According to analyst Mignolet, the Coinbase Premium Rate (CPG) has hit a nearly 12-month low, attributed to selling by US whales during the US holiday season, rather than by Bitcoin spot ETFs. Data shows that the 30-day average CPG for Bitcoin has fallen to approximately -63.85, the lowest level since January 2025, indicating stronger selling pressure from US investors than in global markets. The CPG primarily tracks the price difference between the Bitcoin/USD trading pair on Coinbase and the BTC/USDT trading pair on Binance. Technically, the Bitcoin daily chart has formed a rising wedge pattern, which increases the downside risk and could potentially lead to a drop to around $80,000. (Cointelegraph)

Huoxun Finance reported on January 19th that GarrettJin, suspected to be the "1011 insider whale," posted on the X platform, stating that comparing the current Bitcoin market to 2022 is extremely unprofessional. He believes there are fundamental differences between the two from the perspectives of long-term price structure, macroeconomic background, investor composition, and chip distribution. He pointed out that the current macroeconomic environment is diametrically opposed to the high-inflation and interest rate hike cycle of 2022: the situation in Ukraine is easing, CPI and risk-free interest rates are declining, and the AI technology revolution is likely to drive the economy into a long-term deflationary cycle. Interest rates have entered a phase of rate cuts, and central bank liquidity is returning to the financial system, defining the risk-averse behavior of capital. Since 2020, Bitcoin and CPI year-on-year changes have shown a clear negative correlation, and with the AI-driven technological revolution, long-term deflation is a high-probability outcome. Technically, 2021-2022 is a weekly M-top structure, while 2025 is a break of the upward channel, which, statistically, is more likely a "bear trap" before a rebound. He pointed out that for a bear market like the one in 2022 to repeat itself, stringent conditions must be met simultaneously, including a resurgence of inflationary shocks, central banks restarting interest rate hikes or quantitative tightening, and a decisive price drop below $80,850. It's premature to be bearish before these conditions are met. Regarding investor structure, 2020-2022 was a highly leveraged speculative market dominated by retail investors. Since the launch of Bitcoin ETFs in 2023, structural long-term holders have entered the market, effectively locking up supply and significantly reducing trading speed and volatility. Bitcoin has shifted from its historical volatility of 80-150% to a range of 30-60%, becoming a distinctly different asset. The current market has entered a more mature institutional era, characterized by stable underlying demand, locked-up supply, and institutional-level volatility.

Odaily Planet Daily reports that YZi Labs has announced the launch of the third season of its EASY Residency program, transitioning from a single, fixed "class" to a year-round rolling admissions model, allowing founders to apply and be interviewed at any time. The third season establishes long-term bases in New York and the San Francisco Bay Area, where YZi Labs' investors are located year-round. EASY Residency will host three global demo days in 2026: April (Dubai TOKEN2049), August, and December.

According to official disclosures from RWAX, within one hour of its launch, the platform had already issued more than 20 new physical asset projects, demonstrating a strong demand on the RWA asset side for an on-chain public market that is "issueable, tradable, and verifiable". Based on the disclosed asset types, this round of onboarding and issuance covers multiple main themes: Renewable Energy and Revenue Rights: such as RWA tokenization schemes based on hydropower infrastructure and power generation revenue-related assets, and introducing a layered structure design to balance stable returns and long-term appreciation potential; Minerals and Strategic Resources: covering key mineral combinations such as gold, copper, lithium, and rare earths, as well as mining asset tokenization based on a single mining area/project; Precious Metals and Safe-Haven Assets: with gold-related projects as the core targets, emphasizing value storage and risk hedging attributes; Funds and Multi-Strategy Returns: including multi-strategy fund-type RWA structures, providing stable/balanced/growth portfolio allocation paths for different risk preferences; Commercial Real Estate: involving medium-sized commercial properties located in core urban areas, with rental cash flow and asset appreciation as the core narrative; Other Non-Standard Asset Exploration: including the structured expression of non-standard assets such as artworks, further expanding the boundaries of RWA on-chain capabilities. The official statement from RWAX indicates that it will promote the transition from "asset on-chaining" to "public market pricing and liquidity formation" through leaderboard aggregation, trading and liquidity pathways, and in-platform growth tools, forming a replicable RWA listing and market validation process. The platform will continue to disclose more asset onboarding and on-chain issuance progress, and will also launch tasks and educational content for new users to lower the barrier to entry for RWA.

According to Arkham's monitoring, about 10 minutes ago, a newly created wallet withdrew 10 million DUSK from Binance, worth $2.41 million.