Organizer: Cora
This Week's Focus
“USAT Officially Launches, XAUT's Value Rises, Tether's 'Trident' Takes Shape”
In the future, Tether's 'Trident' may face more severe challenges, such as how to balance regulatory compliance requirements with business expansion, and how to respond to competition from USDC and emerging stablecoins. However, it is undeniable that Tether has gradually grown from a 'infrastructure provider' in the crypto space to a financial giant capable of influencing global capital flows.
On Kalshi, preferred by Holsinger, the market's expectation that Trump will not mention 'stuffing' is declining, with the corresponding odds dropping to 81 cents. This means more and more people believe he will say the word.
“Zerohash Negotiates $250 Million Financing, Competition in Stablecoin Payments Intensifies”
From Stripe launching the payment blockchain Tempo and the stablecoin issuance platform Open Issuance, to Visa partnering with stablecoin payment infrastructure company BVNK, and Mastercard planning a strategic investment in Zerohash, these moves reflect the payment giants' upgrade transformation towards infrastructure providers, hoping to dominate in the new round of stablecoin payment competition.
From the current trend, Bitcoin faces significant pressure not only to challenge the psychological barrier of $100,000 in the remaining time of the month but also to stabilize above $90,000. If by the end of the month, Bitcoin fails to maintain its current weak rebound and instead oscillates downward, breaking below the $87,000 support, it will face the prospect of experiencing four consecutive monthly declines for the first time since the second half of 2018, a gap of over seven years.
“Geopolitical Tensions and AI Valuation Shock: Bitcoin Falls Below $82,000”
On January 30, global risk asset sentiment significantly cooled, with U.S. stocks weakening under the dual pressures of tech stock divergence and rising geopolitical risks. The Nasdaq fell 0.72%, with the biggest impact coming from Microsoft: the market raised concentrated doubts about the intensity and return cycle of its AI and data center-related capital expenditures, causing its stock price to drop about 12% at one point during the day, ultimately closing down 10%, marking one of the largest single-day declines since 2020, with its market value evaporating to the second tier in U.S. stock history, directly dragging down overall market sentiment.
Selected Recommendations
“In the Tokenization Tech Stack, Who Truly Gains Value?”
Stablecoins were initially seen as simple digital dollar equivalents, but significant changes have occurred. A large portion of stablecoins is now backed by high-quality physical assets, primarily short-term U.S. Treasury bonds. This structure explains both their stability and why they are increasingly favored by institutional investors, as they view stablecoins as tools that are liquid, predictable, and compliant with operational restrictions.
The real challenge in successfully transitioning to post-quantum cryptography is matching urgency with actual threats. Below, I will clarify common misconceptions about the threat of quantum computing to cryptography, covering encryption, signatures, and zero-knowledge proofs, with a particular focus on its impact on blockchain.
“Surpassing PayPal, Entering the Top Five in Six Months: Trump's Stablecoin 'Game of Power'”
The rapid rise of USD1 is not merely a commercial victory. The issuer of USD1 is not a traditional bank or fintech giant, but World Liberty Financial (WLFI), closely related to the family of current U.S. President Trump. With the backing of Trump's political halo and policy dividends, a 'sunny conspiracy' in crypto finance is emerging.
“Rising Silently: Is Circle Undervalued in the Red Ocean of Stablecoins?”
USDT dominates in emerging markets such as Asia, Latin America, and Africa, especially with a market share exceeding 90% in East Asia, where a large amount of circulation occurs in off-chain P2P and cross-border capital activities, long remaining outside the regulatory framework and viewed by regulators as a 'gray dollar system' that exacerbates capital outflow and financial crime risks.
“On-Chain Lending Bull Market Logic: The Turning Point Has Arrived, How to Position?”
The current issue causing stablecoin lending rates to be lower than the U.S. Secured Overnight Financing Rate (SOFR) is: 1. Insufficient lending demand; 2. Capital inefficiencies caused by protocols (such as cash drag from point-to-pool models, lack of re-collateralization mechanisms, etc.). Additionally, on-chain lending rates are far below most alternative capital sources, which is clearly not a long-term equilibrium.
Ten News You Can't Miss This Week
21Shares launches Jito Staked SOL ETP in Europe
The U.S. Department of Justice seizes over $400 million in assets related to dark web mixing service Helix
Uniswap Web App will launch token auction features on February 2
Insiders: OpenAI plans to utilize World iris scanning or Face ID to launch a real social network
The Optimism Foundation passes OP buyback proposal, with 50% of Superchain revenue allocated for buybacks
Coinbase partners with Kalshi to expand its prediction market business to all 50 states
Bitwise registers the 'Uniswap ETF Trust' statutory trust in Delaware
Cryptocurrency payment network Mesh completes $75 million Series C financing, led by Dragonfly Capital, with a valuation of $1 billion
Japan plans to incorporate XRP into a stricter financial regulatory framework by Q2 2026
Hong Kong's Taikang Asset Management collaborates with Hivemind Capital to establish an RWA tokenization fund, targeting a scale of $500 million
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