63%. Despite having the highest number of buyers at 234,220, Solana's sales fell by 57.91% to $9.4 million, dropping to fourth place.
The top-selling NFTs this week were:
- CryptoPunks #5192: $192,556 (53.69 ETH)
- CryptoPunks #7942: $154,075 (45 ETH)
- CryptoPunks #9208: $153,677 (45.99 ETH)
- CryptoPunks #5203: $153,580 (44.7 ETH)
- CryptoPunks #7210: $147,498 (42.93 ETH)
Three SWARMS whales have accumulated unrealized profits of $21.573 million
According to monitoring by @ai_9684xtpa, three SWARMS whales have accumulated unrealized profits of $21.573 million, with their costs and profit situations summarized as follows:
Whale ranked first in $SWARMS & second in $ZEILGO: This address, along with a small accumulation address, holds a total of 59.94 million SWARMS, with a cost of $0.04036, currently realizing an unrealized profit of $19.92 million; they are still continuing to accumulate.
A whale with a market value of $200 million holding $1.415 million: Holds 7.15 million SWARMS, has not added to the position or sold, with an average price of $0.1979, currently realizing an unrealized profit of $1.27 million.
A whale with a heavy position of $1.5 million that participated in last night's rally: Holds 4.968 million SWARMS, with an average cost of $0.3019, currently realizing an unrealized profit of $383,000.
According to monitoring by Lookonchain, the profit situation of a certain AI token trader is as follows:
Profited over $5.14 million on GOAT: This trader bought 11.1 million GOAT when its market cap was below $2 million, spending $62,000, and sold all GOAT for $5.2 million, realizing a profit of $5.14 million.
Profited over $4.5 million on ai16z: This trader entered when ai16z's market cap was $22 million, spending $123,000 to buy 6.17 million ai16z, and sold 4.67 million shares of ai16z at $1.78. Currently holds 2.65 million ai16z (worth $2.9 million), with total profits exceeding $4.5 million.
Profited over $4 million on Fartcoin: This trader started buying Fartcoin when its market cap was below $7 million, spending $121,000 to purchase 9.46 million Fartcoin, and sold 6.81 million Fartcoin for $610,000. Currently holds 2.65 million Fartcoin (worth $3.55 million), with total profits exceeding $4 million.
Profited over $4 million on arc: This trader bought arc when its market cap was $15 million, spending $212,000 to buy 11.6 million arc, then sold 1.6 million arc, realizing a profit of $212,000. Currently holds 10 million arc (worth $4 million), with total profits of $4 million.
Today, this trader purchased create, pippin, SANDY, MOLE, and FORGE.
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