Crypto Morning Post, January 4th | Trump takes over Venezuela | V God releases new ETH roadmap ️ | BTC returns to the 90000 mark TL; DR (too long to read): The macro geopolitical shock (Maduro's arrest) did not trigger panic, and BTC weakly rose back above 90000, with market sentiment cautiously optimistic. In terms of the industry, Vitalik has released the 2026 Ethereum roadmap, accelerating the global process of cryptocurrency tax compliance, and the volatility of the old Meme coin suggests opportunities for a knockoff rebound. Today's core focus: Geopolitical Black Swan: The United States swiftly arrested Venezuelan President Maduro, and Trump announced a temporary takeover and sale of oil, exacerbating geopolitical risks. Ethereum Roadmap: Vitalik releases 2026 outlook, confirming Glamsterdam upgrade plan for the first half of 2026 and Hegota upgrade scheduled for the end of the year. Regulatory tightening: 48 countries have officially launched the Crypto Tax Data Collection Framework (CARF framework), expected to be fully implemented by 2027. • Whale holdings: Data shows that the US government holds approximately $30.7 billion in cryptocurrency, with BTC accounting for as much as 97%. The main text is as follows: Crypto Breakfast | January 4th 1. The United States has captured Venezuelan President Maduro and his wife. 3 hours of quick action, precise and ruthless. 2. Trump: Temporarily take over Venezuela until a truly nationally recognized president is elected. At the same time, it was announced that oil would be sold to other countries with priority given to interests. 3. In terms of risk assets, Bitcoin slightly fell after the news came out yesterday, and then entered a weak upward mode, currently hovering around 91000. 48 countries have initiated the collection of encrypted tax data, and the CARF framework will be implemented in 2027. Vitalik releases 2026 ETH article. Accelerate roadmap Glamsterdam upgrade plan H1 2026. The next update will be my Hegota upgrade at the end of 2026. The US government currently holds approximately $30.7 billion worth of cryptocurrencies, of which BTC accounts for 97%, totaling 328372. 7. The Infinex token sale officially started at 14:00 today and will continue until 14:00 Beijing time on January 6th. Infinex's FDV has been reduced from $300 million to $99.99 million. 8. Solana founder responds to Jupiter's token repurchase issue: staking is more advantageous for the capital structure of the agreement. Pledge, repurchase, and destruction are constant topics in the economic model. 9. The upward trend of meme coins such as Doge Pepe will further stimulate the counterfeit market. 10. US Congressman Ritchie Torres will propose legislation called the 2026 Financial Forecasting Market Public Integrity Act, aimed at cracking down on insider trading practices that may exist on forecasting market platforms. PS: Isn't predicting the market insider trading? Those who know the news buy first, then drive the price to continue rising, and finally become insider information that everyone knows. Bitcoin market analysis: Bitcoin has returned to $90000, and after Maduro was arrested, it first fell and then rose, currently hovering around 91000. The 4-hour trend line is slowly emerging, and a rebound may be imminent. Although Bitcoin has climbed up to the trendline, its trend is still weak. It can only be said that the short-term rebound signal is strong, but we should remain vigilant. At the knockoff level, some old memes are starting to rebound. As long as the market stabilizes, do knockoffs have a huge demand for a rebound? This is because market makers want to increase shipments. If a rebound market comes, this will also be the last opportunity for knockoffs to sell. [Risk Reminder] Digital assets have significant fluctuations and extremely high risks. Please participate with caution, avoid full positions, and refuse loan leverage;