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Wall Street's strategic investment in Ethereum transcends mere price fluctuations, focusing on ETH's role as infrastructure. Bitmine's significant acquisition exemplifies institutional investors' long-term strategies, generating consistent revenue and shifting market dynamics by treating ETH as a foundational asset for business development.

The dot-com bubble teaches crucial lessons for today's cryptocurrency market, emphasizing the importance of long-term profitability and solid business models over hype and emotional narratives in investment decisions.

The essay discusses the relative values of national currencies in the global market, highlighting how they reflect economic stability and international trust. It emphasizes the dominance of Gulf countries' currencies, rooted in oil wealth and fixed exchange rates, and the strong positions of advanced nations' currencies due to historical credibility and economic diversity. The piece concludes by indicating that currency rankings will continue to mirror each country's economic robustness and credibility in the future.

Recent analysis of Plan C reveals a significant turning point in the cryptocurrency market, highlighting Bitcoin's undervaluation compared to gold. This presents a historical investment opportunity, as market adjustments may normalize Bitcoin's price, suggesting potential demand changes and promising returns for investors.

On Martin Luther King Jr. Day, significant trading halts will affect multiple markets, impacting global financial markets. Investors must prepare for changes in trading hours, particularly in CME and agricultural markets. Traders should manage risks and check schedules.

The Axie Infinity ecosystem is undergoing significant economic reforms in preparation for large-scale MMO content launches. AXS token prices surged, while new strategies reduced inflationary pressures and introduced bAXS tokens to reward dedicated players, aiming for sustainable engagement and a new Web3 gaming model.

CertiK is on the verge of a significant change with its upcoming IPO, aiming to strengthen its position in Web3 security. Their innovative Spoq engine integrates AI to enhance security verification, marking a crucial step for the industry's infrastructure development and increasing trust in blockchain technology.

The "Good Vibes Only" hackathon on BNB Chain took place from January 22 to 29, targeting developers of all levels to create innovative projects. It featured an open theme for creativity, a dual evaluation system for winners, and an attractive prize pool to encourage participation.

The recent sharing of altered digital images related to the arrest of Nekima Levy Armstrong by the White House has sparked debates over media ethics. Critics argue it misuses visuals for political purposes, while the White House defends it as standard media expression, highlighting the need for regulations on AI-generated media in political contexts.

The Bitcoin market is at a turning point in January 2026, with significant price fluctuations influenced by geopolitical risks, institutional investment products, and a shift in market structure. Market makers foresee new catalysts driving Bitcoin's future price movements.

Chainlink has significantly advanced the digitalization of the U.S. stock market by expanding its data streams, enabling nearly 24/7 accurate pricing for trading. This upgrade addresses liquidity gaps in on-chain assets and fosters closer ties between traditional and blockchain markets.

The cryptocurrency market is currently experiencing a sharp decline, influenced by geopolitical tensions and instability in government bond markets. Bitcoin's recent drop, alongside significant sell-offs in altcoins, reflects broader risk aversion among investors. While some analysts predict further declines, the DeFi market remains stable, with strong demand for stablecoins. The ongoing chaos raises questions about the future trajectory of digital assets.

As financial order shifts, attention turns to long-term gold price forecasts, possibly reaching $8,900 by 2030, driven by macroeconomic factors and central bank demand. Understanding these market dynamics is essential for effective investment strategies.

In late December, a significant liquidation event in the crypto futures market saw total liquidations reach $154 million, primarily from long positions. Bitcoin and Ethereum accounted for most liquidations, highlighting market volatility and potential shifts in supply-demand dynamics.

On January 24, a trader faced significant losses as Bitcoin and Ethereum surged. Their rollover position dropped from $300 million to $238 million, resulting in a $72 million loss. This highlights the risks of leveraged trading and the need for continuous position management.

A whale wallet gained $4.245 million by strategically buying Ethereum during the bear market, purchasing 2,962.89 ETH at around $1,500. After holding for 1,127 days, they sold at nearly $3,030, capitalizing on the price difference.

マイケル・セイラー氏はビットコインの制度面の進展について語り、企業の採用が急増していることを指摘。ビットコインは単なる投機ではなく、企業戦略の一部であるべきだと強調し、デジタルクリエジット市場の発展についても語った。

Michael Saylor's recent podcast discusses the Bitcoin market entering a new phase, highlighting 2025 as a transformative year for institutional adoption, insurance, and accounting advancements. He emphasizes a long-term perspective over short-term price fluctuations, advocating for Bitcoin as a productivity-enhancing asset rather than a speculative one.

Zama, an open-source company, launched a staking program for its $ZAMA token on the mainnet, allowing holders to delegate funds to 18 operational nodes for staking rewards. This initiative promotes the effective use of fully homomorphic encryption (FHE) technology. Users can earn rewards based on their assigned roles and are ensured flexibility in token management.

2025年はビットコイン史において、価格変動よりも制度面の大きな転機を迎えた年となった。マイケル・セイラー氏（Strategy創設者兼会長）が「What Bitcoin Did」ポッドキャストで述べたように、業界における根本的な勝利は、保険適用の復活、会計制度の変更、そして銀行システムへの公式な組み込みという、基盤面での進歩にある。セイラー氏は、ビットコインの真の価値を理解するには、短期的な相場変動ではなく、制度的・基盤的な採用の拡大に焦点を当てるべきだと強調している。
2025年に起こった三つの大転機—基本面の劇的な変化
セイラー氏が指摘する最大の変化は、ビットコインを保有する企業数の